Customer Financial Services Lead

About the Role

• Implements ICONIX’s credit and collection policies for designated Canadian and US customer accounts by monitoring and maintaining accounts within the prescribed credit terms, using proactive risk assessment methods and management of customer project limits.
• Provides training and coaching to the Customer Financial Services Team assisting with general inquiries, account escalation approach, resolution of claims and discrepancies, deposit and cash application process.
• Supports the US business with working knowledge of the pre-lien and lien release process and provides training and coverage to the team as required.
• Investigates new Credit Applications, Project Reports, Contracts, and PO Terms for Pre-qualification, up to a pre-approved limit of authority, providing feedback as required.
• Interacts and collaborates with various internal sales/operations staff and management, as well as external industry contacts dur...