Financial Services Specialist III

3 weeks ago

Mississauga, Canada Imperial Dade Full time

30+ days ago Requisition ID: 1168

Imperial Dade Canada, leading national distributor, has a 1 year contract position open in Mississauga. We are looking for a  Financial Services Specialist III . This role will, under general supervision, review and monitor credit sources and credit files. You will perform routine credit checks and obtain supplementary information. The specialist may negotiate with customers to make payment terms under specified guidelines. This role serves as lead level and complex issues may be escalated to this level. Typically has 5 or more years of experience.

Imperial Dade is the leading distributor of foodservice packaging, facilities maintenance supplies and equipment in the U.S. As a provider of customized supply chain solutions, the company serves customers in many business-to-business market segments including supermarkets, healthcare facilities, universities, and restaurants. Founded in 1935 and headquartered in New Jersey, Imperial Dade serves more than 80,000 customers through a footprint of 80+ branches.

Responsibilities:

  • Establish and maintain positive relationships with customers both internal and external
  • Monitor a specific portfolio of accounts and initiate action to facilitate on-time payment of invoices, to recover delinquent receivables and to reconcile payment discrepancies
  • Collect relevant information that is needed to affect payment, including obtaining copies of invoices, proof of delivery, credit memos, cheque remittance/backup
  • Customer contact (via phone and email)
  • Collect and resend customer statements, invoices and shipping documents when requested
  • In a timely fashion, process clearing requests to offset customer debits with adjustments ensuring accurate reconciliation of balances on the sub ledger
  • Respond to and troubleshoot billing discrepancies, collaborating with Sales, Customer Service and Credit Support Team
  • Monitor and approve customer purchase orders and when necessary, secure payment arrangements on delinquent accounts to avoid untimely shipping delays
  • Solicit, confirm and process credit card payments and channel payment direction to Cash Operations. Create and maintain Credit Card tokens
  • Collect the necessary information and documentation to advance customer file for Credit Line Increase review, collaborating with Sales Associates and Underwriting
  • In case of delinquency and/or business closure, responsible for the collection of documentation and analysis to proceed with third party collection action and/or file closure with subsequent bad debt write off
  • Responsible for keeping sales associates and management informed of any customer changes (operations, trending etc) that might affect sales opportunities, profit and/or bad debt exposure
  • Responsible for general file maintenance (Accounts Payable contacts, email addresses, telephone numbers)
  • Portfolio weight will range from $2Million - $15Million
  • Respond to and circulate trade credit references
  • Other tasks as requested by Credit Manager

Qualifications:

  • Minimum 5 years experience in Accounts Receivable/Collections role
  • B2B would be an asset but not mandatory
  • Demonstrates proficiency in PC applications, Microsoft Outlook, Excel, Word and other applications as required
  • Strong communication skills, both written and oral with a clear speaking voice
  • Strong attention to detail and well organized
  • Strong time management skills
  • Self starter with ability to multi task
  • Ability to work in a team environment or on an independent stretch goal
  • High school diploma or equivalent

At Imperial Dade, we offer an exciting environment in which to work, learn, and grow professionally. We are excited to continue to invite talented individuals with a passion for excellence to join our team. As a family-owned and operated company, we value our people and strive to create rewarding career opportunities by offering competitive salaries and benefits, Pension, Life Insurance, and a generous Paid Time Off Package.

Imperial Dade is an EEO Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, pregnancy, status as a parent, national origin, age, disability (physical or mental), family medical history or genetic information, political affiliation, military service, or other non-merit based factors.

#J-18808-Ljbffr

  • Financial Services Specialist Iii

    2 weeks ago

    Mississauga, Canada Imperial Dade Full time

    Imperial Dade Canada, leading national distributor, has a job open in Mississauga. We are looking for a Financial Services Specialist III. This role will, under general supervision, review and monitor credit sources and credit files. You will perform routine credit checks and obtain supplementary information. The specialist may negotiate with customers to...

  • Financial Services Specialist Iii

    2 weeks ago

    Mississauga, Canada Imperial Dade Full time

    Imperial Dade Canada, leading national distributor, has a 1 year contract position open in Mississauga. We are looking for a Financial Services Specialist III. This role will, under general supervision, review and monitor credit sources and credit files. You will perform routine credit checks and obtain supplementary information. The specialist may negotiate...

  • Financial Services Specialist Iii

    7 days ago

    Mississauga, Ontario, Canada Imperial Dade Full time

    Imperial Dade Canada, leading national distributor, has a job open in Mississauga. We are looking for a Financial Services Specialist III. This role will, under general supervision, review and monitor credit sources and credit files. You will perform routine credit checks and obtain supplementary information. The specialist may negotiate with customers to...

  • Sourcing Specialist III

    4 weeks ago

    Mississauga, Canada Axelon Services Corporation Full time

    Sourcing Specialist III Mississauga, ON 12 Months Work shift 8am - 5pm Possible Hybrid role 2-3 day onsite. Key Responsibilities Include: " Drive business productivity for MES sourcing in Canada, identifying new areas of opportunity to drive cost out, implement operating efficiency and improve productivity. " Support Sourcing strategy,...

