Accounts Receivable Specialist

Description

Summary: Primary function is to collect past due amounts from assigned customers. Will also aid customer service, especially with customer phone calls, as needed.

Essential Duties and Responsibilities:

• Makes collection calls from self-generated past due lists for your assigned customers and from past due lists generated by management.
• Works closely with route drivers and area managers to collect past due balances. Escalate non-responsive past due customers to the regional general manager as needed.
• Assists other AR team members with consolidated billing and vendor portal maintenance for major customer accounts.
• Sends all customer emails through NetSuite and input all collection notes and conversations in NetSuite.
• Recommends invoices to write-off and customers to place in collections to the CFO.
• Assists customer service team with incoming customer phone calls regarding payments.
• Assists cash applications team to resolve customer payment discrepancies as requested.
• Other duties as assigned by supervisor.

Requirements

Competencies:

• Responds promptly to requests for service and assistance.
• Identifies and resolves problems in a timely and efficient manner.
• Speaks clearly and persuasively in both positive and difficult situations.
• Listens and seeks clarification as required.
• Possesses excellent written communication and follow-up skills.
• Manages difficult or emotional customer situations calmly and efficiently.
• Meets commitments, is punctual and accepts responsibility for own actions.
• Prioritizes and plans work activities.
• Treats people with respect and contributes to building a positive team spirit.
• Works ethically and with integrity.
• Requires minimal day-to-day instruction.
• Completes administrative tasks correctly and on time.
• Includes appropriate people in decision-making process.
• Follows instructions, responds to management direction.
• Upholds organizational goals and values.
• Follows policies and procedures.
• Completes tasks correctly and on time.

Failure to adhere or meet the above duties, responsibilities or competencies may result in disciplinary action, including termination of employment.

Note: Cozzini Bros., Inc. reserves the right to change, add to, modify, the above job duties and responsibilities. Nothing in this job description restricts management’s right to assign or reassign duties at any time