Accounts Receivable/Estoppel Specialist
About The Position
Troon Corporate, located in Fort Myers, FL, is seeking a detail-oriented and organized individual with a high degree of attention and customer service experience to join our team as an Accounts Receivable/Estoppel Specialist. In this role, you will be responsible for entering new homeowners into our database along with the funds that were collected in the closing process for property sales within numerous homeowners associations that we manage. In addition to, completing Estoppels for Purchases of homes within these Communities. The ideal candidate will have a strong understanding of HOA assessments, prorating of transactions, excellent communication skills, and the ability to work collaboratively with homeowners, Title agents, and legal professionals. Also, work directly with Homeowners, Community Managers, and other departments to ensure timely processing of deposits, collection of monthly dues, and monthly house charges. Oversee onsite daily receivables functions and supports all departments. High volume of communications with members regarding invoices and statements of accounts via email and phone.
Requirements
- Minimum of 2-years’ experience working in customer service
- Minimum of 2 years’ experience in handling high volume customer services calls and emails
- Strong customer focus with an emphasis on problem solving
- Problem-solving skills and the ability to think critically under pressure.
- Excellent written and verbal communication skills
- Excellent people skills with the proven ability to build and maintain strong working relationships across all departments
- Ability to work independently with strong organizational skills working collaboratively in a fast-paced environment.
- Proficient in Microsoft Outlook
Nice To Haves
- Previous experience working with homeowner closings or title company preferred
- Strong knowledge of closing procedures & legal documents in a closing preferred.
- Understanding of the HOA/Golf Association Management Business a plus.
- Working knowledge of Microsoft Excel, Word and CINC software are a plus
Responsibilities
- Thoroughly review and analyze closing documents, including Warranty Deeds, Settlement Statements, financial statements & checks that were collected in the closing.
- Delivers and promotes prompt, courteous, and outgoing friendly service to all residents, guests, and fellow employees.
- Enter the information into our database, processing the payments collected in a timely manner.
- Identify any discrepancies or issues that may impact the closing process and work to resolve them efficiently.
- Validates all outstanding fees, assessments, and association contributions
- Process statements of account, coupon books, welcome letters, and new homeowner information sheets, when necessary, as required by each individual community
- Ensures timely, accurate and compliant processing on all estoppel requests.
- Ensure that Estoppels adhere to legal and regulatory requirements of each Association.
- Direct and coordinate collections activities – send out late notices, emails, and make phone calls in accordance with board approved collection policy.
- Investigate account questions regarding events, gift certificates, and distribution of charges into accounting system.
- Investigate owner questions regarding account balances.
- Verify and post transactions.
- Maintain historical records.
- Work collaboratively with other departments.
- Responds to emails and voicemails within 24 hours of receipt
- Stay informed of assessments & capital contributions for each of our Associations.
- Adhere to all Corporate Policies.
Benefits
- Competitive salary.
- Health insurance coverage.
- Retirement savings plan.
- Professional development opportunities.
- Collaborative and inclusive work environment.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
