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AR and Collection Specialist

Company: Medley Equipment Company
Location: Tulsa
Posted on: November 25, 2022

Job Description:

Job purpose Locate and notify customers of delinquent accounts by E-mail, Telephone or mail to solicit payment; respond to basic customers inquiries. Duties and responsibilities --- Prepare weekly-monthly report of all accounts past 60 days. --- Prepare monthly receivable statement for customers --- Call Customers to collect past dues monies owed --- Answer Customer Questions regarding issues on their account --- Rely on instructions and pre-established guidelines to perform the functions of the job. --- Answer calls from customers to collect payment via CC --- Prepare and send Past Due and Demand Letters as needed --- Work with Branch Manager and department Managers to resolve customer payment issues --- Assist with Monthly past due reports --- Assist customers with history audits on their account when needed --- Research Payment History or questions --- Online billing posting --- Research and take corrective action to reduce customer delinquency, to include resolving disputes and invoices and requesting payment from customers --- Audit Accounts Receivable Portfolio in accordance with Collection Department policies and procedures --- Coordinate and complete daily / monthly correspondence to customers related to delinquent accounts --- Perform reconciliations to resolve customer accounts, to include analyzing all deductions, chargebacks and credits --- Establish and maintain an excellent relationship with external and internal customers --- Actively participate in team policy and procedure development through collaboration with Management --- Record and maintain reporting information about financial status of customers and status of collection efforts --- Perform other tasks as required by the Accounts Receivable/Collection Manager Qualifications Education/Experience --- High school diploma or equivalent, --- 3-5 years of collection experience preferred, but not required, and --- Online billing and accounts receivable posting Knowledge --- Proficient knowledge in Microsoft Office Suite (Excel, Word, PowerPoint, and Outlook) --- Accounting --- Mathematics Skills --- Good negotiation skills --- Good verbal and writing communication skills --- Good computer skills --- Good phone skills --- Good customer service skills --- Good research skills Abilities --- Demonstrate customer service orientation --- Ability to organize and manage multiple priorities --- Listen and understanding information and ideas presented --- Concentrate on a task over a period of time without being distracted --- Work well with others --- To complete work on schedule Other characteristics such as personal characteristics --- Commitment to company vision and mission --- Detailed oriented Travel This position does not travel at this time. Working Environment and Physical demands The work environment characteristics described here representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Working environment While performing this duty, the employee will be exposed to the usual moderate (general office area) noise level, however, the employee can be exposed to noisier shop environments. When performing the duties of this job, it is a requirement to wear Personal Protective Equipment whenever necessary. This role routinely uses standard office equipment such as Desktop computer, smartphones, photocopiers, filing cabinets, and scanners Physical requirements While performing this duty, the employee will required to frequently sit, walk, talk, and listen. The employee is required to frequently use hands to fingers, handle, or feel objects or controls, including products we rent, computer and other office equipment. The employee must often stand and walk, and lift and/or move up to 30 pounds. Appropriate material handling equipment should be used to lift or move items that are heavy or bulky. Specific vision abilities required by the job include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus. Other Duties Please note this job description in not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice. Direct reports --- None Approved by: Date approved: Reviewed: Basic Knowledge & Competencies: --- Excellent Customer Service, including excellent phone etiquette, and multi-tasking skills --- Knowledge and understanding of accounting terms and function(s) --- Ability to identify payment trends and make recommendations for resolution of account --- Must be able to exhibit professionalism during stressful situations --- Ability to communicate effectively with internal and external customers --- Ability to work independently and in a team environment in order to achieve goals within established time frames PreviousJob Type: Full-timeBenefits: 401(k) 401(k) matching Dental insurance Health insurance Health savings account Life insurance Paid time off Referral program Vision insuranceSchedule: Monday to FridayExperience: Microsoft Excel: 1 year (Preferred) Customer service: 2 years (Preferred) Accounts receivable: 2 years (Preferred) collections: 1 year (Preferred)License/Certification: Driver's License (Required)Work Location: One location

Keywords: Medley Equipment Company, Tulsa , AR and Collection Specialist, Accounting, Auditing , Tulsa, Oklahoma

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