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Billing and Collections Specialist

2 months ago

Morrisville, North Carolina, United States Carolina Restoration Services of North Carolina Inc Full time

Employment Type: Full-time Non-exempt
Working Hours: 8:00am-5:00pm Monday - Friday (hours may vary)

Benefits Overview: Comprehensive benefits package including:

  • Health, Vision, and Dental insurance
  • Retirement plan with company contribution
  • Paid time-off
  • Paid holidays

Position Overview: The Accounts Receivable Specialist plays a crucial role in the financial operations by generating invoices for services provided by various internal departments. This position involves direct interaction with clients, processing payments, preparing bank deposits, accurately posting invoices and transactions, reconciling statements, and generating financial reports. Exceptional customer service and meticulous record-keeping are essential for success in this role. This is a full-time in-person position.

Ideal Candidate Profile: The successful candidate will possess prior experience in high-volume accounts receivable invoicing, a solid grasp of accounting principles, and proficiency in QuickBooks and Microsoft Excel. A high degree of accuracy, attention to detail, initiative, professionalism, and outstanding customer service skills are vital.

Key Responsibilities:

  • Represent Carolina Restoration Services' Purpose and Core Values with professionalism
  • Generate high volume invoices - Create precise customer invoices and enter them into QuickBooks & sync with DASH
  • Distribute invoices to customers via mail and email
  • Conduct in-person meetings with customers for check endorsement using a company vehicle
  • Process a significant volume of customer payments, including credit cards, ACH transactions, and checks
  • Record transactions in QuickBooks, DASH, and other electronic systems
  • Prepare bank deposits
  • Conduct postal and bank deposit runs using a company vehicle
  • Reconcile accounts receivable ledger reports to ensure accurate payment posting
  • Communicate professionally, address inquiries, and provide information to customers and colleagues, including insurance agents/adjusters
  • Assist with collections as necessary, which includes reaching out to customers via phone, email, and direct mail as per our established Collecting Funds Policy & Procedures
  • Perform various other accounting tasks as required

Physical Requirements:

Sedentary Work - This role involves sitting for 6-8 hours per day with exposure to office equipment. Occasionally, it may require exerting up to 10lbs of force and may involve brief periods of walking or standing.

  • Fingering - Engaging in tasks that require picking, pinching, typing, or similar activities primarily with fingers.
  • Repetitive Motion - Involves substantial movements of the wrists, hands, and/or fingers.
  • Communication - Ability to express and exchange ideas verbally with accuracy and speed when necessary.
  • Auditory Skills - Receiving detailed information through oral communication at normal speaking levels.
  • Comprehension - Understanding information and ideas received through spoken and written words.
  • Visual Acuity - Close visual ability to perform activities such as preparing and analyzing data, transcribing, and viewing a computer monitor.

Work Environment:

The position is primarily office-based with minimal exposure to adverse environmental conditions, although some duties may occasionally require work outside the typical office setting.

Job Qualifications:

  • Minimum of 2 years accounting/bookkeeping experience required
  • Minimum of 2 years high-volume accounts receivable invoicing experience required
  • Proficiency in Microsoft Excel, Word, and Outlook required
  • Minimum of 2 years experience with QuickBooks Desktop required
  • Experience with DASH, Microsoft D365, and Power BI software is a PLUS
  • High level of accuracy, attention to detail, discretion, and confidentiality
  • Strong analytical, mathematical, problem-solving, and decision-making skills
  • Effective organizational and time management skills in a high-volume environment
  • Flexibility to adapt to changing tasks and priorities
  • Excellent communication skills with diverse individuals
  • Professional appearance and demeanor

Additional Requirements: All employees must pass a pre-employment drug screen, background check, and reference verification. A valid driver's license and a clean driving record are mandatory.
Equal Opportunity Workplace.



Compensation Details: 0 Yearly Salary

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