Accounts Receivable Representative 1 - Tooling

Summary

The Accounts Receivable Representative 1 Tooling performs credit reviews and coordinates activities in collecting overdue payments for Haas Automation, Inc.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Responsibility 1

• Using the credit file and computer-generated payment status/history reports as the primary source materials, works with delinquent over 13 days past the regular payment due date accounts to bring these accounts to a current status and maintain them in that fashion.

Responsibility 2

• On a weekly basis, discusses the status of non-performing customers/accounts with the Accounts Receivable Supervisor to determine the course of future collection action.

Responsibility 3

• Reviews past due accounts to determine which customers must be contacted for collection.

Responsibility 4

• Follows company policy in the collection of overdue accounts and refers non-routine accounts to the Accounts Receivable Supervisor.

Responsibility 5

• Prepares reports on current findings and actions taken for past due accounts under investigation.

Responsibility 6

• Interviews customers by telephone to investigate complaints, verify accuracy of charges, or to correct errors in accounts.

Responsibility 7

• Reviews order details for payment issues and the handling of such accounts.

Responsibility 8

• Answers all A/R questions (within realm of authority) to all other dependents.

Responsibility 9

• Review and handling of chargeback claims.

Responsibility 10

• Application of customer payments.

Responsibility 11

• Provides customer account updates for review by the Accounts Receivable Supervisor.

Responsibility 12

• Reviews customer credit checks for terms applications.

Responsibility 13

• Prints daily invoices from accounting system.

Responsibility 14

• Reviews and works customer returns process.

Responsibility 15

• Occasionally works with our European team on review of A/R processes.

Responsibility 16

• Emails and mails invoices, and picks-up daily incoming mail from the mail lobby from time to time.

Responsibility 17

• Handles Helpdesk tickets that are tied to E-com customer questions.

Employees are expected to follow instructions, procedures and to escalate any issue impacting workflow, quality, etc. Employees must exhibit honesty and integrity as well as demonstrate adherence to rules, procedures and policies.

Qualifications

Minimum Qualifications

• 1 year of general accounting or A/R experience.

Desired Qualifications

• Knowledge of SAP ERP systems.

Education

Associate's degree AA/AS/AAS from a two-year college or technical school is required, plus additional related experience, training and/or equivalent combination of education and experience.

Preferred Major

Accounting

Minimum Years of Experience

2-4 years

Language Skills

Must have the ability to read, write, and comprehend instructions and safety rules; such as work instructions, short correspondence, and memos in English. Must be able to effectively present information to the following: in a one-on-one setting or small group situations for our customers, clients, and/or other employees of the organization.

Mathematical Skills

Must have the ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. May need to compute rate, ratio, and percent and to draw and interpret graphs.

Reasoning Ability

Must have the ability to solve practical problems.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Activity

Duration

Sitting: Frequently

Standing: Frequently

Walking: Occasionally

Bending (neck): Frequently

Bending (waist): Rarely

Squatting: Rarely

Twisting (neck): Occasionally

Twisting (waist): Occasionally

Climbing: Rarely

Kneeling: Never

Crawling: Never

Reaching (above shoulder level): Occasionally

Reaching (below shoulder level): Occasionally

Hand Use

Duration

Repetitive use of hand: Frequently

Simple grasping: Frequently

Power grasping: Rarely

Fine manipulation: Frequently

Pushing & Pulling: Occasionally

Vision

Required

Close vision: Yes

Distance vision: No

Color vision: Yes

Peripheral vision: Yes

Depth perception: No

Adjust focus: No

Lifting Requirements

Duration

0-10 lbs.: Occasionally

11-25 lbs.: Occasionally

26-50 lbs.: Never

51-60 lbs.: Never

61+ lbs.: Never

Equipment Use

Duration

This position requires computer use, including monitor, keyboard, mouse, trackball, touchpad, etc.: Constantly

Work Environment

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Noise Level

The noise level in the work environment is usually: Low

Work Environment

Duration

This position operates in a general office or engineering lab environment: Constantly

Employee will work around machining or on the production floor: Never

Employee is exposed to moving mechanical parts and vibration: Never

Employee is exposed to hazardous chemicals, fumes or airborne particles: Never

Employee is exposed to outside weather conditions, extreme cold or extreme heat: Never

Employee is exposed to risk of electrical shock: Never