About The Position

The Account Settlement Agent (ASA) is responsible for the daily tasks related to collection efforts of a portfolio of customer accounts. The ASA will effectively communicate and support the Department’s collection goals, while providing quality customer service. The ASA will be accountable for reducing final account balances for assigned accounts and perform other assigned tasks and duties necessary to support the Account Settlement Department.

Requirements

  • Strong 2+ years’ experience in a property management collections role
  • High school diploma required; some college preferred
  • Excellent interpersonal and customer service skills; ability to deal with customers in a friendly, courteous, timely, and thorough manner
  • High level of organizational skills, time-management expertise, and attention to detail; ability to prioritize workload and meet tight deadlines
  • Ability to work independently as well as part of a team
  • Excellent written and verbal communication skills
  • Strong analytical and problem-solving skills
  • Strong negotiation skills
  • Proficiency in Microsoft Office Suite

Responsibilities

  • Receive payment from previous residents and posts receipts into OneSite
  • Reconcile all payments on a daily basis and prove deposits with detail and accuracy
  • Verify cash reports to daily collection
  • Be accountable for reducing final account balances for assigned accounts and perform other assigned tasks and duties necessary to support the Account Settlement department
  • Present payment status plan and information to management for collection meetings
  • Maintain documented information i.e., FAS, invoice copies, proofs of delivery, etc.
  • Thoroughly document all collection and follow-up communication in the collection management software
  • Overcome stalls and objections and suggest solutions for debt payment
  • Process check-by-phone and/or ACH requests accurately
  • Meet monthly individual goals as set by the Account Settlement Manager
  • Reconcile Final Account Statements with residents
  • Maintain effective professional communication with residents and ASM
  • Process and send correspondence to residents to resolve collections, reconciliation issues, and disputed charges
  • Make and receive calls, consistently following the collection call model and techniques
  • Communicate effectively and support the department’s collection goals, while providing quality customer service
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