Peek is looking to hire a Treasury Operations-Collections Specialist to assist our finance team. The Treasury Operations-Collections Specialist will be responsible for being in contact with clients as well as for collecting outstanding negative balances. This position will be for a 3-month contract.
Apply exclusively at getonbrd.com.
Tasks
Understand complex product patterns consisting with a client’s financial payouts pipeline
Inform clients of overdue balances owed
Make phone call and send balance emails to clients
Follow-up with clients to encourage progress on owed overdue funds
Collect payments on past due Invoices
Negotiate Payment Schedules
Use Salesforce and Microsoft Excel to track progress
Required to interact professionally with clients and internal departments.
Requirements
Strong English communication skills
Customer Experience / Client Skills: Superb communication skills both verbal and written.
Experience in customer-facing roles such as Sales/ Customer Success/ Customer support
MS Excel
Ability to work independently and as part of a team.
Highly organized with impeccable attention to detail and relentless follow-through
Quality Work Mindset: Give your best every day
GETONBRD Job ID: 23564
Remote work policy
Temporarily remote during COVID-19
Position is remote only during COVID-19-related restrictions.
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