Accounts Receivable Specialist

Trinity Logistics - Seaford, DE (30+ days ago)3.7


Overview

COMPANY OVERVIEW:
In 1979, Ed and Deana Banning decided to take a leap of faith and started a business called Trinity Transport. They ran the company for 12 years before taking an even larger leap of faith, selling the majority of the company to their children in the early 1990’s. In 2012, Trinity Transport changed its name to Trinity Logistics, to reflect its growth to a top third-party logistics (3PL) company. Despite the growth, the Banning Family was adamant on protecting the Guiding Values of the company, keeping the culture of servant leadership alive. Today, Trinity Logistics is a Team Member Owned (ESOP) leading 3PL company specializing in freight arrangement and supply chain solutions. Based in Seaford, Delaware, Trinity has Regional Service Centers throughout the U.S. serving our customers, large and small.

JOB SUMMARY:
The purpose of Trinity’s Accounts Receivable Team is to positively impact the cash flow in order to protect the financial integrity of the company, while leaving a lasting positive impression on our stakeholders. Performance of the department and the individual Team Members is measured by delinquent percentages and other aging metrics, productivity metrics, as well as the service provided to all stakeholders. This individual will be responsible for reviewing potential and existing customers to determine whether requested leads should be approved, denied, or shared based upon our existing account base, protecting Trinity’s receivables by assessing situations and developing solutions to obtain payment, maintaining and monitoring account payments, resolving recurring customer-specific billing errors and documenting all collections activity..

Responsibilities
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, placing customers on credit hold, and acting as a back-up assistant to the Credit Management Department.
Generation of accounting statements, reports, and delinquency updates.
Work closely with the Accounts Receivable Team Lead and the Director of Administrative Client Services 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.
Monitor and act on incoming e-mails to the “Clearinghouse” inbox. Resolve any requests same-day that come in before 4:30PM. Process incoming credit card and “check by phone” payments
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 within the organization and with 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.
Qualifications
Prior accounts receivable and collections experience preferred. Commercial accounts receivable and collections experience is preferred.
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 Guiding Values.

PRODUCTIVITY:
Must meet or exceed the outbound call requirements determined by Leadership.
Must be able to close out new leads 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 20 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.