Accounts Receivable Administrator

Aston Carter•Troy, NY

9d•$20 - $23•Onsite

About The Position

The role involves supporting the billing/accounts receivable operations. You will manage a shared billing inbox, generate invoices (including restoration/Xactimate and labor & material), support collections activities, and handle mortgage endorsement/progress inspection workflows to accelerate cash collection.

Requirements

2+ years of experience in Accounts Receivable, billing, or accounting support.
Experience working in an ERP/accounting system (JDE preferred, not required).
Proficient Excel skills (templates and formulas), maintaining accuracy without constant correction.
Comfortable with frequent phone follow-up and customer service, particularly within mortgage/insurance workflows.
Ability to learn quickly with training and work independently

Nice To Haves

Experience in accounts receivable collections and data entry.
Proficient in Excel pivot tables.

Responsibilities

Monitor and manage the shared billing group inbox using Google, ensuring invoice requests from the previous day are completed.
Create and send invoices to clients and insurance carriers, and post invoices in the ERP system (JDE).
Handle both quick 'posting' invoices using Xactimate and more detailed labor & material invoicing, utilizing Excel templates and/or Salesforce if implemented.
Participate in collections processes and meetings, supporting follow-up actions to ensure timely payments.
Manage mortgage endorsement and progress inspection coordination to release insurance funds, involving frequent follow-up with mortgage companies and a strong focus on customer service.
Maintain the accuracy and quality of invoice support documentation and billing spreadsheets.
Generate and send accurate invoices to customers, ensuring billing aligns with contracts, pricing, and terms.
Receive, record, and apply various forms of payments (checks, ACH, wire transfers, credit cards) and reconcile payments against open invoices.
Work with customer mortgage companies to submit documentation, schedule site inspections, and get insurance checks endorsed by lienholders.
Monitor aging reports and follow up on past-due accounts, communicating with customers to resolve payment issues and negotiating payment plans when necessary.
Reconcile customer accounts and investigate discrepancies, maintaining accurate and up-to-date account records.
Prepare accounts receivable aging reports, help manage jobs in progress reports, assist with month-end and year-end close processes, and maintain records in accounting systems (Oracle & CRM).
Answer office phone lines, take new leads, connect current customers to their representatives, and answer AP/AR-related questions.
Help document in the CRM system and collect customer insurance information.