FINANCIAL SERVICES SPECIALIST

Focused on managing delinquent accounts, this role involves contacting customers to resolve outstanding bills, reducing past-due dollars, and ensuring consistent achievement of forecasted collections goals.
What you will be doing.
Review outstanding bills and contact customers to resolve delinquent accounts as per established policies and procedures.
Strive to consistently meet or exceed monthly collection forecasts for assigned regions.
Make a minimum of 35 outgoing calls per day to engage customers and secure payments.
Identify customer disputes, document them in the system, and escalate as needed.
Work closely with management to reduce significant dollars at risk and improve collection goals.
Manage and maintain all customer accounts within the assigned collection region.
Prepare monthly reports on the status of credits and collections.
Maintain close working relationships with internal teams, customers, and ESC management.
Keep management informed of potential bad debt accounts and prepare accounts for escalation or collections when necessary.
What you will likely bring.
Recent graduate with a Bachelor’s degree in Accounting or Finance.
Experience in Customer Service or Credit and Collections areas.
Effective verbal and written communication skills to engage with internal and external customers.
Strong organizational and time management skills to prioritize tasks effectively.
Ability to work independently and collaboratively in a fast-paced environment.
What could set you apart.
Strong knowledge of credit and collection processes.
Proven ability to resolve disputes and improve collections performance.
Excellent analytical and problem-solving skills.
Adaptability and responsiveness to internal and external customer needs.
Proficiency with reporting tools and systems for credit and collections analysis.
#LI-JI1 #LI-HYBRID About Epicor At Epicor, we’re truly a team.
Join talented professionals in creating a world of better business through data, AI, and cognitive ERP.
We help businesses stay future-ready by connecting people, processes, and technology.
From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters.
Together, Epicor employees are creating a more resilient global supply chain.
We’re Proactive, Proud, Partners.
Whatever your career journey, we’ll help you find the right path.
Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive.
At Epicor, your success is our success.
And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.
Competitive Pay & Benefits Health and Wellness.
Comprehensive health and wellness benefits designed to support your overall well-being.
Internal Mobility.
Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.
Career Development.
Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.
Education Support.
Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.
Inclusive Workplace.
Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.
Work-Life Balance.
Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.
Global Mobility.
Comprehensive support for international relocations and permanent residency processes.
Equal Opportunities and Accommodations Statement  Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you—that’s who we’re interested in.
If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.
We are an equal-opportunity employer.
Recruiter.
Antonio Ibarra Bustillos At Epicor, we know that success comes from working together.
Everyone has a role to play, and it’s the essential partnerships across our company that are crucial to our customer’s success and our growth as a business.
We’re truly a team.
Working in close partnership, we bring wide-ranging talents together in powerful collaborations.
We think innovatively, share our knowledge generously, and constantly learn from our colleagues.
We’re proud of the success we achieve every day, but we never stop challenging ourselves and encouraging each other.
Together, we go further and imagine an even brighter future.
Whatever your career journey, we’ll help you find the right path.
Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive.
At Epicor, your success is our success.
And that success really matters, because we’re the essential partners to the world’s most essential businesses – the hardworking companies who make, move, and sell the things the world needs.
At Epicor, we are committed to upholding the highest standards of integrity and transparency.
We have become aware of phishing scams where individuals pose as our recruiters, hiring managers, and/or HR Business Partners to obtain personal information.
These scams can seem legitimate, but it's important to know how to protect yourself.
How to Identify Phishing Scams.
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