What are the responsibilities and job description for the Accounts Receivable Specialist - Westcor Land Title Insurance Company position at Westcor Land Title Insurance Company®?
Job Details
Description
https://www.ardaninc.com/california-employee-and-job-application-privacy-notice/
POSITION SUMMARY: We are seeking a detail-oriented and proactive Accounts Receivable Collections Specialist to join our finance team. This role will focus on managing customer accounts, ensuring timely collections, and maintaining strong relationships with clients. The ideal candidate will be responsible for monitoring outstanding invoices, following up on past-due accounts, and working closely with sales and finance teams to resolve disputes efficiently. Additionally, this role will involve collaborating with sales representatives to assist with customer accounts and ensure seamless communication regarding payments and account status.
Essential Duties And Responsibilities
This role is mostly sedentary and requires the ability to sit for long periods each day. While performing the duties of this job, the employee is regularly required to communicate orally. The employee uses hands and fingers to type, handle, and reach. The ability to operate office machinery such as computer, phone, copier, printer, etc in the commission of daily duties. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
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 maybe made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
NOTE: This job description is not intended to be an exhausted list of duties, responsibilities, or qualifications associated with the job.
Description
https://www.ardaninc.com/california-employee-and-job-application-privacy-notice/
POSITION SUMMARY: We are seeking a detail-oriented and proactive Accounts Receivable Collections Specialist to join our finance team. This role will focus on managing customer accounts, ensuring timely collections, and maintaining strong relationships with clients. The ideal candidate will be responsible for monitoring outstanding invoices, following up on past-due accounts, and working closely with sales and finance teams to resolve disputes efficiently. Additionally, this role will involve collaborating with sales representatives to assist with customer accounts and ensure seamless communication regarding payments and account status.
Essential Duties And Responsibilities
- Monitor and manage accounts receivable balances, ensuring timely collections.
- Contact customers regarding overdue invoices via phone, email, and other communication channels.
- Maintain accurate records of all collection efforts and customer interactions.
- Investigate and resolve payment discrepancies and disputes in collaboration with sales and finance teams.
- Work with customers to establish payment plans when necessary.
- Collaborate with sales representatives to assist with customer accounts and ensure alignment on payment status.
- Provide regular reports on aging accounts, collection activities, and potential risk accounts.
- Assist with month-end closing processes related to accounts receivable.
- Ensure compliance with company policies and procedures regarding credit and collections.
- Build and maintain strong relationships with customers to support positive cash flow and minimize bad debt.
- Identify process improvements to enhance the efficiency and effectiveness of the collections function.
- Help prepares, posts, verifies, and record customer payments and transactions related to accounts receivable as necessary to help the team
- Creates and maintain customer profiles including name and address changes
- Assists in generating monthly billing statements
- Performs other related duties as assigned
- Strong communication and negotiation skills.
- Proficiency in accounting software (e.g., Sage Intacct a plus) and Microsoft Excel.
- Ability to analyze financial data and resolve discrepancies.
- Strong organizational skills with attention to detail.
- Ability to work independently and collaborate with cross-functional teams.
- 2 year of experience in accounts receivable, collections, or a similar role.
- Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully.
- Team Work - Balances team and individual responsibilities; Contributes to building a positive team spirit.
- Written Communication - Writes clearly and informatively.
- Ethics - Works with integrity and ethically.
- Organizational Support - Follows policies and procedures; Completes administrative tasks correctly and on time.
- Adaptability - Adapts to changes in the work environment.
- Attendance/Punctuality - Is consistently at work and on time.
- Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions.
- Planning/Organizing - Prioritizes and plans work activities; Uses time efficiently.
- Professionalism - Treats others with respect and consideration regardless of their status or position.
- Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality.
- High School Diploma or equivalent
- Experience in clerical and office support preferred.
- Health, dental, and vision benefits.
- Employer-paid disability and life insurance.
- Flexible spending accounts.
- 401K with company match.
- Paid time off and company-paid holidays.
- Wellness resources.
This role is mostly sedentary and requires the ability to sit for long periods each day. While performing the duties of this job, the employee is regularly required to communicate orally. The employee uses hands and fingers to type, handle, and reach. The ability to operate office machinery such as computer, phone, copier, printer, etc in the commission of daily duties. Specific vision abilities required by this job include close vision, distance vision, color vision, depth perception, and ability to adjust focus.
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 maybe made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate.
NOTE: This job description is not intended to be an exhausted list of duties, responsibilities, or qualifications associated with the job.