Finance Representative

1 month ago


Costa Mesa, California, United States VERITEXT LLC Full time

Veritext is the global leader in legal litigation and deposition solutions providing the most skilled court reporters, advanced technology and unparalleled service to help our clients achieve successful outcomes anytime and anywhere

Overview:

As a Finance Representative, it is your duty to ensure that our clients pay timely for the services they receive. You'll be tasked with contacting delinquent accounts to request payment and preparing related reports on daily reconciliation activities.

What you'll do:

  • Monitor accounts to identify outstanding debts and follow-up for collections via telephone and email
  • Generate monthly aging reports for assigned accounts to identify firms with invoices aged in excess of 45+ days and take action
  • Resolve invoice discrepancies by collaborating with applicable colleagues to ensure prompt and accurate resolution/payment
  • Prepare reports on a daily basis to ensure accurate account balances and proper application of cash
  • Document all actions and steps taken on assigned accounts during call or within 15 minutes of call ending
  • Achieve daily/weekly/monthly collection call quotas for assigned accounts

Who you are:

  • Assertive, proactive and efficient with excellent problem solving and follow up skills
  • Customer service oriented with strong interpersonal skills and the ability to respond to requests promptly and accurately
  • Excellent attention to detail, highly organized and able to multi-task
  • Must possess excellent written and verbal communication skills

If you don't meet 100% of the above requirements, please consider applying. We are willing to train and coach the right person to be successful in this opportunity.

Benefits:

  • Competitive compensation and total rewards package
  • Comprehensive medical, dental and vision insurance
  • Hybrid work structure (two days in the office, three days working remotely)
  • Paid Time Off to rest, relax and pursue special interests outside of work (8 paid holidays, 3 personal days, vacation, sick and discretionary time)
  • Robust suite of mental health benefits with little to no fee for you (and your household members) to support overall mental wellbeing and provide sufficient access to high quality support from board-certified psychiatrists and licensed psychologists/therapists (app based, virtual counseling, daily emails, live and on-demand content, and more)
  • Matched 401(k) to help you save for your future
  • Pet insurance to help your pet(s) live a long and happy life
  • Flexible Spending Accounts (healthcare, dependent care, transit & parking)
  • Company-paid life insurance as well as short-term and long-term disability insurance
  • Learning and development opportunities to advance both personally and professionally
  • Veritext Summer Camp - a fun-filled culture building and learning experience
  • Generous employee referral program, tuition reimbursement program, employee contests, social opportunities and more

Veritext aspires to create a community based on collaboration, innovation, creativity and belonging. Our collective success depends on the robust exchange of ideas - an exchange that is best when the rich diversity of our perspectives, backgrounds and experiences flourish. To achieve this exchange, it is essential that all individuals and stakeholders feel and experience an environment where they are welcome, safe, secure, and heard. As such, we do not discriminate on the basis of race, color, religion, age, gender identity or expression, national origin, disability, veteran status, sexual orientation, marital status or any other classification protected by Federal, state, or local law. Any information provided will be used only in the compilation of data for EEO/Affirmative Action reporting. Completion of this data is voluntary and will not affect your opportunity for employment and/or terms or conditions of employment.

Veritext participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

Veritext participa en E-Verify y proporcionara al gobierno federal la informacion de su Formulario I-9 para confirmar que usted esta autorizado para trabajar en los EE.UU.



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