Accounts Receivable Specialist

2 weeks ago


Lewisville, Texas, United States Overhead Door Full time
Job Overview

The Accounts Receivable Specialist will oversee a portfolio of customer accounts primarily consisting of builders, contractors, and small construction firms.

Key Responsibilities

Position Purpose

The primary objective of the Customer Financial Services division is to facilitate the company's sales growth while ensuring that cash flow and credit risk are effectively managed. The Accounts Receivable Specialist is responsible for optimizing cash flow related to a substantial portfolio of customer accounts through proactive engagement, business-to-business collections, and careful credit assessment activities. The Customer Financial Services division provides a stable work environment with over a century of sustained growth, offering:
  • A collaborative team atmosphere where support and camaraderie thrive
  • A leadership team with extensive industry and credit knowledge
  • A professional workplace culture
  • Opportunities for personal and professional development
  • Strong, long-lasting relationships with customers, both internal and external
  • A dynamic work environment that keeps the day engaging
  • The chance to resolve various issues across the organization
Essential Duties
  • Enhance cash flow through collections, which involves:
    • Utilizing aging reports
    • Strategizing and prioritizing calls
    • Maintaining detailed contact records
    • Following up to ensure timely payments on outstanding invoices
  • Mitigate risk while preserving customer service and sales relationships
  • Execute order credit releases promptly and efficiently
  • Manage disputes related to customer invoices and payments
  • Conduct credit limit reviews to minimize risk
  • Perform accurate and timely account reconciliations for the portfolio
  • Provide timely reporting on overdue balances
  • Communicate accounts with identified risks to management as necessary
Required Qualifications

Skills and Experience
  • Proactive in problem-solving and strategic planning
  • Excellent verbal and written communication abilities
  • Customer service-oriented, both internally and externally
  • Ability to manage multiple projects effectively
  • Capable of working under pressure
  • Experience in financial analysis
  • Advanced proficiency in Excel
  • Collaborative approach to resolving issues across departments
  • Ability to apply practical understanding to business needs
  • Familiarity with major ERP systems such as Oracle and JD Edwards
  • Fast typing skills for account notation and system navigation
  • Ability to work independently as well as part of a team
  • Knowledge of credit and collection lien regulations
  • Experience in distributor sales and installer environments is advantageous
Essential Experience
  • Experience in business-to-business collections, particularly in construction contracts (including collecting from pay applications, reconciling contracts/payments/billing, with a keen attention to detail)
  • Experience in reviewing and recommending credit limits (including credit reports, bank/trade references, and financial statement analysis)
  • Management of an accounts receivable portfolio valued at approximately $7-8 million (around 3,000 accounts)
Proficient in using Excel for various functions, including v-lookups and pivot tables.

Educational Background
  • A degree in Business or a comparable combination of education and experience


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