Collections & Reconciliation Agent

Job Description

Job Description

About Us :

Founded in 2005, Sunergy Renewables (now Zeo Energy) is a vertically integrated residential solar company. We are in the energy efficiency business with installations on over 16,000 homes nationwide. We pride ourselves on being committed to quality and have established high standards to control and guarantee the quality of our work. From sales to installation to customer care, everything we do is in-house. Focused on rapid expansion, our company became a publicly traded company in March of 2024, solidifying a spot in the upper echelon of US residential solar. At Zeo Energy, you'll have the opportunity to be part of an industry leader, drive meaningful change in the renewable energy space, and help shape a sustainable future—while growing your career alongside a dynamic, forward-thinking team.

Job Description : Position Overview :

We are seeking a detail-oriented, self-motivated individual to join our team at Zeo Energy as a Collections & Reconciliation Agent . In this role, you will proactively contact customers with overdue payments, negotiate payment arrangements, and follow up to ensure compliance. This position is ideal for someone who thrives on autonomy, enjoys problem-solving, and takes pride in driving measurable results. You'll own the entire collections and payment reconciliation process, with the freedom to improve systems and create efficiencies as you see fit.

Key Responsibilities :

• Proactively contact customers with overdue payments via phone and email
• Negotiate payment arrangements and establish manageable payment plans
• Monitor and follow up on existing customer payment plans to ensure compliance
• Reconcile daily bank statements with payments received across multiple channels
• Create and process bank receipts, accurately posting payments to customer accounts and resolving payment discrepancies and posting errors
• Maintain detailed records of all collection activities, financial transactions, reconciliation reports, and customer interactions
• Identify inefficiencies in current collection and reconciliation workflows and propose and implement improvements to streamline operations
• Ensure accuracy and timeliness of all account updates

Qualifications :

Why Work at Zeo Energy?

Zeo Energy is an equal-opportunity employer. We encourage applications from candidates of all backgrounds and experiences.

While performing the duties of this job, the employee is regularly required to talk or listen. Regular periods of sitting or standing may be required by this position. Specific vision abilities required by this job include close vision and ability to adjust focus.

Note : This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of skills, efforts, duties, responsibilities, or working conditions associated with it.

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