Job Description
JUNIOR ACCOUNT MANAGER – SBC
Location: Midland, TX. / Downtown
JOB OVERVIEW:
The Junior Account Manager will manage and grow a portfolio of Clients and will work with those Client’s Debtors to collect payment of purchased receivables. The Junior Account Manager will be the Client’s primary point of contact.
ESSENTIAL FUNCTIONS:
- Manage, maintain, and grow a Client portfolio
- Work with Client’s Debtors to collect payment of purchased receivables.
- Review and validate incoming invoice schedules and supporting documentation to ensure receivable eligibility prior to funding;
- Conduct timely verifications to ensure asset quality and proper documentation is maintained;
- Send Notices of Assignment to new debtors and confirm Notices with existing debtors;
- Work with Clients to set demand deposit accounts for debtors who do not acknowledge Notices;
- Discuss payment issues (over/under payments, duplicate payments, non-factored cash, non-sufficient funds checks, credit memos, charge backs, disputes, contra-accounts) with debtor when necessary;
- Complete Client reviews (90 day and/or annual) as required;
- Request and update Client documentation (taxes, insurance, etc.) as required;
- Update Client information as needed;
- Update Client and Debtor buy/no-buy status as needed
- Identify and anticipate client facility issues and proactively propose solutions as appropriate.
- Work with the client and the Credit Supervisor on any new debtor requests and ensure proper procedures regarding their credit approval are followed.
- Provide timely responses to all client requests
- Maintain positive and professional demeanor with clients at all times
EDUCATION & EXPERIENCE:
- High school education or equivalent with vocational training in business and office operations.
- Minimum one-year experience in a customer service position.
- Prior experience in an account management position at a factoring company is a plus
KNOWLEDGE, SKILLS, & ABILITIES:
- Proficient in Microsoft Office specifically Word, Excel, and Outlook
- Knowledge of JHA Cadence software a plus
- Ability to read, analyze and interpret professional, financial, and legal documents.
- Ability to interpret technical instructions and deal with an assortment of variables.
- Ability to collect and analyze data in order to define and solve problems.
- Organizational skills and ability to balance several ongoing projects simultaneously.
- Ability to communicate in a clear, concise manner.
- Ability to successfully handle difficult customer interactions.
- Professional oral and written communications skills for communicating and building relationships with contacts.
CERTIFICATIONS & LICENSES:
- There are no certifications and/or licenses required to perform this job role.
PHYSICAL & MENTAL DEMANDS:
- Work is performed in a general office/banking environment.
- Regularly required to use hands, feel, and reach with arms, walking, standing, hearing, talking, reading, writing, and carrying up to 10 lbs.
- Position requires sitting at a desk for extended periods of time.
- Attention to detail and mental concentration are necessary for accurately performing tasks, working in a stressful and fast-paced environment, and handling frequent interruptions.
- Willingness to adapt to frequently changing environment is required.
- Must on occasion deal with emotional and/or concerning behavior from other staff and be able to respond calmly and professionally.
- The noise level when performing this job is typically low to moderate.
Job Type: Full-time
Pay: $1.00 - $2.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee assistance program
- Employee discount
- Flexible spending account
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Experience level:
Schedule:
- 8 hour shift
- Monday to Friday
Travel requirement:
Ability to commute/relocate:
- Midland, TX 79701: Reliably commute or planning to relocate before starting work (Required)
Work Location: In person