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Receivables Management Specialist

2 months ago

Marysville, Washington, United States Conwell Associates, Inc. Full time
Conwell Associates, Inc. – Accounts Receivable Clerk

About Us:
Conwell Associates, Inc. provides comprehensive management, bookkeeping, and advisory services tailored for homeowners' associations and condominium communities. We are committed to expanding our reach while ensuring that every client experiences our dedication and expertise in addressing their unique needs.

Key Responsibilities:
  • Generate and distribute billing statements.
  • Process payments, including scanning and posting, and prepare deposits for each client.
  • Communicate statements and reminders via email as necessary.
  • Issue notices for delinquent accounts.
  • Compile collection files for legal proceedings.
  • Complete escrow-related questionnaires.
  • Review and interpret governing documents, including collection policies.
  • Facilitate homeowner requests for payment plans for Board evaluation, and provide comprehensive responses to inquiries.
  • Maintain and update homeowner information in QuickBooks.
  • Deliver weekly updates to the Boards and homeowners as applicable.
  • Handle overflow phone calls with professionalism.
  • Respond promptly and courteously to phone and email inquiries, directing them to the appropriate department.
  • Convert and organize files into PDF format, ensuring proper labeling and filing.
  • Safeguard the confidentiality of client and company information.
  • Work hours are Monday to Thursday from 9 AM to 5 PM, including scheduled breaks.

Required Skills:
  • Proficiency in Microsoft Word, Excel, Outlook, and Windows, as well as Adobe Acrobat and QuickBooks.
  • Ability to compose professional correspondence with correct grammar and punctuation.
  • Capacity to work independently and efficiently, managing time effectively for deadline-driven tasks.
  • Skill in comprehending, analyzing, and summarizing complex documents.
  • Creative problem-solving abilities utilizing advanced analytical and quantitative skills.
  • Adaptability to a dynamic work environment where services and processes evolve.
  • Commitment to maintaining a tidy workspace.
  • A minimum of one year’s experience in accounts receivable or a similar role.