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Accounts Receivable Clerk

Frisco, TX

Posted: 11/12/2018 Employment Type: Full Time Industry: Accounting/ Finance Job Number: A

Department: Collections

Reports To: Director – Finance Operations

Work Schedule: M-F 8:00 am – 5:00 pm,

Job Status: Full Time

POSITION SUMMARY

The Collections Specialist is responsible for managing the collections activity of the clients assigned to him/her. As a part of the Collections team, works to identify and resolve any issues that may delay payment. The Collections Specialist is responsible for working delinquent accounts, recording payments and maintaining accounts receivable

records and preparing reports on current findings/actions taken for all assigned accounts.

ESSENTIAL FUNCTIONS

Reasonable Accommodations Statement

To accomplish this job successfully, an individual must be able to perform, with or without reasonable accommodation, each essential function satisfactorily. Reasonable accommodations may be made to help enable qualified individuals with disabilities to perform the essential functions.

Essential Functions Statement(s)

  • Review assigned accounts to identify and select delinquent accounts for collection.
  • Reconcile accounts to rectify payment discrepancies and cash application errors
  • Consult with agents and customers to resolve complaints and verify financial and credit transactions. May correspond via phone or email
  • Contact customers for payment of past due accounts, resolution of discrepancies and other obstacles hindering payment of invoices
  • Prepare open invoice reports for customers
  • Prepare aging reports for agents
  • Prepare adjustment paperwork for rate discrepancies or to move invoices between customers.
  • Advise Collections Mgr. of red flags such as cash flow issues, customer finance concerns, etc.
  • Provide customers with invoice and POD copies upon request

 

POSITION QUALIFICATIONS

Competency Statement(s)

  • Judgment - The ability to formulate a sound decision using the available information.
  • Communication, Written - Ability to communicate in writing clearly and concisely.
  • Communication, Oral - Ability to communicate effectively with others using the spoken word.
  • Organized - Possessing the trait of being organized or following a systematic method of performing a task.
  • Ethical - Ability to demonstrate conduct conforming to a set of values and accepted standards.
  • Deductive Reasoning - Ability to apply principles of logical or scientific thinking to a wide range of intellectual and
  • practical problems.
  • Accuracy - Ability to perform work accurately and thoroughly.
  • Reliability - The trait of being dependable and trustworthy.
  • Honesty / Integrity - Ability to be truthful and be seen as credible in the workplace.
  • Detail Oriented - Ability to pay attention to the minute details of a project or task.
  • Analytical Skills - Ability to use thinking and reasoning to solve a problem.
  • Accountability - Ability to accept responsibility and account for his/her actions.

SKILLS & ABILITIES

Education: Bachelor's Degree (four-year college or technical school) preferred

Software:

  • GetPaid
  • Strong Microsoft Excel, Word and Outlook skills

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