Accounts Receivable Clerk Job Summary:

The Accounts Receivable Clerk will assist in ensuring that the company receives payment for goods and services offered to clients.

Duties/Responsibilities:

• Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable.

• Creates invoices according to company practices; submits invoices to customers.

• Maintains and updates customer files, including name or address changes, mergers, or mailing attentions.

• Drafts correspondence for standard past-due accounts and collections, identifies delinquent accounts by reviewing files, and contacts delinquent accountholders to request payment.

• Creates reports regarding the status of customer accounts as requested.

• Research customer discrepancies and past-due amounts with the assistance of the Collections Manager and other staff.

• Collaborates with the Collections Manager to reconcile accounts receivable on a periodic (at least bimonthly) basis.

• Assists in generating monthly billing statements based on the Aging Report.

• Assists Accounting Manager in reconciling revenue accounts each month.

• Copies, files, and retrieves materials for accounts receivable as needed.

• Relays changes of information to appropriate employees.

• Answer and redirect incoming phone calls

• Assist walk-in customers

• Performs other related duties as assigned.

Qualifications

Required Skills/Abilities:

• Excellent verbal and written communication skills.

• Proficient in Microsoft 365 Suite, including Excel, Teams and SharePoint

• Ability to work independently and in a fast-paced environment.

• Ability to anticipate work needs and interact professionally with customers.

• Excellent organizational skills and attention to detail.

• Prepare and manage lien waivers by detailed reports, analyzing key items, and verifying adherence to lien requirements and criteria.

• Duties/ Responsibilities

  Education and Experience:

• High school diploma or equivalent required; Associates or bachelors degree in accounting preferred.

• Notary Public current or willing to obtain

• At least two years of related experience required.