Accounts Receivable Representative

Position Summary

Accounts Receivable representative will provide excellent customer service and billing expertise to customers. Will ensure proper invoice format and accurate pricings by reviewing and understanding invoicing requirements. Will ensure customer accounts receivable balances are accurate by performing account analysis and maintenance; will perform necessary account reconciliation and maintain account status of all open items. Perform collection duties.

Essential Functions

• Reconcile customer's detail accounts receivable and initiate account adjustments to ensure proper accounts receivable balances are maintained and general ledger revenue recognized.
• Ensure payments are applied properly, ensuring proper documentation.
• Resolve Accounts Receivable issues with customers by initiating appropriate calls and letters.
• Review invoice data before release to ensure correct invoices of customers.
• Inform manager of potential issues that may result in customer dissatisfaction or overdue status.
• Ensure customers are properly invoiced per their specifications and contract terms.
• Process any necessary adjustments in a timely manner to keep accounts well maintained.
• Follow collection processes and procedures and recommend accounts be suspended to minimize risk of revenue loss.
• Assist all internal and external customers with questions concerning billing, revenue, general ledger, services, contracts, and additional services.
• Maintain timely turnaround, for adjustments, customer requests, phone messages, e-mail etc.
• Communicate with vendors and branches to resolve problems.
• Set up new accounts.
• Check credit references on new account applications.
• Send welcome letters to new accounts.
• Make collection calls.
• Process credit memos.
• Run invoices.
• Check and release credit hold orders.
• Balance general ledger accounts.
• Filling; answer telephones.
• Maintain an aging goal of less than 60 days on all accounts.

Position Qualifications- Skills and Abilities

Experience should demonstrate proficiencies in the following areas:

• High level of honesty/integrity; ability to be truthful and be seen as credible in the workplace.
• Proper listening, oral and written skills, and command of the English language.
• Able to deal with both company employees and outside people respectfully.
• Must possess the trait of being organized for following a systematic method of performing a task.

Education:

High school graduate or General Education Degree (GED)

Experience:

Three years accounts receivable experience

Computer Skills:

MS Word, Excel, PowerPoint, 10-Key Adding Machine

EDI and Mapping

Skills taught after hire as needed:

Computer System Training, ISO Orientation & Training, Credit Policy Collection Laws, P21

Other Requirements:

Must be able to work with multiple branch locations and project a caring and helping attitude to branch employees.

Work Environment

Works in an indoor controlled environment. The Company has reviewed this job description to ensure that essential functions and basic duties have been included. It is intended to provide guidelines for job expectations and the employee's ability to perform the position described. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent a contract of employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the company may deem appropriate.

Founded in 1923, Applied Industrial Technologies (NYSE: AIT) is a leading value-added distributor and technical solutions provider of industrial motion, fluid power, flow control, automation technologies, and related maintenance supplies. Our leading brands, specialized services, and comprehensive knowledge serve MRO and OEM end users in virtually all industrial markets through our multi-channel capabilities that provide choice, convenience, and expertise.

Applied Industrial Technologies is built on a philosophy that puts people first. We are an equal opportunity employer, and we are committed to a workforce in which we enforce fair treatment and provide growth opportunities for everyone. All qualified applicants will receive consideration for employment regardless of age, race, color, national origin, genetics, religion, gender, marital status, physical or mental disability, or any other characteristic protected by applicable laws, regulations, and ordinances.