Duties & Responsibilities:
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Processes accounts receivable invoices per procedure for delivery to clients
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Reviews and helps resolve invoice issues
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Drives collection efforts by utilizing statements of account, reminder letters and other tools
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Reconciles monthly credit card account and/or corrects billing errors related to credit card payments; Provides feedback to those processes in order to prevent similar errors in the future
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Processes adjustments of related credits and invoices on accounts or as requested
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Creates monthly installment invoices based on client contracts.
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Reviews aging and follows up with past due balances.
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Maintains detailed notes of collection activity and customer responses.
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Records and processes all mortgage files
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Provides superior customer service while responding to client inquiries
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Orders, receives, and stocks all firm supplies
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Assists with month-end and year-end closing process or other reporting as needed
Education / Qualifications required:
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Two years of experience in a finance or accounting position
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Proficient in all Microsoft office programs
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Excellent verbal and written communication skills
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Experience with QuickBooks is a plus
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Associate’s degree in Accounting or Finance or equivalent experience
