Representative – Payment Operations

Representative – Payment Operations

Requirements

• Preferred Bachelor’s degree in business administration, accounting or related field
• 3 or more years of related work experience in a collection’s specific role; or any equivalent combination of training and experience required to complete the essential functions/job responsibilities of the position
• An understanding of billing, collections and receivable procedures
• Good communication skills; ability to explain detailed financial information to customers
• Proficient in Google Office Suite, Microsoft Office, Excel

Responsibilities

• Analyze delinquent balances; complete account analysis looking at the customers full book of business with Inmar to determine next steps
• Contact customers regarding their delinquent invoices and determine next steps.
• Use research, interactions with customer and judgement to recommend accounts for suspension of services, ensure collection activities are properly documented and reviewed with Manager
• Track and calculate customers payment trends for customers who are routinely delinquent; flag those accounts for escalation
• Verify validity of account disputes by obtaining and analyzing data from sales, service departments, and customers; reconcile customer statements and work as necessary to resolve the dispute
• Recommend clients for suspension/termination/outside collections based on account analysis and risk considerations
• Track client terminations, ensure proper documentation, and process deposit refunds in accordance with company & contracted policies and timelines.
• Work with internal Client and Billing Teams to troubleshoot issues that impact customers’ ability to initiate payments
• Post incoming cash on a daily basis and balance books for the day/week/month.
• Provide invoice and statement copies as requested; work with the Billing Team to revise invoices as necessary
• Answer incoming collection calls, emails, including emails in the team shared Inbox
• Recommend customers pay via ACH versus check to initiate faster payment
• Escalate collections issues per department guidelines as necessary
• Maintain customer contact information as needed
• Communicate customer requests regarding future invoices to the Billing and Client Teams
• Maintain collection and A/R activity metrics
• Participate in Yearly Accounting Audit as requested by the accounting department.

Preferred Qualifications

• Adaptable: Responds to change with a willingness to learn new ways to accomplish work
• Communication: Giving and receiving messages and information in written, oral, and visual formats in a clear and concise way for a complete understanding of meaning and intent
• Analytical and Critical Thinking: Ability to tackle a problem by using a logical, systematic, sequential approach
• Problem Solving: Gathers and analyzes information to generate and evaluate solutions to problems, issues and challenges while weighing the accuracy and relevance of the facts, data and information
• Collaboration: Works collaboratively with others to achieve group goals and objectives
• Urgency: Transfers mission to action by acting clearly and decisively to analyze and implement solutions regardless of pressure or uncertainty and maintains a sense of urgency to complete tasks, accomplish goals, and act in ambiguous situations