• Account Adjustment Representative

    Job Locations US-TX-Arlington
    Requisition ID
    2018-31366
    Employee Type
    Full Time-Regular
    Category
    Accounting / Finance / Treasury
  • Overview

    The Account Adjustment Representative researches customer complaints and makes necessary adjustments and/or recommendations to resolve request.  Request types include but not limited to misapplied and/or missing payment request, reconciling debits and credits, customer refunds, suspense rejects, and insurance repair checks.  This team member has contact with internal and external business partners including financial institutions, attorneys, company alliances, customers and automobile dealerships.

    Responsibilities

    JOB DUTIES:

    • Process Loan Service requests received from Collections and Customer Service with accuracy and efficiency.
    • Endorse, reconcile; prepare daily cash deposits and complete cash control sheet daily.
    • Follow established procedures for processing cash.
    • Research and process charge backs, returns, and bad checks.
    • Provide quality customer service to written requests
    • Assist all internal and external customers by providing accurate, courteous responses to questions.
    • Ensure insurance repair checks are reviewed for required documentation, verification of repairs completed endorsement and release of repair check in an accurate and timely manner according to procedure.
    • Process lockbox and transmittal corrections or rejects daily in an accurate manner.
    • Maintain suspense file in accordance with policy.
    • Process and monitor all customer refunds.
    • Ensure all reconciling items or out-of-balance items are resolved in an accurate and timely manner.

     

    OTHER IMPORTANT DUTIES:

    • Report to work as scheduled.
    • Work well in group problem solving situations.
    • Balance team and individual responsibilities
    • Promote a cooperative and productive work environment.
    • Assist and complete special projects as needed.
    • Perform related duties as needed.

     

    REPORTING RELATIONSHIP:

    Reports to: Payment Services Team Leader or AVP Payment Services

    Direct Reports:  None

    Qualifications

    Knowledge

    • Basic knowledge of the accounts receivable process
    • Some knowledge of credit and debit processing in finance or banking environment 

    Skills

    • Accurate data entry and ten-key skills
    • Mathematical ability to calculate payments and reconcile payment postings
    • Proven problem solving skills
    • Proficient in the use of basic computer functions and Microsoft applications
    • Flexibility: work-style preference for fast-paced, changing environment.
    • Ability to multitask
    • Strong interpersonal and teamwork skills
    • Skills necessary to operate office equipment, such as fax machines, copiers, etc. 

    Experience

    • Experience in customer service and in performing general office duties in finance or banking related environment.
    • Experience performing cashier or accounts receivable duties.
    • High School Diploma or equivalent required

     

    WORK CONDITION:

    Normal office environment subject to stresses of daily deadlines and dealing with customers, branches, other departments and outside vendors.  Occasional overtime may be required to meet company needs.

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