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
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

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