Financial Services Representative

Waterloo, United StatesOn-site

Responsibilities

Monitor and manage an assigned portfolio, including customer communications, account reconciliations, and small balance write-offs.
Review orders on hold and collaborate with customers and sales teams to ensure efficient product shipment and issue resolution.
Evaluate and monitor customer credit limits and account health, identifying past-due accounts and slow-to-pay trends.
Develop and execute repayment plans to resolve delinquencies and support overall collections performance.
Run and analyze routine reports related to collections, accounts receivable, and portfolio performance.
Support and maintain online payment systems (e.g., Termsync or similar platforms).
Collaborate with cross-functional partners, including sales and finance, to accelerate collections, resolve issues, and improve processes.
Perform additional projects and duties as assigned.
Solicit payment and perform account reconciliation for dealer accounts in a professional and timely manner.

experience in collections, accounts receivable, or a related financial role. Associate degree or equivalent education/experience preferred. Proficiency in Microsoft Office, particularly Excel.
Experience with ERP systems (e.g., J.D.

Competitive health care
PPO & HDHP medical plan options, Dental insurance, Vision insurance
Free life insurance & optional term life insurance
Competitive vacation package
401(k) with match and Employee Stock Ownership Plans (ESOP)
12 weeks of maternity leave with 100% pay
Flexible holiday schedule – 10 company holidays
Tuition Reimbursement up to $15,000! (Undergraduate & Masters programs)
Employee discounts on all product
Deep partner retail discounts We are an Equal Employment Opportunity (“EEO”) Employer.
This policy applies to all aspects of employment, including hiring, promotion, demotion, compensation, training, working conditions, transfer, job assignments, benefits, layoff, and termination.

A bit about us Trek is an awesome place to work, with amazing benefits for all employees.
We build only products we love, provide incredible hospitality to our customers, and change the world by getting more people on bikes.
When you’re on our team, you’re taken care of, encouraged to learn and grow, and given lots of opportunities to do so.
Sound pretty sweet? Then come join us! Job Description Position Description: Trek Financial Services is adding a Financial Services Representative to their team.
We are seeking a detail-oriented, analytical, and customer-focused Financial Services Representative to support accounts receivable, collections, and dealer financial health.
This role plays a critical part in maintaining strong customer relationships, optimizing cash flow, and ensuring accurate account management.
This role will support accounts in North America in addition to managing a portfolio of International Distributors. Key
Provide excellent customer service regarding collection issues, including processing account adjustments, resolving discrepancies, and maintaining strong customer relationships.
Reconcile accounts receivable aging, ensuring accuracy of account balances and financial records.
Provide cash flow and budgeting guidance to customers, offering meaningful insights into the financial health of their business.