Collections Agent

BPO office with fewer than 15 employees.

JOB DESCRIPTION

Objective of the role:

As an Accounting and Collections Agent, your role will be to oversee and manage all accounting and collection activities. This includes maintaining accounts, verifying financial transactions, preparing financial statements, managing risk, handling follow-ups, risk analysis, and aged balance analysis.

Main Duties & Responsibilities:

• Client Account Management:Monitor and manage assigned client accounts, ensuring information is accurate and up-to-date. Handle disputes in collaboration with sales and accounting teams, and oversee account blocking and unblocking processes.
• Overdue Payment Follow-up:Identify and track overdue client accounts, implementing actions to recover outstanding amounts. Negotiate repayment plans with overdue clients, considering each one’s financial situation.
• Risk Analysis:Assess non-payment risks and implement preventive measures to minimize payment delays. Track the aged balance.
• Collections Reporting:Prepare regular reports on collection activities, recovered payments, and outstanding accounts.
• File Updates:Maintain accurate records of actions taken and communications with overdue clients.
• Aged balance analysis
• Account reconciliation (clients, marketplaces)
• Marketing expense management: Track marketing expenses and monitor the budget.
• Credit card expenses: Track spending and follow up to obtain receipts.
• Vehicles: Update dashboard (insurance requests, tracking, mileage checks, technical inspections, etc.).
• Medical check-ups: Registration, follow-up, and reminders.