Accounts Receivable Specialist

Marshfield, WI

The Accounts Receivable Specialist II is responsible for depositing entries and making daily contact with overdue customers to bring accounts current. In addition, the Accounts Receivable Specialist II performs credit checks and reviews for current and prospective customers to establish credit limits using established guidelines. Other responsibilities include resolving customer issues related to their accounts and reporting on monthly metrics.

Roles and Responsibilities/ Essential Functions:

-Conduct trade and credit references.

-Analyze, review, and set appropriate credit limits for accounts.

-Participate in our new customer onboarding process.

-Make collection calls/contacts regularly.

-Collaborate with customers and sales team members to problem solve credit and collection issues and inquiries.

-Research accounts for issuing customer credits.

-Assist in recommendations for bad debt write offs.

-Maintain collections notes on customer accounts.

-Review and approve orders where credit limits have been exceeded.

-Assist with accurate and timely entry of cash receipts.

-Ensure payment backup is properly filed.

-Reconcile differences between customer payments and invoices and make adjustments.

-Make recommendations for past due customers to be placed on credit hold.

-Report to Leader on key credit metrics on a weekly, monthly, and quarterly basis.

-Provide input regarding process improvements and participate in implementation process.

-Collaborate with internal and external audit requests for information, as needed.

-Other duties as assigned.

Competencies

-Accountability: Accountability looks at the extent to which an individual is willing to accept responsibility.

-Accuracy: Accuracy looks at the extent to which an individual's work is correct and error free within company policies and guidelines.

-Communication: Ability to promote understanding through exceptional written, oral, interpersonal, and presentation skills

-Detail Oriented: Detail orientation looks at the ability of the individual to pay meticulous attention to all aspects of a situation or task, no matter how small or seemingly unimportant.

-Deductive Reasoning: Deductive reasoning looks at the ability of the individual to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems and the ability to deal with a variety of abstract and concrete variables.

-Ethical: Ethics looks at the ability of the individual to be guided by the company's accepted principles of moral conduct.

-Reliability: Reliability looks at the ability of the individual to be dependable and trustworthy.

Preferred Experience:

-3 - 5 years related experience

-Accounts Receivable experience is desirable

Education:
Job Type: Full Time
Shift: 1st Shift
Experience: 2+ years

Mid-State Truck Service is an equal opportunity employer.

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