Responsibilities
- Customer account assignments: easy to complex
- Run and format queries using multiple company-specific software/applications to show productivity increase/decrease on customer aging reports
- Create and provide account balance spreadsheets with specialized reporting parameters
- Liaison between assigned customers and internal departments to resolve billing issues and process conflicts
- Discuss invoice discrepancies/errors with billing and operations departments to form corrective action plans
- Ensure all work performed on customer accounts is notated and updated at necessary in financial system(s) for management review
- Account reconciliations
- Utilize EDI systems to assist in researching/resolving customer payment issues
Qualifications
- 1-2 years related experience in B2B collections
Required Skills
- Excel proficiency - including, but not limited to, pivot tables, lookups, macros, etc.
- Attentive to detail
- Knowledge of basic accounting principles and Freight Payment terminology
- Advanced communication skills
- Understanding of different customer billing types (automated, manual & statement)