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About the role
Key responsibilities & impact- Researches SF to locate bill to email to perm client.
- Reads notes in system regarding special handling and/or extended terms.
- Uses e-mail template and maintains daily production requirements to send the e-mail to clients in a timely manner.
- Adds extended terms to the Welcome e-mail where applicable.
- Notates PeopleSoft system that email was sent and sets up a manual follow-up.
- Monitors mailbox for client response and resets or removes manual follow-up depending on client's response.
- Sends duplicate invoice if client requests.
- Prepares legal files for electronic submission to the Recovery Department; Maintains office file documentation.
- Prepares Consolidated Aging to distribute to the Credit Managers and run needed aging for pcms.
- Credit Card processing support.
- Provides clerical support to different collection teams during their clerk’s absences; Handles other special projects as assigned. (As needed)
- Reviews return mail and checks PeopleSoft notes to see if an updated address has been provided or a duplicate invoice already emailed otherwise return mail is referred to the PCM
- Handles telephone reception as needed; monitors and responds to general, department voicemail messages; Answers incoming overflow of client telephone calls; Takes messages and/or provides information, and/or directs caller to appropriate party; maintains office supplies and equipment for department.
Requirements
What you’ll need- High School diploma or equivalent
- 1+ years previous clerical experience required
- Prior Administrative Support in a customer service/ financial services environment helpful
- Up to intermediate proficiency in Adobe Acrobat, Microsoft Word, Excel, Outlook, Windows & XMedius FAX software
- Ten key and basic math
- Ability to learn other applications easily.
- Verbal and written communication skills.
Benefits
Comp & perks- Equal Opportunity Employer
- Reasonable accommodation for job seekers with disabilities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
clerical supportcredit card processingten keybasic mathemail managementlegal file preparationConsolidated Aging preparationPeopleSoftAdobe AcrobatMicrosoft Excel
Soft Skills
verbal communicationwritten communicationorganizational skillsattention to detailcustomer servicetime managementadaptabilityteam collaborationproblem-solvinginterpersonal skills
Certifications
High School diploma or equivalent
