A/r Specialist - Costa Mesa, United States - Insight Investments

Insight Investments
Insight Investments
Verified Company
Costa Mesa, United States

3 weeks ago

Mark Lane

Posted by:

Mark Lane

beBee recruiter
Description

Responsibilities:


  • Prepare, analyze and review lease contracts for the purpose of billing through Leasewave, our leasing software.
  • Analyze, verify and process all misc. billings related to new lease contracts such as prorata and interim rent, freight rebills, recycle fees, admin fee, chargebacks and upfront sales tax rebills attaching the supporting documentation backup when applicable
  • Work internally with other depts. as deemed appropriate to resolve end of term disputes, tax variances, cash posting corrections, asset location changes, etc.
  • Manage designated portfolio to ensure all customers are in good standing. Draft correspondence for collections when customers become past due. Internally escalate nonresponsive customers or delinquent balances.
  • Review weekly published coverage listings to confirm recent coverage has been completed on the account(s).
  • Participate in monthend close process ensuring billing including renewals and rewrites, contract billing adjustments, changes and/or amendments are completed and posted to the appropriate accounting period
  • Prepare and maintain all customer maintenance records and utilize LeaseWave to enter comments and to document all changes
  • Explain and/or resolve routine to complex billing or collection related issues & questions
  • Explain basic lease terminology
  • Establish goals both individually and within a teambased environment

Qualifications / Education:

  • Moderate proficiency with MS Outlook, MS Excel
  • Experience with online portals (ie SAP ARIBA)
  • Accounts Receivable background
  • Leasing or other Finance industry experience a plus
  • Must have strong understanding of basic Accounting principles
  • B.S. in Accounting/Finance preferred
  • Minimum of 45 years of collection/customer service experience.

Skills:


  • Strong attention to detail
  • Must have problem solving and decisionmaking abilities, including the ability to identify trends and relationships within accounting and/or lease data
  • Must be highly motivated individual with high level of initiative and an attitude of willingness
  • Must be team player willing to assist others at all levels of the organization
  • Strong verbal and written communication skills; and excellent interpersonal skills with the ability to provide superior customer service and maintain cooperative working relationships
  • Strong organizational and time management skills.
Ability to multi-task and work autonomously or with a team

  • Ability to communicate effectively on a oneonone basis or in group setting

_Insight Investments, LLC is an Equal Employment Opportunity/Affirmative Action employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, age, sexual orientation, gender identity, disability, status as a Veteran or other protected classification._

Division:
Insight Investments
More jobs from Insight Investments
See all jobs of Insight Investments