Customer Portfolio Specialist-Collections

Job description

The Portfolio Specialist contributes to the success of the PBC account by driving cash flow and managing relationships with internal and external PBC customers. Required to identify, analyze, and solve customer concerns in a timely and effective manner.

ACCOUNTABILITIES:

Customer Portfolio Management:
·  Generate ideas and seize opportunities to drive reduction in DCSO and over 30 (aged receivables)
·  Leverage appropriate business practices to manage profitable customer relationships
·  Apply knowledge of key customer financial indicators to evaluate portfolio risk
·  Initiate customer contact (e-mail, outbound phone calls) to manage collection process
·  Engage in customer specific dialogue to understand accounting, purchasing, and delivery processes and procedures
·  Ongoing Account Maintenance (i.e. hierarchy, store #, vendor #, statement, etc.)
·  Manage customer account activity through ArcTree (Case Tracking System) to resolve customer discrepancies within established SLAs

Reporting and Analysis:

·  Review and analyze Daily Aging report to identify priority accounts to conduct ,and facilitate, collection efforts
·  Provide input on Account projections with supporting analysis of account pay trends.

Auto req ID

179432BR
Required Education

High School Diploma/GED
Role ( Job Role )

Fin & Admin Business Analyst
State / Province

NORTH CAROLINA
Primary job category

Finance
Company

(0147) International Business Machines Corporation
Contract type

Regular
Employment Type

Full-Time
Is this role a commissionable/sales incentive based position?

No
Travel Required

No Travel
IBM Business Group

GBS
Preferred Education

Bachelor's Degree
City / Township / Village

RESEARCH TRIANGLE PARK
EO Statement

IBM is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. IBM is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
Required Technical and Professional Expertise

·  1 – 3 Years Relevant Experience
·  Proficient in all Windows Applications (emphasis on Excel and Access a plus)
·  Analytical, Assertive and Results Driven
·  Highly Effective Interpersonal & Communication skills
·  Knowledge of Electronic Presentment and Payment Applications preferred
Country/Region

United States
Preferred Technical and Professional Experience

·  Two – Four year Degree in Business, Finance, Accounting or Economics
Eligibility Requirements

None.
Position Type

Early Professional
Early Professional Track

Industry Early Professional
New Collar Role

Yes