• Work with the Commercial Credit Supervisor and/or Commercial Collector with providing invoices/delivery tickets to the Special Handling customers for payment.
• Open Invoice/Cortex Invoice Submission as well as other portals used to submit invoices.
• Using the Amalto portal to submit invoices and deal with disputed invoices/invalid invoices.
• Working with Amalto to improve processes.
• Contacting branches for copies of Invoices/with backup with correct requirements.
• Working with customers and dealing with requests and issues.
• Working on disputed invoices from customers, by working with the branch/customer to receive the proper invoicing requirements.
• Updating Get Paid as invoices are entered, disputed and corrected.
• Listing any issues with invoices or approvers.
• Consolidating invoices and completing special projects for customers.

Skills: Invoice Management, Portal Operations, Dispute Resolution, Process Improvement, Customer Service, Documentation Control, System Updating, Project Coordination

• Monitor receipt of financial statements and other credit file documentation.
• Monitor all required credit documentation in financial statement tracking database.
• Research relationships for appropriate ties.
• Provide monthly outstanding financial statement reports to Commercial Credit Officers and follow up on an on-going basis for receipt of required documents.
• Provide monthly reporting of outstanding covenant compliance reviews. 
• Monitor receipt of documentation related to waivers and defaults.
• Provide monthly reporting on delinquent annual reviews. 
• Monitor completion of annual reviews.
• Gathers and calculates data to prepare a variety of monthly, quarterly and annual reports for management
• Ensures reports are accurate, complete and prepared on schedule.

Skills: Financial Monitoring, Database Management, Relationship Research, Reporting Compliance, Documentation Tracking, Review Coordination, Data Analysis, Report Accuracy

• Risk Rating Change Monitoring and Reporting
• Process daily risk rating change requests received in a timely manner.
• Monitors Split Rating Reports weekly for new loans boarded with risk ratings contrary to existing relationship rating, contact lender for confirmation on the split risk rating.
• Send quarterly officer portfolio risk rate reports to commercial lenders for review and follow for written confirmation by lending staff in accordance with requirements of Loan Policy and LUAG.
• Re-affirm risk ratings on newly funded loans are reflected correctly in Horizon based on the LPSS / funding packages.
• Work with Credit Operations and Loan Operations to correct risk rating.
• Process daily Experian credit report requests and CPA confirmations
• Assist in maintaining and organizing credit files, including periodic inventory audits.
• Assist in a variety of office duties including copying, printing, and scanning.

Skills: Risk Rating Oversight, Report Management, Credit Operations Support, Documentation Auditing, Process Coordination, Credit Reporting, File Organization, Administrative Assistance

• Initiating contact with assigned Customers and Sales Representatives via telephone, email, and letters to facilitate the collection of past due invoices before aging to 30 days past term while protecting and fostering long-term relationships. 
• Communicating with other departments and sales representatives on Customer issues or unresolved problems that contribute to delinquent accounts, with objective to facilitate successful resolution. 
• Handling inbound credit-related calls throughout the day from Customers and Sales Representative as a member of a team of Credit Representatives with goal of one-call resolution for the question or issue. 
• Supporting time-sensitive priority to resolve credit-hold orders to release for shipment as soon as possible during the day. 
• Assessing ongoing credit-worthiness of Customers and managing credit terms and limits of accounts to balance risk between shipping new orders and receiving timely payment. 
• Using enterprise and customer relationship management systems to retrieve, process, and accurately record information regarding contact and activities with Customer involving new orders, collections, payments, and account file maintenance. 
• Receiving and processing payments from Customers by credit card and check, providing posting and adjustment instructions 
• Being creative problem-solver for Customer credit and collections-related issues by taking ownership to help identify solutions to problems while protecting Company’s fiscal health and long-term Customer relationships. 

Skills: Account Collection, Interdepartmental Communication, Call Resolution, Credit Management, CRM Proficiency, Payment Processing, Risk Assessment, Problem Solving

• Responsible for accounts receivable management of all assigned accounts.
• Coordinate with accounts receivable team members regarding posting of accounts.
• Work closely with sales consultants on complicated accounts and potential bad debt accounts.
• Responsible for all research on difficult accounts.
• Deliver billing and product documents to assist in payment of open balances.
• Monitor open orders that exceed credit limits and/or terms and release if appropriate.
• Discuss age trial balance to determine delinquent accounts and possible credit risks with Director of Credit.
• Work with accounts receivable team members on any account adjustments 
• Participate in monthly team meeting to discuss best practices, share ideas and continued education.

Skills: Accounts Receivable Management, Team Coordination, Sales Collaboration, Account Research, Document Delivery, Credit Monitoring, Risk Analysis, Team Meetings Participation

• Excellent communication and negotiation skills
• Strong analytical skills
• Ability to work in a team environment
• Able to take constructive criticism and direction from management
• MS Office (MS Word and Excel) and PC fluency required
• Effective organizational skills and attention to detail
• Strong persistence and deadline-oriented
• Professional work ethic with strong integrity and attendance record
• Previous accounts receivable experience.
• Excellent attention to detail.

Qualifications: BA in Business Administration with 4 years of Experience

• Knowledgeable and understanding of financial statements and financial statement analysis
• Demonstrated exceptional critical thinking and problem-solving skills
• Demonstrated exceptional oral and written communication skills
• Strong PC skills including Excel, Word, and Powerpoint
• Share core values of Open and Honest Relationships, Create and Embrace Change, Use Knowledge Intelligently and Excel through Quality
• A self-motivated, results-oriented, enthusiastic individual who will work on a variety of programs interacting with internal teams and external clients and customers
• Outsourcing/HR Services experience 
• Emphasis on customer service and quality.
• Analyze problems and devise solutions.

Qualifications: BS in Finance with 5 years of Experience

• Knowledge of billing and reimbursement of insurance.
• Ability to use basic office equipment and knowledge of CTR computer terminals 
• Experience within a hospital setting
• Ability to cooperate with others.
• Must be able to speak, write understand and communicate the English language.
• Effectively communicate with internal and external customers.
• Integrity to handle the confidential aspects of work.
• Attention to detail & accuracy in work.
• Retains composure under stress.

Qualifications: BA in Economics with 3 years of Experience

• Administrative and/or Accounts Receivable experience.
• Knowledge of general office administration.
• Excellent organization skills, strong attention to detail and the ability to multi-task.
• Ability to communicate effectively with others (written and oral).
• Advanced computer skills required (Microsoft Office: PowerPoint, Word, Excel, Outlook, as well as internet browsers and Adobe).
• Demonstrated ability to identify areas requiring increased productivity and improve methods and approaches with manager’s guidance.
• Demonstrated “can do”, “happy to assist”, proactive and creative style, with a high level of integrity.
• Aware of own strengths and weaknesses, building on the former and addressing the latter, with manager guidance.
• Contribute to a collaborative, innovative and forward-thinking office.

Qualifications: BS in Accounting with 3 years of Experience

• Handles and decisions basic application processing
• Analytical ability and computer skills, to understand and use automated underwriting system
• Organized and detail-oriented
• Ability to work in a high-volume, deadline-driven environment
• Good communication skills, both verbal and written
• Limited credit authority as applicable
• Must be available to work a variable schedule which may include nights and weekends
• Excellent working relationship with the sales department.
• Ability to adapt to a changing environment.
• Excellent organizational skills.
• Excellent attendance and tardiness record.

Qualifications: BA in Communication with 2 years of Experience