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Reports To:  Office Manager

 

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Job Summary:  This role is responsible for ensuring timely collection of payments, maintaining accurate customer and job records, and supporting lien and notice processes. Accounts Receivable and Collections is a requirement.

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Duties include but are not limited to:

• Manages all communications related to incoming customer payments

• Maintains accurate and organized records of customer accounts

• Builds and maintains a professional, courteous rapport with customers and team members to support timely collections and meet deadlines

• Sends payment reminders and notices for upcoming due dates

• Processes customer payments and updates account information promptly and accurately

• Oversees collections efforts for past-due or outstanding accounts

• Enters new customer details and sets up jobs in the accounting system

• Supports monthly closing procedures and generates customer account statements

• Prepares and issues Notices to Owner (NTO) in compliance with industry timelines and requirements

• Maintains a tracking system for Notices of Commencement (NOC) and NTOs to ensure lien deadlines are met

• Collaborates with sales staff and their customers to facilitate payment resolution and account management

• Demonstrates professionalism and teamwork in all interactions with coworkers

• Monitors customer accounts for late payments, irregularities, and discrepancies

• Responds promptly and professionally to accounts receivable inquiries

• Ensures the confidentiality and security of all customer information

• Assists with incoming phone calls, directing them to the appropriate person or department

• Provides support for additional accounting functions as assigned by the Office Manager