Customer service Representive-Funding (Tier II)

job
  • US Tech Solutions
Job Summary
Location
Beachwood ,OH
Job Type
Contract
Visa
Any Valid Visa
Salary
PayRate
Qualification
BCA
Experience
2Years - 10Years
Posted
25 Nov 2024
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Job Description
Must Have :
  • Accounting, reconciling, Microsoft Office, Excel
  • Applied critical thinking skills
Nice to Have :
  • Accounting Customer Service Representative
Job Description :
Responsibilities :
  • Data entry for invoiced purchased. Prepare weekly packets for invoices purchased, accounts receivable activity and reserve analysis.
  • Track and analyze weekly invoice information, looking for any inconsistencies which might be a sign of potential risk.
  • Prepare and distribute reports to senior management as required.
  • Partner with customers and other team members to achieve customer satisfaction while maintaining advance's goals and mission.
  • Timely transmission of accounting and payments reports such as wires, ACH, A/R aging and multiple subsidiary financial reports.
  • Timely and professional response to customer enquirers. Other duties as assigned. Evaluation factors: Accuracy and timeliness of data entry, wire and ACH transfers and reports for weekly packets. Feedback to management regarding analysis of client business activity reflects solid understanding of sound business principles.
  • Customer satisfaction. All duties are implemented in a manner to support company policies and procedures and enhance teamwork.
  • Timely and accurate completion of tasks is maintained in organized, effective, and positive manner.
Work Environment/Dynamics :
  • Typical work will be conducted indoors. Occasional travel to complete required training may be required. Work day extends until all day's duties are completed.
  • Work days and hours will be dictated by current needs. Advance will provide all necessary work tools to perform job.
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