PT Accounts Receivable Specialist

Ace Relocation Systems, Inc.San Diego, CA
$21 - $23Onsite

About The Position

Perform a wide range of administrative duties to facilitate Ace Relocation System’s Accounts Receivable efforts.

Requirements

  • Proficient in Microsoft Office Suite products including Word, Excel, PowerPoint, and outlook.
  • Competent with Microsoft Teams.
  • Competent in Great Plains and MoverSuite.
  • 2+ years business and consumer collections
  • 2+ years’ experience with Cash receipt posting
  • Bachelor’s degree or equivalent work experience
  • Must be able to lift at least 25 lbs.
  • Requires standing, walking, bending, kneeling, stooping, and crouching.
  • Requirements with respect to vision, hearing, and speaking as in an office setting

Nice To Haves

  • Assures that safety regulations are followed at all times.
  • Follows policies and procedures including infection control, universal pre-cautions and exposure control plans when performing daily tasks.
  • Reports hazardous conditions, accidents, and incidents to the immediate supervisor.

Responsibilities

  • Contact customers by telephone and email to determine reasons for overdue payments.
  • Communicate with clients about billing discrepancies and questions.
  • Confer with billing department on customer disputes and billing adjustments.
  • Arrange for debt repayment or establish repayment plan, based on customers' financial situations.
  • Monitor accounts receivable reports.
  • Record information about financial status of customers and status of collection efforts using memo notes and updating notes on reports.
  • Trace delinquent customers to new addresses by online searches using various websites.
  • Negotiate credit extensions, when necessary, after review with manager and approval from CFO.
  • Auditing Accounts Receivable Records as needed.
  • Create customer ID numbers.
  • Perform day to day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables’ data.
  • Process credit applications and forward to CFO for review and approval.
  • Cross training on all AR functions.
  • Meetings with Supervisor or Manager to review progress.
  • Other duties as assigned.
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