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Managing a portfolio of clients by receiving and processing invoices and other documents
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Minimize risk by verifying the documents
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Improve cash flow by ensuring the timely payments of customer balances (collections)
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Cross functional interactions with customers and vendors
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Daily funding and maintenance of clients’ accounts receivable (payment status)
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Keep the client moving from start to finish, satisfying their clients’ needs for constant cash flow
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Selling Factoring services to new client’s
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Check new customer credit to evaluate worthiness of customer’s ability to pay
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Monitor current customers and evaluate credit that has been established
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Daily process payments received from customer accounts (checks/ACH)
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Daily process and maintain Notice of Assignments for Client’s customers
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Daily process fuel transactions and keep Excel spreadsheet updated & verify QBs is accurate for that day’s transactions. Monthly email completed and verified reports to Client. Yearly email each monthly report.
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Process and maintain originals received from Clients and forward them to appropriate customer’s when requested
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Be an advocate for our clients, treat and respond to the Client’s customers in a professional manner
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Developing and maintaining friendly and professional rapport with employees and customers
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Contributes to team effort by accomplishing related results as needed
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Maintains customer confidence and protects operations by keeping information confidential
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Maintains operations by following policies and procedures; reporting needed changes
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Verifies entered customer and account data by reviewing, correcting, deleting, or reentering data; purging customer accounts to eliminate duplication of data
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Enters client account information by inputting invoices according to documentation sent in
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Processes client source documents by reviewing data for deficiencies; resolving discrepancies by using standard procedures or contacting client for resolution.
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Prepares invoices in Document Inflow for processing, making sure all necessary paperwork is accurate for funding.
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When assigned specific clients, the Invoice Auditors will verify & process invoices, follow up with client when paperwork is missing, maintain collections, pay status and NOA on specific assigned clients.
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Daily email invoices to customers, upload to client portals and verify that invoices have been received. Maintain & manage Epay Manager client portal as well.
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Process and maintain originals received from Clients and forward them to appropriate customer’s when requested
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Support for both Account Managers and Invoice Auditors by covering their duties when they are out of the office
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Be an advocate for our Clients, treat and respond to the Client’s customers in a professional manner
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File UCC filings when New Client’s have signed up to factor
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File UCC Continuations when the original UCC is about ready to expire.
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Back up to Payroll when Manager is out of the office
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Update Credit information from Credit Agencies regarding Customer’s in our database.
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Team interview new candidates with Manager
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Monitor Team’s work and make sure tasks are getting done in a timely manner
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Lead assigned staff in day-to-day activities to attain maximum profits and customer satisfaction.
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Review key analytics to provide performance feedback and to identify and report problems.
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Assist in planning, introduction, and implementation of new initiatives and process improvements.
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Motivate teams to high performance while ensuring compliance to regulations and rules.
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Experience with computers
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High productivity
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Effectively communicating in written and verbal formats
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Reliability
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Professional behavior, appearance, and communication
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Self-motivation
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Supporting the company and its mission and exemplifying the company’s values
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Prioritizing and focusing on the areas of greatest concern
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Objective decision making
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Focus on personal and professional growth
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Strong organizational and time management skills
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Advance your career with a reliable company committed to sustainable growth
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Full benefits package
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Competitive salary with opportunities for advancement
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Professional, fast-paced, collaborative culture
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Flexible work schedules