Description:
This position provides a blend of customer service, financial support, reporting, and data analysis responsibilities. The role is responsible for maintaining customer accounts, analyzing deductions and disputes, preparing reports, supporting financial processes, and delivering insights that help drive business decisions. This position reports to Kasie Schmitz.
Essential Duties and Responsibilities
- Manage customer accounts and serve as a primary point of contact for account-related inquiries and issue resolution.
- Analyze customer deductions, disputes, and account activity to ensure accuracy and timely resolution.
- Prepare, maintain, and distribute financial, operational, and customer-related reports.
- Research and reconcile discrepancies across customer accounts, transactions, and supporting documentation.
- Partner with Sales, Operations, and Finance to resolve issues and support business objectives.
- Maintain accurate records and data within company systems and reporting tools.
- Identify process improvement opportunities and support continuous improvement initiatives.
- Assist with month-end activities, audits, and other financial or administrative projects as assigned.
- Analyze data and trends to provide actionable business insights and recommendations.
- Perform other duties and special projects as assigned.
Other duties/projects as assigned
Requirements:
Qualifications and Knowledge
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Working knowledge and market positioning of EZRED branded products
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Ability to build strong customer and staff relations with integrity, care and compassion
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Excellent listening, verbal and written communication skills
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Proficient computer skills in Excel, Word, and Outlook
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Self-motivated and the ability to work in a team environment
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Solution based mindset for any adverse situation, roadblocks and/or potential opportunity for innovation in services and/or products
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High school diploma or GED
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Ability to respond to common directions. Ability to read, write and speak English.
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Ability to effectively present information.
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Adhere to Company Policy and Procedures
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Perform duties as workload necessitates
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Maintain a positive and respectful attitude
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Communicate regularly with supervisor about Department issues
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Demonstrate flexible and efficient time management and ability to prioritize workload
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Consistently report to work on time prepared to perform duties of position
Wilmar, LLC is an equal opportunity employer. Consistent with applicable law, all qualified applicants will receive consideration for employment without regard to age, ancestry, citizenship, color, family or medical care leave, gender identity or expression, genetic information, immigration status, marital status, medical condition, national origin, physical or mental disability, political affiliation, protected veteran or military status, race, ethnicity, religion, sex (including pregnancy), sexual orientation, or any other characteristic protected by applicable local laws, regulations and ordinances.
