Accounts Receivable Specialist - Cash Application and Collections

About the Role

This position performs both cash application and collection responsibilities to ensure accurate customer payment processing while supporting timely collection of outstanding receivables. The role is approximately 50% Cash Application and 50% Collections. At PPC Partners, we value behaviors guided by a Servant's Heart, Wisdom, Integrity, Courage, Humility, and Passion.

Responsibilities

Cash Application

• Process customer payments daily.
• Apply ACH, wire, lockbox, checks, and credit card payments.
• Interpret customer remittances.
• Research unidentified deposits.
• Resolve unapplied cash.
• Maintain payment accuracy within the ERP.
• Balance daily cash receipts.
• Understand customer banking relationships.
• Ensure payments are posted according to customer instructions.
• Research short pays and overpayments.

Collections Management

• Prioritize daily collection activities based on aging and collection strategy.
• Manage an assigned portfolio of customer accounts.
• Perform collection calls and email follow-up on past due invoices.
• Develop and maintain positive working relationships with customers to encourage timely payment.
• Maintain accurate expected payment dates within the ERP system.
• Accurately identify root cause nonpayment issues, documenting the ERP system with established past due reason codes.
• Export aging reports and identify accounts not worked within established collection process timelines or past due for follow-up.
• Document all customer communications and collection activities.
• Escalate high-risk accounts and collection issues to management.
• Coordinate collection strategies with branch management and Collection Manager.

Administrative Support & Other Duties

• Maintain accurate customer account documentation (e.g., customer remittances and other supporting documents).
• Support month-end close.
• Assist internal and external audits.

Process Improvement

• Identify opportunities to improve collection effectiveness.
• Recommend process improvements to increase efficiency.
• Support continuous improvement initiatives.

Requirements

• High school diploma or equivalent required; Associate's or bachelor's degree in a related field preferred.
• 1+ year of construction industry experience preferred.
• 1–2 years of customer service experience required.
• 3+ years of B2B collections experience or cash application experience required.
• Strong written and verbal communication skills.
• Strong attention to detail, with the ability to interpret customer remittances and understand banking relationships.
• Knowledge of mechanic's lien laws, retainage requirements, and AIA billing processes preferred.
• Proficiency with Microsoft Office Suite (including Excel, Word, Outlook, and Teams).
• Positive safety attitude and personal integrity.
• Ability and creativity to reason and think logically in problem-solving.

Skills

• Exceptional attention to detail.
• Strong analytical skills.
• Ability to manage multiple priorities in a changing environment.
• Willingness to initiate and build strong relationships with customers and project team members.

Physical Requirements

Office environment, requiring sitting and standing and extended amounts of time using a computer/keyboard at a single workstation.