Financial Services Specialist

Mexico·Monterreymid

OtherFinancial Services

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Quick Summary

Key Responsibilities

Manage portfolio of accounts receivable for assigned territory.

Requirements Summary

Elizabeth Garcia

Technical Tools

OtherFinancial Services

The Financial Services Specialist is focused on resolution of past due accounts within the parameters of existing credit and collections policies as well as decision making and judgment regarding accounts receivable and account reconciliation.

Responsibilities

~1 min read

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Manage portfolio of accounts receivable for assigned territory.
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Contact customers to obtain promises to pay and follow up on status of payments or determine reasons for customer's non-payment and escalate if necessary.
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Serve as liaison between customer and field sales and service to resolve disputes and initiate credit memos as needed.
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Contact customers to resolve past due balances prior to release.
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Secure Purchase Orders from customers when required.
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AR/Collections reporting and analysis.
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Enter electronic invoicing for customer accounts.
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Account reconciliation: provide back-up detail; submit tie-offs and refund requests as needed to clean up account balances.
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Review current account status, get payment commitment and document all relevant information in internal account systems

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Attention to detail, excellent analytical and problem-solving skills
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Proficient in data entry
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Excellent costumer orientation
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Work independently and with a team in a fast-paced and high-volume environment with emphasis on accuracy and timeliness
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Ability to work and communicate with all levels of the organization
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Adaptability and willingness to learn new skills/tasks
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Comfortable working with targets
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Speaks English fluently, advanced written English
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2+ years applicable experience
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High school diploma preferred