Accounts Receivable & Invoicing Specialist

Reliant Coffee LLC

Florida

Sur place

USD 40 000 - 60 000

Plein temps

14 jours+

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Résumé du poste

A financial services firm is seeking a detail-oriented individual for managing delinquent accounts. Responsibilities include contacting clients via various channels to solicit payments, generating invoices, and maintaining comprehensive customer records. The ideal candidate will have a High School Diploma, with preferred experience in finance software like QuickBooks. Strong communication and problem-solving skills are essential for success in this role. This is a full-time position based in Florida, New York.

Qualifications

Bachelor's degree preferred; high school diploma required.
Previous experience with QuickBooks or similar applications.
Strong understanding of customer service principles.

Responsabilités

Locating and notifying customers of delinquent accounts.
Generating and sending new invoices.
Maintaining records of accounts and payments.
Negotiating repayment strategies with customers.

Connaissances

Active Learning

Active Listening

Mathematics

Reading Comprehension

Speaking

Writing

Negotiation

Persuasion

Service Orientation

Social Perceptiveness

Complex Problem Solving

Time Management

Formation

High School Diploma or equivalent

Bachelor's Degree (Preferred)

Outils

QuickBooks

Microsoft Office Suite

Google Sheets

Hubspot

MaintainX

Description du poste

Job Summary

Locate and notify customers of delinquent accounts by mail (electronic and postal as needed), telephone, or personal visit to solicit payment. Duties include receiving payment and posting amount to customer's account, preparing statements to credit department if customer fails to respond, initiating repossession proceedings or service disconnection, keeping records of collection and status of accounts, making bank deposits.

This position will also have invoice generating responsibilities.

Education and Experience

Bachelor's Degree (Preferred)

High School Diploma - or the equivalent (for example, GED)

Previous use of Quickbooks, or very similar application

Knowledge

English Language - Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

Customer and Personal Service - Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.

Mathematics - Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

Administrative - Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

Skills

Basic Skills

Active Learning Understanding the implications of new information for both current and future problemsolving and decisionmaking.
Active Listening Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
Mathematics Using mathematics to solve problems.
Reading Comprehension Understanding written sentences and paragraphs in workrelated documents.
Speaking Talking to others to convey information effectively.
Writing Communicating effectively in writing as appropriate for the needs of the audience.

Social Skills

Negotiation Bringing others together and trying to reconcile differences.
Persuasion Persuading others to change their minds or behavior.
Service Orientation Actively looking for ways to help people.
Social Perceptiveness Being aware of others' reactions and understanding why they react as they do.

Complex Problem Solving Skills

Complex Problem Solving Identifying complex problems and reviewing related information to develop and evaluate options and implement solutions.

Resource Management Skills

Time Management Managing one's own time and the time of others.

Primary Job Duties

Receive payments and post amounts paid to customer accounts on a daily basis. Make bank deposit.
Match bank deposits the following day to QB payments received to enter QB deposits.
Locate and monitor overdue accounts, using company financial software.
Generate and send new invoices.
Record information about financial status of customers and status of collection efforts.
Locate and notify customers of delinquent accounts by mail (electronic, and postal as/if needed), telephone, or personal visits to solicit payment.
Confer with customers by telephone or in person to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts.
Advise customers of necessary actions and strategies for debt repayment.
Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks, or to return merchandise.
Sort and file correspondence and perform miscellaneous clerical duties, such as answering correspondence and writing reports.
Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deactivated customers if needed.
Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors.
Notify credit departments, order merchandise repossession or service disconnection, and turn over account records to attorneys when customers fail to respond to collection attempts.
Answer customer questions regarding problems with their accounts.

Activities

Writing - Communicating effectively in writing as appropriate for the needs of the audience.

Speaking - Talking to others to convey information effectively.

Social Perceptiveness - Being aware of others' reactions and understanding why they react as they do.

Reading Comprehension - Understanding written sentences and paragraphs in work-related documents.

Persuasion - Persuading others to change their minds or behavior.

Critical Thinking - Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions, or approaches to problems.

Active Listening - Giving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

Tools and Technology

Notebook computers