A/R Specialist

4 weeks ago

Costa Mesa, United States Insight Material Handling 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.
  • Process monthly billing by submitting system-generated rental invoices via email & through various vendor portals
  • 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
  • Handle in/out bound communications via phone and/or email in a timely & professional manner
  • 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

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 Material Handling

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