This site uses cookies. To find out more, see our Cookies Policy

Financial Services Rep I in Tempe, AZ at APEX Systems

Date Posted: 2/13/2019

Job Snapshot

  • Employee Type:
  • Location:
    Tempe, AZ
  • Job Type:
  • Experience:
    Not Specified
  • Date Posted:

Job Description

Job #:  936816


Site: Phoenix


Business Unit: Finance



The Financial Services Rep I is responsible for the effective resolution of client AR within an assigned portfolio of accounts. Incumbents will serve as the primary point of contact between client and Insight finance department. This position will report to the Mgr Financial Services.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
* Manage an assigned portfolio of client AR.
* Mail/fax system generated form letters to clients to encourage payment of delinquent
* Provide special billing for larger Enterprise clients.
* Contact delinquent accounts by phone, fax or email.
* Confer with clients by telephone in attempt to determine reason for overdue payment,
reviewing terms of sales, service or credit contract.
* Keep detailed record/status of their ongoing collection efforts.
* Receive payment information from clients and record amounts promised to be paid into
clients account.
* Notify Sales Rep if they experience any difficulties in contacting the client or securing
payment on the past due amounts.
* Provide Accounts Receivable with check/wire/ACH application information.
* Update Collections Management with status reports on top delinquent accounts.
* After consultation with their manager, order service interruption/credit hold on future
* Sort and file correspondence.
* After consultation with their manager, processes Legal, Third Party Collections and
Bankruptcy paperwork and submit to their manager.
* Other duties as assigned.
Education and/or Experience:
High school diploma or general education degree (GED). Some college education preferred.
Six months previous collections experience required and/or training; or equivalent combination of education and experience.
Ability to read, analyze, and interpret general business/ professional journals, technical procedures, or regulations. Ability to write basic reports and business correspondence. Must possess the ability to effectively present information and communicate, both orally and in written form, with clients and fellow Insight teammates. Must possess basic knowledge of Collection laws and procedures.
Ability to develop rapport with client AP contacts and respective sales teams. Must be able to complete assigned tasks in a specified time frame. Must be able to effectively communicate with clients and fellow Insight teammates. Must meet SLAs (Service Level Agreements) with sales and clients. Must maintain their portfolio balances at or below predetermined departmental standards.









EEO Employer

Apex is an Equal Employment Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at 844-463-6178