Financial Services Collector

hace 6 días


San José, San José, Costa Rica Trevipay A tiempo completo

About TreviPay

TreviPay is a leading provider of B2B payment solutions, empowering businesses to streamline their financial operations and improve customer experiences.

Our Mission

We take care of our clients by taking care of their customers. Our team is dedicated to delivering exceptional service and support to ensure seamless transactions and maximize working capital for our partners.

Role Overview

The Client Accounts Receivable Specialist plays a critical role in establishing strong relationships with our customers, resolving outstanding receivable issues, and providing exceptional support throughout the collection process.

Key Responsibilities

  • Establish a working relationship with customers through effective communication and issue resolution.
  • Interact with business customers to resolve outstanding receivable issues.
  • Making daily business-to-business collection calls.
  • Conducting account research and analysis to identify necessary adjustments.
  • Preparing and maintaining various reports to track outstanding payments.
  • Maintaining accurate aging reports and sending details to customers.
  • Resolving outstanding payment issues and providing exceptional customer support.
  • Routing escalated requests and unresolved issues to the appropriate team members.
  • Recording customer interaction details within the CRM system.

Requirements

  • Meet or exceed department metrics, program Service Level Agreements, and department Service Level Standards.
  • Actively participate in learning sessions to enhance skills and knowledge.
  • Provide feedback and collaborate with team members to improve training and documentation.
  • Demonstrate professionalism, accountability, and positive attitude.

Benefits

  • Competitive salary.
  • Generous paid time off.
  • Medical, dental, vision, FSA, Life/AD&D, long and short-term disability insurance.
  • 401K matching.
  • Casual environment and dress code.

  • Associate Collector

    hace 2 días


    San José, San José, Costa Rica Western Union A tiempo completo

    **Associate Collector - Santa Ana, Costa Rica**Are you ready to play your part in a global business that is committed to moving money for better?Are you passionate about helping others and providing a world-class customer experience?Join Western Union as an Associate Collector.**Western Union powers your pursuit.**We are looking for someone who would be part...

  • Associate Collector

    hace 7 días


    San José, San José, Costa Rica Western Union A tiempo completo

    **Associate Collector - Santa Ana, Costa Rica**Are you ready to play your part in a global business that is committed to moving money for better?Are you passionate about helping others and providing a world-class customer experience?Join Western Union as an Associate Collector.**Western Union powers your pursuit.**We are looking for someone who would be part...

  • Collector

    hace 2 semanas


    San José, San José, Costa Rica Western Union A tiempo completo

    **Collector - Santa Ana, Costa Rica**Are you passionate about helping others and providing a world-class customer experience?How about offering up your skills in a global business that is committed to moving money for better?Join Western Union as aCollector.**Western Union powers your pursuit.**We are looking for someone who would be part of Digital...

  • Collector

    hace 10 horas


    San José, San José, Costa Rica Western Union A tiempo completo

    **Collector - Santa Ana, Costa Rica**Are you passionate about helping others and providing a world-class customer experience?How about offering up your skills in a global business that is committed to moving money for better?Join Western Union as a Collector.**Western Union powers your pursuit.**We are looking for someone who would be part of the Digital...


  • San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    Role OverviewWe are seeking a highly skilled Financial Engineer-Client Services to join our team at Zm Financial Systems.

  • Collector I

    hace 3 semanas


    San José, San José, Costa Rica Empire Cooperative A tiempo completo

    _**JOB SUMMARY**:_The Collector I is our entry level position who's responsibility is to locate the consumer and notify them of the delinquent account.This is the most important role in our company because it requires discipline through high volume of outbound calls and is the beginning action for our team to recover current client losses and contributes to...


  • San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    About Zm Financial SystemsWe are a world-class sales organization dedicated to delivering exceptional solutions to our clients. Our diverse team of information architects, thinkers, builders, and passionate problem solvers work together to bring out the best in each other.Our MissionWe strive to be a bridge between our product teams and customers, building...


