Business Unit Otis
Job ID 31975BR
Date posted 08/18/2016
City Palm Beach Gardens
Country United States
Otis, a United Technologies company, is the world leader in reliable, efficient and technologically advanced elevators, escalators and people-moving systems. Our revolutionary Gen2® elevators, energy-saving ReGen™ drives and NCE “green” escalator have clearly set the industry standard for innovation, safety and performance. More than 2.4 million Otis elevators and escalators are currently in operation throughout 200 different countries. We are proud to have a global team that continues to rise to the challenges of a fast-moving company. Together, the people of Otis are creating new ideas and opportunities by collaborating across time zones, geographies and cultures. So just imagine where we can take you!
If you thrive in a fast-paced environment and are looking for an opportunity to develop your finance career, then we have a great opportunity for you. We are seeking a motivated, analytical, self-starter to contribute to our continued legacy of financial strength.
Specific responsibilities for this position include:
It is crucial the candidate works well with sales team and understands our customers are repeat customers and must be treated with respect so as not to damage relationships.
Responsible for the daily follow up and collection activity of approx. 1,000 customer accounts: Maintenance, Open Order, New Equipment and Modernization accounts for the San Francisco GBO.
Prepare 571 and Legal/Collection packages – prepare, get signatures, send into NAA, and follow up that documents are processed
Filing liens with NCS
Follow up and perform collection activities for NE and Mod retention
Account reconciliations – both internal and external customer
Calling customers regarding collection issues
Keeping collection related information current in our systems - phone numbers, fax numbers, and email addresses to update JDE with email address/fax # for e-statements
Make copies of OO invoices to send to customer (invoice, time ticket, and/or proposal only) for collection purposes
Directing customers on how to make credit card payments
Qualifications EXPERIENCE / QUALIFICATIONS:
Experience collecting for high volume AR portfolios (just over 2,000 invoices on the monthly Trial Balance)
Driven to perform well in fast-paced environment
Fluent in numerous computer-based collections applications
Respects accountability expectations
Able to work well in teams, with colleagues at all levels of the organization
Able to stay focused on achieving targets, whether working independently or in partnership with colleagues
Professionally conscientious (personal presentation, communication skills, comportment)
Processing checks that come into the local office
Holding collection meetings with reps 2 times a month.
Prepare data for monthly Regional collection meeting
Managing the A/R reserve list to collect all possible balances
Document all collection activity, notes, in JDE AR notes
Utilize Linx to locate customer information and raise cancellation alerts in Linx as deemed necessary
Education EDUCATION / CERTIFICATIONS:
AA/AS degree, Technical/Business School Certificate or Diploma, Skilled Trades Apprenticeship, or other post high
school training (two years duration) with minimum of 5 years experience