Financial Account Specialist

3 weeks ago


Corona, California, United States The Management Association, Inc. Full time
Job Title: Financial Account Specialist

About The Company: The Management Trust is a community association management company dedicated to building and maintaining a strong community through integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates clients' needs.

Job Summary: We are seeking a highly skilled Financial Account Specialist to join our team in Corona, CA. As a key member of our debt resolution/collection efforts, you will provide quality customer service via phone and facilitate payment collection/account resolution from walk-in clients and vendors.

Responsibilities:
  • Generate & record delinquent assessment liens and releases
  • Pulling title, verify owner records, and check lender activity for delinquent accounts
  • Generate Prelien letters and assist in mailing process
  • Process collection service and attorney assignments; follow-up as needed
  • Facilitate and monitor payment plan agreements
  • Review homeowner accounts, research discrepancies, and process adjustments
  • Regularly review and complete pending action items, ensuring that questions have been answered and issues have been resolved
  • Generate and maintain reports, account ledgers, special letters
  • Assist homeowners with online account access, resetting passwords, online payments, and paperless billing
  • Post and deposit payments to owner accounts, ensuring accurate payment application
  • Handle homeowner calls and assist clients with account resolution
  • Provide various administrative support, including, but not limited to data entry, generating reports, and tracking certified mail receipts

Requirements:
  • High School Diploma (or equivalent); Associate's Degree preferred
  • Proficiency in accounts receivable, customer service, and/or collections – with generally 1-2 years of experience
  • Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus
  • Ability to meet deadlines and address time-sensitive issues
  • Superior multi-tasking skills
  • Excellent written and verbal communication
  • Ability to provide high-level customer service with astute attention to detail and organization
  • Must be a team player
  • Ability to manage workflow amid shifting priorities
  • Willing to learn Company process and procedures, and learn/use proprietary software
  • Adaptable and dependable with a solid attendance record
  • Professional and respectful demeanor with all internal and external customers at all times

Compensation: This full-time position offers a salary range of $19.00 - $24.00 per hour.

Contact Information: For more information about this opportunity, please contact us.

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