• Responsible for managing assigned accounts, all-encompassing of collection calls, and/or correspondence in a fast-paced goal-oriented Collections Department.
• Maintain records on account activity, as well as review accounts for unpaid amounts and determine what course of action to take based on a variety of factors such as age, amount of debt, and the customer’s history.
• Accountable for reducing delinquency for assigned accounts.
•  Enlist the efforts of management when necessary to accelerate the collection process.
• Communicate with customers on a timely basis, execute collection activities, research, reconcile, and track daily/monthly AR balances for appropriate and timely resolution.
• Work in partnership with various internal departments such as Billing, Credit, Payroll, and Cash Application teams to resolve collection issues and to achieve common goals and objectives.
• Initiate all verbal and written communication necessary to resolve collection problems on past-due invoices.
• Submit customer refund requests, prepare and review account adjustments, and resolve client discrepancies and short/over payments.
• Recommend action to be taken on delinquent customer accounts.
• Update management biweekly on top issue past due customers within assigned portfolio.
• Ensure all credit balances on accounts are resolved and cleared within 120 days

Skills: Debt Collection, Account Management, Delinquency Reduction, Customer Communication, Accounts Receivable Reconciliation, Internal Department Collaboration, Problem Resolution, Credit Balance Management

• Handle incoming customer account/invoice-related email queries.
• Interact with internal departments to ensure customer inquiries are effectively resolved and documented where appropriate.
• Dispute resolution in a timely and expeditious manner.
• Provide supporting documentation to the Direct Debit Customer Accounts on internal platforms for Customer records and Audit controls.
• Prioritize workload to ensure agreed objectives are achieved.
• Undertake regular tasks/activities as defined by the Direct Debit Customer Accounts Team Leader.
• Achieve pre-determined performance targets to include average inquiry handling times, volumes and emails.
• Ensure accuracy and timeliness of setting up and maintaining new and existing Direct Debit information for customer accounts.
• Support Customer Account Management and Teams in direct debit processes and responds to requests received.
• Resolve customer queries/disputes relating to a customer's Direct Debit and liaise with local FLMs and Managers to facilitate resolution.
• Ensure adherence to Direct Debit rules and other regulatory compliance.
• Flexible working hours during client-specified key periods (month end)
• Consistently record all collections activities as per the client process.

Skills: Customer Account Management, Invoice Query Handling, Internal Department Collaboration, Dispute Resolution, Documentation Support, Workload Prioritization, Performance Target Achievement, Direct Debit Setup and Maintenance, Regulatory Compliance, Flexible Working Hours, Collections Activity Recording.

• Exercise collections analysis based on financial and operational information
• Gather, review, understand and apply relevant information to collections decisions with theory and practical assumptions & concepts
• Structure collection requests according to business and customer requirements, keeping in line with the Credit / Risk Area Policy & Procedures and strategies.
• Propose and communicate the collections team decisions properly and by the guidelines of risk and market requirements
• Maximize the portfolio value, carefully examining new negotiation requests
• Develop a results-oriented and continuously improved working environment
• Assists in the development and implementation of procedures to minimize risk and improve collection quality
• Identifies and implements process improvement opportunities in the collections process
• Contact customers by phone and other tools to ensure timely payment of all invoices, being proactive to ensure an overdue situation does not occur
• Develop and maintain professional relationships with internal and external clients
• Provide reporting with the status of the collection of accounts on a routine basis
• Follow-up quickly to customer and internal inquiries about invoices
• Escalate past due matters and maintain current documentation of processes

Skills: Collections Analysis, Financial Review, Risk Management, Negotiation Skills, Process Improvement, Customer Communication, Timely Payment Assurance, Status Reporting.

• Manages the accounts receivable balances of the Firm’s clients, working closely with clients, attorneys and assistants
• Analyzes, researches, resolves, and documents client disputes.
• Analyze and resolve short payments and follow up, track and report progress in the resolution of client collection problems.
• Monitors compliance with client payment expectations, as dictated under terms of retention, alternative arrangements, payment plans, contingent terms and/or custom settlement details.
• Maintains contact with Billing Attorneys regarding client receivables, offers suggestions and recommendations on how to address aged balances
• Conducts timely/appropriate progress tracking on portfolio maintenance concerns.
• Performs preliminary analyses of data, including analysis of client receivables and billing and payment histories.
• Identifies accounts of increasing concern and escalates to managers
• Generates on-demand reporting suitable for submission to both internal and external parties.
• Provides support with preparation and processing of alternative fee arrangements, requests for suit, proofs of claim and other collection issues
• Demonstrates ability and familiarity with using electronic billing vendor websites.
• Uses negotiating skills with attorneys and/or clients to bring collection issues to a mutually satisfactory resolution (i.e., settlement arrangements, write-offs, and the like), subject to approval from departmental management.
• Monitors, suggests and tracks progress on AR write-offs, including preparation of write-off paperwork for attorney and departmental management approval.
• Periodically assists other Financial Services Departments with time-sensitive projects and requests as well as other receivables-related duties

Skills: Accounts Receivable Management, Client Dispute Resolution, Compliance Monitoring, Progress Tracking, Data Analysis, Reporting, Electronic Billing, Negotiation Skills.

