AR Collection Analyst at Evans Transportation Services, Inc – Delafield, Wisconsin

Under the direction of the A/R Manager, this role will be responsible for collection of outstanding accounts receivable dollars from the existing client base and all other aspects of collections including resolving customer billing problems and reducing accounts receivable delinquency while conducting conversations in a clear and professional manner.

ROLES AND RESPONSIBILITIES

· Maintain the AR aging file and report to management weekly on payment status – approximately 100-150 customer accounts

· Communicate with customers via phone calls and other correspondence to acquire payment on delinquent accounts

· Collaborate and effectively communicate with internal team members; Operations, Billing, Accounting, etc. to resolve customer collection issues

· Provide professional customer service regarding collection issues by working with customers to identify and address reasons for late and/or partial payments, settle disputes, resolve discrepancies, and maintain a positive relationship with the customer

· Working within multiple customer portals verifying invoices have been uploaded and review customer disputes and payment status

· Provide internal analysis of customer accounts and submit requests for customer refunds and account adjustments

· Escalate to management when customer AR balances have exceeded their credit insurance limit

· Provide a monthly analysis of uncollectible AR balances and suggest write-off amounts

· Perform all other duties as assigned

An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.

The above list reflects the general details necessary to describe the principle and essential functions of the position and shall not be construed as the only duties that may be assigned for the position

MINIMUM QUALIFICATIONS AND REQUIREMENTS

Education: Associates or Bachelor’s Degree in Accounting, or equivalent years of work experience.

Experience/Training: Customer service experience and ability to communicate effectively and professionally via phone, email, and through virtual meetings. Self-motivated, enthusiastic, and goal oriented. Ability to learn how to navigate within customer payment portals and retrieve payment statuses on open invoices. Strong attention to detail and accuracy. Ability to prioritize and manage multiple responsibilities within a fast-paced growing environment. Problem solving and analytical skills. Ability to read, write, type, and speak English fluently. Ability to be in the office 4 to 5 days a week.

Licenses/Certifications: N/A

Technology/Equipment: Experience with Microsoft Office – intermediate Excel skills or higher.

PERFERRED QUALIFICATIONS AND REQUIREMENTS

Education: N/A

Experience/Training: 2+ years of A/R collections experience preferred. Transportation logistics experience is preferred.

Licenses/Certifications: N/A

Technology/Equipment: N/A

PHYSICAL AND MENTAL DEMANDS

While performing the duties of this job, the employee must be able to continuously sit, use a keyboard, calculator, and telephone. The employee is occasionally required to stand, walk, stoop, and/or kneel. The employee must occasionally lift and/or move up to 10 pounds while moving files or small packages. Specific vision abilities required by this job include close vision and the ability to adjust focus. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The mental and physical requirements described here are representative of those that must be met by an individual to successfully perform the essential functions of this position.

WORK ENVIRONMENT

Work is performed in an office environment. The noise level in the work environment is usually moderate. The work environment characteristics described here are representative of those an individual encounters while performing the essential functions of this position.

The work environment characteristics described here are representative of those an individual encounters while performing the essential functions of this position.