Credit/Collection Associate - WTL

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.

WARD IS ACCEPTING APPLICATIONS FOR FUTURE EMPLOYMENT OPPORTUNITIES IN THIS AREA OF INTEREST.

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 Collections Supervisor.
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 service.
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 systems.
Process customer requests for proof of delivery or bill of lading in a timely manner as needed.

REQUIREMENTS:
Must have proficient organizational and clerical skills.
Must have customer service focus and good people skills.
Must have basic knowledge of business math and good analytical skills.
Must have good verbal and written communication skills.
Must have basic ability to use office equipment such as computer, calculator,
photocopier, fax, etc.
Must be able to work overtime / hours as required.

GENERAL BENEFIT LISTING:

As a family-owned and operated business that believes in treating its employees like family. This is why we offer our full-time employees a long list of benefits.

• Direct Deposit
• On Demand Pay
• Paid Time Off
• Paid Holidays
• 401(k) Plan with Company Match
• Employee Assistance Program (EAP)
• Medical, Prescription, Dental and Vision Insurance
• Telemedicine
• Health Savings Account
• Flexible Spending Account
• Wellness Program with Health Reimbursement Account
• Group Life and AD&D Insurance
• Company-Provided Short-Term Disability
• Voluntary Worksite Benefits
• Home, Auto and Pet Insurance
• 529 College Savings Plan
• Credit Union

This job description does not necessarily represent an exhaustive list of responsibilities, skills, duties, requirements, efforts, or working conditions associated with the job. While this is intended to be an accurate reflection of the job, management reserves the right to revise the job or to require that other or different tasks be performed as circumstances change.