Warehouse Accounts Receivable Specialist

TA Services has been the premier integrated solutions provider for Freight Brokerage, Managed Transportation, Warehouse and Fulfillment, and Cross Border Logistics needs since 1986.

Company culture is intentional here at TA Services and our core values help guide us in the cultivation of that culture. We know how important it is to join a company where you feel valued and are given opportunities for advancement. That is why we give everyone the tools and training to reach their full potential! If you think TA Services could be a home for you, take a look at our five core values to check if your values align with ours:

People First – Our people come first. We take pride in working together to create sustainable relationships.

Service– Service is at the core of what we do and who we are. We are honest in our approach, genuine in our care, and thoughtful in our execution.

Safety – Not silent nor second. Safety is engrained in our people, processes, and daily operations.

Results – We create value-driven solutions that deliver extraordinary results.

Innovation – Continuously adapting, we encourage great ideas to create solutions that matter. 

Pay: $20-$23 / hr. - Pay range negotiable based on experience and education.

The Warehouse Division Accounts Receivable (AR) Specialist is responsible for managing warehouse billing processes, ensuring the timely collection of customer payments, and maintaining accurate records of all transactions. The role involves collaborating with internal teams such as operations and sales to resolve payment issues and ensure smooth billing. A key part of the role is building and maintaining strong relationships with customers to facilitate timely payments while adhering to company standards and customer-specific requirements.

Key Responsibilities

Billing & Documentation:

• Review and process billing for customer accounts, ensuring all required documentation is present, accurate, and timely (e.g., invoices, customer required documentation, etc.).
• Upload source documents into relevant customer portals and maintain detailed records of transactions.

Collections:

• Monitor accounts receivable aging reports and follow up with customers regarding past due invoices.
• Address payment discrepancies and work with internal teams (e.g., operations and account management) to resolve any issues related to billing and documentation.

Customer Interaction:

• Communicate with customers via phone and email to address billing inquiries, resolve payment issues, and follow up on outstanding payments.
• Provide high-quality customer service by addressing customer needs and ensuring they have a positive experience with the company.

Reporting:

• Prepare, submit, and present AR reports, tracking collections and payment statuses.
• Update and maintain customer records in accounting software (e.g., McLeod), including payment terms and account details.

Administrative Duties:

• Scan and organize incoming paperwork, manage imaging of documents, and ensure all files are properly archived.
• Process write-offs, credit memos, and adjustments as needed in collaboration with operations teams.
• Partner with Warehouse Site Manager to identify opportunities to improve efficiencies and quality with the goal of enhancing customer satisfaction.

Education & Qualifications

• High school diploma or equivalent required.
• Relevant experience in accounts receivable, billing, or data entry is preferred.
• Experience in transportation, logistics, and/or warehouse industries is a plus but not required.
• Proficiency in Microsoft Office, particularly Excel, Word, and Outlook.
• Familiarity with accounting and ERP systems such as McLeod is advantageous.
• Strong communication skills for engaging with both customers and internal teams.
• Ability to build and maintain professional relationships with customers to ensure timely payment of invoices.

Working Conditions:

• The role is primarily office-based in a well-lit, climate-controlled environment.
• Some flexibility in working hours is required, with typical hours being 7:00 AM to 5:00 PM, but occasional overtime may be necessary to meet project deadlines or address urgent payment issues.

Key Performance Indicators (KPIs):

• Successful and timely completion of billing processes.
• Reduction of past-due accounts and effective management of collections.
• Accuracy in billing and documentation, minimizing errors and discrepancies.
• Efficient handling of customer inquiries and resolution of payment issues.

This job is an hourly position with no guarantees for career progression.  This does not mean that you will not be considered for other positions or opportunities. 

TA Services complies with all applicable equal employment laws, including the Americans with Disabilities Act.  Qualified individuals with a disability may request reasonable accommodation from the company.