Job Description:

­­­­Business Title:

Accounts Receivable Specialist

Reports to (title, not name):

Accounts Receivable Manager

Position Title:

Accounts Receivable Specialist

Department:

FI

Travel Required (Y/N, %):

N

Location:

150 Vallecitos de Oro

San Marcos, CA 92069

Management Level:

Individual Contributor

Position Type:

(Regular, Production, Sales, etc.)

Regular

Salary/Hourly

Hourly     

Exempt/Non-Exempt:­

Non-Exempt

Full Time/Part Time:

Full Time

Hours/week:

40 hours

Pay Range:

$18.00 - $20.00

Job Description

Essential Duties and Responsibilities

This position will effectively be responsible for processing payments, answering customer billing questions and calling customers to collect overdue balances.

• Answers incoming customer calls, texts and emails. 
• Prepares, verifies, and posts customer payments.  Currently accepted payment methods are checks, credit cards and ACH.
• May also prepare, verify and post customer refunds and/or credit memos. 
• Maintains and updates customer billing profiles and payment methods within the CRM (Customer Resource Management) system.
• Identifies delinquent accounts via aging reports and contacts accountholders to collect payment.
• Drafts correspondence for standard past-due accounts and collections.
• Generates, reviews and actions other AR related reports, such as: disputes, failed automatic payments, bounced checks, credit card expiration, refund requests, etc.
• Identifies payment and/or account balance discrepancies; collaborates with the Accounts Receivable Manager and other Finance department staff to resolve those discrepancies.
• Assists the Accounts Receivable Manager in generating invoices and/or statements as needed.
• Relays customer requests to other departments as appropriate.
• Performs other AR related duties as assigned.

Qualifications and Education Requirements

• High school diploma or equivalent required.
• Customer service and/or collections experience.
• At least two years of relevant experience preferred.

Required Skills

• Excellent verbal and written communication skills.
• Excellent organizational skills and strong attention to detail.
• Proficient in Microsoft Office Suite (Outlook, Excel, Word, Teams, etc.), as well as other common software programs and web browsers.
• Ability to operate related office equipment, such as computers, telephones, copiers, headsets, calculators and postage meters.
• Ability to anticipate department needs and work independently.
• Ability to work in a fast-paced environment, while also interacting professionally with customers and coworkers alike.

Preferred Skills

• Experience with FieldRoutes, PestPac or Fieldster is a plus.
• Experience with Dialpad or Podium is a plus.
• Associate or bachelor’s degree is a plus.

Physical Requirements

• Long periods of sitting.
• Extensive time on the telephone with direct customer contact.
• Ability to work on-site during business hours.

Additional Notes

Salary : $18 - $20