Summary

Responsible for completing all job files and collection of all owed money and processing of utility rebates.

Essential Functions

1. Process customer files after the work has been completed, including sending thank you email with after photos and final invoice promptly.

2. Provide customer service regarding the collection of final payments and resolve client discrepancies.

3. Ensure that utility paperwork is completed accurately and processed regularly.

4. Process all client referrals, including requesting a check into QuickBooks Online to be processed by accounting and mailing Referral Thank You card.

5. Answer incoming calls and scheduling of estimator appointments.

6. Accounts Payable assists with entering bills into QuickBooks.

7. Accounts Receivable – scan receipts and enter data from receipts – employee, date, vendor, amount of expense, etc. into QuickBooks Online.

8. Create and send collection letters as needed.

9. Weekly cleaning of the office area.

10. Knowledge or ability to learn programs like PestPac, Word, Excel, Google Docs, QuickBooks Online, Gmail, etc.

11. Other duties as assigned.

Salary

• Starting pay $18.00/hour DOE

Competencies

• 3 years experience in collections.

• Excellent listening skills and phone etiquette.

• Strong written and verbal communication skills

• Dependable, strong initiative, and attention to detail.

• Excellent interpersonal skills, ethics, and cultural awareness.

• Industry knowledge in the construction field or insulation installation is a plus.

• Skilled in multitasking; including being flexible and adapting to changes quickly in a fast-paced environment, strong problem solving, and analytical skills.

• Ability to work independently and in a team environment.

Supervisory Responsibility
This position has no supervisory responsibilities.

Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.

Physical Demands
This is largely a sedentary role; however, some filing is required. This would require the ability to lift files, open filing cabinets and bend or stand, as necessary.

Position Type and Expected Hours of Work
This is a full-time position. Days and hours of work are Monday through Friday 8:00 am to 5:00 pm.

Travel
No travel is expected for this position.

Required Education and Experience

1. High School diploma

2. One year of administrative experience

Preferred Education and Experience

1. Associate degree

2. Two years of related experience

3. Bilingual (Spanish)

Additional Eligibility Qualifications
None required for this position.

Other Duties
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.