Client Accounts Specialist- Commercial collections

Dallas, TX 75252

Posted: 04/03/2024 Employment Type: Direct Hire Industry: ACCOUNTING Job Number: 24461

Job Description

Financial Additions has a great opportunity for an Accounts Receivable Specialist with 2+ years experience in the legal or other professional service industry (ex. architecture, engineering, accounting firms).  This is a hybrid position located in downtown Dallas.

Responsibilities include:
  • Meet with attorney(s) to review accounts that are delinquent and take action based upon department policies
  • Use collection software to track communication with clients and follow up regularly until account is current.
  • Prepare settlement or payment plan and obtain approval from manager
  • Reply to incoming communication from clients and attorneys  -  follow-up as needed
  • Identify disputes on the account - research and resolve
  • Assist in printing and mailing of monthly reminder statements.
  • Recommend to billing attorney and client manager which accounts should be turned over for third party collections
  • Get approval for write-down and write-off requests 
  • Prepare monthly AR report for assigned portfolio
  • Review retainers and process for refund, if appropriate

Qualifications include:
  • Minimum 2 years commercial collections experience
  • Strong customer service skills and professional demeanor
  • Ability to analyze problems and follow-thru with  appropriate action
  • Proficiency in Microsoft Word and Excel.
  • Tech savvy  - experience with these software a plus:  Star Collect, ARCS, LMS V or LMS
  • Some college in accounting or business is preferred.
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