Reconcile pre-pay customer accounts to ensure their payments are matched to the appropriate invoices
Identify and send regular requests to the Cash Team with offsets
Contact customers to collect on past due accounts related to loads where pre-payment was not received
Identify issues and work with customer, internal departments, and management to resolve past dues, short- payments and overpayments
Respond to customer inquiries and requests including issuing customer statements and providing copies of invoices and documentation, copies of invoices, and balance due invoices
Manage the refund process for pre-payment customers for cancelled loads, duplicate payments, overpayments etc.
Identify customers in assigned portfolio that could be changed to a Terms Customer and make recommendations to the Credit Team
Negotiate payment plans with customers that are struggling financially to minimize exposure as quickly as possible
Review past due accounts for credit hold
Prepare and submit accounts to 3rd party collection agencies
Review portfolio and recommend timely bad debt write offs
Prepare monthly report of Top Accounts for Manager
This role will also include miscellaneous duties as designated by the dept. leaders, including but not limited to system housekeeping, help with 3rd Party Collections updates/reporting and gathering updates on Top Accounts
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We do great things when we are inclusive and work together. To perform with excellence, we learn from one another, value diverse perspectives, operate safely and build strong relationships.
The Next Step
Additional Information
Accelerate your career at RXO.
RXO is a leading provider of transportation solutions. With cutting-edge technology at the center, we're revolutionizing the industry with our massive network and commitment to finding solutions for every challenge. We create more efficient ways for shippers and carriers to transport goods across North America.
The Collection Specialist is responsible for overseeing the day to day management and follow up of any accounts identified as a potential bad debt. The Collection Specialist for pre-payment and accounts is expected to facilitate regular internal and external communications regarding the status of the accounts in their portfolio. This position will also collaborate with Sales and Ops, Cash, Billing, and IT to ensure that the pre-payment accounts always remain current.
Rxo · Jal-guadalajara (mex2169)