Coordinator , Financial Services

Position Summary

The Financial Services Coordinator supports the Credit and Collections team by contacting customers to resolve past-due B2B trade receivables, document collection activity, and assisting with dispute research and resolution. This role follows established credit/collections policies to support timely cash collection and appropriate order release decisions, partnering closely with Sales, Customer Service, Warehouse, and Finance to deliver excellent customer service.

• Contact customers (phone/email) to collect past-due B2B trade receivables; document outcomes and follow-up dates.
• Review aging and account status to prioritize outreach and support on-time cash collection goals.
• Research and help resolve payment issues (short pays, deductions, credits, proof of delivery, pricing/contract questions) by partnering with Sales, Customer Service, and Warehouse. Escalate complex disputes as needed.
• Set up and monitor payment commitments/payment plans in accordance with company guidelines and elevate delinquent accounts per escalation procedures.
• Maintain accurate customer contact information and detailed activity notes in the financial ERP system.
• Support credit/order release activities by following established policies and obtaining required approvals when an account is past due or on hold.
• Prepare routine reporting (e.g., aging, collection activity, disputes, cash/credit resolution) and communicate status updates to leadership.
• Participate in team meetings and complete required job-related training to build collections/AR knowledge and system proficiency.

• High school diploma or recognized equivalent.

• Associates degree (or coursework) in Accounting, Finance, Business, or related field.

• Minimum of some to one (1) years experience in accounts receivable, collections, billing, cash application, customer service, or call center environment.

• Familiarity working with customer accounts, issue resolution, or payment follow-up (B2B preferred).
• Understanding at a basic level using an ERP (SAP preferred).

• Strong verbal and written communication; able to deliver clear, professional payment reminders by phone and email.
• Strong organization and follow-up discipline; able to manage multiple accounts and deadlines.
• Detail-oriented with accurate documentation and data entry.
• Basic to intermediate Excel and Outlook skills (sorting/filtering, email communication).
• Ability to learn new systems quickly and follow defined procedures/escalation paths in service delivery models.
• Professional judgment to identify when to scale issues (disputes, credit holds, sensitive customers).

• Customer service/conflict resolution skills in a fast-paced environment.
• Comfortable discussing payments and navigating difficult conversations (training provided).

Vision, hearing, speech, movements requiring the use of wrists, hands and/or fingers. Must have the ability to view a computer screen for long periods and the ability to sit for extended periods. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The employee occasionally lifts up to 20 lbs.

and occasionally kneels and bends.

normal office setting.

Learning, thinking, concentration, and the ability to work under pressure, particularly during busy times. Must be able to pay close attention to detail and be able to work as a member of a team to ensure excellent customer service. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations…