Collections Representative

Job Description

For this opening we will consider candidates from the following locations: ,IA,United States | Omaha,NE,United States

West Technology Group is hiring a Collection Specialist to add to their team. This position can be worked remotely in Greater Omaha with the occasional meeting in the Omaha office. If you have experience collecting, enjoy working independently and are a self-driven problem solver, this could be the next step in your career! Candidates with NetSuite software experience will be highly considered.

BASIC FUNCTION

Responsible for performing a variety of collection activities for assigned clients ensuring client's account status is maintained at established terms and at established credit limit while remaining consistent with West's corporate policies, procedures, and philosophies; participate in the activities associated with a variety of departmental projects; establish and maintain a professional relationship with internal/external customers, team members and department contacts.

MAJOR JOB ACCOUNTABILITIES

Collections Functions - Perform a variety of collection activities ensuring adherence to corporate and department policies and procedures and established deadlines while being conscious of customer satisfaction and retention

• Maintain strict adherence to client confidentiality standards and departmental collection policies and procedures when making contact with clients
• Utilizing a strong customer service focus, advise customers on available payment alternatives and provide basic problem resolution
• Establish rapport with clients in order to facilitate collection of accounts receivable
• Follow-up with clients when payments are not received in a timely manner to confirm that payments are being processed and/or expedited
• Assist in continuously monitoring assigned accounts to ensure that clients maintain acceptable status level within pre-established terms and credit limits
• Escalate to supervisor or lead any situation outside the employee's control that could adversely impact the services being provided
• Assist in developing, preparing and updating collection reports
• Conduct research and compile data for report preparation, identifying and resolving any discrepancies with data
• Maintain accurate records regarding the status of collections on accounts, including documentation of all calls according to department policies and procedures
• Establish initial contact with new assigned clients in order to assist with billing or invoice questions and communication of payment terms
• Continuously monitor and reconcile deleted clients to ensure that all invoices are paid in full and cash-in advance clients
• Conduct courtesy calls to clients in order to maintain current list of client contact information
• Operate and execute procedures and processes, within area of responsibility, in accordance with the established company policies and internal controls over financial reporting (ICFR)

Billing Support Functions - Assist as needed, in support of billing functions (e.g., billing inquiries, discrepancies, etc.) ensuring adherence to department policies and procedures

• Process billing credits for customers in an accurate and timely manner; answer customer billing questions and provide specialized reports as requested
• Process returned customer mail including researching addresses and updating the billing system according to department policies and procedures
• Conduct basic research and analysis to provide resolution of billing discrepancies and issues

Project Assistance - Participate in the activities associated with a variety of departmental projects

• Prepare reports, material and documentation
• Create organized project files
• Provide project lead with status reports throughout assigned projects

Team Interfaces/Customer Service - Establish and maintain a professional relationship with internal/external customers, team members and department contacts

• Cooperate with team members to meet goals or complete tasks
• Provide customer service that exceeds customer expectations
• Treat all internal/external customers, team members and department contacts with dignity/respect and superior service
• Escalate work flow and communication issues to supervisor

Mental and Physical Requirements - -

• This position will be exposed mainly to an indoor office environment and will be expected to work near or around computers, telephones, and printers
• The nature of the work in this position is sedentary and the incumbent will be sitting most of the time
• Essential physical functions of the job include typing, grasping, pulling hand over hand, and repetitive motions to utilize general computer software/hardware continuously throughout the work day
• Essential mental functions of this position include concentrating on tasks, reading information, and verbal/written communication to others continuously throughout the work day

Related Duties as Assigned - -

• The job description documents the general nature and level of work but is not intended to be a comprehensive list of all activities, duties, and responsibilities required of job incumbents
• Consequently, job incumbents may be asked to perform other duties as required
• Also note, that reasonable accommodations may be made to enable individuals with disabilities to perform the functions outlined above
• Please contact your local Employee Relations representative to request a review of any such accommodations

MINIMUM QUALIFICATIONS

Applicant for this job will be expected to meet the following minimum qualifications.

Education

• High school diploma or GED required.
• Associates degree in business administration, accounting, finance, or a related field preferred.

Experience

• Minimum one-year general business or customer service experience required
• Previous experience with collections or credit is preferred

Other

• Basic knowledge of MS Word and Excel required

Benefits: 

Want to love where you work? At West, we offer a comprehensive benefits package that includes what you’d expect (medical, dental, vision, life and disability coverage, paid time off, a 401(k) retirement plan with company match and flexible spending accounts), and several that go above and beyond (tuition reimbursement paid parental leave, access to a robust library of personal and professional training resources, employee discounts, critical illness, hospital indemnity and pet insurances, identify protection and more)! 

What’s next…

Qualified candidates will be contacted by a member of our in-house recruitment team to kick-start the recruitment process (preliminary assessments and/or telephone interview). 

Don’t meet every single requirement?

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At West, we are dedicated to building a diverse, inclusive, and authentic workplace, so if you are excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. You may be just the right candidates for this or other roles. 

We place a lot of value in giving our clients the solutions and support they need to operate efficiently and successfully. This same desire we use to set our customers up for success applies to our employees as well. West is committed to helping our employees and their families maintain a healthy work/life balance, to build a financially secure future. Self-development and learning are key with all our global employees having access to our internal learning and development university DevelopU for career and skills enhancement.

Equal Opportunity Employer/Veterans/Disabled

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