Financial Services Collector
hace 6 días
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.
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