Accounts Receivable Specialist

Day in the Life: Accounts Receivable Specialist Join our dynamic Accounts Receivable Team at Trinity, where our mission is to make a significant impact on cash flow while ensuring the financial integrity of our company! We are dedicated to leaving a lasting, positive impression on our stakeholders. Our team's performance is measured by delinquent percentages and various aging metrics, alongside productivity metrics, and the exceptional service we provide to all our stakeholders. In this exciting role, you will take charge of reviewing potential and existing customers to make informed decisions on lead approvals, denials, or sharing based on our existing account base. You’ll play a crucial role in safeguarding Trinity’s receivables by assessing situations and crafting innovative solutions to secure payments. Additionally, you will maintain and monitor account payments, resolve recurring customer-specific billing errors, and meticulously document all collections activity. Join us and be part of a team that is making a difference! ESSENTIAL FUNCTIONS: Maintain Trinity’s accounts receivable delinquency to a healthy percentage and amount by effectively managing an assigned portfolio of accounts. Customer contacts are an essential and required part of meeting this goal with a minimum expectation of call and follow up notes per day. Utilize our computerized operations system(s) to perform duties and responsibilities. In this role, it is important to be comfortable working within different types of software in order to obtain the information needed. Keeping detailed notes in each account is imperative to provide a historical account of decisions, progress made, and information discovered. The Accounts Receivable Specialist will also be responsible for establishing a working knowledge of the credit principles set forth by Trinity Logistics. This may include credit reviews, providing credit increases, reducing a customer’s credit when necessary, or placing a customer’s account on credit hold. Generation of accounting statements, reports, and delinquency updates. Work closely with the Accounts Receivable Leadership team to develop personal and professional goals and communicate potential obstacles. Research cash receipts and posting of receipts as well as working to determine where to apply unallocated cash. Assist in the lead clearance and credit process for both new and existing Trinity customers. Monitor and act on incoming e-mails to the Accounts Receivable inbox. Resolve any requests same day that come in before 4:30PM. Assist customers with questions and issues relating to the BillPay portal. Oversee customer write-offs and payment adjustments, working in unison with the customer’s Trinity representative to determine reasons and proper accountability. Actively participate and contribute to Team meetings and other scheduled events. Attendance is required at quarterly Support Team meetings and quarterly Company meetings. As this position may be approved for telecommuting or working remotely, the Team Member agrees to come to the Delaware office as requested for work purposes, with appropriate notice. Maintain communication with other departments/offices to address areas for improvement, proactively offering solutions and implementing changes. Document billing discrepancies and resolve customer-specific recurring billing issues proactively. Nurture, build and maintain trusting, ethical, and influential relationships outside of the organization and with internal team members. Involve Operations personnel early in the accounts receivable and collections process as needed, so that their customer relationships can be leveraged to effect earlier payment, and so that customer credit reductions are understood prior to being imposed. Participate in special projects and handles all other assigned duties as required. JOB QUALIFICATIONS: Prior commercial accounts receivable and collections experience preferred, but not required. Effective problem-solving skills and responsiveness to customer and Trinity Team Member needs. Excellent customer service skills, including verbal and written communication skills. Good mathematical skills with experience using Microsoft Office software with an emphasis on Outlook and Excel. Ability to work effectively under pressure. Bilingual in Spanish preferred, but not required. Strong sense of Team values. Commitment to living the Trinity Core Values. PRODUCTIVITY: Must meet or exceed the outbound call requirements determined by Leadership. Must be able to close out hot leads and credits and clearinghouse inbox by COB each business day. Must meet or exceed the Accounts Receivable Specialist’s Portfolio Metrics determined by Leadership. WORK ENVIRONMENT / PHYSICAL DEMANDS: This job operates in a physical office environment. While performing the duties of this job, the employee is regularly required to talk and hear. The employee frequently is required to stand; walk; use hands, arms, and fingers to handle and lift objects up to 10 pounds. ADDITIONAL RESPONSIBILITIES: This job description does not imply that the above functions are the only tasks that may be required. Team Members will be expected, if possible, to follow any other job-related instructions and perform any other job-related tasks as requested. EEO STATEMENT: Trinity Logistics, Inc. is an Equal Opportunity employer. All Team Members and applicants are considered without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, or any status which is protected by state or federal law.