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Customer Accounts Representative I
2 months ago
Title:
Customer Accounts Representative
Location:
Mansfield, Texas
Customer Accounts Representatives partner with customers and internal business partners to help establish credit terms, resolve credit holds on orders, and reduce accounts receivable delinquency in a high-volume environment. The role requires strong customer service, investigation, and problem-solving skills. Previous experience or education in managing corporate financial transactions is ideal.
ACCOUNTABILITIES & ESSENTIAL FUNCTIONS
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Complete thorough credit reviews to analyze customers’ financial strength and authorize credit lines
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Proactively analyze customer information, including account balances, orders, and organizational changes to maintain optimum account performance
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Review orders, credit applications, quotes, and other business transactions for validity and timely processing
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Investigate and resolve customer payment delinquency and implement corrective action to prevent future recurrence
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Evaluate the collectability of delinquent invoices and perform write-offs of uncollectable amounts within the assigned level of authority
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Effectively communicate with customers, maintaining concise and accurate account notes of customer interactions
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Deliver excellent customer service through various channels including phone, email, and online chat
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Participate in regular team meetings to report on the progress towards meeting objectives
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Performs tasks using various computer programs, word processing, spreadsheet or database commands; formats material as required
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Continually expands knowledge of processes and procedures within Customer Accounts
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Understanding of Accounts Receivables and Accounts Payables functions
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Accurately processes various types of customer requests, including but not limited to order releases, establishing credit limits, new account set-ups, payment reconciliations, credit investigations, collection activities, customer account maintenance, and other tasks as assigned
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Processes high standards of quality work with a sense of urgency
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Promotes and maintains a high level of commitment to meeting daily productivity objectives and goals
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Works daily reports by identifying and resolving customer account issues in their entirety to ensure orders are released in a timely fashion
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Ensure compliance with company policies and procedures, and support and participate in company total quality process
SKILLS & CERTIFICATIONS
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Possess ability to perform credit and collections analysis and provide appropriate recommendations
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Strong background in accounts receivable and/or basic accounting preferred.
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Possess analytical, problem solving, and negotiation & reasoning skills.
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Ability to act independently and have a high level of professionalism essential for interaction with customers, cross functional teams, and management.
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Possess strong interpersonal, written, and oral communication skills.
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Strong attention to detail, accuracy, and timely communication.
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Ability to meet deadlines and quality expectations while managing multiple assignments
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Possess technical competency to utilize company computer system and related platforms. Knowledge of Microsoft Office applications at an
intermediate level.
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Strong alpha numeric data entry with good quality.
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Ability to perform 10-key by touch.
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Trustworthy and maintains confidentiality.
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Effective performance independently or as part of a team.
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Self-motivated, results-oriented, with effective organizational skills.
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Takes initiative to expand knowledge by utilizing available resources.
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Skill evaluation: Math 90%, Spelling 80%, 10-Key 155 NSM, Basic Excel 70%, Typing 40 WPM, and Call Center Audio 80%.
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For Bilingual: read, write and speak Spanish and English. Skill Evaluation: Spanish 70%.
JOB LEVELS
Customer Accounts Representative I
Requirements
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High School Diploma or Equivalent, plus 2 years of customer service or similar experience.
Equal Opportunity Employer, including disability and veterans.
Category: Finance/Accounting
This is a summary of the primary accountabilities and requirements for this position. The company reserves the right to modify or amend accountabilities and requirements at anytime at its sole discretion based on business needs. Any part of this job description is subject to possible modification to reasonably accommodate individuals with disabilities.
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