Job Description
This position is for local residents only.
Objective / Purpose:The Collections Clerk is responsible for managing assigned customer accounts, securing timely payments, resolving billing disputes (adjustments), and maintaining accurate account records. This position works closely with customers, carriers and internal departments to resolve disputes, reduce past-due balances, and support overall collections performance. Job Duties:
Objective / Purpose:The Collections Clerk is responsible for managing assigned customer accounts, securing timely payments, resolving billing disputes (adjustments), and maintaining accurate account records. This position works closely with customers, carriers and internal departments to resolve disputes, reduce past-due balances, and support overall collections performance. Job Duties:
- Manage assigned accounts and prioritize collections by aging, balance, risk, credit limits, and payment history
- Collect payments in accordance with company policies and established terms
- Contact customers by phone, email, and other communication methods regarding past-due balances
- Negotiate payment arrangements while protecting the company s financial interests
- Research and resolve billing, short-pay, deductions, and invoice disputes
- Reconcile account activity and payments
- Maintain accurate, detailed, timely collection notes and account documentation
- Escalate high-risk accounts according to company procedures
- Achieve established collection and productivity goals
- Protect confidentiality of customer and company financial information Qualifications:
- 3 years in collections, accounts receivable, or customer account management preferred; transportation and logistics experience a plus
- Strong verbal and written communication skills
- Ability to work independently while also collaborating effectively with internal teams
- Comfortable working with financial information, aging reports, and account-management system
- Proficiency with Microsoft Office (Outlook, Teams, Excel) is required
- Experience with ERP/accounts system preferred Preferred Skills:
- Excellent negotiation, problem-solving, and follow-up skills
- Highly organized with strong attention to detail
Numbers & Facts
| Location | La Mirada, CA |
| Industry | Financial Services |
| Company Size | 100 to 499 employees |
| Website | https://www.americanequity.com |
About Company
American Equity Mortgage, Inc., is one of the nation’s leading mortgage lenders with a proven history of success. For 20 years we have held integrity, leadership, strength and stability making us highly respected in the industry, as well as throughout the communities we serve. We are committed to our customers by specializing in helping people save money through mortgage refinancing, debt consolidation, and home purchase loans.
Our employees are continually growing with our ongoing, coaching culture, training and support along with upward mobility promoting from within our organization. Our commitment to helping others carries into social responsibility to support, assist and empower communities with our private foundation known as AEM Cares, along with our corporate giving program to help and enable charitable causes nationwide reach their goals.
Skills
- Accounts Receivableunmatched
- Billingunmatched
- Communication Skillsunmatched
- Corporate Financeunmatched
- Corporate Policiesunmatched
- Credit Riskunmatched
- Credit and Collectionsunmatched
- Detail Orientedunmatched
- Documentationunmatched
- ERP (Enterprise Resource Planning)unmatched
- Establish Prioritiesunmatched
- Financeunmatched
- Follow Throughunmatched
- Microsoft Excelunmatched
- Microsoft Officeunmatched
- Microsoft Outlookunmatched
- Negotiation Skillsunmatched
- Organizational Skillsunmatched
- Presentation/Verbal Skillsunmatched
- Problem Solving Skillsunmatched
- Reconciliationunmatched
- Record Keepingunmatched
- Riskunmatched
- Sales Managementunmatched
- Short Paysunmatched
- Time Managementunmatched
- Transportation and Logisticsunmatched
- Writing Skillsunmatched
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