Financial Services Representative

Trek Financial Services Financial Services Representative

Trek Financial Services is adding a Financial Services Representative to their team. We are seeking a detail-oriented, analytical, and customer-focused Financial Services Representative to support accounts receivable, collections, and dealer financial health. This role plays a critical part in maintaining strong customer relationships, optimizing cash flow, and ensuring accurate account management. This role will support accounts in North America in addition to managing a portfolio of International Distributors.

Key Responsibilities:

• Solicit payment and perform account reconciliation for dealer accounts in a professional and timely manner.
• Provide excellent customer service regarding collection issues, including processing account adjustments, resolving discrepancies, and maintaining strong customer relationships.
• Monitor and manage an assigned portfolio, including customer communications, account reconciliations, and small balance write-offs.
• Review orders on hold and collaborate with customers and sales teams to ensure efficient product shipment and issue resolution.
• Evaluate and monitor customer credit limits and account health, identifying past-due accounts and slow-to-pay trends.
• Develop and execute repayment plans to resolve delinquencies and support overall collections performance.
• Reconcile accounts receivable aging, ensuring accuracy of account balances and financial records.
• Run and analyze routine reports related to collections, accounts receivable, and portfolio performance.
• Support and maintain online payment systems (e.g., Termsync or similar platforms).
• Collaborate with cross-functional partners, including sales and finance, to accelerate collections, resolve issues, and improve processes.
• Provide cash flow and budgeting guidance to customers, offering meaningful insights into the financial health of their business.
• Assist in repossession processes when necessary.
• Contribute to continuous improvement initiatives that enhance processes, efficiency, and customer experience.
• Perform additional projects and duties as assigned.

Qualifications:

• Minimum of 2 years of experience in collections, accounts receivable, or a related financial role.
• Associate degree or equivalent education/experience preferred.
• Proficiency in Microsoft Office, particularly Excel.
• Experience with ERP systems (e.g., J.D. Edwards) preferred but not required.

Key Skills:

• Strong analytical and problem-solving skills
• Excellent communication and customer service abilities, including handling professional and constructive difficult conversations
• High attention to detail and accuracy with strong organizational skills and the ability to manage multiple priorities and meet deadlines
• Team-oriented with a collaborative mindset
• Maintains a positive attitude and high level of engagement in a fast-paced environment

Trek Benefits:

Flexible and fun company culture Competitive health care PPO & HDHP medical plan options, Dental insurance, Vision insurance Flexible Spending Accounts (FSA) Free life insurance & optional term life insurance Competitive vacation package 401(k) with match and Employee Stock Ownership Plans (ESOP) 12 weeks of maternity leave with 100% pay Flexible holiday schedule 10 company holidays Tuition Reimbursement up to $15,000! (Undergraduate & Masters programs) Employee discounts on all product Deep partner retail discounts

We are an Equal Employment Opportunity ("EEO") Employer. Trek strictly prohibits discrimination on the basis of race, color, creed, religion, gender, gender identity, pregnancy, marital status, partnership status, sexual orientation, age, national origin, veteran or military status, disability, medical condition, genetic information, or any other characteristic prohibited by federal, state and/or local laws. This policy applies to all aspects of employment, including hiring, promotion, demotion, compensation, training, working conditions, transfer, job assignments, benefits, layoff, and termination.

We are an E-Verify employer.

For more information, please click on the following links:E-Verify Participation Poster: English / Spanish E-Verify Right to Work Poster: English | Spanish