
Lead Associate- Finance
2 weeks ago
Job Responsibilities:
Call & Inquiry Management:
- Handle 50+ calls daily (total team volume: calls/day) regarding payment status, invoice issues, remittance, and account updates. - call volume could me more or possibly less.
- Address inquiries such as:
- Payment status & missing payments
- Rate verifications & disputes
- Customer remittance requests- this would be Carrier remit request
- Customer Disputes requests – We don't dispute items with carriers, but we toggle loads for agent assistance with notes
- Aging statements & short/overpayment inquiries
- Agent corrections & setup requests- Please explain thoughts on this one
- ACH, Quick Pay, and Lumper payment requests- Please elaborate on extent of this item
- Manage the AP help mailbox and clear voicemails promptly.
Issue Resolution & Escalation:
- Investigate and resolve carrier/factor payment disputes, incorrect payments, and claims issues.
- Escalate complex cases to the Supervisor or onshore team when necessary.
- Track problem resolution and update carriers promptly.
- Involve Internal sales agents, inhouse dedicated AR/AP departments supervisor for any disputes pertaining to loads not being paid. -ability to prioritize tasks
Documentation & Compliance:
- Verify and update carrier contact details (email, phone, address).
- Process NOA/LOR requests, credit forms, and billing adjustments.-do you mean enter billing adjustments req on loads? noa's and lor's would be forwarded to the correct team for processing. (factor notice)
- Handle phishing calls and ensure data security protocols are followed.-identify fraudulent payment requests ie: fraudulent rate confirmations
Process Improvement:
- Identify recurring issues and suggest process improvements.
- Assist in training new hires by providing real-case examples scenarios).
Job Qualifications:
- College Graduate preferably of Business Administration or Accountancy
- 2-3 years in AP Help desk, AR, logistics, or customer service (call center experience preferred).
- Strong Microsoft Office skills (Excel, Outlook).
- Detail-oriented with ability to prioritize tasks.
- Excellent verbal communication & problem-solving skills.
- Willing to work fixed night shift in QC.
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