Financial Services Rep II
Core
Manage assigned portfolio of client Accounts Receivable (AR) to resolve delinquent accounts through phone, mail, and email contact.
Role type
Financial Services Representative (Collections)
Builds
Collections management and payment resolution for enterprise clients
Domain
B2B Financial Services / Collections
Required skills
Collections experience, AR management, contract review, payment processing, legal paperwork handling, SLA adherence
Preferred skills
Enterprise client rapport, complex problem solving, minimal supervision capability
Technologies
Mail/fax systems, Collections Management systems, ACH/Wire transfer systems
Responsibilities
Contact delinquent accounts to determine reasons for overdue payment, provide special billing for enterprise clients, process legal and bankruptcy paperwork, update status reports on top delinquent accounts, order service interruptions or credit holds after manager consultation.
Seniority
Mid-level, individual contributor