A/R Associate II/ Collections

Job Type

Full-time

Description

Overall:

Under limited supervision, performs routine accounts receivable and collection functions following established procedures. Primary focus is in making and receiving collection calls.

Our Hybrid Work Program: To create vibrancy and foster collaboration, while providing for hours spent working from home, we have implemented a hybrid work schedule. We work from the office in Poway on Monday through Thursday. Fridays are spent working from home.

Essential Functions

• Makes and receives collection calls. Answers questions and assists in setting up payment arrangements. Contact will be made via telephone, written correspondence, Email, and/or Fax.
• Enters record of contact into collections system
• Sends copies of invoices and other documentation as required.
• Follows up to ensure payment is received. Communicates payment resolution to cash receipts ensuring payments are applied correctly.
• Assists with reconciling accounts and corrects misapplied payments as needed.
• Works with Sales and Client Services teams to research payment issues.
• May be called upon to assist AR Manager or Controller on special projects, which could include analysis, report generation or customer contact.
• Meets productivity and quality standards for the Accounts Receivable Associate / Collector position.
• Upholds Chef Works Core Values
  
  

Requirements

Minimum Qualifications:

• High school diploma or equivalent experience, some college course work preferred.
• Two to five years progressive general accounting experience to include Accounts Receivable / Collections. Experience must include at least 6 months experience in making customer-focused collection calls and working directly with customers. Demonstrated Account Reconciliation experience also required.
• Demonstrated computer proficiency in general PC operations and in a Windows 2010 or above environment. Experience must include: data entry into ERP / MRP systems to include look up and the ability to navigate menus (Sage 300 preferred) and Excel to include the creation, maintenance and troubleshooting of spreadsheets. Use of Email and calendaring software.
• Demonstrated proficiency in the following: problem solving, organizational skills, negotiation, attention to detail, multi-tasking, strong organizational skills, strong verbal, written and interpersonal communication skills.
• Ability to follow through on tasks to completion and willingness to ask questions when necessary.
• Ability to work effectively in a team-based, fast-paced environment.
• Ability to work independently with limited supervision.
  
  

Physical Requirements

Occasional lifting of 10lbs. or less (less than 5% of the time) generally at waist level, some above/below waist, none above shoulders. Must be able to do desk work, which includes computer work for extended periods of time. Requires extensive use of the telephone.