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Accounts Receivable / Collections Specialist

Company: Tom Ferry
Location: Santa Ana
Posted on: March 18, 2020

Job Description:

The Accounts Receivable / Collections Specialist will be responsible for making collection calls on clients past due balances.-- Works with sales reps, customer service reps and customers to identify and reconcile issues.--Primary Responsibilities

  • Analyze accounts from billing to last collection in order to validate client balances and ensure compliance with contracts terms and conditions.
  • Communicates professionally with clients regarding open invoices.
  • Working with Accounting Supervisor on billing customers on a timely basis.
  • Research and correct any variances found on accounts.
  • Assist with other accounting team activities as required.
  • Complete special projects for management and other financial functions.
  • Attendance and on-time reporting.Maintains compliance with company policies, practices and procedures.Participates in proactive efforts to achieve departmental and company goals.Works effectively and communicates clearly with other employees.Handles changing deadlines and priorities.Reviews work for accuracy, completeness and proper authority.
  • Other duties as assignedSupervisory ResponsibilitiesThis position has no direct supervisory responsibility.Education and/or ExperienceSpecialist I Three to Five Accounts Receivable and collections experienceSpecialist II - Five to eight years full-cycle Accounts Receivable and minimum two years collections experience and/or training or equivalent combination of education and experience.Other Skills and Abilities
  • Knowledge of Billing and Collections procedures
  • Strong attention to detail, goal oriented
  • Excellent written and verbal communication skills
  • Effectively collaborate with other functional areas to achieve overall organizational objectives
  • Hard-working, self-motivated, and possesses a positive attitude and strong drive for successLanguage SkillsAbility to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.-- Ability to write routine reports and correspondence.-- Ability to speak effectively before groups of customers or employee of organizations.Computer SkillsProficiency in Microsoft Office especially Excel; intermediate to advanced skills with Salesforce.Planning and Organization
    • Organizational skills required with a high attention to detail
    • Ability to exercise judgment and work independently
    • Have the ability to handle shifting priorities and multiple projects independently and with personal initiative is also necessaryPhysical DemandsThis is sedentary work which requires the following physical activities:-- reaching, sitting, lifting (25 pounds), finger dexterity, grasping, feeling, repetitive motions, talking, hearing and visual acuity.-- Work Environment Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.The office work environment can be boisterous.-- Attire is business casual.TravelMinimal (less than 5%).-- May be required to travel overnight by car or air to support various events sometimes working in excess of eight (8) hours/day.Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of the job.

Keywords: Tom Ferry, Santa Ana , Accounts Receivable / Collections Specialist, Accounting, Auditing , Santa Ana, California

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