Job Description

We are seeking a detail-oriented and organized Accounts Receivable Specialist to join our finance team. The ideal candidate will assist with managing fee-related transactions, ensuring accurate record-keeping, and maintaining efficient processes for invoicing and payments. This role requires a proactive individual with excellent communication skills and experience in accounting software. Responsibilities: • Uphold company culture and mission statement. • Exhibit exceptional customer service skills within company guidelines. • Possess a positive attitude, motivation, and ability to learn. • Display a strong work ethic relative to punctuality, discipline, and a sense of responsibility. • Ability to work collaboratively, communicate effectively, and display commitment. Key Responsibilities: • Assist in voiding incorrect fees and approving correct fees in our system. • Enter new fees promptly and accurately. • Prepare and send annual fee reminders to clients. • Enter late fees into Cheetah and Infusion accounting systems. • Review invoices for duplicate late fees and ensure proper synchronization. • Send invoices and charge credit cards as necessary. • Print and send invoices and notices to clients. • Assist with entering partial payments in Infusion. • Enter outstanding fees in Infusion and process credit card charges or send invoices. Qualifications: • Proven experience in accounts receivable or a similar accounting role. • Strong attention to detail and accuracy in data entry. • Excellent organizational skills with the ability to manage multiple tasks simultaneously. • Strong communication skills for interacting with internal teams and clients. • Ability to work both independently and as part of a team. Preferred Skills: • Experience in a finance or accounting environment. • Familiarity with credit card processing and invoice management. • Proficiency with accounting software such as Cheetah and Infusion. About Company: We are an entrepreneurial development company focusing on market opportunities in various market segments including, but not limited to real estate, promissory note financing, and marketing. About the Culture Spirit of service: We are grateful to clients and each other and strive to make a positive difference in clients and coworkers’ lives.Teamwork: We work together by sharing our skills, knowledge, and experience and supporting one another to meet the needs of clients and help our Company win.Quality: We provide exceptional products and outstanding service.Ownership: We are personally accountable for delivering on our commitments promptly and accurately.Innovation: We aim for innovation in all aspects of our business. We’re extremely proud of what we’ve accomplished, but we’re still far from perfect.

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