Accounts Receivable Specialist

Carriage Services•Houston, TX

5d•Onsite

About The Position

Accounts Receivable Specialist At Carriage Services , we are united by our purpose of creating premier experiences through innovation, empowered partnership, and elevated service. As a member of our team, you'll join a dynamic community dedicated to setting new standards in the Funeral and Cemetery profession. Join us on this exciting journey as we continue to shape the future of our industry. Carriage Services is an equal opportunity employer. The Accounts Receivable Specialist is responsible for managing the full lifecycle of customer receivables. This role focuses on collections, cash applications, and providing compassionate, high-quality customer service to families, insurance providers, and internal teams.

Requirements

High school diploma or GED required
MUST speak Spanish (Bilingual)
2–4 years of accounts receivable, cash applications, and/or collections experience.
Proficiency with accounting/ERP systems
Strong Excel skills including sorting, filtering, and basic formulas; pivot tables preferred.
Familiarity with merchant services, lockbox processing, and online payment platforms.
Strong communication skills with the ability to convey financial information clearly.
High level of accuracy, detail orientation, and follow-through.
Strong organizational skills and ability to manage multiple priorities.
Commitment to confidentiality, integrity, and professional conduct.

Nice To Haves

associate or bachelor’s degree preferred
Experience supporting multi-location or multi-entity operations is a plus.

Responsibilities

Accurately post customer payments (cash, check, ACH, credit card, online, lockbox).
Reconcile daily deposits and ensure proper GL posting across multiple locations.
Identify and resolve unapplied cash, short payments, and misapplied transactions.
Process refunds and adjustments in accordance with company policy.
Maintain accurate documentation supporting all payment activity.
Monitor aging reports for all locations and follow up on delinquent accounts.
Conduct outbound collection calls with professionalism, empathy, and clarity.
Negotiate payment arrangements and maintain accurate payment plan documentation.
Escalate high-risk or severely past-due accounts as appropriate.
Assist with bad debt analysis, write-off recommendations, and month-end reporting.
Serve as the primary point of contact for families with billing questions.
Explain invoices, payment terms, and financing options clearly and compassionately.
Work closely with funeral directors and location managers to resolve discrepancies.
Handle sensitive information with confidentiality and professionalism.
Track claim status to reduce delays and ensure timely payment posting.
Prepare AR reports including aging summaries, cash receipts, and unapplied cash analysis.
Support monthly close activities, including reconciliations and schedules.
Adhere to internal controls, company policies, and confidentiality standards.
Identify opportunities for process improvement across collections and cash posting functions.
Assist with internal and external audits as needed.