Collections Specialist
Wheels Inc
Senior B2B Collections SpecialistThe Senior B2B Collections Specialist is responsible for the accurate recording of all cash received from customers that need to be correctly applied as dictated by the customer and the daily balancing of cash received and posted against the general ledger. Duties include serving as the backup for all team lead functions for cash applications.Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.KEY RESPONSIBILITIES - ESSENTIAL FUNCTIONSDaily research and accurately input cash receipts into the customers' accounts and verify that all cash is applied correctlyResearch accounts to clear and discrepancies (short payment/ misapplications) and questions that ariseConducts a daily balancing procedure to ensure that all cash posting, sales and credits from prior day agree with general ledgerGenerates monthly reconciliation of cash received to the general ledgerUpdating complex Excel reports daily and keeping management updatedAssist team lead in reviewing daily work assigned and moving tasks around as needed to ensure all work is completed on timeAssists the team lead in training new hires and team members on new tasksAssist with periodic third-party audits, providing support documentationAssists in enhancement projects such as system testing, automation and any other improvements which need to be implementedIdentify inefficiencies and propose solutionsAdditional ad hoc tasks and projects assignedLEADERSHIP RESPONSIBILITIESThis position's leadership responsibilities involve demonstrating ethics and integrity, developing adaptability, displaying drive and purpose and exhibiting leadership stature.Helps to mentor and train newer collectors in collections processes and techniques.COMPETENCIES - SKILLSResults focused, solves problems while displaying self-controlAccurate, demonstrating numerical and financial astutenessWorks effectively with systemsOrganized, structured and assumes responsibilityWorks with limited supervisionPractices listening skills and is highly focused on customer serviceSuccessfully negotiates and develops professional partnerships with internal and external clientsEDUCATION AND EXPERIENCEBachelor's degree from a 4-year accredited institution with a concentration in Accounting, Finance or Business preferred5-7 years prior B2B Collections experience is requiredKnowledge of general accounting principlesTechnically skilled to operate in multiple ERP (Oracle is a plus) and various systemsIntermediate-Advanced skills in Microsoft Excel (creating and using Pivot tables and Lookups)Strong analytical research and resolution skillsJOB SPECIFICATIONS and WORK ENVIRONMENTWork Environment: This position is in Alpharetta, GA and operates in a professional office environmentPositions Type/Standard Schedule: This is a full-time position, Monday through Friday; first 2-weeks of hire the position will work onsite everyday Mon-Fri; After that, the position is hybrid (3 days onsite-Tue thru Thurs) 8a-5pTravel: Minimal travel – from 0% to less than 10%Physical Demands: Speak, hear, and see, and to use hand and fingers for computer keyboard and phone. Sit or stand for extended periods of time. Reach above head to pull paper attachmentsDISCLAIMERPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.EEO StatementWheels is a Drug-Free Workplace. All employment is contingent on successful completion of drug and background screening. Wheels is an equal opportunity affirmative action employer and administers all personnel practices without regard to race, color, religion, sex, age, national origin, sexual orientation, gender identity or expression, marital status or domestic partnership status, disability, protected veteran status or military status, genetic information, or any other category protected under applicable law. Wheels is committed to taking affirmative steps to promote the employment and advancement of minorities, women, persons with disabilities and protected veterans.
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