Financial Services Specialist

The Financial Services Specialist is focused on resolution of past due accounts within the parameters of existing credit and collections policies as well as decision making and judgment regarding accounts receivable and account reconciliation.
 

 What you will be doing:

• Manage portfolio of accounts receivable for assigned territory.

• Contact customers to obtain promises to pay and follow up on status of payments or determine reasons for customer's non-payment and escalate if necessary.

• Serve as liaison between customer and field sales and service to resolve disputes and initiate credit memos as needed.

• Contact customers to resolve past due balances prior to release.

• Secure Purchase Orders from customers when required.

• AR/Collections reporting and analysis.

• Enter electronic invoicing for customer accounts.

• Account reconciliation: provide back-up detail; submit tie-offs and refund requests as needed to clean up account balances.

• Review current account status, get payment commitment and document all relevant information in internal account systems

What you will likely bring:

• Attention to detail, excellent analytical and problem-solving skills

• Proficient in data entry

• Excellent costumer orientation

• Work independently and with a team in a fast-paced and high-volume environment with emphasis on accuracy and timeliness

• Ability to work and communicate with all levels of the organization

• Adaptability and willingness to learn new skills/tasks

• Comfortable working with targets

• Speaks English fluently, advanced written English

• 2+ years applicable experience

• High school diploma preferred

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Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.

Recruiter:

Elizabeth Garcia