Financial Assistant & Analyst
Aqualife Inc.
Virginia
- Provide daily financial support and account assistance to customers while maintaining professionalism, confidentiality, and strong customer relationships.
- Manage recurring payment accounts for more than 3,000 customers, ensuring timely processing, account accuracy, and payment reconciliation.
- Assist customers with financing applications, loan options, billing concerns, payment arrangements, and account-related questions.
- Work directly with multiple financial institutions and lenders to process financing solutions and customer payment arrangements.
- Research and resolve account discrepancies, declined payments, chargebacks, and customer service requests efficiently and professionally.
- Educate customers on financial products, financing terms, payment structures, and lending options to help meet customer needs.
- Process ACH payments and recurring billing while maintaining compliance with NACHA guidelines and internal procedures.
- Reconcile payment activity across multiple systems and merchant processors including Salesforce, SwipeSimple, Authorize.Net, UsePay, and Clearent.
- Utilize Salesforce CRM extensively to manage customer accounts, service orders, reporting dashboards, and financial activity.
- Generate daily, monthly, and operational financial reports using Salesforce dashboards and Excel.
- Communicate daily with customers, lenders, and internal departments regarding financial questions, payment issues, and account maintenance.
- Demonstrate strong analytical, research, and problem-solving skills while handling sensitive financial information and resolving customer concerns.
- Work effectively independently and within team environments while maintaining productivity in high-volume and changing environments.
- Adapt quickly to evolving technologies, systems, and operational procedures to support business needs.
- Collaborate with the IT department to improve Salesforce efficiency by assisting with automation and reporting enhancements.
- Process employee salary advances and final payments with a high level of accuracy and confidentiality.