What are the responsibilities and job description for the Accounts Receivable Settlements Team Lead position at Associa?
The Accounts Receivable Settlements Team Lead is responsible for oversight of the research and processing of the transfer of ownership process for resales and new sales within the Associa system as well as audit of the process and escalation management. This is an accounting support position in a fast-paced centralized accounting services environment providing financial services to community associations throughout North America. Candidates for this position must meet Associa's credit requirements.
Duties include but are not limited to:
- Receive property transfer documents from title companies.
- Compare and confirm accuracy of information.
- Research, through various sources, ownership and/or property information.
- Post and research payments in Community Archives system.
- Process resales and new sales in Complete Control for Communities (C3) system within the service level agreement timeline outlined.
- Order coupons for new owners in C3 system.
- Work with Data Management team when address is not found in C3 system.
- Audit other Settlement Specialist's work for accuracy.
- Escalate exceptions as necessary to Accounts Receivable Manager.
- Adhere to jurisdiction rules.
- File documents in vault.
- Provide support to team members with research.
- Help to reconcile and analyze outstanding balances with general ledger accounts.
- Provide training support to new and existing team members.
- Communicate with branch personnel and title companies regarding settlement issues.
- Other duties as assigned.
Qualifications:
Knowledge and Skills:
- Knowledge of escrow, title and/or real estate transactions.
- Knowledge of accounting principles, practices, and procedures (US GAAP).
- Knowledge of Microsoft Office products (Word, Excel, Outlook, etc.) at a proficient level.
- Knowledge of conflict resolution techniques at a proficient level.
- Professional communication skills (phone, interpersonal, written, verbal, etc.).
- Self-motivated, proactive, detail oriented and a team player.
- Time management and time critical prioritization skills.
Education and Experience:
- High School Diploma or GED Required
- 2-4 years of directly related or closely related experience