Accounts Receivable Specialist
Essential Duties: Monitor receivables, identify problem accounts for targeted collections and provide weekly update reports of past due receivables and targeted account balances to management. Interact with customers to obtain additional credit information to establish and support credit lines. Negotiate payments with current and delinquent customers. Update collection notes in ERP. Respond to customer requests related to invoices, statements, credit limits, holds, etc. Interact with operations and billing staff to address any billing issues. Provide customers with required information upon request. Assist sales team with new customer verifications. Support billing team by preparing and / or reviewing project invoices and required documentation, as needed. Ensure proper customer file set up and proper recording of sales taxes. Drive collections in credit risk management environment of an acceptable quality in terms of established credit guidelines and metrics, including DSO, bad debt expense and average balances in excess of 60, 90, and 120 days. Reconcile transactions and balances to maintain accurate accounts. Recommend and process credits and adjustments to customer accounts within company policy limits. Identify accounts requiring collection agency or legal action and coordinate collection with third party contractors. Recommend account updates and credit limit changes based on payment history, account analysis, and trade research. Recommend credit holds and initiate liens as necessary on significant delinquent accounts as approved. Generate documents used in the credit and AR function; Excel Reports, AR Statements, invoices, work orders, Collection Letters, Notices to Owner/Contractor, Lien releases, and other documents as may be necessary. Prepare daily deposits and cash application batches. Manage customer billing portals And other duties as may be assigned or determined by Management. Qualifications: Three to Seven (3-7) years in a collections function; Microsoft Office and ERP system experience required. High number of phone calls and emails from both external customers and internal stakeholders. Outstanding communication and customer relations skills required. Demonstrated proficiency with Microsoft Word and Excel (including light data modeling and use of formulas) required. Knowledge of Commercial Customer Relations focused in Accounts Receivable / Collections. Commercial industry/market credit research, liens experience. Proficient in DnBi reporting software, alerts, notices, and trade validation process. Previous experience in the Mechanical Services / Construction or similar industry desired. Education and/or Experience: Bachelor s Degree in Finance related field from a four-year college or university desired; and three to seven years related commercial accounts receivable experience or equivalent combination of education and experience. Required Skills: Strong written and verbal communication, self-motivated and interpersonal skills. Must have excellent negotiation, problem solving, and professional customer relations skills in commercial environment. Highly motivated with ability to multi-task and adjust to changing priorities in fast-paced environment. Experience in a Mechanical Services / Construction environment focused on Customer Relations is preferred.