JOB TITLE: Credit / Collection Associate I
REPORTS TO: Accounts Receivable / Collections Supervisor
OVERVIEW OF ROLE: To notify customers, either by professional telephone contact or by mail, on past due status of account and work with them to resolve the situation. To always serve the customer first by researching any questionable bills for errors and making corrections. To assist with clerical duties, such as mailroom and scanning.
DUTIES AND RESPONSIBILITIES:
Contact delinquent accounts by phone or mail for payment, investigate reason for
non-payment, send necessary documentation to effect collection for accounts over
$500. May recommend collection action or settlement on small balances to
Research customer documentation on file (DR’s, B/L’s, paid files, etc.) to either verify
or disprove customer’s reason for non-payment.
Correct any billing errors and document in Customer Feedback Log.
Provide customer service to all customers adhering to Ward standards for customer
Contact service center personnel concerning receivables in dispute and to prevent
future payment problems.
Help with check application when needed.
Perform morning or afternoon mailroom duties as assigned.
Perform document scanning as assigned.
Assist in stuffing and mailing of invoices as assigned
Mail out coded and/or miscellaneous letters as needed.
Fully support all technologies and processes, introduced by Ward, that are intended
to improve efficiencies and/or the customer experience. Support would include
adherence to training programs, guidelines and processes associated with these
Process customer requests for proof of delivery or bill of lading in a timely manner as