Account Settlements Specialist

2 days ago


Richardson, Texas, United States Associa Full time
Job Title: Account Settlements Specialist

The Accounts Receivable Settlement Specialist plays a crucial role in processing resale within the Associa system. This accounting support position is part of a fast-paced centralized accounting services environment, providing financial services to community associations throughout North America.

Key Responsibilities:

  • Receive property transfer documents from title companies.
  • Verify and confirm accuracy of information.
  • Research ownership and/or property information through various sources.
  • Post payments in the Community Archives system.
  • Deposit Associa funds using the Remote Data Capture (RDC) machine and report to Corporate Accounting Shared Services Center.
  • Process resale in the Complete Control for Communities (C3) system within the service level agreement timeline.
  • Order coupons for new owners in the C3 system.
  • Collaborate with Community Managers when address information is not found in the C3 system.
  • Evaluate and escalate exceptions as necessary to the Accounts Receivable Manager.
  • Adhere to jurisdiction rules and regulations.
  • File documents in the vault.
  • Communicate with branch personnel and title companies regarding settlement issues.

Requirements:

  • Knowledge of escrow, title, and/or real estate transactions.
  • Understanding of accounting principles, practices, and procedures (US GAAP).
  • Proficiency in Microsoft Office products (Word, Excel, Outlook, etc.).
  • Conflict resolution techniques at a proficient level.
  • Professional communication skills (phone, interpersonal, written, verbal, etc.).
  • Self-motivated, proactive, detail-oriented, and a team player.
  • Time management and time-critical prioritization skills.

Education and Experience:

  • High School Diploma or GED Required.
  • 3 – 5 years of directly related or closely related experience.


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