Accounts Receivable Specialist
Job Summary
Provides outstanding AR and credit balances for audit letter/request responses.
Develops relationships with Attorneys and LAAs to understand their business needs for efficient client follow-up on past due invoices.
Processes credit card payments/transactions through Pay-Trace.
Responds to client requests for WIP Accruals.
Completes vendor forms/ACH forms. Creates new client profiles for E-Payables payment set-up.
Issues check request for client refunds.
Delivers audit reports to LAAs and Attorneys as requested.
Contacts clients on overpayments to determine proper handling.
Generates Aged AR reports.
Processes write-offs on balances as instructed by Attorney or Manager.
Applies or unapplied credits as requested by attorney and/or billing department.
Sends W-9 and Credit Card authorization forms to clients and/or attorneys.
Adds contacts to the collection module for future follow up.
Creates lifetime AR history reports for clients and attorneys as requested.
Communicates client address changes with appropriate departments.
Modifies invoices to show adjustments made such as credits, discounts, and address changes.
Reviews and/or files client bankruptcy notices.
Notifies Attorney on new bankruptcy notices.
Utilizes Aderant and EIS to generate reports.
Runs monthly Informational Statements.
Reviews with team members and manager prior to mailing.
Verifies electronic bills on assigned clients.
Writes off deductions and discounts as instructed by the Attorney.
Obtains additional approval as necessary.
Ensures spreadsheets and S-Drive documents are updated.
Performs other duties as assigned.
Requirements
The ideal candidate will have 3-5 years’ experience in collection of accounts receivable with a practical knowledge of data processing and Excel.
Familiarity with Electronic Billing websites.
Experience with Aderant, Expert Collection, and EIS is preferred.
Qualifications
An Associate Degree or equivalent experience required.
Skills
Practical knowledge of data processing and Excel.
Familiarity with Electronic Billing websites.
Experience with Aderant, Expert Collection, and EIS.
Benefits
N/A
Pay
N/A
Schedule
N/A