PT Accounts Receivable Specialist

About the Role

Perform a wide range of administrative duties to facilitate Ace Relocation System’s Accounts Receivable efforts.

Responsibilities

• Contact customers by telephone and email to determine reasons for overdue payments.
• Communicate with clients about billing discrepancies and questions.
• Confer with billing department on customer disputes and billing adjustments.
• Arrange for debt repayment or establish repayment plan, based on customers' financial situations.
• Monitor accounts receivable reports.
• Record information about financial status of customers and status of collection efforts using memo notes and updating notes on reports.
• Trace delinquent customers to new addresses by online searches using various websites.
• Negotiate credit extensions, when necessary, after review with manager and approval from CFO.
• Audit Accounts Receivable Records as needed.
• Create customer ID numbers.
• Perform day-to-day financial transactions, including verifying, classifying, computing, posting, and recording accounts receivables’ data.
• Process credit applications and forward to CFO for review and approval.
• Cross-train on all AR functions.
• Attend meetings with Supervisor or Manager to review progress.
• Other duties as assigned.

Requirements

• 2+ years of business and consumer collections experience.
• 2+ years’ experience with cash receipt posting.
• Bachelor’s degree or equivalent work experience.

Skills

• Proficient in Microsoft Office Suite products including Word, Excel, PowerPoint, and Outlook.
• Competent with Microsoft Teams.
• Competent in Great Plains and MoverSuite.

Work Environment and Physical Requirements

• Must be able to lift at least 25 lbs.
• Requires standing, walking, bending, kneeling, stooping, and crouching.
• Exposure to heat, cold, dust, noise, or chemicals.
• Overtime will be determined on an as-needed basis and must be pre-approved by manager.
• Requirements with respect to vision, hearing, and speaking as in an office setting.
• Assures that safety regulations are followed at all times.
• Follows policies and procedures including infection control, universal precautions, and exposure control plans when performing daily tasks.
• Reports hazardous conditions, accidents, and incidents to the immediate supervisor.