POSITION OVERVIEW:
Responsible for entering customer payments into Sapphire, researching and reconciling discrepancies and credits on the customer account. Also responsible for updating and maintaining all aspects of their customer account portfolio - contact information, notes on account status, courtesy calls and handling customer requests. Work closely with sales and various departments to keep accurate notes on customer account status for delivery information and account payment status. Responsible for a high volume of customer accounts. GENERAL ACCOUNTABILITIES Perform collection procedures as outlined in SOPs ? escalate to supervisor as needed Follow up and review accounts for compliance with Nevada credit law and SOPs ? notes, courtesy calls, etc. Cash application through various payment methods ? checks/cash, EFT, Online Bill Pay, Drivers, NSFs and notify customer/sales of term changes Monthly statement distribution Work with sales and other departments to handle disputes on accounts Able to work independently without supervision Maintain an Account Portfolio of 1,000 accounts with accurate notes and terms for customers Ensure that customer service is held to the highest standard, maintaining good working relationship Ensure that customer accounts are reconciled and kept up to date with attention to detail and accuracy Ensure that customer questions are answered timely Accurately and effectively handle large volumes of orders and calls. Ensure that customer service is held to the highest standard, maintaining good working relationship with outside and inside contacts Responsible for problem solving with a positive and professional demeanor Able to work under time pressure and maintain/produce accurate customer records to reflect account status while providing a high level of service and efficiently resolving concerns posed by the customer
ORGANIZATIONAL RELATIONSHIPS:
Reports to: Credit and AR Supervisor Positions Supervised: None Headcount directly supervised: None Headcount indirectly supervised: None
Metasys Technologies is an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identify, national origin, veteran or disability status. •
Last updated on Nov 1, 2023