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Accounts Receivable Representative

3 months ago

Plano, United States Winzer Corp Full time
Job DescriptionJob Description

SUMMARY:

Responsible for collection of past due amounts, account and payment reconciliation, order releases, and new account approval/set up.

EDUCATION/EXPERIENCE:

  • High school diploma.
  • Minimum 2+ years’ experience in Accounts Receivable/Collections/Cash Applications or Customer Service.

SKILLS/KNOWLEDGE/ABILITIES:

  • Advanced computer skills in MS Office, particularly Excel.
  • Excellent communication skills, both written and oral.
  • Excellent customer service skills.
  • Working knowledge of accounts receivable and some accounts payable. organizational and recordkeeping processes.
  • 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.

ESSENTIAL DUTIES:

  • Initiate and maintain collection calls on all past due amounts until past due amounts are resolved or paid.
  • Record all contacts or attempted contacts in A/R screen.
  • Answer incoming calls from customers and franchises and resolve questions or problems.
  • Account adjustments: Research, apply, and transfer credits where applicable.
  • Write off miscellaneous balances approved by the Controller.
  • Research and reconcile misapplied customer payments where applicable.
  • Review and research miscellaneous checks that are identifiable by cash applications.
  • Order Hold review: Review all orders on hold within your assigned group of accounts multiple times per day to ensure timely release of qualified orders
  • Notify franchise of orders remaining on hold.
  • Make determinations on credit limits and release of orders based on information provided through bank and trade references.
  • Enter select customer invoices into various outside billing portals.

OTHER DUTIES:

  • Update incorrect customer account information data in the computer on all returned mail.
  • Other duties as assigned by Manager.

PHYSICAL REQUIREMENTS:

  • Must be able to efficiently use a personal computer equipped with standard keyboard and mouse.
  • Ability to communicate in English, to locate, read, and report information.
  • Ability to stay stationary for extended periods of time, while sitting at a desk.

Winzer Corporation is an Equal Employment Opportunity / Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, or other characteristics protected by law.