Accounts Receivable Specialist II
Equity Trust Company•Westlake, OH
•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
Nice To Haves
- Financial Customer Service experience
- Collections experience
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
