Hybrid Credit and Collection Administrator na AAON Inc

Description

Job Summary:  Provide support to credit and collections team ensuring smooth operation of accounts receivable and collections processes.  This role involves accurate data entry, customer communication, maintaining records and collaborating with internal teams to ensure timely and accurate payment processing.

Essential Responsibilities/Activities:

• Generates, issues, and ensures accurate invoices, including pricing, terms and discounts to customers based on sales and service transactions.
• Updates accounts with payment information and maintains accurate records.
• Monitors and manages accounts receivable balances to ensure timely collection of payments.
• Sends payment reminders and follow-up communications to customers with overdue balances.
• Communicates with customers regarding payment discrepancies, outstanding balances, and payment arrangements.
• Provides excellent customer service while addressing inquiries and resolving issues.
• Supports the collections team by providing information on payment histories and outstanding balances.
• Assists in preparing reports and documentation for collections efforts.
• Enters payment details, invoices, and customer information accurately into the accounting system.
• Maintains organized and up-to-date records of payment transactions and communications.
• Prepares regular reports on accounts receivable status, payment trends, and aging of accounts.
• Collaborates with the Supervisor to analyze data and identify areas for improvement.
• Organizes and maintains physical and electronic documentation related to billing, payments, and customer interactions.
• Ensures compliance with data protection and retention policies.
• Identifies opportunities to streamline billing and payment processes to enhance efficiency.
• Proposes ideas for improving collections procedures and customer payment experiences.
• Performs other duties as assigned.

Qualifications

Education and Experience Requirements:
High school diploma or general education equivalent (GED) with a minimum of two years of experience in accounts receivable, billing, or collections preferred.

Knowledge, Skills, and Abilities:

• Proficiency in using accounting software and Microsoft Office Suite.
• Strong attention to detail and accuracy in data entry and record keeping.
• Excellent organizational and time management skills.
• Excellent written and verbal communication skills.
• Ability to multitask and manage time effectively in a fast-paced environment.
• Customer-focused attitude and ability to handle customer inquiries professionally.
• Basic understanding of financial concepts and accounts receivable processes.

Essential Physical Functions:

• Ability to lift up to 25lbs.
• Ability to climb and/or stoop.
• Ability to sit for prolonged periods.

Disclaimer:
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at a time with or without notice. This job description is not an exhaustive list of all functions that the employee may be required to perform, and the employee may be required to perform additional functions. The company reserves the right to revise this job description at any time.  The employee must be able to perform the essential functions of the position satisfactorily. If requested, reasonable accommodations may be made to enable employees with disabilities to perform the essential functions of the job, absent undue hardship.