Accounts Receivable Specialist

Description

Pella Mountain West is a Window and Door industry leader, and we strive to enhance the lives of our customers and team members. Your career at Pella will provide you with training and give you the opportunity to become an expert in your field. Enjoy a fun, fast paced and supportive culture that you can take pride in being a part of. We work hard to ensure our team has competitive pay, excellent medical insurance, bonuses, 401k retirement program, profit sharing and generous paid time off. With our positive culture and family spirit we are passionate about what we do.

Job Responsibilities:

• Focus on accounts receivable collection across all business segments
• Correspond with customers through phone calls and emails
• Collect and process payments from customers via credit card, check, and financing options
• Research and resolve customer chargeback issues
• Send invoices and statements to customers
• Reconcile and report accounts receivable balances; provide current AR status updates through reports and meetings
• Review and release on-hold customer orders
• Review and approve customer credit applications
• Process and maintain lien documentation
• Request and maintain additionally insured certificates
• Other finance related duties as assigned

Required Skills:

• Highly organized, attention to detail, accuracy and ability to multi-task.
• Highly proficient with computers utilizing Microsoft Office.  Proficiency with Microsoft Excel is required for this position.  Capable of creating and deciphering formulas, utilize pivot tables, etc.  Strong typing skills. Ability to learn company software.   
• Ability to work well under pressure, understand and meet strict deadlines.
• Ability to act and operate independently with limited daily direction.  Can work cooperatively and collaboratively with other team members.

Qualifications

Education: High School Diploma or equivalent required.

Experience: 1-2 years’ experience in billing, finance, data entry, previous bookkeeping experience preferred. 

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.  The qualifications, physical demands and work environment characteristics listed below are representative of the knowledge, skill, and/or ability required to successfully perform the job.   Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 

Communications Skills:

Excellent verbal and written English language skills are required as well as good public relations, public speaking, instructional/teaching, and customer service skills.  Ability to read, interpret, understand and explain documents such as processes and company reports.  Ability to effectively present information to others, gather information from others, and respond appropriately to questions from employees, managers, co-workers, agents, customers, and the general public. Must be able to listen, assess situations and make objective decisions. Must display excellent phone and email etiquette, and the ability to communicate in a pleasant and friendly manner.  Must be able to make eye contact and present a professional persona when interacting with coworkers.

Professional Skills:

Must be a team player and exhibit a strong desire to learn and promote self-growth.  Must be pro-active, have a good attitude, be self-disciplined, and self-motivated.  Must be a "take-charge" person with a demonstrated ability to follow projects through to completion.  Attention to administrative detail is required.  Must be articulate, able to give clear instructions, demonstrate organizational skills, and meet reasonable deadlines.  Must be able to maintain strict confidence with regards to sensitive and protected personnel/confidential information.  Must be able to gain trust, respect, and confidence of employees and managers. Must be able to hold firm when necessary, provide constructive feedback, and compromise when called for.  Must present in a clean and neat physical appearance and strictly abide by company dress code serving as a role model for other employees, customer, and visitors.

Mathematical Skills:

Ability to compile and decipher information in spreadsheet format. Strong aptitude for compiling, deciphering and relating financial information in various formats.  Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, and percentages.  Ability to apply concepts of basic algebra and geometry.

Must have ability to solve practical problems without close supervision.  Must be able to determine appropriate resolution in dealing with employee concerns and questions and set appropriate boundaries.  Must possess good thought processes, problem-solving skills, and investigative theory.  Must be able to use sound judgment and make objective decisions in the company's best interest at all times.  Must be able to demonstrate ability to synthesize people and events, problem solve, and engage individuals in effective conversation.

Physical Demands: 

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform the essential functions.

While performing the duties of this job, the employee is regularly required to sit and use hands to handle or feel, especially with use of the phone and computer.  The employee frequently is required to reach with hands and arms and talk or hear especially in use of the telephone and meetings.  The employee is occasionally required to stand, walk, stoop, kneel, crouch, or crawl.  The employee may occasionally lift and or move up to 25 lbs.  Specific vision abilities required by this job include close vision, and ability to adjust focus to read written company forms, correspondence, policies, brochures, state/local/federal employment law manuals, and other documents and reading materials as well as the computer.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job.  Reasonable accommodations may be made to enable individuals to perform the essential functions.

Primary work location will be designated at the time of hire.  The employee will be required to enter the company's warehouse located at same address or other locations on a regular basis.  There may be occasions whereby work locations will include Trade shows or other showroom locations.  There may also be occasions when the employee will be expected/able to perform duties at home such as reading professional and/or research materials, making and accepting phone calls, composition of forms, correspondence, reports, etc. on the computer.  The noise level in the work environment is usually low to moderate in administrative office and moderate in the warehouse.

This position description is not intended to be and should not be construed as an all-inclusive list of responsibilities, skills or working conditions associated with this position. While this description is intended to accurately reflect the position’s activities and requirements, management reserves the right to modify, add or remove duties as necessary.

Condition of Employment: Pella Mountain West is committed to workforce diversity. Post-offer background check, MVR Check and drug screen required. Pella participates in E- Verify.

Equal Employment Opportunity: Pella Mountain West provides a working environment free of discrimination and harassment. Pella Mountain West treats all persons equally, regardless of race, color, sex, religion, national origin, age or disability, as each is protected under federal law. Several states in which Pella Mountain West operates may have laws protecting classifications of team members not necessarily protected under federal law. Therefore, Pella Mountain West also treats all persons equally, regardless of political affiliation and belief, pregnancy, national origin, age, creed, marital status, military status, sexual orientation, mental disorder, veteran status, ancestry or handicap as each category is protected under a municipal ordinance or state law.