AR Operations & Risk Support Specialist
About The Position
The AR Operations and Risk Support Specialist is a hybrid administrative accounts receivable, and risk support role focused on maintaining efficient financial operations and supporting company compliance and fleet activities. The position emphasizes exception-based problem solving rather than routine transaction processing, meaning the employee will primarily handle issues that arise with banking, AR systems, customer portals, and related workflows. The role requires strong organization, customer service, communication, and multitasking skills while working closely with customers, sales teams, accounting, and internal departments.
Requirements
- Strong attention to detail and ability to stay focused to streamline workflows across AR and fleet-related processes
- Take ownership of issue resolution across AR, banking and system integrations
- Effective written and verbal communication
- Customer-service mindset
- Ability to prioritize and multitask in a fast-paced environment
- Team-oriented approach
- Microsoft Excel proficiency
- Notary Public certification (or ability to obtain the certification within 3 months of employment)
Nice To Haves
- Prior accounts receivable experience preferred
Responsibilities
- Handle customer AR inquiries by phone and email
- Resolve issues related to invoices, pricing, taxes, statements, W-9 requests, and failed payment notifications
- Assist with collections and account clean-up efforts
- Process non-automated customer payments
- Send invoices and maintain customer account information
- Support system updates between Salesforce and Epicor P21
- Process lien waiver requests and customer credit references
- Assist customer service teams with down payment invoice questions
- Serve as a backup to monitor customer order portals and help determine whether held orders can be released
- Process vehicle and trailer registrations, taxes, and inspection tracking
- Support fleet maintenance and fuel card programs
- Review toll charges and driver usage
- Process company vehicle expenses
- Post miscellaneous payments into banking and accounting systems
- Manage certificate of insurance requests
- File UCC-1 lease documentation
- Support supplier portal administration and password maintenance
- Provide notary services
- Distribute mail from the company post office box
- Assist coworkers and departments with operational questions and support tasks
- Participate in additional administrative projects as assigned
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
