Lifetime Hoa Management - San Antonio, TX

posted 4 months ago

Full-time - Entry Level
San Antonio, TX
Real Estate

About the position

The Accounts Receivable Specialist is a vital member of the Financial Services team at Lifetime HOA Management. This full-time position is based in San Antonio, TX, and involves a variety of responsibilities centered around managing client accounts and ensuring accurate financial records. The role requires a keen attention to detail and a commitment to delivering thorough and precise work. The specialist will be responsible for processing payments, updating account ownership records, and maintaining accurate client records. This position also involves addressing client inquiries through various communication channels, ensuring that customer needs are prioritized and managed efficiently. In addition to payment processing and record maintenance, the Accounts Receivable Specialist will engage in process analysis to evaluate and improve workflow processes. Strong decision-making and analytical skills are essential, as the specialist will need to make informed choices based on data and critical thinking. Proficiency in computer skills is necessary, as the role requires navigating various software tools and applications effectively. The specialist will also be expected to demonstrate problem-solving and troubleshooting abilities, taking ownership and accountability for tasks and outcomes. Effective communication and follow-up are crucial in this role, as the specialist will work closely with colleagues to achieve common goals. Time management and prioritization skills are also important, as the specialist will need to organize tasks efficiently to meet business needs. Upholding ethical standards and maintaining honesty and fairness in all dealings is a fundamental aspect of this position.

Responsibilities

  • Recording and crediting payments to client accounts.
  • Updating records to reflect changes in account ownership.
  • Ensuring all client records are accurate and up-to-date.
  • Addressing client questions through various communication channels.
  • Evaluating and improving workflow processes.
  • Prioritizing customer needs and managing multiple tasks efficiently.
  • Meticulously examining information to ensure accuracy and precision.
  • Providing comprehensive and error-free results.
  • Making informed choices based on data and critical thinking.
  • Tackling challenges effectively and finding practical solutions.
  • Taking responsibility for tasks and outcomes.
  • Communicating well with colleagues to achieve common goals.
  • Collaborating well with colleagues to achieve common goals.
  • Efficiently organizing tasks to meet business needs.
  • Upholding honesty, fairness, and ethical conduct.

Requirements

  • High school diploma or equivalent (preferred).
  • 1 year of relevant experience.
  • Proficiency in Microsoft Word, Excel, and Outlook.
  • Strong analytical skills and attention to detail.
  • Effective communication skills.

Nice-to-haves

  • Experience in accounts receivable or financial services.
  • Familiarity with HOA management software.

Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • Life Insurance
  • 401k Matching Plan
  • Paid Time Off
  • Professional Development Assistance
  • Opportunity for Bonus Pay
© 2024 Teal Labs, Inc
Privacy PolicyTerms of Service