Accounts Receivable Specialist

Joe Taylor Restoration - Delray Beach, FL

Full-time - Mid Level

Delray Beach, FL

Waste Management and Remediation Services

About the position

Joe Taylor Restoration is seeking an Accounts Receivable Collections Specialist to join our dedicated Accounting team. This role is essential for ensuring the timely collection of payments on open receivables, which is crucial for maintaining the financial health of our company. As a member of our team, you will be part of a stable and growing organization that values integrity, teamwork, and a strong work ethic. Our Accounting team is composed of proactive and reliable individuals who are committed to making a positive impact on the company and its customers every day. We thrive in a fast-paced environment and are eager to support one another in achieving our goals. In this position, you will be responsible for managing the collection process for assigned customers, ensuring that payments are collected before lien due dates. You will utilize our documented collection approach to research overdue accounts, investigate discrepancies, and communicate effectively with customers through various channels, including phone, email, and letters. It is essential to document all calls and collection efforts in our CRM software, providing detailed information on communication, interactions, and payment status updates. Additionally, you will monitor the Accounts Receivable Aging report generated by our ERP system, which is currently transitioning from QuickBooks to NetSuite. You will process payments through various methods, including ACH, credit cards, wire transfers, and third-party checks. Collaboration with team members from other departments, such as Production, Admin, and Billing, will be necessary to resolve customer issues that may impede payment. You will also maintain direct communication with the management team regarding lien decisions and assist in processing liens and satisfaction of liens. Furthermore, you may be involved in processing small claim losses against delinquent accounts and cross-training in various roles to support the Accounting Team. Other duties or special projects may be assigned by your supervisor as needed.

Responsibilities

• Collect on open balances of assigned customers before lien due date, following the documented JTR collection approach.
• Research overdue accounts and investigate discrepancies.
• Communicate efficiently and effectively with customers via phone, email, and letters.
• Document all calls and collection efforts in our CRM software, providing information on all communication, interaction, and payment status updates.
• Monitor the Accounts Receivable Aging issued by our ERP system, currently transitioning from QuickBooks to NetSuite.
• Process payments via ACH, credit cards, wire transfers, and third-party checks.
• Collaborate and communicate with team members from other departments (Production, Admin, Billing) for the resolution of customer issues impeding payment.
• Maintain direct communication with the management team concerning lien decisions.
• Assist in processing liens and satisfaction of liens.
• Assist in processing small claim losses against delinquent accounts.
• Cross-train in various roles to support the Accounting Team.
• Perform other duties or special projects as assigned by the supervisor.

Requirements

• Experience with NetSuite and QuickBooks.
• Strong communication skills, both verbal and written.
• Ability to work in a fast-paced environment and manage multiple tasks effectively.
• Proficient in using CRM software for documentation and tracking purposes.
• Experience in accounts receivable or collections is preferred.

Nice-to-haves

• Knowledge of lien processing and small claims procedures.
• Experience in the restoration or construction industry.