Financial Transaction Specialist
3 weeks ago
**Job Summary**
We are seeking a highly skilled Financial Transaction Specialist to join our team at REO Group. As an Accounts Receivable team member, you will play a crucial role in the company's financial health by managing receipts, allocations, and the accounts receivable aged trial balance.
Key Responsibilities:
- Manage receipts, prepare banking sheets, and maintain accurate records of incoming payments.
- Handle inbound and outbound customer calls regarding account status and payment inquiries.
- Conduct complex customer account reconciliations to ensure accuracy.
- Resolve customer queries promptly and professionally to maintain positive relationships.
- Prepare and send out monthly statements to customers, ensuring timely follow-ups on overdue accounts.
- Monitor and maintain the accounts receivable aged trial balance, highlighting discrepancies for investigation.
- Collaborate with the sales team to ensure accurate order processing and account management.
- Provide ad hoc reporting and support to business stakeholders, identifying trends and areas for improvement.
About the Role
The ideal candidate will possess experience in similar roles, with high-level reconciliation skills and a keen attention to detail. Strong communication skills are essential for effective customer interactions, along with the ability to multitask and prioritise workloads independently.
What We Offer
REO Group is renowned for its commitment to excellence, providing a collaborative work environment with opportunities for professional development. Our focus on quality services has positioned us as a leader in our industry.
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