Accounts Receivable Clerk - Collections

An Accounts Receivable Clerk - Collections at our company is primarily responsible for processing incoming payments, resolving account discrepancies, and communicating with customers about overdue invoices. This role also involves maintaining accurate financial records, preparing bills and financial statements, and ensuring the accounts receivable ledger is reconciled.

To be eligible for the Accounts Receivable Clerk - Collections position, you should have at least 2-3 years of relevant experience, a solid understanding of accounting principles, and proficiency in Excel and QuickBooks Online. Strong organizational and communication skills are also essential for success in this role.

Customer service is incredibly important for an Accounts Receivable Clerk - Collections. You will need to maintain a positive relationship with clients while managing collections and resolving billing issues. Effective communication and negotiation skills will help you facilitate payments and enhance customer satisfaction.

As an Accounts Receivable Clerk - Collections, familiarity with accounting software is essential. Experience with QuickBooks Online is highly preferred, along with strong data entry skills and proficiency in spreadsheets, particularly Excel, to effectively manage and analyze financial data.

The work schedule for the Accounts Receivable Clerk - Collections position is Monday to Friday from 8 am to 5 pm, allowing for a balanced work-life dynamic while remaining in a full-time role.

To prioritize tasks effectively as an Accounts Receivable Clerk, I assess the urgency of outstanding invoices and categorize them based on due dates and amounts. I make it a point to follow up on overdue accounts promptly while ensuring that current transactions are also managed efficiently.

I have hands-on experience using QuickBooks Online, which has helped me manage invoices and track payments efficiently. Additionally, I’m proficient in Excel, utilizing it for data analysis, creating financial reports, and maintaining accurate records of transactions.

Handling difficult customers requires patience and strong communication skills. I strive to understand their situation, remain empathetic, and offer flexible payment options if possible, while still emphasizing the importance of fulfilling their obligations.

To ensure accuracy in financial reporting, I double-check all data entries against source documents, maintain an organized system for tracking outstanding invoices, and regularly reconcile accounts to identify and rectify discrepancies before they escalate.

When resolving billing discrepancies, I first gather all relevant documentation and communicate with the client to understand the issue. I carefully analyze the records to identify the cause and then work diligently to correct any errors, ensuring clear communication throughout the process.

I find motivation in the challenge of maintaining healthy financial relationships and ensuring consistent cash flow for the company. Successfully resolving discrepancies and the satisfaction of contributing to financial stability drives me to excel in my work.

Staying organized in a fast-paced environment is crucial. I utilize task management tools and prioritize my workload daily. By breaking down tasks into manageable segments and setting reminders, I can maintain my focus and efficiency.

In my previous roles, I frequently negotiated payment plans with clients who were experiencing financial difficulties. I believe in finding a balance that supports the company's financial needs while being accommodating to the client's situation.

Customer service is vital in collections because it fosters trust and relationships. Approaching clients with empathy and understanding encourages cooperation and expedites the collection process, ultimately benefiting both parties.

For effective follow-up on overdue invoices, I maintain a systematic schedule to prompt reminders through calls or emails, and I ensure that each follow-up is personalized and acknowledges any previous communications to reinforce rapport with the customer.