- Investigate collection issues and coach team on how to resolve.
- Maintain accurate customer files with all applicable correspondence and report to Management on status as required.
- Ensure the strict confidentiality and privacy of financial transactions as they relate to the organization and its customers.
- Investigate and resolve billing discrepancies or misapplied cash transactions.
- Ensure credit policies and procedures regarding assigning credit, billing, and collection inquiries etc. are adhered to and maintained.
- Perform background and credit checks to ensure agreements are entered into with customers and clients with credit in good standing in timelines as set by the company.