Job Description

Position Summary

The Account Resolutions Specialist is responsible for effectively managing accounts receivable through the proper evaluation of the debtor risk and the timely resolution of purchased accounts.

Essential Duties & Responsibilities

  • Contacts customers and establishes reason for past due account situation.

  • Researches and analyzes accounts prior to initiating debtor contact examines historical data, evaluates past resolution efforts.

  • Calls may need to be made prior to payment terms for assurance the needed paperwork has been received by the debtor in order to make a timely payment.

  • Makes arrangements for payments to bring the account current and follow up to ensure obligation is satisfied.

  • Records resolution notes in Delta of the above facts.

  • If invoice will be paid short or not at all, gather information necessary for chargeback to client.

  • If the Account Resolution Specialist determines the invoice will be paid short, then get the information to notify Account Executive of reason for short payment and amount.

  • If debtor will not pay or is being uncooperative, first involve the client in the resolutions process.

  • Once an invoice has aged 60 days from the invoice date, notify the Account Executive for possible hold on cash reserves for the amount of the invoice.

  • At 60 days from invoice date, a claim could occur on the debtor’s bond or place a claim with the shipper. 

  • At 90 days from invoice date, the invoice may be charged back to the client’s reserve account.

  • Communicate and follow up effectively with Portfolio Team members.

  • Get direction from the Account Executive on problem accounts.

  • Other duties and projects, as assigned. 

Experience & Education

  • Bachelor's Degree in business or a related field is preferred.  Equivalent experience will also be considered in lieu of degree.

  • Minimum 2 + years of relevant experience in a customer service role is required.  

  • Previous account resolution/collection experience is strongly preferred.

  • Knowledge of the transportation industry is also a plus.

Skills & Abilities Required

  • Proficient in Microsoft Office suites.

  • Must possess strong written and verbal skills.

  • Must be organized, personable, analytical, capable problem-solvers.

  • Work well alone or as a member of a team.

  • Excellent phone etiquette. Must be courteous and professional when dealing with past -due customers.

  • Must be able to receive and follow instructions given by management, develop solutions to unique problems.

  • Must be able to work at a fast pace work environment with a high degree of accuracy.

Work Environment

The work environment characteristics described here maybe encountered while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Moderate noise (i.e. business office with computers, phone, and printers, light traffic).

  • Ability to work in a confined area.

  • Ability to sit at a computer terminal for an extended period of time. Occasional stooping or kneeling may be necessary.

  • While performing the duties of this job, the employee is regularly required to stand, sit, talk, hear and use hands and fingers to operate a computer keyboard and telephone.

  • Specific vision abilities are required by this job due to computer work.

  • Light to moderate lifting is required.

  • Regular, predictable attendance is required.

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Application Instructions

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