Customer Financial Services Representative - Cash Applications
Job Description
JOB SUMMARY:
This position is responsible for performing credit and collection activity for an assigned portfolio of accounts in conjunction with established policies and procedures. Responsibilities include independent credit hold decisions, settlement negotiation, account maintenance, and dispute resolution.
PRINCIPAL FUNCTIONAL RESPONSIBILITIES:
-Perform credit and collection activity for a designated portfolio of accounts with backup responsibility for team member accounts; this includes collection contact, negotiation, escalation, and dispute investigation/resolution.
-Collaborate with Sales Reps, Regional Sales Managers, and other impacting parties regarding credit hold situations, payment delays, and customer dispute resolutions.
-Analysis of customer history (payment and management) and market conditions to determine credit holds and credit limit recommendations.
-Identify and report high risk accounts and recommend escalation to third party agencies. Provide critical input to insure accurate Allowance for Doubtful Account reserves.
ESSENTIAL QUALIFICATIONS AND SKILLS:
-Comprehensive knowledge of the order to cash process in a manufacturing environment
-Minimum of 3 years experience in credit and collections required.
-Experience must include negotiation, credit limit management, and dispute resolution.
-ERP navigation skills
-Intermediate Excel skills and proficient in other business systems (Word, Outlook, etc.)
-High school degree or equivalent
KNOWLEDGE, SKILLS AND ABILITIES:
-Strong initiative
-Good judgment and decision-making skills
-Results driven
-Detail oriented, customer focused, and able to multi-task
-Effective professional, verbal, and written skills
-Analytical, problem-solving and organization skills
-Proficient working in a team setting
PREFERRED QUALIFICATIONS AND SKILLS:
-Associate or bachelor’s degree preferred in business, finance, or related field
Shift
Full or Part Time
Full timeCabinetworks Group (the “Company”) is an equal opportunity employer and we want to have the best available persons in every job. The Company makes employment decisions only based on merit. It is the Company’s policy to prohibit discrimination in any employment opportunity (including but not limited to recruitment, employment, promotion, salary increases, benefits, termination and all other terms and conditions of employment) based on race, color, sex, sexual orientation, gender, gender identity, gender expression, genetic information, pregnancy, religious creed, national origin, ancestry, age, physical/mental disability, medical condition, marital/domestic partner status, military and veteran status, height, weight or any other such characteristic protected by federal, state or local law. The Company is committed to complying with all applicable laws providing equal employment opportunities. This commitment applies to all persons involved in the operations of the Company regardless of where the employee is located and prohibits unlawful discrimination by any employee of the Company.
Cabinetworks Group is an E-Verify employer. E-Verify is an Internet based system operated by the Department of Homeland Security (DHS) in partnership with the Social Security Administration (SSA) that allows participating employers to electronically verify the employment eligibility of their newly hired employees in the United States. Please click on the following links for more information.
E-Verify Participation Poster: English & Spanish
Average salary estimate
If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.
Seeking a Turkish-speaking Accounting Associate to join Manay CPA Inc., providing accounting and tax support for an international client base.
Support insurance claim resolution and revenue cycle management as a Billing Follow Up Representative I within the reputable Advocate Health system in Charlotte, NC.
Support Nu Skin’s tax department as a Fall Tax Intern by assisting with federal tax return preparation and research projects in a collaborative, inclusive environment.
Foth is seeking a results-driven Project Accountant to support project financial management and client invoicing within their dynamic, member-owned consulting firm in Green Bay, WI.
The Accounts Payable Clerk/General Cashier will play a key role in managing financial transactions and supporting accounting functions at a renowned golf resort in Frisco, TX.
An exciting opportunity at Solent Academies Trust for a Junior Finance Assistant eager to develop within a supportive, community-focused educational trust.
Decile Group is seeking a detail-oriented Reconciliation Specialist to ensure fund accounting accuracy and support venture capital operations in a remote-friendly role.
Lead product costing and financial analysis as a Cost Accounting Manager at Allegion’s hybrid Snoqualmie office, impacting business performance in a global security company.
TaxRise is hiring an on-site Tax Preparation Case Manager in Irvine, CA to support clients through tax document coordination and case management with focus on accuracy and client service.
Seeking an organized Accounts Payable Clerk to handle vendor payments and support finance operations in Charlotte, NC.
A Medical Insurance Collections Associate position focusing on filing claims, managing patient accounts, and ensuring timely collections in a healthcare setting.
Expand your expertise in U.S. accounting and tax practices remotely with Manay CPA, a global firm serving diverse industries.
Ennismore is looking for a detail-oriented Staff Accountant to support hotel financial operations and reporting in New York.
At Cabinetworks Group, our shared purpose is to build life into the kitchen — the place where people spend such a meaningful part of their personal and family lives, and the true heart of any home. We’re America’s largest privately held cabinetma...
7 jobsSubscribe to Rise newsletter
🔮
Hi, I'm Risa! Your AI Career Copilot
you, just ask me below!
