Accounts Receivable/Collections Clerk (2 YRS EXP REQ)

Accounts Receivable and Collections Clerk (Hybrid) The Accounts Receivable Clerk is responsible for managing records related to accounts receivable, ensuring timely collection of outstanding balances, and maintaining positive client relations. The role of an accounts receivable clerk is crucial for maintaining the financial health of a company. They must have excellent communication skills, strong attention to detail, the ability to work under pressure, handle multiple duties and work efficiently in a timely manner. They must have a working knowledge of accounting standards and practices. AR clerks must be comfortable working in front of a computer all day while dealing with complex sets of data. Abilities

• Written Comprehension - The ability to read and understand information and ideas presented in writing.
• Written Expression - The ability to communicate information and ideas in writing so others will understand.
• Deductive Reasoning - The ability to apply general rules to specific problems to produce answers that make sense.
• Inductive Reasoning - The ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
• Oral Comprehension - The ability to listen to and understand information and ideas presented through spoken words and sentences.
• Oral Expression - The ability to communicate information and ideas in speaking so others will understand.

Tasks (subject to change based on operational needs of the company)

• Perform basic office tasks, including answering phone calls, responding to client emails, digital filing, etc.
• Work with MS Excel, MS Word, Adobe, and Google Drive software to create, update, and maintain documents.
• Retrieve, verify, and accurately record mailed check payments from customers.
• Prepare and deposit check payments at the bank.
• Monitor and manage assigned customer accounts to ensure timely collection of outstanding and past due invoices.
• Contact clients via phone and email to communicate overdue payment reminders and obtain payment status’
• Update and maintain accurate records of all collection activities, including payment status, correspondence, and follow-up actions taken.
• Collaborate with sales, operations, and accounting teams to ensure accurate billing and invoice submission.
• Investigate and resolve discrepancies related to payments, invoices and account balances.
• Identify potential high risk accounts and escalate to the appropriate management personnel for further action.
• Prepare and email customer statements
• Prepare and distribute collection reports to internal teams, as needed or requested
• Provide exceptional customer service by responding promptly and professionally to customer inquiries and concerns.
• Escalate requests for cancellations to appropriate team for processing
• Cross train and provide coverage when needed with billing functions including but not limited to contract review, invoicing, upload/entry into customer-specific invoicing systems, logging/processing payments
• Assist with special projects for department as requested
• Handle sensitive or confidential information with honesty and integrity

Technology

• Customer relationship management CRM software
• 3rd party dashboards
• Analytical software
• Business intelligence and data analysis software

Knowledge

• English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
• Customer and Personal Service - Knowledge of principles and processes for providing customer services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• Clerical - Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
• Basic Accounting - Knowledge of the basic standards and principles of accounting.

Skills

• Reading Comprehension - Understanding written sentences and paragraphs in work related documents.
• Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
• Complex Problem Solving - Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.
• Critical Thinking - Using logic and reasonin