Accounts Receivable Collections Specialist - Dallas
The Accounts Receivable Collections Specialist plays a crucial role in delivering our mission and achieving our goals.
Typical duties include but are not limited to:
- Collect past due payments.
- Resolve customer issues related to their account and eligibility for products and services.
- Assist Credit Manager by setting up accounts & ensuring credit worthiness for COD, apartment, and service accounts.
- Perform day to day financial transactions, including releasing orders from hold, verifying, classifying, computing, posting, and recording accounts receivable data and activities.
- Actively analyze and update customer maintenance daily, including but not limited to, HVAC license status, tax and insurance certificates, contact names and address changes, phone and email, authorized buyers, etc.
- Investigate and resolve customer inquiries and discrepancies.
- Maintain filing and management of documents as well as uploading customer invoices and documents to ensure prompt payment can be remitted.
- Share in the responsibility for checking and responding to customer requests received by phone, email and/or fax.
- Distribute daily invoices and monthly statements upon internal and external requests.
- Ability to handle small or large collection portfolio.
- Perform other various assigned tasks and duties necessary to support Credit Manager
- Establish and maintain effective and cooperative working relationships with internal and external customers as well as all levels of management.
- Negotiate payments to resolve delinquent balance and prevent bad debt transfers.
Educational Requirements and/or Experience Required
- Minimum High School Diploma
- Some College or related coursework preferred
- Minimum 6 months of Accounts Receivable experience required
- Minimum 6 months of clerical experience required
- Knowledge of the HVAC Industry a plus
Skills
- Effective verbal and written communication skills
- General understanding of profit and loss statements
- Ability to multi-task activities
- Accurate data entry
- Solid understanding of basic accounts receivable and collections
- Meticulous attention to detail and problem-solving skills.
- Strong analytical skills
- Ability to prioritize, recognize sense of urgency.
- Work well under pressure.
- Meet required strict deadlines.
- Manage multiple active responsibilities.
- Effective personal organization and time management
- Proficient in Microsoft excel, word and outlook.
- Ability to interpret instruction and think outside the box.
- Committed to providing excellent customer service.
- Goal oriented
Benefits
- Voluntary Benefits: Medical (EPO & HSA Options), Dental, Vision, Life Insurance, Short-Term Disability
- Company Paid Benefits: Long-Term Disability, Basic Life Insurance and AD&D
- Century Employee Relief Fund that provides financial assistance to employees in times of need
- 401(k) Retirement Program with Company Match
- PTO & Paid Holidays
- Employee Referral Bonus
- Tenure & Individual Achievement Awards
- Employee Training & Development Programs
- College/Trade/Technical School Tuition Reimbursement
- College/Trade/Technical School Scholarship Opportunities for Employees & Families
- Wellness Program with Financial Incentives
- Free New Hire Apparel & Annual Uniform Spending Account