Accounts Receivable Specialist II

Equity Trust Company•Westlake, OH

3d•Hybrid

About The Position

The Accounts Receivable Specialist II is responsible for reconciling fees, researching disputes, posting payments, making collection calls, and assisting with billing. This position is based in our Westlake, OH office and will have a hybrid schedule after the training and probationary period.

Requirements

Associate degree in Accounting, Finance, or related field; relevant work experience may be considered in lieu of a degree
Financial Customer Service experience desired
Collections experience preferred
In person interaction that includes actively collaborating with colleagues and participating in team or company meetings
Intermediate-level proficiency in Microsoft Office
Decision Quality
Business Acumen
Resourcefulness
Situational Adaptability
Regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera
Frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms
May require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary
Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access

Nice To Haves

Cultivates Innovation
Nimble Learning
Action Oriented
Collaborates
Being Resilient

Responsibilities

Accurately assesses client fees in accordance with a fee schedule
Initiates collection calls for outstanding fees
Receives and responds to client communications regarding fees
Efficiently processes fee payments via debit from account, check or credit card
Reviews and processes fee waiver or refund requests to determine resolution
Assists in daily balancing requirements as well as management reporting
Responses to colleagues across the organization to resolve fee related questions
Scans items to bank
Maintains stored records of invoices and fee communications
Follows assigned work schedule with regular and predictable attendance
Performs other duties as assigned