Credit/Collection Associate - WTL - Ward Trucking, LLC

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JOB TITLE: Credit/Collection Associate

REPORTS TO: AR/Collections Supervisor

OVERVIEW OF ROLE: To always service the customer first by ensuring timely receipt of customer payments and accurate application of payments.

DUTIES AND RESPONSIBILITIES:

• Monitor bills on websites for payment status and research bills needing resolution
• Assist with collection calls on past due accounts.
• Process customer requests for pickups, proof of delivery, bill of lading in a timely manner as needed.
• Handle incoming customer calls following the Ward standard of telephone etiquette.
• Assist in preparing bill payment through the Syncada system as needed.
• Prompt and accurate application of customer checks to open receivables.
• Prepare daily cash report for the bank covering checks received and applied to open receivables.
• Process payment transfers.
• Prepare daily bank deposits.
• Handle other Account Receivable duties as assigned by Accounts Receivable Supervisor.
• Fully support all technologies and processes, introduced by Ward, that are intended to improve efficiencies and/or the customer experience. Support would include adherence to training programs, guidelines and processes associated with these systems.
• Process credit balances on accounts

REQUIREMENTS:

• Must have proficient organizational and clerical skills.
• Must have customer service focus and good people skills.
• Must have basic knowledge of business math and good analytical skills.
• Must have good verbal and written communication skills.
• Must have basic ability to use office equipment such as computer, calculator, photocopier, fax, etc.
• Must be able to work overtime / hours as required.

While this is intended to be an accurate reflection of the job, management reserves the right to revise the job or to require that other or different tasks be performed.