Cash Flow Specialist
2 weeks ago
At Shift, we're business specialists dedicated to helping Australian SMEs succeed. Our unique approach and collaborative culture means you can build your career with support.
As a Cash Flow Specialist, you will focus on managing overdue accounts through direct communication with customers. Your key responsibilities include negotiating payment arrangements, addressing customer concerns, and managing account status updates.
Key tasks:
- Manage your portfolio of accounts by making outbound calls and responding to inbound inquiries to resolve account issues.
- Work with customers to agree on feasible payment plans that aim to bring overdue accounts back into good standing.
- Assess accounts for potential caveats and manage related administrative tasks.
- Handle financial hardship cases, including assessing Statements of Financial Position and providing suitable solutions.
- Maintain and update accurate records of customer interactions, payment arrangements, and account statuses.
- Monitor and follow up on payment promises to ensure compliance and timely resolution of overdue accounts.
- Address customer concerns and provide clear explanations of payment options and account status.
- Identify and report any issues or challenges to the Collections Manager
What we're looking for:
- 2+ years of experience in a collections or customer service role.
- Basic understanding of collections processes.
- Effective communication skills for handling inbound and outbound calls.
- Good organisational and time-management skills.
- Ability to professionally handle challenging situations.
- Clear written skills for documentation and updating account records.
- Basic analytical skills to review payment histories and assess account statuses.
- Strong attention to detail for accurate record-keeping.
- Familiarity with relevant regulations and industry guidelines
Benefits:
- Collaborative teams.
- Flexible working environment.
- Family support.
- Varied workspaces.
- Wellness focus.
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