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Accounts Receivable Specialist Jobs in California

Rental Accounts Receivable Specialist

Forklifts Group
  • Orange, California
    8 days ago

    Job Description

    Rental Accounts Receivable Specialist, Full Time
    Salary: $29-$31/HR
    Location: Orange, California, 9586
     
    JOB SUMMARY
     
    The Accounts Receivable Specialist is responsible for monitoring customer account activity, verifying balances are being paid within terms, and ensuring payments are being posted correctly.
     
    ESSENTIAL FUNCTIONS
    • Maintains and updates customer files, including name or address changes, additional ship-to addresses, mergers, or mailing attentions.
    • Verifies transactions and customer payments related to individual customer accounts.
    • Release non-emailed invoices to customers with requested support.
    • Works with customers to optimize use of electronic payment methods and corresponding remittance detail to enhance cash collection and matching to open invoices.
    • Contacts delinquent accountholders to request payment, utilizing a polite and professional communications style (whether phone, email, letter, etc.).
    • Identifies delinquent amounts and communicates to Sales Team, escalating issues to the Accounts Receivable Supervisor and Director of Finance, as appropriate.
    • Provides information to customers, as necessary, to facilitate customer matching and payment.
    • Coordinates customer communication efforts with the Sales Team and Accounts Receivable Supervisor.
    • Relays unusual developments to the Sales Team (changes in customer personnel, etc.).
    • Research customer discrepancies and past-due amounts with the assistance of the Accounts Receivable Supervisor, Sales Team, and other staff. 
    • Creates reports regarding the status of customer accounts as requested.
    • Monitors customer tax exempt certificates for periodic renewals.
    • Maintains professionalism always.
    • Reports for work as scheduled and arranges time off in accordance with policy.
    • Performs other duties of a similar nature as required.
     
    EXPERIENCE
     
    •Three or more years of business experience preferred.
    •Two or more years of accounts receivable experience preferred
     
     
    ADDITIONAL REQUIREMENTS
     
    •Proficiency in Microsoft Office Suite, with advanced Excel skills.
    •Strong written and verbal communication skills.
    •Ability to communicate effectively with both internal and external customers.
    •Identifies problems and is willing to be part of the solution.
    •Anticipates needs of others and performs tasks without being asked, as appropriate.
    •Flexibility to adapt to evolution of the role and new processes.
    •Ability to work independently and to effectively prioritize demands and execute tasks.
    •Complete and accurate in work performed, with keen attention to detail.
     
     
    DISCLAIMER
    Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
     
    Forklifts Group provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

    Numbers & Facts

    LocationOrange, California
    Websitehttps://forkliftsgroup.com/careers/

    Skills

    • Accounts Receivableunmatched
    • Accounts Receivable Managementunmatched
    • Billingunmatched
    • Communication Skillsunmatched
    • Detail Orientedunmatched
    • Establish Prioritiesunmatched
    • Financial Managementunmatched
    • Identify Issuesunmatched
    • Microsoft Excelunmatched
    • Microsoft Officeunmatched
    • Presentation/Verbal Skillsunmatched
    • Rentalsunmatched
    • Reporting Skillsunmatched
    • Salesunmatched
    • Sales Communicationsunmatched
    • Status Reportsunmatched
    • Track Customer Issuesunmatched
    • Writing Skillsunmatched

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