Job Summary 

Under the direct supervision of the Client Services Manager, the Client Services Representative I is responsible for activities related to Accounts Receivable, under the guidance of the Corporate Credit Policy. 

Essential Duties/Accountabilities  

• Contact customers as necessary to collect accounts receivable and to confirm payment status. 

• Provide invoice/statement copies upon request 

• Review accounts receivable status of all service centers in the assigned territory and maintain assigned metrics. Communicates with the Manager or Director as necessary to discuss the territory’s overall collection status. 

• Follow proper procedures in the handling of past due customers. 

• Communicate with service center managers and sales representatives regarding their past due customers. 

• Set up and monitor payment schedules for delinquent customers as needed. 

• Appropriately identify and collect service charges.  

• Escalate issues to leadership as necessary. 

• Refer non-responsive parties for third party collections. 

• Work closely with the SALT team to identify and resolve sales tax issues, maintaining awareness of frequent changes in state regulations 

• Identify and resolve payment discrepancies, referring problems to the appropriate service center. 

• Work to resolve customer deductions, including but not limited to short payments, tax issues, warranty disputes, etc. 

• Review credits, unapplied cash, and/or duplicate payments with the customer to keep the account accurately reconciled. 

• Process NSF checks upon receipt, sending demand letters and following up with the check writer and bank as necessary. Notify the appropriate service center to facilitate collection. 

• Maintain customer files making changes to the appropriate records. 

• Monitor orders on credit hold to determine if they can be released. 

• Understanding job accounts, sending NTO, lien requests, etc. Monitor job payments. 

• Conduct him/herself in a professional and courteous manner in all aspects of interaction with customers and employees. 

• Perform other duties as assigned.