2215-301 Senior Manor Payments Representative
About The Position
JOB SUMMARY: Under general supervision, participates in performing major clerical accounting functions; performs related work as required.Positions in this classification are found only where a clerical accounting function requires two or more full-time employees. ESSENTIAL FUNCTIONS: Senior Manor Payments Representative: Answers telephone and email inquiries from residents and returns calls and emails promptly. Meets face to face with residents to discuss account balances as required. Reviews batches of assessment payments and checks against source documents (i.e. coupons) for corrections of coding. Analyzes delinquencies, sends delinquency notices, follows up by telephone or letter when appropriate and monitors the collection process. Prepares delinquency reports for each Mutual and prepares and sends files for secondary collection agent, reviews Board minutes for related assessment changes and prepares time-sensitive letters and monitors expiration dates. Corresponds with third-party collection agent and reviews payment plan requests, demands for payment, and lien document itemizations and calculations. Reconciles and explains members’ account balances on demand. Prepares refund requests of overpayment of assessments and related charges. Prepares transfers of payments between member accounts and accounts receivable systems when applicable. Maintains member accounts related to additional party fees. Assist with escrow demands and other tasks in accounts receivable as needed. Processes in-house coupon batches and assists with EZPay payment enrollment process. Regular Attendance Required. All duties performed on-site for the Community. Works effectively with co-workers, customers and others by sharing ideas in a constructive and positive manner; listens to and objectively considers ideas and suggestions from others; keeps commitments; keeps others informed of work progress, timetables and issues; addresses problems and issues constructively to find mutually acceptable and practical business solutions; addresses others by name, title or other respectful identifier; and respects the diversity of our workforce in actions, words and deeds. NON-ESSENTIAL FUNCTIONS: Answers telephone inquiries relating to area of responsibility or transfers to appropriate desk. Participates in special projects upon request. Drives a vehicle to meetings, workshops and other job-related responsibilities.
Requirements
- Graduation from high school.
- Knowledge of the occupational hazards and safety precautions of the job.
- Knowledge of the computer and applicable software programs to perform the job.
- Knowledge of modern office equipment, practices, systems and procedures.
- Knowledge of the methods, practices and terminology used in financial and statistical clerical work.
- Knowledge of the principles and practices of bookkeeping.
- Knowledge of division and department rules, procedures and functions.
- Ability to post and to make mathematical computations rapidly and accurately.
- Ability to maintain effective working relationships with co-workers, the public and to deal with public relations problems courteously and tactfully.
- Skill in the operation of an adding machine and other standard office equipment.
- Possession of a valid California Driver’s License
Nice To Haves
- Experience in customer service in a high volume environment is desired.
- Accounting background is helpful but not required.
Responsibilities
- Answers telephone and email inquiries from residents and returns calls and emails promptly.
- Meets face to face with residents to discuss account balances as required.
- Reviews batches of assessment payments and checks against source documents (i.e. coupons) for corrections of coding.
- Analyzes delinquencies, sends delinquency notices, follows up by telephone or letter when appropriate and monitors the collection process.
- Prepares delinquency reports for each Mutual and prepares and sends files for secondary collection agent, reviews Board minutes for related assessment changes and prepares time-sensitive letters and monitors expiration dates.
- Corresponds with third-party collection agent and reviews payment plan requests, demands for payment, and lien document itemizations and calculations.
- Reconciles and explains members’ account balances on demand.
- Prepares refund requests of overpayment of assessments and related charges.
- Prepares transfers of payments between member accounts and accounts receivable systems when applicable.
- Maintains member accounts related to additional party fees.
- Assist with escrow demands and other tasks in accounts receivable as needed.
- Processes in-house coupon batches and assists with EZPay payment enrollment process.
- Regular Attendance Required.
- All duties performed on-site for the Community.
- Works effectively with co-workers, customers and others by sharing ideas in a constructive and positive manner; listens to and objectively considers ideas and suggestions from others; keeps commitments; keeps others informed of work progress, timetables and issues; addresses problems and issues constructively to find mutually acceptable and practical business solutions; addresses others by name, title or other respectful identifier; and respects the diversity of our workforce in actions, words and deeds.
- Answers telephone inquiries relating to area of responsibility or transfers to appropriate desk.
- Participates in special projects upon request.
- Drives a vehicle to meetings, workshops and other job-related responsibilities.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
