Accounts Receivable Clerk

Essential Job Duties:

1. Collections:

Review AR past dues and make calls to customers with past due amounts

Start calling accounts at 10 days past due.

Contact all past due accounts on aging weekly.

Do research for updated contact information if info in EBS is not correct or we are not getting a response. Note any new contact info that is found on the account.

Run daily follow up report

Fill out detailed call sheets for each customer

Keep detailed filed records for all contact with past due accounts

Record notes in EBS

Make notes of all contact with customers regarding past due balances and put your initials by the note.

Communicate all disputes to proper personnel

Communicate the need for credit hold to appropriate managers

Communicate the need for a repo to appropriate managers

2. Communicating collection concerns interdepartmentally

recording notes in the computer

approving or disproving accounts for credit release

discussing problem accts with appropriate levels of mgmt

enlisting help from managers and salespeople

discussing legal options with affected managers

send out Monthly list of past due customers

Send out weekly list of customers on credit hold

3. Managing Customer Accounts Decisions

making credit approval and limit decisions as needed

approving terms over standard 30, update terms in EBS

negotiating terms to meet our needs and satisfy customer requirements

4. Maintaining Efforts to Collect Accounts sent to Collections / Legal

Recommending necessary collection actions (send to legal / collection agency)

sending collection / legal letters with manager approval

notating account as legal in EBS

requesting write off of invoices determined to be Bad Debt

5. Assist Customers and Employees

Faxing, mailing, or emailing requested invoices

Answering customer account inquiries

Explaining company terms and credit hold policies

Investigate and resolve customer inquiries

Work with internal personnel to produce billing as customer requests

Update customer PO numbers in EBS

6. Establish New Customer Accounts

Calling customer trade references

Establishing credit limits based on formula (with manager approval if needed)

Setting up account in EBS per established protocol

Assuring sales tax codes are correctly entered

Scanning completed credit applications to EBS

7. Returning correspondence inquiring about corporate information

W-9 forms and vendor information

Providing Tax-ID numbers

Completing and returning request for exemption status

Providing bill-to information

Providing COI

Other Duties:

Run credit card payments you receive and give to Accounting Manager for posting.

Provide customer support for Billtrust.

Back up Receptionist

Maintain correct account information in EBS

Make updates to billing addresses, contacts, and terms as needed.

Qualifications:

Minimum 3 years of collecting experience preferred
Ability to organize and prioritize responsibilities
Strong written/verbal communication skills
Above average word processing and spreadsheet skills

Education

High School Diploma or equivalent
College degree preferred

Physical Demands/Environmental Conditions

This position is in an indoor office environment with a controlled climate.

This position requires sitting at a computer desk for long periods of time with constant use of a computer keyboard while reading the computer screen.

This position will continuously talk, hear, and read in verbal and written communication. And will occasionally stand, walk, and reach with hands and arms.

This position will continuously use hands to type.

Job Type: Full-time

Pay: From $19.24 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 3 years

Schedule:

• Monday to Friday

Supplemental pay types:

• Quarterly bonus

Work Location: In person