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A/r Specialist

4 months ago

Costa Mesa, United States Insight Investments Full time

**Responsibilities**:

- Prepare, analyze and review lease contracts for the purpose of billing through Leasewave, our leasing software.
- Analyze, verify and process all misc. billings related to new lease contracts such as pro-rata and interim rent, freight re-bills, recycle fees, admin fee, chargebacks and upfront sales tax rebills attaching the supporting documentation back-up when applicable
- Work internally with other depts. as deemed appropriate to resolve end of term disputes, tax variances, cash posting corrections, asset location changes, etc.
- Manage designated portfolio to ensure all customers are in good standing. Draft correspondence for collections when customers become past due. Internally escalate non-responsive customers or delinquent balances.
- Review weekly published coverage listings to confirm recent coverage has been completed on the account(s).
- Participate in month-end close process ensuring billing including renewals and rewrites, contract billing adjustments, changes and/or amendments are completed and posted to the appropriate accounting period
- Prepare and maintain all customer maintenance records and utilize LeaseWave to enter comments and to document all changes
- Explain and/or resolve routine to complex billing or collection related issues & questions
- Explain basic lease terminology
- Establish goals both individually and within a team-based environment

Qualifications / Education:

- Moderate proficiency with MS Outlook, MS Excel
- Experience with online portals (ie SAP ARIBA)
- Accounts Receivable background
- Leasing or other Finance industry experience a plus
- Must have strong understanding of basic Accounting principles
- B.S. in Accounting/Finance preferred
- Minimum of 4-5 years of collection/customer service experience.

**Skills**:

- Strong attention to detail
- Must have problem solving and decision-making abilities, including the ability to identify trends and relationships within accounting and/or lease data
- Must be highly motivated individual with high level of initiative and an attitude of willingness
- Must be team player willing to assist others at all levels of the organization
- Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
- Strong organizational and time management skills.Ability to multi-task and work autonomously or with a team
- Ability to communicate effectively on a one-on-one basis or in group setting

**_Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification._**

Division: Insight Investments