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Anaheim, CA 92801

Posted: 03/08/2023 Employment Type: Direct Industry: Finance & Accounting Job Number: 84218

Collections Clerk Responsibilities:

Run A/R Aging reports on assigned companies and review all past due accounts.
Perform high volume of customer collection calls and/or email correspondence to collect overdue customer balances.
Resolve customer invoice collections issues and billing disputes issues. Requires partnering with Sales and AR/ billing team to resolve and bring to closure.
Research disputed account balances; correct any errors, including misapplied payments or credits.
Build and maintain customer relationships and conduct ongoing customer contact (sending invoice copies, statements, checking on status).
Communicate to supervisor and management on customer past due and collection efforts.
Enlist the efforts of sales management when necessary to accelerate the collection process.
Update ERP system with customer contact details and communicate important billing procedure updates/ changes to AR team members.
Keep correspondence log and accurate records on customer collections efforts, expected pay dates and amounts. Follow up to verify that payments were made. Be prepared to review at AR meetings.
Work with supervisor on issuing legal collections letters and credit holds.

Collections Clerk Requirements:

Minimum of 2 years in A/R and collections preferred.
College degree in Finance or Accounting a plus.
Skilled in the use of Excel, Word, or equivalent software.
Skilled in ERP systems. Sage 500 experience a plus.
Strong organization and communication skills with superb research, follow-up and follow-through, and note-taking abilities.
Strong customer service and extremely detail oriented.
Organized, personable, analytical, and capable problem-solver who works well with team and independently.
Courteous and professional when dealing with clients and may need to be tactfully assertive on occasion.
Ability to communicate clearly and effectively both orally and in writing. Comfort and familiarity on phone calls with customers; must have good phone call and email follow-up skills.

$20 - $25/hr

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