  • San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    Imagine what we can DEVELOP with youTrue leaders are always learning.Moody's is home to information architects, thinkers, builders, and passionate problem solvers, a collection of diverse viewpoints working together to bring out our best.Join us.Forward Together.Department- We strive to be a world-class sales organization with our customers' needs at the...


  • San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    Collaboration = InnovationOne leads to the other.At Moody's, we believe good teamwork gives us an edge.We foster a culture that thrives on diverse perspectives to overcome ever-changing market challenges.Join us and let's move the world forward together.Department- We strive to be a world-class sales organization with our customers' needs at the centre of...


  • San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    Zm Financial Systems is seeking an experienced Administrative Assistant to join our Total Rewards team.The ideal candidate will have excellent organizational skills, strong Microsoft Office proficiency, and exceptional communication abilities.Key ResponsibilitiesAdministrative Support:Provide administrative support to the Total Rewards team, including...


  • San José, San José, Costa Rica Western Union A tiempo completo

    We're a global company that customers depend on to prevent fraudulent transactions and simplify financial services.As a Financial Services Analyst, you'll play a key role in developing advanced systems that minimize risk and improve efficiency.With your expertise in accounting and finance, you'll assess or recommend credit requests submitted by assigned...


  • San José, San José, Costa Rica Veda World Group A tiempo completo

    Veda World Group is looking for a skilled Financial Services Advisor to join our team. As a Financial Services Advisor, you will work remotely with clients to understand their financial needs and provide personalized solutions.Your primary responsibility will be to qualify leads, ask relevant questions, and document the process in our CRM system. You will...


  • San José, San José, Costa Rica Citi A tiempo completo

    Job DescriptionThis is an exciting opportunity to join Citi as a Financial Services Specialist. In this role, you will be responsible for providing exceptional customer service, processing transactions, and identifying opportunities to grow our business. You will work closely with our customers to understand their financial goals and provide solutions to...


  • San José, San José, Costa Rica Western Union A tiempo completo

    About Western UnionWe are a global financial services company dedicated to making financial services accessible to humans everywhere.Our vision is to become the world's most accessible financial services company, transforming lives and communities.


  • San José, San José, Costa Rica Emerson A tiempo completo

    This Financial Services Coordinator role is perfect for individuals who understand the meaning and implications of key financial indicators.You'll be responsible for:Preparing and posting Manual Journal Entries as requestedPreparing monthly and quarterly accrualsEnsuring targets and expected deliverables are met according to SLA guidelinesAs part of our...


  • San José, San José, Costa Rica Marriott Worldwide A tiempo completo

    **Job Summary**We are seeking a detail-oriented and organized Financial Services Coordinator to join our team. As an Accounts Receivable Administrator, you will be responsible for accurately processing and reconciling financial transactions, maintaining accurate records, and providing excellent customer service.Key Responsibilities:Process and reconcile...


  • San José, San José, Costa Rica Raymond James Financial, Inc. A tiempo completo

    About UsRaymond James Financial, Inc. is a leading diversified financial services company providing investment and financial planning services to individuals, corporations, and municipalities through its subsidiary companies.With a strong commitment to client-first service, integrity, independence, and a conservative, long-term view, we strive to deliver...


  • San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    At Zm Financial Systems, we empower people to make better decisions and achieve brighter futures. Our mission is to be the Agency of Choice for our customers, employees, and future employees.Our workplace culture supports excellence and embodies behavioral qualities such as Integrity, Responsiveness, Collaboration, Respect, and Passion. We look beyond...


  • San José, San José, Costa Rica Zm Financial Systems A tiempo completo

    Zm Financial Systems is a leading provider of financial software solutions, dedicated to empowering people to make better decisions and achieve brighter futures.We are seeking a skilled Financial Software Developer to join our team of experts. As a key contributor, you will be responsible for designing, developing, and implementing software solutions that...


  • San José, San José, Costa Rica Te Connectivity A tiempo completo

    About the RoleWe are seeking an experienced Financial Services Associate to join our team in San Jose, Costa Rica. This role will report to the S2P Process Delivery Supervisor and be a key member of the S2P teams focused on Travel & Expense, Invoice Processing, Payment Processing, Vendor Management, and other AP activities.The successful candidate will have...