collections specialist
2 hours ago
Please note: This role is for a 3-month temporary contract only
Department: Accounts
Direct Supervisor: Accounts Receivable Specialist
Recording
- Ensures accuracy in client payment application (Bank, Stripe, Integrapay, including Credit notes in the system)
- Uploads Xero invoices and Promise to Pay date
- Daily Aging receivables
Monitoring & Collections
- Conducts daily collections call and sends email follow up
- Log collection call result to aging receivables (PTP, Voicemail, Dispute, etc)
- Monitors the status of each collection and tracks it daily
- Disputes handling
- Accomplish dispute form
- Escalate the dispute to AR Specialist
Reporting
- Prepares the daily, weekly and monthly reports for AP including but not limited to reconciliation, AR aging (Xero and Simpro), Retention, Credit Notes, Collection, Job Deposits, Payments, Disputes
Educational Requirement
Any Bachelor's Degree
Qualification
- At least 2 years experience in Accounts Receivable
- Solid understanding of basic bookkeeping
- Must have knowledge of GAAP and basic accounting principles
- Proficient in Xero Accounts Receivable Process is desirable
- Proficient in Excel and other MS office applications
- High degree of accuracy and attention to detail
- Can communicate well in written and oral English Language
- Proactive and can work with less supervision
- An absolute commitment to customer service and follow-up
- A positive "can-do" attitude
- Ability to implement own systems, good organisational and time-management abilities
- High level of attention to detail
- Follow instructions independently
- Honest & Proactive - goes an extra mile
- Has a high sense of responsibility, dependability, work ethics and integrity
Work Hours
- Monday to Friday 9:00AM - 6:00PM NZT
Technical Requirements
- For this role, you will need your own & backup laptop/desktop with video (i5 or higher)
- Internet Connection of not less than 20MBPS
- Noise Cancellation headset
- Second Monitor
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