Duties & Responsibilities:

• Processes accounts receivable invoices per procedure for delivery to clients
• Reviews and helps resolve invoice issues
• Drives collection efforts by utilizing statements of account, reminder letters and other tools
• 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
• Processes adjustments of related credits and invoices on accounts or as requested
• Creates monthly installment invoices based on client contracts.
• Reviews aging and follows up with past due balances.
• Maintains detailed notes of collection activity and customer responses.
• Records and processes all mortgage files
• Provides superior customer service while responding to client inquiries
• Orders, receives, and stocks all firm supplies
• Assists with month-end and year-end closing process or other reporting as needed

Education / Qualifications required:

• Two years of experience in a finance or accounting position
• Proficient in all Microsoft office programs
• Excellent verbal and written communication skills
• Experience with QuickBooks is a plus
• Associate’s degree in Accounting or Finance or equivalent experience