AR Collection Analyst

Evans Transportation Services, Inc • Delafield, WI

5h • Onsite

About The Position

THE POSITION
Under the direction of the A/R Manager, this role will be responsible for collection of outstanding accounts receivable dollars from the existing client base and all other aspects of collections including resolving customer billing problems and reducing accounts receivable delinquency while conducting conversations in a clear and professional manner.

Requirements

• Associates or Bachelor’s Degree in Accounting, or equivalent years of work experience.
• Customer service experience and ability to communicate effectively and professionally via phone, email, and through virtual meetings.
• Self-motivated, enthusiastic, and goal oriented.
• Ability to learn how to navigate within customer payment portals and retrieve payment statuses on open invoices.
• Strong attention to detail and accuracy.
• Ability to prioritize and manage multiple responsibilities within a fast-paced growing environment.
• Problem solving and analytical skills.
• Ability to read, write, type, and speak English fluently.
• Ability to be in the office 4 to 5 days a week.
• Experience with Microsoft Office – intermediate Excel skills or higher.

Nice To Haves

• 2+ years of A/R collections experience preferred.
• Transportation logistics experience is preferred.

Responsibilities

• Maintain the AR aging file and report to management weekly on payment status – approximately 100-150 customer accounts
• Communicate with customers via phone calls and other correspondence to acquire payment on delinquent accounts
• Collaborate and effectively communicate with internal team members; Operations, Billing, Accounting, etc. to resolve customer collection issues
• Provide professional customer service regarding collection issues by working with customers to identify and address reasons for late and/or partial payments, settle disputes, resolve discrepancies, and maintain a positive relationship with the customer
• Working within multiple customer portals verifying invoices have been uploaded and review customer disputes and payment status
• Provide internal analysis of customer accounts and submit requests for customer refunds and account adjustments
• Escalate to management when customer AR balances have exceeded their credit insurance limit
• Provide a monthly analysis of uncollectible AR balances and suggest write-off amounts
• Perform all other duties as assigned

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree