Demo

Finance Representative

Veritext Legal Solutions
Costa Mesa, CA Full Time
POSTED ON 1/31/2025
AVAILABLE BEFORE 4/29/2025

Overview :

As a  Finance Representative , it is your duty to ensure that our clients pay timely for the services they receive. You’ll be tasked with contacting delinquent accounts to request payment and preparing related reports on daily reconciliation activities.

What you'll do :

  • Monitor accounts to identify outstanding debts and follow-up for collections via telephone and email
  • Generate monthly aging reports for assigned accounts to identify firms with invoices aged in excess of 45 days and take action
  • Resolve invoice discrepancies by collaborating with applicable colleagues to ensure prompt and accurate resolution / payment
  • Prepare reports on a daily basis to ensure accurate account balances and proper application of cash
  • Document all actions and steps taken on assigned accounts during call or within 15 minutes of call ending
  • Achieve daily / weekly / monthly collection call quotas for assigned accounts

Who you are :

  • Assertive, proactive and efficient with excellent problem solving and follow up skills
  • Customer service oriented with strong interpersonal skills and the ability to respond to requests promptly and accurately
  • Excellent attention to detail, highly organized and able to multi-task
  • Must possess excellent written and verbal communication skills
  • If you don’t meet 100% of the above requirements, please consider applying. We are willing to train and coach the right person to be successful in this opportunity.

    Benefits :

  • Competitive compensation and total rewards package
  • Comprehensive medical, dental and vision insurance
  • Hybrid work structure (two days in the office, three days working remotely)
  • Paid Time Off to rest, relax and pursue special interests outside of work (8 paid holidays, 3 personal days, vacation, sick and discretionary time)
  • Robust suite of mental health benefits with little to no fee for you (and your household members) to support overall mental wellbeing and provide sufficient access to high quality support from board-certified psychiatrists and licensed psychologists / therapists (app based, virtual counseling, daily emails, live and on-demand content, and more)
  • Matched 401(k) to help you save for your future
  • Pet insurance to help your pet(s) live a long and happy life
  • Flexible Spending Accounts (healthcare, dependent care, transit & parking)
  • Company-paid life insurance as well as short-term and long-term disability insurance
  • Learning and development opportunities to advance both personally and professionally
  • Veritext Summer Camp – a fun-filled culture building and learning experience
  • Generous employee referral program, tuition reimbursement program, employee contests, social opportunities and more!
  • Veritext is committed to cultivating a vibrant community based on collaboration, innovation, creativity and belonging where every individual, regardless of background, identity, or experience, feels valued, respected, and empowered. At Veritext, these differing perspectives are not only accepted but celebrated. We embrace diversity, equity and inclusion and aim to employ qualified individuals of the greatest ability without discriminating based on race, color, religion, national origin, age, sex, physical or mental disability, medical condition (including pregnancy), gender identity or expression, sexual orientation, marital status, veteran status, or any other legally protected group status. Simultaneously, our dedication to sustainability, transparency, responsible environmental stewardship, and meaningful social engagement aims to create long-term value for our employees, clients, partners, and communities while contributing to a more resilient and equitable future.

    Veritext participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S.

    Veritext participa en E-Verify y proporcionará al gobierno federal la información de su Formulario I-9 para confirmar que usted está autorizado para trabajar en los .

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