Shared Service Account Representative

hace 1 semana


Xochimilco, México CSC Servicios Integrales A tiempo completo

**Essential Duties and Responsibilities**:

- **Client Satisfaction** - handling incoming calls and correspondence from corporate clients. This job function also answers questions from internal staff and incoming calls from contract owners.
- **Transaction Processing** - payment processing through lockbox, in-house mail, lockbox rejects, Checkfaxx, checks from corporate clients, and processing NSFs. Downloading and manual processing of new sales and maintenance contracts is another transaction processing function. Faxes/transmittal (processing and filing) i.e., address changes, ownership changes, upgrades, adjustments and CRF's (research and adjustments) completes the transaction processing job function.
- **Operational Support** - include processing contract and maintenance statements, custodial documents, and running the various reports i.e. daily, weekly, monthly, commissions, low balance, zero balance, discounts, UAC reports, and ARM updates.
- Able to react to change productively and handle other tasks as assigned.
- Transaction Processing and Client Satisfaction are the cornerstone of each Account Representative position. The above tasks are done on a rotation bases and the amount of time spent on each of the above job functions will vary within each group. In addition, each group has tasks they perform that are unique to their specific corporate clients.

**Qualification/Requirements**:

- An accounting or finance degree is a plus or equivalent combination of education and experience.
- Ability to read, write and speak English fluently, Bilingual (English/Spanish)
- Must be accurate, detail oriented, possess excellent organizational skills and demonstrate the ability to manage multiple tasks.
- Knowledge of loan calculations, 10 Key, Word, Excel, Microsoft Outlook
- Must be willing and able to work in excess of 40 hours per week when business conditions or special projects such as conversions, maintenance season, month end preparation, internal audits and client visits make such scheduling necessary.
- Must willing and able to travel as required by clients/projects.

**Job Types**: Full-time, Contract, Permanent

**Salary**: $20,400.00 - $23,400.00 per month

COVID-19 considerations:
Continuamos con todos los protocolos sanitarios en la oficina. Actualmente nos encontramos en modo hibrido asistiendo a la oficina en pequeños grupos para asegurar la sana distancia y evitar contagios.

**Education**:

- Bachelor's (preferred)

**Language**:

- English (required)



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