Collections Specialist

3 days ago


Santa Ana, United States Robert Half Full time
Job DescriptionJob Description

We are offering an employment opportunity for a Credit & Collections Specialist to join our team in Santa Ana, California. This role is within the construction industry, although previous experience in construction is not a requirement. The successful candidate will be responsible for a variety of tasks, including processing customer applications, maintaining customer records, resolving inquiries, and monitoring customer accounts.


Responsibilities:

• Efficiently process customer credit applications

• Maintain accurate records of customer credit

• Handle billing, invoicing, and data entry related tasks

• Manage collections and accounting activities related to Accounts Receivable (AR)

• Ensure compliance is maintained throughout all processes

• Handle payroll duties as required

• Resolve any issues related to billing

• Adapt to stressful situations and come up with creative solutions

• Work with manual processes and paper records when necessary

• Utilize Accounting Software Systems, ADP - Financial Services, CRM, Epic Software, ERP - Enterprise Resource Planning, and other relevant skills to perform duties efficiently

• Manage cash activity and cash handling procedures.

• Proficiency in Accounting Software Systems

• Understanding of ERP - Enterprise Resource Planning

• Ability to perform Accounting Functions

• Knowledge of Accounts Receivable (AR) processes

• Experience with Billing Functions

• Ability to handle Cash Activity



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