• Cash Receipt matching to Open balances and reports to support the process
• Support the bank download and reconciliation process and intercompany transfer process
• Update and maintain the filing system for cash receipts, bank reconciliations and Cash Activity reports
• Ensures timely payments and receipts of broker invoices regarding insurance contracts
• Develop strong relationships with Brokers to facilitate timely and accurate cash receipts & disbursements
• Develop strong relationships with our internal Underwriting Units to ensure quality service
• Follow up with brokers regarding overdue balances to reduce Accounts Receivables
• Achieve a qualitative and granular understanding of accounts and reported balances
• Support development, maintenance, and distribution of concise and accurate reporting of balances
• Troubleshoot data reconciliation and variance issues with operations, and resolve unallocated cash issues
• Strong Analytical ability, and detail-oriented with the ability to work on a high volume of daily transactions
• Assist in the creation of collections process documentation

Skills: Cash Receipt Matching, Bank Reconciliation, Filing System Maintenance, Broker Relationship Management, Internal Collaboration, Accounts Receivable Reduction, Reporting, Data Reconciliation.

• Monitor accounts receivable aging and ensure timely collection on all accounts receivable customers.
• Analyze potential new, and existing customers to establish credit limits.
• While managing accounts continue to assess credit risks and make recommendations to increase/decrease credit limits as appropriate.
• Discuss accounts of concern with the Credit Supervisor and/or Lead Credit and Collections Analyst.
• Perform customer account reviews.
• Work with Schnitzer Steel Tax department in obtaining and maintaining documentation from customers required to avoid potential sales tax liability
• Maintain customer files to ensure compliance with policy and Sarbanes Oxley requirements.
• Ensure all business transactions and cash receipts are with approved entities.
• Work and develop relationships with team members (Sales, Operations, etc.) to research and resolve discrepancies promptly.
• Develop relationships with customers to assist in the collection of accounts and monitor credit risk in the areas of character, capacity, capital, collateral and economic conditions.
• Update multiple systems with customer information and accurate credit limits.
• Maintain daily/weekly/monthly reporting of customer accounts within assigned timelines.
• Monitor shipments to ensure accounts remain within assigned limits.
• Calculate payment requirements based on contracted terms, and reconcile customer accounts.
• Work closely with the Compliance Department and Accounts Receivable Specialist to ensure business activity and transactions are with approved entities.

Skills: Accounts Receivable Monitoring, Credit Risk Assessment, Customer Account Review, Compliance Maintenance, Discrepancy Resolution, Relationship Building, System Updates, and Reporting.

• Ensures returns have been credited appropriately based on Trade Terms/Returns policy and customer contracts that impact supplier score-carding, including a ll SOX and internal controls
• Analyzes returns, scrutinizes and investigates pricing conditions and contract-related issues
• Ensure timely and accurate communications to business when issues arise around returns and deductions
• Execute and advise on process efficiencies to better anticipate customer needs, focus on flexibility in business practices, and promote adaptation to evolve based on urgent needs
• Provide timely and useful updates on credits and deductions to the customers
• Support brands for metrics and ad hoc returns report regularly
• Work with CI2C and contracts on any invoice or credit discrepancies and deduction resolution
• Handle complexities and work on projects with ITS for process improvements around returns processing
• Prepare required debit memo/credit memos and prepare customer account reconciliations
• Interface and partner with the regions to resolve collection issues.
• Significant interaction with external and internal customers.
• Perform financial credit risk assessments on current and potential customers
• Work with the account team on payment term recommendations

Skills: Returns Processing, Pricing Analysis, Communication, Process Efficiency, Credit and Deduction Updates, Metrics Reporting, Discrepancy Resolution, Financial Credit Risk Assessment.

• Perform proactive collection calls on large dollar invoices.
• Analyze and reconcile discrepancies in customer accounts
• Identify and assign customer problems to the appropriate branch and/or salesperson.
• Evaluate and discuss all potential losses with supervisors and establish action plans to minimize losses.
• Consult and make recommendations to superiors and/or sales personnel on complex credit and/or collection situations.
• Collaborate with branches and corporate departments to control shipments to delinquent accounts to limit potential bad debt exposure.
• Provide customer service by assisting in the reconciliation of accounts.
• Track and monitor customer credit ratings using 3rd party credit service agencies
• Advise on tool credit limits based on credit analysis
• Manage assigned customer portfolios of large Accounts and follow all set procedures and guidelines
• Develop collections methods that consistently lead to achieving or exceeding company financial goals
• Meet individual and team collections goals set on a monthly/quarterly basis set by AR Manager
• Develop collections methods that consistently lead to achieving or exceeding company financial goals
• Accountable for reducing delinquency for assigned accounts

Skills: Proactive Collection Calls, Account Reconciliation, Problem Identification, Loss Minimization, Credit and Collection Recommendations, Shipment Control, Customer Service, Credit Rating Monitoring.

