Southwest Mobile Storage, Inc- Accounts Receivable Clerk I

Southwest Mobile Storage, Inc.•Phoenix, AZ

2d•Onsite

About The Position

Southwest Mobile Storage specializes in modifying storage containers for sale or lease. We take pride in our ability to provide high-quality, customized portable storage solutions while delivering outstanding customer service. We are seeking an Account Receivable Clerk to join our team. In this role, you will be responsible for managing customer accounts, processing invoices and payments, resolving billing discrepancies, and supporting collections efforts while delivering excellent customer service. The ideal candidate is detail-oriented, organized, and able to thrive in a fast-paced environment, with strong communication skills, intermediate Excel proficiency, and experience in accounts receivable, account reconciliations, and financial recordkeeping.

Requirements

High school diploma or GED required; accounting or bookkeeping education preferred.
2+ years of experience in accounts receivable, customer service, or a related field.
Basic accounting, bookkeeping, and collections knowledge.
Experience with billing, account reconciliations, dispute resolution, and financial reporting.
Intermediate Microsoft Excel skills required; familiarity with Microsoft Office Suite, customer portals, Microsoft Dynamics, or similar accounting software preferred.
Strong customer service, communication, and relationship-building skills.
Ability to multitask, stay organized, and perform effectively in a fast-paced environment.
Reliable attendance, dependability, and a high level of attention to detail.
Positive attitude, coachability, and a desire for professional growth.

Nice To Haves

Familiarity with Microsoft Office Suite, customer portals, Microsoft Dynamics, or similar accounting software preferred.

Responsibilities

Handle inbound customer calls, providing prompt and courteous assistance.
Promote the use of Customer Portal for billing among existing customers renting multiple units.
Encourage customers to switch to paperless billing to support green initiatives.
Process recurring transactions and virtual credit card payments efficiently and accurately.
Create special, custom, or summary invoices for customers with non-standard billing needs.
Serve as the return mail receptionist, processing and updating records for returned mail.
Upload invoices to customer portals for seamless customer access.
Manage Payments, Billing, and Credit Card Request Emails to ensure timely responses and processing.
Email weekly payment receipts and monthly statements to customers.
Mail and email lien waivers as needed.
Process walk-in payments accurately and update account records.
Set up and update customer portals for easy account access and payment options.
Handle auto debit setups and updates, including processing E-sign requests for auto debits.
Answer and transfer calls, assisting with general billing questions, requests, and disputes.
Perform account updates to ensure accurate and current records.
Collaborate closely with the collections team to ensure prompt collection of past-due invoices.
Initiate calls to customers with delinquent accounts to negotiate payment arrangements and schedule follow-ups.
Address disputes on accounts, working to resolve issues promptly and professionally.
Perform account reconciliation to ensure records are accurate and complete.
Assist branches with special requests and needs.
Ability to maintain confidentiality and professionalism.
Perform additional duties requested by upper management.