Job Description
We are looking for a Relationship Executive to join our dynamic team. He/she will build and preserve trusting relationships with our clients.
RESPONSIBILITIES INCLUDE:
• Collection of cheques as per your allocated list.
• Timely Dispatch of invoices and statements at the beginning of the month.
• Responsible for proper accounting for cheques and cash collected plus preparing a daily report for then client Visited.
• Sorting out client’s invoices, statements and credit notes and putting them in envelops for posting and delivery.
• Prepare daily collection plan and hand over daily collection report the following morning.
• Following up on client payment date through telephone calls or visitation.
• Reconciliation of client accounts in cases of dispute.
• Follow-up on clients who are unable to pay and take relevant action plus collection of outstanding dues.
• Communicating any clients’ complaints and instructions to the office.
• Follow-up on customers who have issued bouncing cheques.
• Ensure aging balances does not move categories towards 180days.
• Ensure reduction in customer complain related receipt of invoice.
• Timely resolution of customer issues and escalation of any issues outside job scope and follow through to ensure closure.
• Proactively act and follow up on assigned customer requests / complaints to closure and keep customers updated on the status.
• Plan course of action to recover outstanding payments.
• Locate and contact clients to inquire of their payment status.
• Negotiate payoff deadlines or payment plans
• Investigate and resolve discrepancies
• Create trust relationships with clients when possible to avoid future issues
• Update account status and database regularly
• Maintains up-to-date customer contact information in the collections systems.
• Will be required to initiate external contact with customers and may perform advanced loss prevention activities (i.e. skip tracing, field chasing, account settlement) or administrative work
• Negotiating re-payment with clients by form of payment in full, settlements and/or payment arrangements.
• Meet monthly collection goals as assigned by management.
• Reviewing the company debtor list.
QUALIFICATIONS
• Bachelor’s degree in accounting, business management, or a similar field.
• 3+ years experience in a direct customer contact, service, collections or sales environment.
• Previous Credit Collection experience
• Familiarity with state credit collection laws.
• Knowledge of payment plans and accounting procedures.
• Knowledge of office and accounting software.
• Patience and resilience.
• Ability to work independently and maintain accuracy.
• Strong attention to detail with excellent written and verbal communication skills.
• Proficient computer skills.
• Ability to communicate effectively and in a professional manner.
• Ability to negotiate (i.e. ability to use full and complete information to negotiate best arrangement).
• Ability to work in a team environment.
• Detailed oriented and Solutions-driven.
• Ability to plan, organize, prioritize and multi-task.
• Basic math skills (addition, subtraction, multiplication, division, percentages).
• Ability to use standard office equipment. Basic computer skills, ability to use a keyboard and calculator.
• Basic technical phone skills.
• Ability to refer to policy and procedures when applying information and making decisions.