Customer Account Representative 1
HOLT Group, San Antonio, TX, United States
Department:
Finance and Bus Resources (FIN)
Location:
San Antonio
Description The Customer Account Representative 1 handles collections of company customer accounts in their assigned portfolio, account reconciliations, and provides external customers and internal business partners with any information needed to process payment for invoices in a customer service oriented manner. This position works under general supervision and performs functions related to all areas of credit and collections, including, but not limited to, cash applications, reference checking, credit investigations, and collections. The incumbent is expected to model the following practices on a daily basis: 1) Demonstrate alignment with the company's mission and core business values; 2) Collaborate with key internal/external resources; 3) Participate in ongoing self-development.
Essential Functions
Monitors assigned account portfolios, contacts customers for payment information on past due invoices, and documents all collection efforts
Resolves billing and customer credit issues and investigates historical data
Identifies high risk accounts and communicates information to management review and collaborates throughout collection process
Consistently communicates customer service and collection issues to internal business partners in a timely manner
Verifies customer account information is correct and updates as needed
Processes credit card payments and requests refunds
Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
Requires regular and punctual employee attendance
Performs other duties as assigned
Knowledge, Skills, and Abilities Knowledge of accounting procedures, with understanding of invoices, statements of account receivables, payables, and various forms of payment remittances.
Strong customer service skills
Strong analytical and organization skills
Excellent communication skills, both written and verbal
Good judgement and decision making skills
Ability to listen and understand information and ideas presented, verbally and in writing, and to formulate the appropriate questions to ask
Ability to work with individuals and groups
Extensive knowledge of Fair Debt Collections Practices Act
Requirements Education and Experience
Minimum of one year experience in Consumer or Commercial collections required; three or more years preferred
High school diploma or equivalent required; Bachelors’ Degree in related field preferred
Supervisory Responsibilities
None
Travel
Limited travel is to be expected
Physical Requirements
To perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilities
This position involves extended periods in a stationary position; additionally, occasional standing, walking, and stooping
Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina
Occasionally moves materials or equipment weighing up to 25 lb
This role frequently communicates with others, must be able to exchange accurate information in these situations
This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines
Work Environment
This job is performed inside a professional office environment, in environmentally controlled conditions
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Finance and Bus Resources (FIN)
Location:
San Antonio
Description The Customer Account Representative 1 handles collections of company customer accounts in their assigned portfolio, account reconciliations, and provides external customers and internal business partners with any information needed to process payment for invoices in a customer service oriented manner. This position works under general supervision and performs functions related to all areas of credit and collections, including, but not limited to, cash applications, reference checking, credit investigations, and collections. The incumbent is expected to model the following practices on a daily basis: 1) Demonstrate alignment with the company's mission and core business values; 2) Collaborate with key internal/external resources; 3) Participate in ongoing self-development.
Essential Functions
Monitors assigned account portfolios, contacts customers for payment information on past due invoices, and documents all collection efforts
Resolves billing and customer credit issues and investigates historical data
Identifies high risk accounts and communicates information to management review and collaborates throughout collection process
Consistently communicates customer service and collection issues to internal business partners in a timely manner
Verifies customer account information is correct and updates as needed
Processes credit card payments and requests refunds
Works safely at all times and adheres to all applicable safety policies; complies with all company policies, procedures, and standards
Requires regular and punctual employee attendance
Performs other duties as assigned
Knowledge, Skills, and Abilities Knowledge of accounting procedures, with understanding of invoices, statements of account receivables, payables, and various forms of payment remittances.
Strong customer service skills
Strong analytical and organization skills
Excellent communication skills, both written and verbal
Good judgement and decision making skills
Ability to listen and understand information and ideas presented, verbally and in writing, and to formulate the appropriate questions to ask
Ability to work with individuals and groups
Extensive knowledge of Fair Debt Collections Practices Act
Requirements Education and Experience
Minimum of one year experience in Consumer or Commercial collections required; three or more years preferred
High school diploma or equivalent required; Bachelors’ Degree in related field preferred
Supervisory Responsibilities
None
Travel
Limited travel is to be expected
Physical Requirements
To perform this job successfully, an individual must be able to perform each job duty and responsibility satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform job duties and responsibilities
This position involves extended periods in a stationary position; additionally, occasional standing, walking, and stooping
Constant movement and use of limbs; this position requires good manual dexterity, coordination, and stamina
Occasionally moves materials or equipment weighing up to 25 lb
This role frequently communicates with others, must be able to exchange accurate information in these situations
This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines
Work Environment
This job is performed inside a professional office environment, in environmentally controlled conditions
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