What are the responsibilities and job description for the Accounts Receivable Clerk position at Alliant National Title Insurance Company?
Alliant National Title Insurance, a proud member of the Dream Finders Homes family, is dedicated to delivering exceptional customer service while helping property owners achieve their dreams. Founded in 2005, Alliant National has grown with a team of professionals from diverse backgrounds who share a common goal: empowering independent title agents while never competing against them. We issue title insurance in over 25 states.
Our Purpose is simple: to put people at the center of every relationship. Our Mission is to protect the dreams of property owners through secure title insurance by partnering with trusted independent title agents. At Alliant National, we believe business is personal — we recognize the humanity of everyone we work with, whether employees, agents, or customers. This people-first approach creates a culture of trust, respect, and integrity that defines who we are and how we work.
The Accounts Receivable Clerk is responsible for supporting daily financial operations, including maintaining accurate financial records, preparing reports, and managing daily check deposits and allocations. This role involves utilizing accounting software to process accounts receivable transactions. The ideal candidate ensures timely and accurate scanning, posting, and depositing of checks while maintaining compliance with internal procedures and accounting standards.
Essential Duties And Responsibilities
To perform this role successfully, an individual must be able to execute the following duties with accuracy and efficiency. Other responsibilities may be assigned as needed:
Document and Check Scanning:
While performing the responsibilities of the job, the employee is required to talk and hear. Vision abilities required by the job are close vision. The employee is often required to sit and use their hands and fingers to handle, feel, and operate office equipment such as a computer, copier, and office supplies. In addition, the employee is occasionally required to stand, walk, reach with their arms and hands, and to stoop, kneel or crouch. Reasonable accommodations can be made to enable employees with disabilities to perform the described essential functions of the job.
Note: This document describes the minimum, essential duties, responsibilities, skills, abilities, effort, and working conditions of the position. It in no way implies that these are the only functions to be performed by the incumbent. Workers are required to follow any other job-related instructions and to perform any job-related functions requested by a supervisor or manager. Successful performance requires that the incumbent possess and utilize the abilities and skills described. All functions are subject to reasonable modification to accommodate individuals with disabilities. Some functions may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or others.
Equal Opportunity Employer
#AlliantNational
Our Purpose is simple: to put people at the center of every relationship. Our Mission is to protect the dreams of property owners through secure title insurance by partnering with trusted independent title agents. At Alliant National, we believe business is personal — we recognize the humanity of everyone we work with, whether employees, agents, or customers. This people-first approach creates a culture of trust, respect, and integrity that defines who we are and how we work.
The Accounts Receivable Clerk is responsible for supporting daily financial operations, including maintaining accurate financial records, preparing reports, and managing daily check deposits and allocations. This role involves utilizing accounting software to process accounts receivable transactions. The ideal candidate ensures timely and accurate scanning, posting, and depositing of checks while maintaining compliance with internal procedures and accounting standards.
Essential Duties And Responsibilities
To perform this role successfully, an individual must be able to execute the following duties with accuracy and efficiency. Other responsibilities may be assigned as needed:
- Open and sort incoming mail by agent.
- Scan checks and calculation sheets to the Florida office.
- Separate and prepare policy jackets for mailing.
- Scan and upload search checks to corresponding digital folders.
- Check Deposits and Allocation:
- Sort checks by category (e.g., premium, search, CPL, miscellaneous).
- Input relevant data for each check, including agent ID, agent name, file number, and make any necessary system corrections.
- Create and organize a spreadsheet for each deposit by agent.
- Generate PDF images of checks and format spreadsheets for accurate posting.
- Ensure checks are categorized correctly to prevent deposit errors.
- Enter file numbers accurately for each check.
- Review checks for potential issues, such as stale dates.
- Cash Posting – Various Accounts (Premium, Search, Miscellaneous):
- Review deposit batches for accuracy prior to posting.
- Post cash using the spreadsheets created during check deposits.
- Format and revise spreadsheets as needed.
- Import data and complete postings accurately.
- Save PDF deposit records to the appropriate folders.
- Move posted spreadsheets into their designated file path locations.
- Cash Application & General Support:
- Apply payments to appropriate accounts (premium, search, miscellaneous).
- File and maintain organized batch records.
- Maintain electronic records with attention to detail and accuracy.
- Perform general accounting and clerical support duties.
- Adhere to established policies, procedures, and regulatory standards.
- Perform other duties as assigned.
- Familiarity with accounting regulations, compliance standards, and basic bookkeeping procedures
- Proficiency in Microsoft Office Suite (especially Excel), databases, and accounting software
- Experience working with spreadsheets and generating financial reports
- Strong attention to detail, accuracy, and organizational skills
- Solid data entry and word processing capabilities
- Strong numerical aptitude and analytical skills
- Ability to manage filing systems and maintain accurate record-keeping
- Problem-solving and research skills; ability to analyze and report data clearly and concisely
- Flexibility and adaptability to changes in workflow or systems
- Willingness to cross-train and assist in other functions as needed
- Dependable, reliable, and responsible with a strong work ethic
- Associate degree in accounting or a related field, OR
- Three to five years of relevant experience and/or training, OR
- An equivalent combination of education and experience
While performing the responsibilities of the job, the employee is required to talk and hear. Vision abilities required by the job are close vision. The employee is often required to sit and use their hands and fingers to handle, feel, and operate office equipment such as a computer, copier, and office supplies. In addition, the employee is occasionally required to stand, walk, reach with their arms and hands, and to stoop, kneel or crouch. Reasonable accommodations can be made to enable employees with disabilities to perform the described essential functions of the job.
Note: This document describes the minimum, essential duties, responsibilities, skills, abilities, effort, and working conditions of the position. It in no way implies that these are the only functions to be performed by the incumbent. Workers are required to follow any other job-related instructions and to perform any job-related functions requested by a supervisor or manager. Successful performance requires that the incumbent possess and utilize the abilities and skills described. All functions are subject to reasonable modification to accommodate individuals with disabilities. Some functions may exclude individuals who pose a direct threat or significant risk to the health and safety of themselves or others.
Equal Opportunity Employer
#AlliantNational