Financial Services Representative

Key Responsibilities

• Solicit payment and perform account reconciliation for dealer accounts in a professional and timely manner.
• Provide excellent customer service regarding collection issues, including processing account adjustments, resolving discrepancies, and maintaining strong customer relationships.
• Monitor and manage an assigned portfolio, including customer communications, account reconciliations, and small balance write-offs.
• Review orders on hold and collaborate with customers and sales teams to ensure efficient product shipment and issue resolution.
• Evaluate and monitor customer credit limits and account health, identifying past-due accounts and slow-to-pay trends.
• Develop and execute repayment plans to resolve delinquencies and support overall collections performance.
• Reconcile accounts receivable aging, ensuring accuracy of account balances and financial records.
• Run and analyze routine reports related to collections, accounts receivable, and portfolio performance.
• Support and maintain online payment systems (e.g., Termsync or similar platforms).
• Collaborate with cross-functional partners, including sales and finance, to accelerate collections, resolve issues, and improve processes.
• Provide cash flow and budgeting guidance to customers, offering meaningful insights into the financial health of their business.
• Assist in repossession processes when necessary.
• Contribute to continuous improvement initiatives that enhance processes, efficiency, and customer experience.
• Perform additional projects and duties as assigned.

Qualifications

• Minimum of 2 years of experience in collections, accounts receivable, or a related financial role.
• Associate degree or equivalent education/experience preferred.
• Proficiency in Microsoft Office, particularly Excel.
• Experience with ERP systems (e.g., J.D. Edwards) preferred but not required.

Trek Benefits

• Flexible and fun company culture
• Competitive health care PPO & HDHP medical plan options, Dental insurance, Vision insurance
• Flexible Spending Accounts (FSA)
• Free life insurance & optional term life insurance
• Competitive vacation package
• 401(k) with match and Employee Stock Ownership Plans (ESOP)
• 12 weeks of maternity leave with 100% pay
• Flexible holiday schedule – 10 company holidays
• Tuition Reimbursement up to $15,000! (Undergraduate & Masters programs)
• Employee discounts on all product
• Deep partner retail discounts