Collections Specialist

15 hours ago


Tustin, United States Robert Half Full time
Job DescriptionJob Description

We are in search of an Credit & Collections to join our team in the Real Estate & Property industry, based in Tustin, California. This role offers an employment opportunity where you will be responsible for executing accounting functions, maintaining customer records, and handling cash activity.


Responsibilities

• Efficiently process customer credit applications using accounting software systems

• Maintain and update customer credit records within the CRM system

• Resolve customer inquiries regarding billing and accounts receivable

• Monitor customer accounts and make necessary adjustments using Epic Software

• Handle cash activity and ensure accurate cash handling procedures are followed

• Use ERP - Enterprise Resource Planning systems to manage and analyze customer accounts

• Take appropriate measures to manage and mitigate any financial risks

• Collaborate with the team to improve and streamline accounting functions.

• Minimum of 2 years experience in an Accounts Receivable/Collections role or similar

• Proven experience in managing Accounts Receivable (AR)

• Experience in Billing Functions is necessary



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