We are a growing HVAC Company located in Tacoma, WA. that is looking for the perfect person that can jump in right away and start helping out with our workload, we are proud to be scent free for your health & comfort.
We are looking for a skilled Accounts Receivable & Collections Specialist, to provide financial, administrative, and clerical support for our team. Accounts receivable duties include but not limited to, daily invoicing, progress invoicing, following up with technicians daily, double checking notes, and materials on all open jobs, working with Controller and Foreman to get quoted estimated and T&M jobs billed out in a timely matter. processing and monitoring incoming payments and securing revenue by verifying and posting receipts. Collections is a main part of this job and its primarily responsible is to collect on delinquent accounts and resolving discrepancies.
Responsibilities
Process all incoming payments to customer accounts and general ledgers
Process and apply credit card payments
Prepare bank deposits and do daily bank runs
Preparing and reviewing aging reports. Review with credit manager
Reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted
Monthly statement to customers
Daily Invoicing / Posting
Verify and research discrepancies to resolve customer billing issues
Daily follow up with all delinquent customers and document collection efforts
Back up phone support for dispatcher, respond to incoming called with excellent customer service, assist customer
with questions related to products, service & fees.
Daily communication with technicians’ phone & text.
Maintain a highly functional and organized work environment
Assist and provide support to Project Managers, Sales, Department, Estimators and other employees as needed.
Other general office duties as requested
Minimum Requirements:
Proven working experience as accounts receivable clerk
Solid understanding of basic accounting principles, fair credit practices and collection regulations
Proven ability to calculate, post and manage accounting figures and financial records
Data entry skills along with a knack for numbers
Customer service orientation and negotiation skills
High degree of accuracy and attention to detail
Construction experience preferred, but not necessary
Strong communication skills
Strong organization skills and ability to multi-talk and work independently
High School Diploma or GED equivalent.
Physical Setting:
Office
Schedule:
30 to 40 hours a week
Monday to Friday
No weekends
Education:
High school or equivalent (Preferred)
Experience:
Microsoft Excel: 1 year (Preferred)
Customer service: 1 year (Preferred)