Accounts Receivable Specialist II

*This position is based in our Westlake, OH office and will have a hybrid schedule after the training and probationary period.

JOB OVERVIEW

The Accounts Receivable Specialist II is responsible for reconciling fees, researching disputes, posting payments, making collection calls, and assisting with billing.

RESPONSIBILITIES & DUTIES

• Accurately assesses client fees in accordance with a fee schedule

• Initiates collection calls for outstanding fees

• Receives and responds to client communications regarding fees

• Efficiently processes fee payments via debit from account, check or credit card

• Reviews and processes fee waiver or refund requests to determine resolution

• Assists in daily balancing requirements as well as management reporting

• Responses to colleagues across the organization to resolve fee related questions

• Scans items to bank

• Maintains stored records of invoices and fee communications

• Follows assigned work schedule with regular and predictable attendance

• Performs other duties as assigned

QUALIFICATIONS

• Associate degree in Accounting, Finance, or related field; relevant work experience may be considered in lieu of a degree

• Financial Customer Service experience desired

• Collections experience preferred

• In person interaction that includes actively collaborating with colleagues and participating in team or company meetings

PROFESSIONAL CERTIFICATIONS

• None Required

TECHNICAL SKILLS

• Intermediate-level proficiency in Microsoft Office

CULTURAL COMPETENCIES

In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies:

• Decision Quality

• Business Acumen

• Resourcefulness

• Situational Adaptability

PHYSICAL DEMANDS/WORK ENVIRONMENT

This job operates in a professional office environment, which may include a corporate office setting or a remote/home office environment, and routinely uses standard office equipment and technology such as computers, phones, printers, and video conferencing tools. While performing the duties of this job, the associate is regularly required to communicate effectively, including speaking, hearing, and participating in virtual meetings on camera. The associate is frequently required to sit for extended periods of time, as well as occasionally stand, walk, use hands and fingers, and reach with hands and arms. This job may require the ability to lift files or office materials, open filing cabinets, and bend or stand on a stool as necessary. Remote associates are expected to maintain a safe, secure, and productive work environment with reliable internet access.

DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.

Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation, or national origin.