ACCOUNTS RECEIVABLE SPECIALIST

Description

POSITION SUMMARY 

This position will be responsible for assigned customer accounts and to insure that these accounts are collected in professional and timely manner. This position will also provide guidance and support to business units and various departments across the organization concerning accounts receivables and customer support.
 
ESSENTIAL FUNCTIONS 

Reasonable Accommodations Statement 
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Reasonable Accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.
 
Essential Functions Statement(s) 

• Run and analyze aging report for your assigned accounts each week
• Make daily collection calls for assigned accounts with past due balances
• Fax/email statements/invoices as requested by customer
• Enforce payment terms
• Communicate AR concerns to the appropriate department in a positive manner
• Research and resolve customer inquiries/disputes as requested by customer.  Follow up until resolved satisfactorily
• Research customer check copies given to you by Cash Posting when there is no clear direction on where to apply the check.  Contact customer if applicable.
• Maintain customer account and apply entries as needed/requested
• Arrange and prepare debt repayment schedules based on customer’s financial situation.  All agreements must be approved by Credit Manager/Accounts Receivable Supervisor.
• Advise customers of necessary actions and strategies for debt repayment and consequences if repayment plans are not followed
• Be familiar with terms of sales, service and rental contracts
• Identify foreseen credit risks and communicate those to the Credit Manager/Accounts Receivable Supervisor
• Attend monthly meetings with Credit Manager/Accounts Receivable Supervisor
• Create refund request as needed and route to Credit Manager/Accounts Receivable Supervisor for approval
• Record all activity on customer account in Equipment Depot’s software system in an effort to communicate all conversations with customer for other users.  Detailed notes are required.
• Assist and provide support to users companywide
• Some clerical duties to include responding to customer inquiries, demand letters, NSF letters
• Assist in tracking down new addresses and phone numbers for delinquent customers
• Notify Credit Manager/Accounts Receivables Supervisor when no progress is made on account after 3 calls.  Timely conversations are a must to act quickly to resolve delinquency
• Review and grant credit authorizations as requested by all departments.  Assist all branches if requested.
• Process credit card payments as requested by customer
• Perform other duties as requested by Credit Manager/Accounts Receivables Supervisor

Qualifications

SKILLS & ABILITIES 

Education: Minimum High school diploma
Experience: Three years of accounts receivable experience and knowledge preferred
Computer Skills: Solid in the operation of all programs used by the organization including Microsoft Office Products.

WORK ENVIRONMENT 

Work environment varies from office to job site to industrial locations 

OUR CORE VALUES

Passion to Perform – We are passionate to perform and focus on concrete achievements
Trust to Act – We are empowered to act, and act in a powerful way
Act Responsibly – We are responsible for our actions and the consequences they have for our stakeholders and our environment
Make it Fun! – We are serious about making work fun; it’s the way we do things

An Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.