A/R Specialist

Insight Investments Corp•Irvine, CA

4d•$25 - $30

About The Position

This role involves analyzing and processing lease documents for billing through Leasewave, our leasing software. The specialist will handle various types of billings, including pro-rata and interim rent, freight re-bills, recycle fees, admin fees, chargebacks, and upfront sales tax re-bills, ensuring all supporting documentation is attached. The position requires internal collaboration with other departments to resolve end-of-term disputes, tax variances, cash posting corrections, and asset location changes. A key responsibility is managing monthly billing by submitting system-generated rental invoices via email and through vendor portals, as well as managing collections for a designated portfolio to maintain good customer standing. This includes drafting collection correspondence and escalating non-responsive or delinquent accounts. The role also involves reviewing weekly coverage reports for accuracy and participating in the month-end close process to ensure all billing, adjustments, changes, and amendments are posted correctly. Maintaining customer maintenance records and documenting changes in LeaseWave are also essential. The specialist will explain and resolve billing or collection issues, handle inbound and outbound communications professionally, and establish individual and team goals.

Requirements

Moderate proficiency with MS Outlook, MS Excel
Experience with online portals (ie SAP ARIBA)
Accounts receivable background
Must have strong understanding of basic accounting principles
Minimum of 4-5 years of collection/customer service experience.
Strong attention to detail
Must have problem solving and decision-making abilities, including the ability to identify trends and relationships within accounting and/or lease data
Must be highly motivated individual with high level of initiative and an attitude of willingness
Must be team player willing to assist others at all levels of the organization
Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
Strong organizational and time management skills.Ability to multi-task and work autonomously or with a team
Ability to communicate effectively on a one-on-one basis or in group setting

Nice To Haves

Leasing or other finance industry experience a plus
B.S. in Accounting/Finance preferred

Responsibilities

Analyze and review lease documents for the purpose of billing through Leasewave, our leasing software.
Analyze, verify and process all misc. billings related to new lease contracts such as pro-rata and interim rent, freight re-bills, recycle fees, admin fee, chargebacks and upfront sales tax rebills attaching the supporting documentation back-up when applicable
Work internally with other depts. as deemed appropriate to resolve end of term disputes, tax variances, cash posting corrections, asset location changes, etc.
Process monthly billing by submitting system-generated rental invoices via email & through various vendor portals
Manage collections on designated portfolio to ensure all customers remain in good standing. Draft correspondence for collections when customers become past due. Internally escalate non-responsive customers or delinquent balances.
Remove weekly coverage reports to ensure recent coverage activity has been completed and accurately reflected on applicable accounts
Participate in month-end close process ensuring billing including renewals and rewrites, contract billing adjustments, changes and/or amendments are completed and posted to the appropriate accounting period
Prepare and maintain all customer maintenance records and utilize LeaseWave to enter comments and to document all changes
Explain and/or resolve routine to complex billing or collection related issues & questions
Handle in/out bound communications via phone and/or email in a timely & professional manner
Establish goals both individually and within a team-based environment