Descripción de la Oferta

ROLE AND RESPONSIBILITIES

Accounts Clerks at Ria Financial tasks are to develop and establish quality assurance standards & measures services for Ria Financial agents and organizations. An Accounts Clerks are responsible in the daily management of a group of accounts which are defined below but not limited to the following criteria:

• Prepare weekly accounts receivable reporting package, including analyses of day’s sales outstanding and bad debt reserves.
• Interface with customer service, sales organizations and senior level management in communicating and resolving issues.
• Analyze customer accounts at the time of application for any skipped or partial payments, or customer errors. Contact customers immediately to resolve any remittance discrepancies.
• Accounts Receivable analysis and reporting.
• Generate AR aging reports and identify critical issues.
• Enter and maintain description codes for customer deductions and discrepancies to facilitate AR analysis and follow-up.
• Contact customers via phone, email, and fax to collect past due amounts. Identify any reasons for non-payment and develop strategic plans with management on how to resolve any issues. This includes open communication with our International Ria Sales Team to discuss and coordinate an onsite visitation to agency whom may be experiencing AR account conflicts. The end result is to get agency back on track to being a producing RIa agent.
• Document results of contacts. Track and follow-up on customer commitments.
• Handle customer receivable inquiries.
• Flag and communicate any invoicing or credit memo errors identified when applying remittances.
• Interface with bank and resolve any batch or returned check issues.
• Review customer balances as directed by Accounts Receivable Manager to identify past due accounts
• Analyze deductions and credits in customer accounts, identifying items to net, items to follow-up with customer, and items requiring potential write-off
• Escalate unresolved issues, tracking to final resolution.
• Interface with customer to obtain documentation. Analyze and ensure appropriately authorized.


EDUCATION
• High school diploma [minimum requirement]
• Bilingual English and Spanish
• Mathematical Skills [Required]
• Computer Skills [Required]
• Intermediate Excel Skills,
• Microsoft Office knowledge
• Customer Service
• Excellent interpersonal Skills
• Effective verbal and listening skills
• Analytical and problem solving skills
• Decision making.
• Attention to detail and high level of accuracy.

PREFERRED SKILLS
• Handle high volume of inbound and outbound calls
• Time management skills.
• Leadership and team building Skills
• Organization Skills.

Experiencia Requerida

Educación Superior

Educación Secundaria

Lenguajes