• Accurately apply payments and record cash receipts • Manage aging report • Monthly bank account reconciliation • Monthly reconciliation of AR accounts • Accurately record daily refund journal entry • Enter refund invoices for processing • Process refund batches weekly • Record journal entries as needed • Provide support for external auditors • Support business-facing teams such as Customer Service, Sales and Operations in the pursuit of exemplary client/customer service and maximization of revenue generation • Other responsibilities as required and assist in backing up teammates

Role Description Accomplishes all of the roles and responsibilities of a Team Leader. Acts as the default Operations leader during the absence of the Operations Manager around the attainment of client KPI, goals and targets. Handles complex and specialized functions and/or teams. Prime program initiatives to drive performance. Regularly interfaces with clients and client representatives on activities and initiatives aimed at increasing performance and resolution of customer issues and client concerns. Primary Responsibilities - Accomplishes all of the roles and responsibilities of a Team Leader, including but not limited to leading and managing a team of CSR's in the optimal execution of call center operations activities ensuring that each team member meets/exceeds their goals and metrics on a daily, weekly, and monthly basis. Conducts Performance Management activities, supports CSR's/TSR's on their calls, handles escalations, prepares reports and works with other team members for team and program initiatives. - Acts as operations prime in the absence of Operations Managers related to management of day-to-day operations, including but not limited to stakeholder management to facilitate issue resolution and ensuring that client KPIs, goals, and targets are met. - Acts as a liaison for both internal and external groups for program initiatives. Helps create, launch and drive critical account initiatives and programs. - Be a mentor to other Team Leaders; acts as a catalyst for Peer-to-Peer Development. - Supports complex and/or multiple products/LOB's/queues and/or manages and/or supports resolution/escalation/coach teams and other specialized functions. - Coordinates with Workforce for net staffing requirements and scheduling of agents given leaves, absences, and attrition. Requests for overtime or 6th day work in order to meet service metrics by efficiently handling the forecast and/or spikes in call volumes. - Ensures that all Company and/or Client updates are cascaded to all individuals in the program by conducting regular meetings with Team Leads. Disseminates information in a timely manner, taking into consideration information sensitivity and confidentiality. - Liaisons with Top Management and the Client regarding the program's performance. Analyzes the necessary information (i.e. top and bottom performing teams/agents) and translates this to tangible and relevant data on program performance. - Facilitates on-boarding of new team members including Operations Orientation. Qualifications - 1-2 years call center experience as a team leader or at least six months (6) experience within TIP as a Team Leader, specializing in Customer Care and/or Marketing and Sales and/or Technical support operations. - Working knowledge of call center operations and organization required. - Prior knowledge of client-specifics (i.e. nature of account, metrics, client applications, etc…) preferred. - Proficiency with MS Office applications (i.e. MS Word, Excel, PowerPoint, etc...) and other call center-specific software/systems (i.e. CMS/IEX, NICE, VERINT, etc.). - Supervisory and people-management skills. - Project management skills. - Excellent oral and written English communication skills with professional communication skills both verbal and written business correspondence; planning, organizing and coordination skills; adaptive to changing work schedules and working hours. - Active listening skills. - Operates with minimal supervision. - Customer orientation. - Time Management and Multitasking skills. Detail-oriented, Analytical, Problem-Solving and Decision-Making skills. - Presentation Skills.

• Monitor and manage the debtors report across multiple job types daily • Review job statuses and customer notes to determine appropriate follow-up actions • Follow up on outstanding payments from customers via phone and email in a professional manner • Chase outstanding payments at key billing milestones including specific project claim stages • Process credit card payments over the phone and handle inbound accounting enquiries • Identify non-compliant or difficult payment situations and escalate them appropriately • Follow up on expired maintenance agreements and send out renewals to customers • Send regular acceptance invoice reports to internal stakeholders twice weekly • Maintain up-to-date payment status notes and accurate collection records • Cross-check accounts receivable records against accounting software reports • Attend weekly team meetings to discuss outstanding payment issues and strategies • Liaise with internal installation, service, and electrical departments to resolve customer disputes • Assist with ad-hoc accounts receivable administrative tasks and customer communications

Title: Collections/Accounts Receivable Representative Location: Basking Ridge United States Full Time Salary Range:$50,000.00 To $55,000.00 Annually Job Description: The Member Care Consultant reviews delinquent loans, corresponds with members, and performs necessary collection activity to obtain payment by utilizing all resources to contact members and mitigate losses on loans for the credit union. Selected candidates MUST be available to work a 40-hour/week, plus overtime on nights and weekends as needed. 100% remote candidates who meet the requirements are eligible to apply and will be considered. The starting pay range for a new hire in this role is $50-$55k. The wage/salary offered to a successful candidate will be dependent on several qualifying factors, including but not limited to: years of relevant experience, years of industry experience, education, etc. ESSENTIAL DUTIES AND RESPONSIBILITIES Collects delinquent loan accounts - Contact members via telephone, e-mail, text and letter to identify reasons for delinquency, obtain payment and cure delinquency. - Document all collection activity In Temenos. Exercise right of offset by authorizing the transferring of shares to loans. - Identify members who are candidates for loss mitigation assistance. - Skip trace delinquent members to obtain current information for contact using all tools available including social media. - Alert the Member Care Manager of any occurrences which are unusual or pose financial loss to the organization. - Utilize all resources to obtain payment, including assistance from other Collectors and the Member Care Manager. - Negotiate repayment plans for members who cannot pay the entire delinquent amount and notate in Temenos. - Notify the Loan Servicing Department to freeze credit limits on delinquent loans in accordance with policy, to prevent member from taking additional advances. - Resolve over the limit credit card accounts via collection. - Recommend automobile accounts for repossession in accordance with policy time frame, utilizing the Temenos repossession workflow queue. - Provide support to Branches and MSC to resolve member questions on delinquent payment history. - Position may require working overtime including nights and/or weekends as directed by management EDUCATION and/or EXPERIENCE REQUIREMENTS - A minimum of 2+ years of related experience in a collections/accounts receivable role is required. - Knowledge of collections platform software, AKUVO or Temenos preferred. - Basic knowledge of collections laws is preferred. - Strong customer service skills are required. - Ability to work in a team environment and contribute positively to the team is essential. - Bilingual Spanish-speaking is preferred, but not required. MINIMUM QUALIFICATIONS - Excellent communication and negotiating skills with the ability of maintaining member satisfaction while being persuasive and performing as a Financial Recovery consultants. - Able to handle a high volume of work and meet required deadlines. - Able to be productive in a fast-paced environment. - Knowledge of Credit Union products, services, policies and procedures. Affinity strives to maintain balance between our employees' personal and professional responsibilities. All full-time employees receive a highly competitive and multi-faceted Total Rewards package including competitive pay, target incentive, full medical/dental/prescription coverage, 401(k) plan, profit sharing, and generous paid time off. As an Affinity employee you are eligible for discounts on our products and services, earn paid time off for volunteering and much more. In addition to these benefits, Affinity provides extensive educational and developmental opportunities as well as access to our formal Tuition Assistance Program. Affinity Federal Credit Union is an Equal Opportunity Employer. Affinity FCU is committed to creating an inclusive culture and an employment experience that values diversity. Our culture is built on respect - one that recognizes and values the unique talents of everyone on the team. With a genuine commitment to diversity, we've created an environment where employees feel comfortable regardless of race, gender, religion, background, physical ability or sexual orientation.