A/R Collections Specialist

POSITION PURPOSE

 

Responsible for collection, maintenance and clearance of aged receivables

 

 

 

ESSENTIAL FUNCTIONS AND BASIC DUTIES

 

· Following established guidelines.

· Takes action to recover delinquent accounts.

· Performs bulk of collection/calling on credit accounts.

· Oversees statements before they are released.

· Researches account discrepancies and disputes

· Evaluates credit adjustments for accuracy.

· Actions will differ depending on size and age of account.

· Relies on experience and judgment to plan and accomplish goals

· Processing customer DR/CR adjustment requests.

· Approve orders within the scope of assigned accounts and established guidelines.

· Relies on instructions and pre-established guidelines to perform the functions of the job.

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PERFORMANCE MEASUREMENTS

 

· Teamwork - Meet or exceed team monthly A/R Management By Objective (MBO) Goals

· Teamwork – Shares Job Tasks to Accomplish Dept. Goals & Objectives

· Cooperation – In Relation to Other Department to Achieve Company Goals & Objectives

· Attendance & Punctuality – Within Company Policies & Guidelines

· Dependability – Timeliness of Daily, Weekly, Monthly, and/or Special Tasks

· Customer Focus – Customer Collection Procedures, Calls, Detailed Notes

· Problem Solving – Order Pending, Past Dues & Collections Procedures (Notes)

· Judgment – Order Release Process, Past Dues, & Collections

· Analytical Skills – Account Reconciliation, Cash Receipts

· Communications – Order Release Process, Past Dues, & Collections (Detailed Notes)

· Written Communications – Credit Investigation Process, Order Release Process, Past Dues (Letters, E-Mails, Faxes, Detailed Notes)

· Commitment to Quality – Account Maintenance (Account Reconciliation, Timeliness)

· Others as set by Supervisor and/or Manager

 

 

QUALIFICATIONS

 

Education/Certification:  AA Degree preferred

 

Required Knowledge:  Knowledge of collection process and aging schedule

 

Experience Required:  2+ years of Commercial Collections experience

  Knowledge of commonly-used Accounting concepts, practices, and procedures

  Accounts receivable experience

  Account research

  Reconciliation & adjustments

 

Skills/Abilities: Possess excellent oral and written communication skills

  Detail-oriented & self-starter

  Windows / Excel / Word

  Microsoft Dynamics Accounting Software / R&R Writer a plus

 

 

 

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

 

Talking: Especially where one must frequently convey detailed or important instructions or ideas accurately, loudly, or quickly.

 

Average Hearing:  Able to hear average or normal conversations and receive ordinary information.

 

Repetitive Motions:  Movements frequently and regularly required using the wrists, hands, and/or fingers.

 

Average Visual Abilities:  Average, ordinary, visual acuity necessary to prepare or inspect documents or products, or operate machinery.

 

Physical Strength:  Sedentary work; sitting most of the time.  Exerts up to 10 lbs. of force occasionally.  (Almost all office jobs.)

 

 

WORKING CONDITIONS

 

None: No hazardous or significantly unpleasant conditions.  (Such as in a typical office.)

 

 

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION

 

Reasoning Ability: Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions.

  Able to interpret a variety of technical instructions and can deal with multiple variables.

 

Mathematics Ability:  Ability to compute discount, interest, profit, and loss; commission markup and selling price; ratio and proportion and percentage.

  Able to perform very simple algebra.

 

Language Ability:  Ability to read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias. 

  Ability to prepare business letters, proposals, summaries, and reports using prescribed format and conforming to all rules of punctuation, grammar, diction, and style.

  Ability to conduct training, communicate at panel discussions and to make professional presentations.

 

 

 

INTENT AND FUNCTION OF JOB DESCRIPTIONS

 

Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected.  They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions.  Well constructed job descriptions are an integral part of any effective compensation system. 

 

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included.  Peripheral tasks, only incidentally related to each position, have been excluded.  Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions.  In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive.  Additional functions and requirements may be assigned by supervisors as deemed appropriate. 

 

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals.  However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

 

Job descriptions are not intended as and do not create employment contracts.  The organization maintains its status as an at-will employer.  Employees can be terminated for any reason not prohibited by law.