• Serve as a Billing Specialist for the company to assist in all invoicing duties
• Prepare assigned customer billing accurately daily.
• Submit invoices to customers and keep an updated log of client portal logins and AP contact info.
• Work with customers (internal and external) to ensure the accuracy of customer balances on AR aging.
• Engage with customers in a friendly and professional manner while actively listening to concerns
• Reconcile AR aging, verify the accuracy of balances, compile data, and prepare appropriate forms for distribution.
• Monitor AR aging and contact customers assisting in collection efforts to control days outstanding balances.
• Assist customers (internal and external) with requests for information.
• Continuously review procedures to determine efficiencies and make recommendations.
• Resolve disputes from customers by working with the internal team so that disputes do not continue, invalid chargebacks are paid back and valid disputes are created accurately
• Perform reconciliations of the accounts 
• Work with internal teams to investigate and resolve various issues slowing up the payment process

Skills: Billing, Invoicing, Accounts Receivable Management, Customer Engagement, AR Aging Reconciliation, Collection Efforts, Dispute Resolution, and Process Improvement.

• Responsible for full-cycle collections of customer accounts.
• Support the department’s Collections Procedures, send customer outreaches on past due invoices
• Complete customer portal registrations and vendor forms
• Upload invoices into customer portals, investigate billing issues, and bring to resolution by involving appropriate internal stakeholders
• Assist in managing and updating the Downgrade list
• Assist the team during PTO absences with the Zuora billing function which includes manually generating invoices/credit memos, occasional manual invoicing, credit memo application, and correcting transactions that error-out.
• Assist the team with cash application and credit refund research of unapplied credits
• Prepare journal entries, account reconciliations, and prepare reports that include aging, cash receipt logs and unbilled reports
• Support the global sales team with questions about invoicing
• Work cross-functionally with Sales, Sales Operations, Legal and Business Systems
• Support management by distributing timely and accurate accounts receivable Information
• Process checks/bankruptcy notices/POs received in HQ
• Maintain policies, documents, and procedures for Sarbanes Oxley

Skills: Billing, Invoicing, Accounts Receivable Management, Customer Engagement, AR Aging Reconciliation, Collection Efforts, Dispute Resolution, and Process Improvement

• Knowledge of and ability to apply basic math skills
• Collections, Banking, and/or Repossession experience 
• Have prior call center experience
• Experience with Microsoft Office Suite, Google Suite, Knowledge Bases, CRMs, and other business management systems.
• Strong problem-solving skills with strict attention to detail
• Experience with TSYS CBOS system or similar system.
• Excellent listening, written, and verbal communication skills.
• Excellent analytical skills being able to compile and review case studies and provide recommendations.
• Must be able to handle multiple tasks in a fast-paced environment.
• Bilingual (English/Spanish)

Qualifications: BS in Finance with 3 years of Experience 

• Have collections experience in an Accounts Receivables department.
• Have Oracle experience
• Strong follow-up skills and ability to organize applicable timelines 
• Ability to follow up with internal and external customers.
• Strong written and oral communication skills
• Ability to present ideas and suggestions clearly and effectively.
• Ability to work with different functional groups and levels of employees to effectively and professionally achieve results.
• Strong organizational skills
• Ability to accomplish multiple tasks within the agreed-upon timeframes through effective prioritization of duties
• Ability to work in a fast-paced environment.

Qualifications: BS in Accounting with 2 years of Experience 

• Ability to provide support and coordination to the billing function of the Accounts Receivable team
• Able to reply to customers with a sense of urgency and high customer service level
• Customer service experience, strong job tenure
• Have collections experience
• Must be comfortable being on phones and doing collections
• Must be eager/excited to learn and able to multitask
• Administrative/finance experience related.
• Advanced Excel skills, fluent in English
• Knowledge of SAP or other ERP, Hyperion and Excel.
• Ability to present complex analysis with clarity
• Good analytical skills and ability to understand accounting and financial processes related to the business.

