Financial Services Representative

Kforce Finance And Accounting

(Phoenix, Arizona)

Full Time

Job Posting Details

About Kforce Finance And Accounting

Kforce is a professional staffing services firm. Our name stands for KnowledgeForce® describing our highly skilled professionals, knowledge gained from over 50 years of experience, and the power of our team to provide the Right Match™.

Summary

Kforce has a client in Tempe, Arizona (AZ) that is seeking a Financial Services Representative.

Responsibilities

* Participate in management meetings and provide support, as directed, to team and management staff
* Manage an assigned portfolio of client AR
* Mail / fax system generated form letters to clients to encourage payment of delinquent accounts
* Contact delinquent accounts by phone, fax or email
* Confer with clients by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service or credit contract
* Work with other departments at Insight to resolve issues that may be preventing payment of the invoice(s) by the client
* Keep detailed record/status of their ongoing collection efforts
* Receive payment information from clients and record amounts promised to be paid into client's account
* Notify Sales Rep if they experience any difficulties in contacting the client or securing payment on the past due amounts
* Update Collections Management with status reports on top delinquent accounts
* After consultation with their manager, order service interruption/credit hold on future orders
* After consultation with their manager, processes Legal, Third Party Collections and Bankruptcy paperwork and submit to their manager
* Develop rapport with client AP contacts and respective sales teams
* This Representative's portfolio is primarily made up of larger clients; these clients require a more experienced collector who can perform their daily tasks with minimal supervision; resolution to issues is generally more complex and requires good problem solving skills
* Must be able to complete assigned tasks in a specified time frame
* Must be able to effectively communicate with clients and fellow Insight teammates

Participate in management meetings and provide support, as directed, to team and management staff
Manage an assigned portfolio of client AR
Mail / fax system generated form letters to clients to encourage payment of delinquent accounts
Contact delinquent accounts by phone, fax or email
Confer with clients by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service or credit contract
Work with other departments at Insight to resolve issues that may be preventing payment of the invoice(s) by the client
Keep detailed record/status of their ongoing collection efforts
Receive payment information from clients and record amounts promised to be paid into client's account
Notify Sales Rep if they experience any difficulties in contacting the client or securing payment on the past due amounts
Update Collections Management with status reports on top delinquent accounts
After consultation with their manager, order service interruption/credit hold on future orders
After consultation with their manager, processes Legal, Third Party Collections and Bankruptcy paperwork and submit to their manager
Develop rapport with client AP contacts and respective sales teams
This Representative's portfolio is primarily made up of larger clients; these clients require a more experienced collector who can perform their daily tasks with minimal supervision; resolution to issues is generally more complex and requires good problem solving skills
Must be able to complete assigned tasks in a specified time frame
Must be able to effectively communicate with clients and fellow Insight teammates

Ideal Candidate

High School diploma GED; or equivalent combination of education and experience
Bachelor's degree preferred
Two to five years of previous collections experience required; or equivalent combination of education and experience
Must possess basic knowledge of Collection laws and procedures
Ability to read, analyze, and interpret general business/ professional journals, technical procedures, or regulations
Ability to write basic reports and business correspondence
Must possess excellent communication skills, both verbal and written