  • Customer Sales Specialist Iii

    3 weeks ago

    Mississauga, Canada Arrow Electronics, Inc. Full time

    **Position**: Customer Sales Specialist III Experience / Education Typically requires a 4 year degree and 1-2 years of experience or a 2 year degree and equivalent related experience **Annual Hiring Range/Hourly Rate**: **Location**: CA-ON-Mississauga (Superior Blvd) **Time Type**: Full time **Job Category**: Business Support

  • Ppi Business System Specialist Iii

    2 months ago

    Mississauga, Canada Thermo Fisher Scientific Full time

    **Summary**: The PPI Specialist III will drive the implementation of Thermo Fisher Scientific’s Practical Process Improvement (PPI) Business System within the site. The PPI Specialist III works closely with site and business leadership to mature PPI coaching tools to drive a problem-solving and continuous improvement culture. The position partners with...

  • Ppi Business System Specialist Iii

    3 weeks ago

    Mississauga, Canada Thermo Fisher Scientific Full time

    **Summary**: The PPI Specialist III will drive the implementation of Thermo Fisher Scientific’s Practical Process Improvement (PPI) Business System within the site. The PPI Specialist III works closely with site and business leadership to mature PPI coaching tools to drive a problem-solving and continuous improvement culture. The position partners with...

  • Customer Sales Specialist Iii

    7 days ago

    Mississauga, Ontario, Canada Arrow Electronics, Inc. Full time

    Position:Customer Sales Specialist IIIExperience / EducationTypically requires a 4 year degree and 1-2 years of experience or a 2 year degree and equivalent related experienceAnnual Hiring Range/Hourly Rate:Location:CA-ON-Mississauga (Superior Blvd)Time Type:Full timeJob Category:Business Support

  • PPI Business System Specialist III

    2 months ago

    Mississauga, Canada Thermo Fisher Scientific Full time

    Summary: The PPI Specialist III will drive the implementation of Thermo Fisher Scientific’s Practical Process Improvement (PPI) Business System within the site. The PPI Specialist III works closely with site and business leadership to mature PPI coaching tools to drive a problem-solving and continuous improvement culture. The position partners with...

  • PPI Business System Specialist III

    3 weeks ago

    Mississauga, Canada Thermo Fisher Scientific Full time

    Summary: The PPI Specialist III will drive the implementation of Thermo Fisher Scientific’s Practical Process Improvement (PPI) Business System within the site. The PPI Specialist III works closely with site and business leadership to mature PPI coaching tools to drive a problem-solving and continuous improvement culture. The position partners with...

  • Mortgage Servicing Specialist

    4 weeks ago

    Mississauga, Canada Questrade Financial Group Full time

    Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...

  • Mortgage Servicing Specialist

    3 weeks ago

    Mississauga, Canada Questrade Financial Group Full time

    Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...

  • Ppi business system specialist iii

    4 weeks ago

    Mississauga, Canada Thermo Fisher Scientific Inc. Full time

    Starting date : 1 position to fill as soon as possible pbuJob Description/u/b/pp/pdivdivdivpbspanSummary:/spanspan /span/bspan /span/p/divdivpspanspanThe PPI Specialist III will drive the implementation of Thermo Fisher Scientific’s Practical Process Improvement (PPI) Business System /spanspanwithin the/spanspan site. /spanspanThe /spanspanPPI Specialist...

  • Ppi business system specialist iii

    4 weeks ago

    Mississauga, Canada Thermo Fisher Scientific Inc. Full time

    Starting date : 1 position to fill as soon as possible pbuJob Description/u/b/pp/pdivdivdivpbspanSummary:/spanspan /span/bspan /span/p/divdivpspanspanThe PPI Specialist III will drive the implementation of Thermo Fisher Scientific’s Practical Process Improvement (PPI) Business System /spanspanwithin the/spanspan site. /spanspanThe /spanspanPPI Specialist...

  • Ppi business system specialist iii

    4 weeks ago

    Mississauga, Canada Thermo Fisher Scientific Inc. Full time

    Starting date : 1 position to fill as soon as possible pbuJob Description/u/b/pp/pdivdivdivpbspanSummary:/spanspan /span/bspan /span/p/divdivpspanspanThe PPI Specialist III will drive the implementation of Thermo Fisher Scientific’s Practical Process Improvement (PPI) Business System /spanspanwithin the/spanspan site. /spanspanThe /spanspanPPI Specialist...

  • Mortgage Servicing Specialist

    2 weeks ago

    Mississauga, Canada Questrade Financial Group Full time

    Questrade Financial Group (QFG) of Companies is committed to helping our customers become much more financially successful and secure. We are everything a traditional financial institution is not. At QFG, you will be constantly moving forward, bringing the future of fintech into existence. You will be a part of a collaborative team that cares deeply about...

  • PPI Business System Specialist III

    2 months ago

    Mississauga, Canada Thermo Fisher Scientific Full time

    Job DescriptionSummary:  The PPI Specialist III will drive the implementation of Thermo Fisher Scientific’s Practical Process Improvement (PPI) Business System within the site. The PPI Specialist III works closely with site and business leadership to mature PPI coaching tools to drive a problem-solving and continuous improvement culture. The...

  • PPI Business System Specialist III

    3 weeks ago

    Mississauga, Canada Thermo Fisher Scientific Full time

    Job DescriptionSummary:  The PPI Specialist III will drive the implementation of Thermo Fisher Scientific’s Practical Process Improvement (PPI) Business System within the site. The PPI Specialist III works closely with site and business leadership to mature PPI coaching tools to drive a problem-solving and continuous improvement culture. The...

  • Financial Services Specialist

    1 week ago

    Mississauga, Canada Arous Insurance Agency Inc. (The Co-operators) Full time

    **Job description** As the Financial Services Specialist you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound...

  • Financial Services Specialist

    2 weeks ago

    Mississauga, Canada Arous Insurance Agency Inc. (The Co-operators) Full time

    **Job description** As the Financial Services Specialist you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound...