Description

Reports to: AP/AR Manager

Supervises: N/A

Summary Statement: The AR Collections Specialist will track, notify, and collect on customer accounts and process payments in D365.

Essential Job Functions

• Receive payments and post amounts paid to customer accounts in D365.
• Locate and monitor overdue accounts, using D365 and a variety of internal and external automated systems.
• Record information about financial status of customers and status of collection efforts.
• Locate and notify customers of delinquent accounts by mail, telephone, or electronic communications to solicit payment.
• Confer with customers to determine reasons for overdue payments.
• Advise customers of necessary actions and strategies for debt repayment and arrange for debt repayment or establish repayment schedules based on customer’s financial situation.
• Persuade customers to pay amounts due on credit accounts, damage claims, or non-payable checks, or to return merchandise.

Marginal Job Functions

• Assist other Accounting personnel as time and knowledge permit.
• Participate in training and meetings as requested.
• Performs other duties as assigned.

Qualifications

Knowledge/Skills and Working Conditions:

• Must be available during mandatory critical times, including but not limited to month end closing, quarterly financial closing, financial year end closing.
• Must work well independently in completing daily, weekly, and monthly tasks.
• Must have excellent written and oral communication skills.
• Must have excellent attention to detail and problem-solving skills.
• Must work well in a team setting.
• Must work well in a high volume, fast paced environment.

Education and work experience:

• A high school diploma or GED equivalent is required.
• At least 5 years’ experience in Collections it required.
• Dynamics ERP system experience is preferred.

ISO 5.3 Organizational Roles, Responsibilities and Authorities

IFB employees have the responsibility and authority to ensure to produce first quality products that meet our customer requirements.

EEO Statement

In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. IFB Solutions provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, protected veteran status, and disability or genetics.