Collections Representative I

About the role

Cannon Financial Services, Inc. (CFS) is a dynamic and forward-thinking organization committed to building meaningful partnerships and delivering innovative financial solutions. We take pride in driving exceptional customer experiences while upholding the highest standards of operational excellence, integrity, and inclusion. We are seeking a Collections Representative I (Representative, Collections I) to join our team.

Responsibilities

• Provide customer service regarding collection issues, process customer refunds, process and review account adjustments, resolve client discrepancies and short payments
• Maintain assigned accounts - Customer calls, account adjustments, small balance write off, customer reconciliations and processing credit memos
• Build and maintain working relationships with Customers, Dealers, other Canon entities, and associates
• Follow through on all issues timely and accurately to resolution and ensure escalation when necessary for cases
• Resolve customer delinquency to ensure resolution prior to 90 days
• Resolve disputes such as insurance, asset usage, sales tax, equipment disputes, property tax, monetary adjustments etc. in a timely fashion
• Update core systems with case management while updating and maintaining both the contact and virtual account database
• Provide professional, courteous, responsive and accurate service to our customers that is in harmony with the Canon Brand image
• Effectively and efficiently handle customer transactions while maintaining customer focus, collaborating and communicating in real time
• Make sound, factual based timely decisions to provide an extraordinary service experience with customers
• Successfully completes other projects as assigned by management
• Manage customers with multiple schedules

Requirements

• Experience Preferred: 1 year of Collections/Customer Service experience
• High school diploma or equivalent is required; additional vocational training or coursework in a related field is a plus
• Strong verbal and written communication skills
• Intermediate knowledge level of Microsoft Office products
• Requires individuals to work successfully within a team environment and inter-departmentally to ensure service levels, group and individual metrics are met
• Proven analytical problem solving skills and basic math skills required
• Ability to multitask and excel in a fast paced environment
• Strong ability to prioritize, with excellent time management skills
• Successful utilization of systems: SalesForce, Unified Desktop, Leasewave

Qualifications

• Must have a high school diploma or equivalent
• Must have 1 year of Collections/Customer Service experience
• Must have strong verbal and written communication skills
• Must have intermediate knowledge level of Microsoft Office products
• Must be able to work successfully within a team environment and inter-departmentally to ensure service levels, group and individual metrics are met
• Must have proven analytical problem solving skills and basic math skills
• Must be able to multitask and excel in a fast paced environment
• Must have strong ability to prioritize, with excellent time management skills
• Must be able to utilize systems: SalesForce, Unified Desktop, Leasewave

Skills

• Skilful in collections and customer service
• Strong verbal and written communication skills
• Intermediate knowledge level of Microsoft Office products
• Ability to work successfully within a team environment and inter-departmentally to ensure service levels, group and individual metrics are met
• Proven analytical problem solving skills and basic math skills
• Ability to multitask and excel in a fast paced environment
• Strong ability to prioritize, with excellent time management skills
• Successful utilization of systems: SalesForce, Unified Desktop, Leasewave

Benefits

• Medical
• Dental
• Vision
• 401(k) Savings Plan
• Discretionary profit sharing
• Discretionary success sharing
• Recognition programs
• Vacation

Pay

• $18.16 - $27.19 hourly

Schedule

• Hybrid work schedule requiring you to be in the office Wednesdays and Thursdays and an option to work from home the remainder of the week (unless a specific business need arises requiring in-office attendance on other days)