AR Collections Lead

JOB SUMMARY:

The Accounts Receivables Collections Lead oversees collection efforts for assigned branches, ensuring accurate documentation and resolving customer payment issues. The role includes supporting Accounts Receivable Specialists, collaborating with the Supervisor on billing concerns, and preparing files for escalation. Additionally, the Lead participates in branch meetings, assists with report creation, and provides backup for cash postings and adjustments.

ESSENTIAL JOB DUTIES:

• Perform collection efforts on specific branch locations, as assigned.
• Document communication and efforts within the ERP/CRM and internal business systems.
• Achieve set benchmarks or productivity goals, as assigned, and communicated.
• Communicate with customer by phone and email about invoices and services provided.
• Collect necessary paperwork to resolve any remittance differences.
• Timely documentation of collection efforts.
• Prepare for and attend all scheduled collection meetings.
• Work with billing staff to resolve identified billing concerns.

ADDITIONAL JOB DUTIES:

• Support and Training: Provide daily support to Accounts Receivable Specialists and assist in training team members as needed.
• Collaboration with Supervisors: Collaborate with the Accounts Receivable Supervisor to identify divisions and specialists requiring additional assistance or training.
• Legal and Collection Actions: As needed assist Accounts Receivable Supervisor to identify accounts requiring legal or collection actions and evaluate potential write-offs.
• Customer File Coordination: Coordinate the preparation of customer files for escalation to the Credit Department and submit package to the Supervisor for approval.
• Accounts Receivable Review Meetings:
  
  
  
  • As needed attend weekly or bi-weekly meetings with Branch Managers, collectors, administration, and sales teams to support Accounts Receivable Specialists.
  • Assist in creating Branch reports.
  
  
• Backup Support - Accounts Receivable Adjustments:
  
  
  
  • Collaborate with the Accounts Receivable Supervisor to address cash posting errors.
  • Assist in resolving non-sufficient funds (NSF) payments from customers.
  • Transfer payments between customer accounts as necessary, including handling partial payment transfers.
  • Process minor adjustments as required.
  • Correct cash posting errors as needed.
  
  
• Other duties may be assigned.

QUALIFICATIONS:

The qualifications listed below are representative of the elements required to perform the job successfully, however in some cases, an equivalent combination of Education, Training, Certifications and Experience may meet the job qualifications.

Education, Training, Certifications:

• High school Diploma, or equivalent, required.
• Associate's or Accounting Certificate, preferred.

Experience, Knowledge, Skill Requirements:

• 2 years relevant work experience in the construction industry or accounts receivables, required.
• 2 years collections experience, preferred.
• 2 years customer service experience, preferred.
• 2 years ERP/CRM systems; preferred.

Communication Skills:

• Must have the ability to effectively read, write and communicate in English with employees and customers.

Systems and Software Skills:

• Ability to operate a computer, use Microsoft Office required.

Other Qualifications:

• Valid driver's license with acceptable driving record required.
• Must be able to comply with SFPH's Drug and Alcohol policy and Background screening requirements, which may also include customer specific requirements based on contractual agreement.
• Occasional travel required, up to 20%.

PHYSICAL & WORK ENVIRONMENT REQUIREMENTS:

Reasonable accommodations may be made to enable individuals with disabilities to perform Essential Job Duties.

Physical Requirements:

While performing the duties of this job, the employee is required to sit for long periods. Employee will occasionally be required to bend, kneel, balance, lift <20lb, walk, stand, ascend/descend stairs, drive, twist, and reach above and below shoulders.

Work Environment:

Employee will consistently be required to work indoors in an office setting, work alone and with others. Office settings are mild to moderate temperatures.

We are fully committed to equal opportunities for employment to all individuals regardless of race, national origin, gender, religion, sexual orientation, disability, familial status, and any other classification protected under the law. We are an Equal Opportunity, Affirmative Action employer.
While this job description is intended to be an accurate reflection of the position, management reserves the right to modify, add, or remove duties and to assign other duties as necessary.