Customer Financial Services Representative

About the Role

• Implement the Company's credit and collection policies for designated accounts by monitoring and maintaining customer accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits
• Resolves outstanding accounts receivables issues in a timely manner, ensure adherence to department guidelines and procedures, while consistently meeting month end targets and closing schedules
• Escalate high risk accounts or claims and discrepancies that may affect financial results to Senior Management
• Reconcile and maintain customer accounts, resolve billing/pricing discrepancies, unearned/earned discount, unclaimed property, holdback, unapplied and/or short payments. Reviews and reconciles accounts receivable reports regularly
• Understanding and working knowledge of the applicable Builders Lien Legislation among various States and the escalation and security tools available (i.e. Bonds, Letter of Credit, Stop Notice, Intent of Lien)
• Knowledge of the Preliminary Notice and Lien Release process within various States.
• Executes a high volume of Lien Release waivers with focus on accuracy and turn-around time.

• Strong attention to detail with proven time management, planning & organisation skills
• Ability to build relationships by establishing a good first impression and build trust by demonstrating our company values
• Self-motivated, results driven and strong problem-solving skills
• Great attention to detail with the ability to prioritise tasks and meet deadlines
• Excellent interpersonal and communication skills - oral and written
• Excellent multitasking and analytical skills

• Post-secondary diploma/degree or National Association of Credit Management (NACM) Program Certification would be an asset.
• 2+ years related experience
• Excellent computer skills for word processing and excel spreadsheet analysis
• Must possess a willingness to provide a very high level of quality customer service both internally and externally in a positive and professional manner
• Ability to work with difficult customers and resolve problems and issues
• Occasional travel to the US may be required

This is a place where you will be empowered to do your best work.

We know that our people make the difference and we recognize and reward that. From health and wellness benefits to employee recognition programs, discounts, and perks, we've got our employees covered.

• Base Pay: $29.75 - $34.50 per hour
• Employee Incentive Plan (Annual Bonus)*
• Generous vacation/paid time-off allowance (15+ days per year starting, 6 sick days and 12 paid holidays)
• Flexible health benefit plans (medical, dental, vision, ancillary)
• 401(k) plan with employer matching
• Education assistance
• Professional development
• Scholarship program
• Flexible work arrangements
• Referral bonuses
• Employee discount programs
• Comprehensive employee assistance program

* For eligible employees.

Ready to build your career and realize your full potential? Apply now and join the flow! #IWW

ICONIX is an independent waterworks partner that offers an agile, expert team of trusted, technical problem solvers that provide reliable access to innovative products and services for businesses and communities across the West Coast of the United States and Texas that depend on essential water and wastewater infrastructure. Learn more about ICONIX Waterworks.

ICONIX is proud to be part of the Deschênes Group, a family-owned business based out of Montreal, Quebec, consisting of 16 business units and growing. The Deschênes Group is consistently ranked among Canada’s Best Managed Companies, a true testament to the company’s commitment to investing in its people and in delivering the best experience to our customers and partners. Learn more about the Deschênes Group.