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Financial Services Representative

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Accounting & Finance
Monterrey, Nuevo Leon, Mexico
Posted on May 7, 2025

Duties & Responsibilities

  • Provide professional customer service regarding collection issues.

  • Responsible for monitoring and maintaining assigned accounts.

  • Make collection calls on past due accounts.

  • Negotiate payment arrangements with customers to bring their account current.

  • Uses pre-existing resolutions to solve client issues.

  • Perform other assigned tasks and duties necessary

  • Provides customer service internally and externally.

  • Accountable for reducing delinquency for assigned accounts.

Knowledge, Skills & Abilities

  • Excellent costumer Service Orientation

  • Must possess basic computer knowledge (MS Office).

  • Must posse the ability to sell and negotiate with different consumers

  • Cannot be afraid to ask questions and seek out information

  • Ability to deal with customers

  • Willing to learning

  • Speaks English fluently, advanced written English

Qualifications

  • 1+ years applicable experience and demonstrated success/knowledge

  • High School Diploma or Associate degree or a related field of study preferred

#Hybrid # #LI-MR1

About Epicor

At Epicor, we’re truly a team. Join 5,000 talented professionals in creating a world of better business through data, AI, and cognitive ERP. We help businesses stay future-ready by connecting people, processes, and technology. From software engineers who command the latest AI technology to business development reps who help us seize new opportunities, the work we do matters. Together, Epicor employees are creating a more resilient global supply chain.

We’re Proactive, Proud, Partners.


Whatever your career journey, we’ll help you find the right path. Through our training courses, mentorship, and continuous support, you’ll get everything you need to thrive. At Epicor, your success is our success. And that success really matters, because we’re the essential partners for the world’s most essential businesses—the hardworking companies who make, move, and sell the things the world needs.

Competitive Pay & Benefits

  • Health and Wellness: Comprehensive health and wellness benefits designed to support your overall well-being.

  • Internal Mobility: Opportunities for mentorship, continuing education, and focused career goal setting, with 25% of positions filled internally.

  • Career Development: Free LinkedIn Learning licenses for everyone, along with our Mentoring Program to boost your personal development.

  • Education Support: Geographically specific programs to balance the cost of education with the benefits of continued learning and personal development.

  • Inclusive Workplace: Collaborate with a diverse team in an inclusive, global workplace that fosters innovation and celebrates partnership.

  • Work-Life Balance: Policies built on mutual trust and support, encouraging time off to rest, recharge, and reconnect.

  • Global Mobility: Comprehensive support for international relocations and permanent residency processes.

Equal Opportunities and Accommodations Statement

Epicor is committed to creating a workplace and global community where inclusion is valued; where you bring the whole and real you—that’s who we’re interested in. If you have interest in this or any role- but your experience doesn’t match every qualification of the job description, that’s okay- consider applying regardless.

We are an equal-opportunity employer.

Recruiter:

Mariana Alexa Rodríguez Puente