Trek
Financial Services Representative
Waterloo, Wisconsin
Sponsorship not specifiedDetected 15 days ago
BudgetingERPCustomer SupportCommunicationProblem SolvingOrganizational SkillsMicrosoft OfficeAccounts Payable
About the role
- When you're on our team, you're taken care of, encouraged to learn and grow, and given lots of opportunities to do so.
- Give us your best, and we'll give it right back.
- This role plays a critical part in maintaining strong customer relationships, optimizing cash flow, and ensuring accurate account management.
Responsibilities
- Solicit payment and perform account reconciliation for dealer accounts in a professional and timely manner.
- Monitor and manage an assigned portfolio, including customer communications, account reconciliations, and small balance write-offs.
- Develop and execute repayment plans to resolve delinquencies and support overall collections 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.
- Deep partner retail discounts
Requirements
- Minimum of 2 years of experience in collections, accounts receivable, or a related financial role.
- Proficiency in Microsoft Office, particularly Excel.
- Associate degree or equivalent education/experience preferred.
Nice to have
- Experience with ERP systems (e.g., J.D. Edwards) preferred but not required.
Skills
- Strong analytical and problem-solving skills
- Excellent communication and customer service abilities, including handling professional and constructive difficult conversations
- Team-oriented with a collaborative mindset
- Trek Benefits:
- Flexible and fun company culture
- Competitive health care
- PPO & HDHP medical plan options, Dental insurance, Vision insurance
- Flexible Spending Accounts (FSA)
- 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
Compensation
- This policy applies to all aspects of employment, including hiring, promotion, demotion, compensation, training, working conditions, transfer, job assignments, benefits, layoff, and termination.
Benefits
- Flexible holiday schedule - 10 company holidays
- Tuition Reimbursement up to $15,000! (Undergraduate & Masters programs)
- This policy applies to all aspects of employment, including hiring, promotion, demotion, compensation, training, working conditions, transfer, job assignments, benefits, layoff, and termination.
Company info
- Review orders on hold and collaborate with customers and sales teams to ensure efficient product shipment and issue resolution.
- We build only products we love, provide incredible hospitality to our customers, and change the world by getting more people on bikes.
- We are an E-Verify employer.
Equal opportunity
- We are an Equal Employment Opportunity ("EEO") Employer.
This listing is sourced directly from Trek's careers page and normalized into a canonical job model.