Excel Elevator Jobs Near Me

JOB OVERVIEW: 

Duties and Responsibilities

• Review and analyze accounts receivable aging reports to identify delinquent accounts and collection priorities.
• Contact customers regarding outstanding invoices and past-due balances through phone calls, emails, and written correspondence.
• Investigate and resolve customer billing discrepancies, payment delays, and account issues in a timely manner.
• Maintain accurate documentation of collection activities, customer communications, and payment commitments.
• Collaborate with Operations, Branch Management, and Accounting teams to resolve disputes and secure timely payment.
• Monitor customer payment trends and identify potential credit risks or collection concerns.
• Assist with customer account setup, credit reviews, and maintenance of customer records.
• Support cash application efforts by researching unapplied payments and resolving payment discrepancies.
• Prepare and distribute customer account statements and collections reports.
• Assist with month-end accounts receivable reconciliations and reporting.
• Ensure compliance with company policies and procedures related to collections and credit management.
• Perform special projects and other duties as assigned. 

Education and Experience

• 3 to 5+ years related experience in collections, accounts receivable, credit, or related accounting experience required.
• Individual with entrepreneurial mindset and ability to take ownership of function will be most successful in this role. 
• High School Diploma or GED required; Associate's or Bachelor's degree in Accounting, Finance, or Business preferred.
• Experience with ERP, accounting, or CRM systems; Salesforce experience preferred.
• Proficiency with Microsoft Office 365, including Excel, Outlook, and Teams.
• Strong understanding of accounts receivable processes, credit management, and collections best practices.
• Experience analyzing aging reports, payment trends, and customer account activity.
• Ability to communicate effectively with regional leadership. 

Schedule

• Part-time position, approximately 20-30 hours per week.