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Accounts Receivable Clerk

Anaheim, CA 92801

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

Job Description

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.

Job Requirements

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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