Accounts Receivable Team Lead

Position Summary: 

Responsible for the collection and resolution of delinquent client accounts.  Work with clients to resolve invoicing issues or arranging payment for past due invoices.  Provide a high level of customer service and assist in resolving problem accounts and client complaints.  Interface with internal and external clients professionally. This position assists the Accounts Receivable Manager with overseeing the processes, procedures, and daily activities of the Accounts Receivable team.  

 

Essential Duties and Responsibilities:

All areas of responsibility listed below are essential to the satisfactory performance of this position, with reasonable accommodation, if necessary.  Any non-essential functions are assumed to be included in “other related duties as assigned”:

• Review aging reports and initiate calls to clients with past due balances to arrange for payment.
• Resolve client disputes and research account discrepancies.
• Manage A/R accounts by minimizing the dollars over 60 days.
• Resolve billing issues that have resulted in delinquent payment.
• Provide timely follow-up with clients when expected payment has not been received.
• Establish and maintain excellent working relationships with internal and external clients.
• Prepare credit, adjustment, or customer refund documentation for account resolution.
• Examine credit reports for extending credit to new clients
• Assist in training and development of A/R Representatives
• Cross-training of other A/R Team responsibilities, including cash application and auto-post
• Assist with resolving difficult collection situations with other A/R Representatives or internal employees and escalate to management in a timely manner
• Other related duties as assigned.

 

Qualifications/Requirements:        

• Ability to work with minimal supervision.
• Minimum of three days in office.
• Ability to plan and prioritize job responsibilities to maximize efficiency and ensure that deadlines are met.
• Ability to work with detailed information accurately.
• Basic proficiency with Microsoft Word, Excel, Outlook, and software.
• Strong communications skills, including both written and oral and includes interpersonal, customer interface, professionalism, and maturity.
• Strong organization & planning skills including organized and administrative skills.

                                                                                         

Education/Experience:

• Associate degree or equivalent from a two-year college or technical school or 5 years or more related experience and/or training, or equivalent combination of education and experience.
• Minimum 1 to 2 years accounts receivable experience.
• Ability to manage conflict to a mutually beneficial resolution.
• Ability to set goals and achieve them on a regular basis.
• Strong attention to detail and follow through skills.
• Customer service orientation.

                                                                                               

Supervisory Responsibilities:

• This is a Lead position with minimal supervisory responsibilities.
• This position is responsible for providing direction and mentoring staff.

              

 

Work Conditions:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• The noise level in the work environment is usually minimal.

For information on the physical demands of this job, see Human Resources.

 

Loffler Core Values

What Defines our Culture.

• Positive Attitude: Be Part of the Solution. Put Extra Effort in All You Do. Everything You Do Matters. Be a Team Player.
• Integrity: Live the Mission. Be Honest. Deliver on Commitments. Do What is Right.
• Innovation: Be a Visionary. Welcome New Ideas. Work Smarter.
• Customer First Focus: Exceed Expectations. Delight Our Clients. Bring Value Every Day. Always Do a Good Job.
• Professionalism: Commit to Excellence. Learn & Improve. Looks and Words Matters. Best in Industry; Field Expert.

Drive for Results: Performance-Orientated. Hard-Working. Refuse to Lose. Accountable.