Qualifications: BA in Business Administration with 4 years of Experience 

• Highly analytical and adept at managing big data
• While not directly managing people, this role is responsible for the management of the data/information used in providing data to, EMT, Sales, and the Collections team
• Works with the Director of A/R and Collections staff on preparation and review of Bad Debt
• Adept at taking multiple sources of data and distilling it into a digestible, reportable, and repeatable format for Sales and Accounting/Finance Leadership
• Strong verbal & written communication skills, including the ability to effectively communicate to all levels of management and staff
• Proficiency in Excel and PowerPoint
• Experience with A/R automation tools
• Ability to quickly learn and adapt to new systems and processes
• Serves as the initial escalation point for collection-related issues (from both internal & external customers)
• Compiles data and reports on Collector effectiveness

Qualifications: BA in Economics with 3 years of Experience 

• Strong understanding of insurance terms, medical terminology, and pricing methodologies for commercial and government billing requirements.
• Knowledge and understanding of HCPC and CPT codes
• Experience collecting from payors (health plans, medical groups and pharmacy benefits managers)
• Patience and attention to detail, resilience to high workloads and repetitive work
• Inquisitive approach and data mining
• English proficient, and good command of MS Office, particularly Excel
• Have advanced Excel skills and be a concise communicator
• Formal or on-the-job accounting training
• Past experience working on a Billings/Collections team
• Good oral and written communication
• Strong technical accounting and change management skills.

Qualifications: BA in Marketing with 2 years of Experience 

• Advanced English, reconciliation experience
• Excel knowledge, strong teamwork skills
• Demonstrated ability to deliver complex solutions without supervision.
• Strong analytical & problem-solving skills 
• Effective verbal and written communication skills
• Proven track record of people mgmt.
• Must have Collections experience and excellent communication skills
• Proficient with Excel, high attention to detail
• Several years of accounting-related work experience or equivalent experience
• Working knowledge of ERP systems (preferably NetSuite/ Salesforce) and have Stripe experience 

Qualifications: BA in Marketing with 2 years of Experience 

• Adaptable and willing to learn - ie - propose changes that improve processes and systems
• Strong written and oral communication skills
• Passionate about improving the customer experience and constantly challenging ways to “do it better”
• Have a high regard for customer satisfaction, with the ability to build relationships and communicate effectively
• Well-organised with a methodical approach to managing workload and to prioritizing activities according to business need
• A working knowledge of Zuora, Salesforce or similar systems
• Basic Excel skills, ability to do v-lookups and pivot tables
• Thrive in a fast-paced, agile, and dynamic environment
• A helpful, encouraging, and respectful nature to support team members and everyone they interact with
• Approach work with enthusiasm, energy, dedication, and integrity

Qualifications: BA in International Business with 2 years of Experience

• Strong business acumen, comfortable with data analysis.
• Knowledge of SQL best practices and dealing with large databases.
• Ability to interpret data and tell the story to different stakeholder groups.
• Highly proficient in Microsoft Suite of Products: Excel, PowerPoint, Word, Outlook.
• Familiar with Business Process Methodology Documentation and best practices.
• Experience with business process improvement methodologies (Lean Six Sigma).
• Problem-solving, curiosity and strong critical-thinking skills
• Diligent and agile while working efficiently with minimal direction in a fast-paced, start-up environment.
• Able to prioritize and meet deadlines while managing multiple collections-related tasks and projects.
• Willingness to quickly up-skill on new knowledge and processes.
• Ability to successfully resolve issues, diagnose business problems, plan, document and deliver solutions in a timely manner.

Qualifications: BS in International Business with 4 years of Experience 

• Collections and telephone customer service experience
• Global Payments systems end-user requirements
• Has a substantial understanding of the job and applies knowledge and skills to complete a wide range of tasks.
• Works on assignments that are routine to moderately difficult, requiring some decision in resolving issues or in making recommendations.
• Normally receives little instruction on daily work, and general instructions on newly introduced assignments.
• Ability to select the correct negotiation technique based on the unique circumstances of the situation
• Ability to research complex issues and resolve escalated customer inquiries
• Knowledge in applicable software (e.g. TS2, Lotus Notes, Microsoft Office, I3)
• Excellent organizational abilities, attention to detail, and strong written and oral communication skills
• Billing experience - NetSuite or Salesforce
• Experience with Zendesk & JIRA

Qualifications: BA in Public Administration with 2 years of Experience

• Fearless, and able to make the impossible possible.
• Responsible, and want to help build a business that delivers a meaningful difference to society.
• Dedicated and want to commit to an exciting journey even through the highs and lows.
• Empathetic and truly care about every colleague and customer.
• Humble, and take feedback as a way to continuously improve.
• Are passionate about technology and social impact and want to help grow a business that delivers a meaningful difference to society.
• Experience in a data analytics function, preferably in a FCA-regulated environment, ideally in a FinTech.
• Have experience building and tracking collections KPIs, including strategy performance indicators.
• Have strong technical database and analysis skills and be a power user of SQL and comfortable with Excel.
• Can present complex technical details, concepts, and information in an easy-to-understand format.
• Ability to work independently with minimal oversight, and proven ability to drive process improvements

Qualifications: BS in Marketing with 3 years of Experience