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 pro-rata and interim rent, freight re-bills, recycle fees, admin fee, chargebacks and upfront sales tax rebills attaching the supporting documentation back-up when applicable Work internally with other depts. as deemed appropriate to resolve end of term disputes, tax variances, cash posting correctio... more details
A/R Specialist
Job LocationsUS-CA-Costa Mesa
Job ID
2024-1711
Type
Regular Full-Time
Division
Insight Investments
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 pro-rata and interim rent, freight re-bills, recycle fees, admin fee, chargebacks and upfront sales tax rebills attaching the supporting documentation back-up 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.
Process monthly billing by submitting system-generated rental invoices via email & through various vendor portals
Manage designated portfolio to ensure all customers are in good standing. Draft correspondence for collections when customers become past due. Internally escalate non-responsive customers or delinquent balances.
Review weekly published coverage listings to confirm recent coverage has been completed on the account(s).
Participate in month-end 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
Handle in/out bound communications via phone and/or email in a timely & professional manner
Establish goals both individually and within a team-based 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 4-5 years of collection/customer service experience.
Skills
Strong attention to detail
Must have problem solving and decision-making 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 one-on-one 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
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