SUMMARY: The Accounts Receivable Specialist supports the daily accounts receivable function by assisting with payment processing, account maintenance, customer inquiries, reconciliations, and follow-up collection. This position requires strong attention to detail, effective communication skills, and the ability to manage multiple tasks in a fast-paced environment while maintaining accuracy and professionalism. ESSENTIAL DUTIES AND RESPONSIBILITIES include the following: other duties may be assigned. - Accounts Receivable Support
- Assist with daily accounts receivable activities, including payment posting, account updates, and basic reconciliations.
- Process customer payments accurately and in a timely manner, including checks, ACH, wire, and online payment transactions.
- Maintain accurate customer account records and support timely updates to billing and payment information.
- Customer Service and Collections Support
- Respond to routine customer and internal inquiries regarding account balances, payments, invoices, and statements.
- Assist with collection follow-up by communicating professionally with customers regarding outstanding balances.
- Encourage customers to use available payment tools and portals to support timely and efficient payment processing.
- Reporting, Reconciliation, and Documentation
- Assist with preparing and distributing statements, reports, and account documentation as needed.
- Research and help resolve payment discrepancies, unapplied payments, and basic account issues.
- Maintain organized records and documentation to support internal controls, audits, and departmental procedures.
- Team Support and Adaptability
- Effectively multitask while managing assigned responsibilities, deadlines, and shifting priorities.
- Remain flexible and able to pivot as business needs, workloads, and processes change.
- Provide backup support to team members and assist with special projects or process improvement initiatives as assigned.
QUALIFICATION REQUIREMENTS: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. - Basic understanding of accounts receivable, billing, payment processing, collections, or related accounting functions.
- Proficiency with Microsoft Office products, including Excel, Word, and Outlook.
- Ability to learn and use accounting systems, payment platforms, and internal business applications.
- Strong verbal and written communication skills, with the ability to interact professionally with customers, team members, and internal departments.
- Strong attention to detail and commitment to accuracy when entering, reviewing, and reconciling financial information.
- Ability to multitask, prioritize assigned work, and meet deadlines in a fast-paced environment.
- Ability to research routine account questions, identify discrepancies, and escalate more complex issues as appropriate.
- High level of integrity, confidentiality, organization, and professionalism.
- Ability to work collaboratively as part of a team and remain flexible as priorities and business needs change.
KEY SKILLS: - Payment processing and cash application support
- Customer service and professional communication
- Account research, follow-up, and basic reconciliation
- Accuracy, attention to detail, and data entry proficiency
- Organization, time management, and prioritization
- Microsoft Excel, Outlook, and general accounting system navigation
- Teamwork, adaptability, and willingness to learn
EDUCATION AND/OR EXPERIENCE: - High school diploma or equivalent required; associate degree in accounting, finance, business administration, or related field preferred.
- One to three years of experience in accounts receivable, billing, customer service, accounting support, or a related administrative finance role preferred.
EEO Statement CATIC Financial, Inc. and its subsidiaries are committed to providing equal employment opportunities to all employees and applicants for employment and to maintaining a work environment that is free from discrimination without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, we comply with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
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