Accounts Receivable Specialist

Specific Responsibilities

• Generates and reviews the on-hold portal and releases in-house and web orders
• Performs collection calls as needed, including engineering and service customers
• Enters daily ACH/EDI, wire, lockbox cash receipts
• Handles processing return credits, refund checks, and pricing discrepancies
• Aids staff accountant with reconciling discrepancies
• Communicates with customers and sales representatives daily
• Uploads invoices and manages accounts for customers requiring portal invoicing
• Handles credit reference checks as required
• Handles account clean-up and reconciliations when needed
• Charges and refunds credit cards
• Maintains and troubleshoots the credit card refund browse
• Files and manages tax-exempt forms for customer accounts
• Validates sales tax exemption forms
• Performs monthly A/R clean-up
• All other duties as assigned by the AR Manager

Education & Experience Requirements

• Associate Degree in Accounting or related field preferred
• 3+ years of AR experience
• Advanced knowledge and experience in Microsoft Excel
• Proven working experience as an accounts receivable clerk, accounts receivable manager, or collector preferred
• Solid understanding of fair credit practices and collection regulations preferred
• Data entry skills
• Verbal communication
• Customer service orientation and negotiation skills
• High degree of accuracy and attention to detail
• 1-2 years of experience in sales tax preferred