Onsite / Plano, TX
Summary:
Responsible for daily processes of applying payments to customer accounts, processing adjustments to customer accounts, and resolving issues in a timely fashion. Role will work with management to further improve and streamline processes to gain efficiencies where possible.
Essential Duties and Responsibilities:
>Assist in mail delivery/processing.
>Identify and resolve issues.
>Prepare analysis of customer accounts.
>Post and deposit customer payments by recording cash, checks, and credit card transactions in the proper billing system.
>Review and post adjustments on customer accounts.
>Review Tax Status of customer and update accordingly.
>Answer billing questions, internal and external, as they arise; accurately and efficiently.
>Assist in monthly closings as needed.
>Maintain records by scanning and indexing correspondence, receipts, debits, and credits.
>Generate daily, monthly, quarterly, or annual reports detailing accounts receivable activity.
>Review and audit third party invoices.
>Reconcile daily activity as needed for receivables.
>Research documentation to ensure appropriate recording of payment.
>Track work completed.
>Assist customers with non-payment issues to reach reconciliation.
>Provide supporting documentation for audits.
>Assist with special projects, as necessary.
Required Education, Skills, and Experience
>Associate’s degree and 3 years’ experience in Accounts Receivable.
>Problem resolution with a history for identifying problems and determining solutions.
>Extensive experience in developing working relationships with internal and external customers.
>Ability to train team members or demonstrate enhancements.
>Strong knowledge of computers and understanding of software applications such as Microsoft Word, Excel, and TMS applications.
