Comfortable communicating with clients (not true collections but may have to interact with clients)
MS Word/Excel
Some experience with accounting software
Preferred: Experience in distributing or manufacturing industry
TITLE: Accounts Receivable/Customer Service • Records daily receipts into computer, verifies deposits and postings to accounts receivable, distributes reports to various departments, scan checks to bank. • Resolves accounts receivable problems - assists interpreting, investigating, and resolving accounts receivable problems or discrepancies with accounts; contacting customers to inform of delinquency; discussing any deviation from agreed client payment plans; obtaining appropriate approval to have open credits applied. • Maintains accurate records keeping track of name changes, mergers, address changes, etc. for all accounts; relaying all account change information to appropriate personnel/departments; duplicating, filing, and retrieving accounts receivable materials as needed. • Opens new accounts. • Ensures ABC credit compliance - communicates account credit status to both sales and operations department personnel in a timely manner; assists sales department in collection of funds when possible; representing the coordination of federal/state regulatory audits; informing other departments of any change in account credit status immediately. • Daily credit check with salesman • Minimizes bad debt - work with Credit Manager in attempt to collect against delinquent accounts, managing bad debt write-offs against budget. • Prepares reports - completes all internal reports to assist in the cash flow management process, providing special reports reflecting the status of customer accounts upon request. • Dock sales and sample slips