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Portfolio Management
Wintrust
Menomonee Falls, WI, United States
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Description
To oversee the Accounts Receivable Portfolio to assure a 70% or better, current (30 days or less) Client aging; to maximize and/or improve upon Accounts Receivable performance and to minimize and prevent delinquencies and bad debt write-offs.
• Build, maintain and enhance Client relations through direct communication and service excellence
• Analysis of A/R Aging reports in accordance with credit risk criteria
• Timely & effective Client & customer collection calls & communications with appropriate and timely follow-up
• Keep Department Manager & Dept Lead fully apprised of past due or problem accounts
• Properly collect, maintain, and archive historical client credit & collection information
• Update and/or correct AP information in Lawson System
• Assist, educate and coach Clients in effective AR management and collection techniques and Tricom AR expectations and protocol.
• Maintain and keep current all client and credit records, and reporting, as designated
• Credit Report evaluations & reporting
• Invoice verifications
• Written communication
• Misc. clerical & office support activities and other related duties, in or out of your own department, as required or assigned, including outside of normal business hours or schedule
• Superior customer service commitment, both internal and external
• Maintain and encourage a supportive and cooperative team environment
Qualifications
• High level, concise written and verbal communication skills, including correct and appropriate spelling & grammar
• Word and Excel experience – medium to high proficiency
• Excellent organizational and time management skills
• Previous A/R and/or A/P experience is a plus but not necessary
• Ability to retain personal composure and professionalism under difficult and challenging circumstances, with both internal and external contacts
• Ability to multitask and/or increase pace to accommodate rapidly changing priorities
• Mature, professional demeanor and decision making abilities
• Excellent attention to detail