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Accounts Receivable Associate
3 months ago
Are you a detail-oriented professional with a passion for numbers and organization? Do you thrive in a dynamic environment where accuracy and efficiency are key? If so, we invite you to join our team as an Accounts Receivable Associate In this role, you'll play a crucial part in managing our financial operations, ensuring smooth and timely processing of receivables, and maintaining strong relationships with our clients.
Primary Responsibilities:
Payment Processing & Owner Adjustments:
- Daily processing of payments from the bank-operated mailing address.
- Download payment reports and files from the bank web portal.
- Upload files to management software.
- Process returns such as bounced checks and stop payments.
- Handle decision exceptions and all miscellaneous checks daily.
- Complete final notices processing and fees.
- Make owner adjustments as necessary, including waiving late fees and adding/removing owner charges.
Closings:
- Process closings in HOA document service company on a daily to weekly basis.
- Receive and review closing documents for accuracy.
- Process the resale and split the ledger for the buyer and seller.
- Deposit any payments owed to the Community Association.
- Order the coupon book and/or pay statements for the buyer.
- Save all documents and upload them to the CPM Cloud
Collections & Late Fees:
- Post association late fees monthly, or as dictated by the Governing Documents.
- Order billing statements as needed.
- Process monthly collections for delinquent accounts.
- Coordinate with Attorneys and Community Managers on all collection matters.
Customer Service:
- Answer correspondence regarding payments from homeowners and fellow associates and employees.
- Must be able to perform diversified but semi-repetitive operations following standardized methods and procedures under changing conditions.
- Take initiative to act without need for prompting. Recognize and address problems quickly and decisively.
- Must be able to use MS Office & 365, 2019 or later, particularly Excel and Word. Must be able to adapt to management software being utilized by CPM.
- Knowledge of business correspondence including rules of grammar, sentence structure, punctuation, and spelling.
- Advanced interpersonal skills necessary to effectively interface with all levels of personnel and work in a team environment.
