Accounts Receivable Specialist

About the role

Join our dynamic Accounts Receivable Team at Trinity, where our mission is to make a significant impact on cash flow while ensuring the financial integrity of our company. Our team's performance is measured by delinquent percentages and various aging metrics, alongside productivity metrics, and the exceptional service we provide to all our stakeholders.

In this role, you will review potential and existing customers to make informed decisions on lead approvals, denials, or sharing based on our existing account base. You’ll safeguard Trinity’s receivables by assessing situations and crafting innovative solutions to secure payments. Additionally, you will maintain and monitor account payments, resolve recurring customer-specific billing errors, and meticulously document 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. Be comfortable working within different types of software to obtain needed information and keep detailed notes in each account to provide a historical record of decisions, progress, and discoveries.
• Establish a working knowledge of the credit principles set forth by Trinity Logistics, including credit reviews, providing credit increases, reducing a customer’s credit when necessary, or placing a customer’s account on credit hold.
• Generate accounting statements, reports, and delinquency updates.
• Work closely with the Accounts Receivable Leadership team to develop personal and professional goals and communicate potential obstacles.
• Research cash receipts, post receipts, and determine where to apply unallocated cash.
• Assist in the lead clearance and credit process for both new and existing Trinity customers.
• Monitor and act on incoming emails to the Accounts Receivable inbox, resolving same-day requests received before 4:30 PM. Assist customers with questions and issues relating to the BillPay portal.
• Oversee customer write-offs and payment adjustments, working with the customer’s Trinity representative to determine reasons and proper accountability.
• Actively participate and contribute to team meetings and other scheduled events, including quarterly Support Team and Company meetings.
• 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 with internal team members and external stakeholders.
• Involve Operations personnel early in the accounts receivable and collections process to leverage customer relationships for earlier payment and ensure understanding of credit reductions.
• Participate in special projects and handle other assigned duties as required.

Requirements

• Prior commercial accounts receivable and collections experience preferred, but not required.
• Effective problem-solving skills and responsiveness to customer and team member needs.
• Excellent customer service skills, including verbal and written communication.
• Good mathematical skills with experience using Microsoft Office software, particularly Outlook and Excel.
• Ability to work effectively under pressure.
• Bilingual in Spanish preferred, but not required.
• Strong sense of team values and commitment to living Trinity’s Core Values.

Productivity Metrics

• Must meet or exceed outbound call requirements determined by Leadership.
• Must close out hot leads, credits, and clearinghouse inbox by the end of each business day.
• Must meet or exceed the Accounts Receivable Specialist’s Portfolio Metrics determined by Leadership.

Work Environment

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 stands, walks, uses hands, arms, and fingers to handle and lift objects up to 10 pounds.

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.