Answer dedicated accounting phone line to assist customers, field professionals, and trade departments in applying payment to customers’ accounts, updating payment information, and addressing questions surrounding invoices, customer financing, etc.
Monitor shared email/voicemail/text accounts and take necessary action to follow-up and resolve.
Manage residential and customer accounts for billing issues, payment terms, applying open credits, processing application for net 30-day terms, and third-party work order portals, where applicable.
Contact customers to collect past due balances and assist with legal mediation of doubtful accounts.
Post customer payments (ACH, credit card, cash, checks). Prepare cash and check deposits for bank.
Process and reconcile credit card payments (including refunds).
Print and mail customer statements and invoices upon request.
Process COIs, W-9s, and Lien Waivers upon request.
Assist with month-end clean-up and bank reconciliations.
Follow internal procedures and recommend improvements.
Effectively communicating with team members and customers regarding accounting questions, assisting with month-end procedures, and general administrative tasks.
Associate or bachelor’s degree in accounting or relevant field.
· Minimum of two (2) years of accounting experience (Accounts Receivable or Bookkeeping).
· Proficient in accounting software and Microsoft Office Suite.
· Excellent organizational skills with the ability to prioritize and meet deadlines in a fast-paced environment by exhibiting exceptional time management.
· Critical thinking, reasoning, analysis, and problem-solving skills.
· Ability to effectively communicate (face-to-face, via telephone, email, and presentation skills) within the accounting department and cross functionally.
· Provide exceptional customer service, adjusting the communication style as needed to ensure the best customer experience is provided.
· Consistently maintains a professional and courteous manner.
· Regular attendance, punctuality, and adherence to work schedule.
· Ability to work independently and as part of a team.
Software Powered by iCIMS
www.icims.com