Description
The position serves as the client’s primary contact for resolution of day-to-day issues. Duties include managing client’s daily requests, cash reconciliation, & applications using complex computer software. Interacts with Team Lead for day to day tasks. Reports to Team Lead· Client Satisfaction - handling incoming calls and correspondence- emails from corporate clients. This job function also answers questions from internal staff· Transaction Processing - payment processing through lockbox, in-house mail, lockbox rejects, Checkfaxx, checks from corporate clients, and processing NSFs. · Downloading and manual processing of new sales and maintenance contracts is another transaction processing function.
· Transmittal and I-notes processing and filing i.e., address changes, ownership changes, upgrades, adjustments and CRF's (research and adjustments) · Operational support includes processing contract and maintenance statements, custodial documents, and running the various reports i.e. daily, weekly, monthly, low balance, zero balance, discounts, UAC reports, etc.· Transaction Processing and Client Satisfaction are the cornerstone of each Account Representative position. The above tasks are done on a rotation bases and the amount of time spent on each of the above job functions will vary within each group.
In addition, each group has tasks they perform that are unique to their specific corporate clients.
Requirements
· An Accounting, Administration or Finance degree or equivalent combination of education and experience. · Able to react to change productively and handle other tasks as assigned.· Ability to read, write and speak English fluently, Bilingual (English/Spanish) · Must be accurate, detail oriented, possess excellent organizational skills and demonstrate the ability to manage multiple tasks. · Experience on billing, loan calculations, interest, loan amortizations, etc.
· Word, Excel, Microsoft products.· Must be willing and able to work in excess of 40 hours per week, when business conditions or special projects such as conversions, maintenance season, month end preparation, internal audits and client visits make such scheduling necessary.Must be willing and able to travel as required by clients/projects
Benefits
Salary 21,000grocery Bonus 2,000Internet Bonus 1,000Medical InsuranceLife InsuranceDental InsuranceLegal Benefits
