As a Financial Associate, you have the responsibility to monitor all aspects of the collection of outstanding debts owed to the company. This role will also communicate frequently with management on forecasting cash and other credit risk exposures. This job description will be reviewed periodically and is subject to change by management.

Job Requirements

  • Monitor and maintain the Daily Collection Report. 
  • Monitor the firm’s accounts receivable and identify overdue accounts.
  •  Contact customers with overdue accounts and attempt to either collect the overdue amount or negotiate a payment plan to collect it in installments.
  •  Use credit bureau data, post office information, internet searches and other tools to try to locate customers who have moved or changed phone numbers.
  •  Maintain records of contacts and attempted contacts with delinquent account customers as well as records of any payments collected from the customer.
  •  Resolve customer issues and complaints concerning billing.
  •  Submit regular reports on the status of unpaid accounts and any repayment progress.
  • Monitor accounts to identify outstanding debts
  •  Investigate historical data for each debt or bill
  •  Take actions to encourage timely debt payments
  •  Process payments and refunds
  •  Resolve billing and customer credit issues
  •  Update account status records and collection efforts
  •  Report on collection activity and accounts receivable status

Job Qualifications

  • Candidate must have a Bachelor’s Degree in Business Administration, Accountancy, Financial Management, or equivalent
  •  Proficient in proofreading, communication, and attention to details
  • Knowledgeable in Microsoft Office and Google Workspace
  • Strong multi-tasking skills, interpersonal communication skills, and problem solving skills
  • Knowledge on Quickbooks and Invoice Ninja is a plus
  • Familiarity with Collection Process

    Interested? Submit Your Application Below!

    Upload Your CV