Accounts Receivable Specialist
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Job Location:
Sorrento, LA - USA
Monthly Salary:
Not Disclosed
Posted on:
3 days ago
Vacancies:
1 Vacancy
Job Summary
Position Summary
The Accounts Receivable Specialist is responsible for accurately managing customer billing collections and account maintenance for Sorrento Lumber & Concrete. This role supports multiple lines of business including ready-mixed concrete lumber hardware aggregates and related services. The AR Specialist plays a critical role in maintaining positive customer relationships while ensuring timely and accurate collection of company revenue.
This position requires daily use of Epicor Eagle to open and maintain customer accounts process invoices and payments reconcile accounts and enforce credit and collection policies in accordance with company standards.
Essential Duties & Responsibilities
Customer Account Setup & Maintenance
- Open new customer charge accounts in Epicor ensuring all required documentation is complete (credit application tax exemption certificates resale certificates and required approvals).
- Verify customer legal business names billing addresses delivery addresses tax codes and credit limits.
- Maintain and update customer records in Epicor including changes to ownership contact information credit terms and account status.
- Ensure proper linkage between customer accounts projects job sites and delivery locations where applicable.
Billing & Invoicing
- Generate and review invoices for ready-mix concrete deliveries materials sales rentals and miscellaneous charges.
- Ensure invoices are accurate complete and compliant with pricing tax and contractual requirements.
- Coordinate with Dispatch Sales Batch Plant and Yard personnel to resolve billing discrepancies promptly.
- Process credits adjustments and rebills as authorized and properly documented.
Accounts Receivable & Collections
- Monitor customer aging reports and proactively follow up on past-due balances.
- Contact customers regarding overdue invoices and coordinate payment arrangements when necessary.
- Apply payments accurately in Epicor including checks ACH wire transfers and credit card payments.
- Research and resolve unapplied cash short payments and disputed charges.
- Escalate delinquent accounts to the Accounting Manager per company policy.
Cash Application & Reconciliation
- Post daily customer payments and reconcile deposits to bank records.
- Ensure customer account balances are accurate and supported.
- Assist with month-end AR reconciliations and reporting.
- Maintain audit-ready documentation for all AR transactions.
Credit & Internal Controls
- Enforce company credit policies including credit limits payment terms and account holds.
- Coordinate with Sales and Management regarding credit approvals and exceptions.
- Assist in credit reviews and risk assessments for existing and new customers.
- Maintain confidentiality and integrity of all customer financial information.
Accounting & Accounts Payable Support
- Assist with accounts payable processing including vendor invoice entry and verification
- Reconcile vendor statements and respond to vendor inquiries
- Support weekly check runs and electronic payments
- Assist with bank deposit reconciliation and cash posting
- Maintain organized accounting documentation and records
- Provide backup support for billing payment posting and month-end close activities
Assist with audit preparation and accounting projects as assigned.
Collaboration & Support
- Work closely with Sales Dispatch Operations and Management to ensure smooth order-to-cash processes.
- Respond to customer billing inquiries professionally and promptly.
- Support audits internal reviews and financial reporting as requested.
- Assist with special projects system clean-ups or process improvements related to Epicor or AR functions.
Qualifications & Requirements
Education & Experience
- High school diploma or equivalent required; associate degree in Accounting or Business preferred.
- Minimum of 2 years of accounts receivable or accounting experience preferably in construction building materials or ready-mix concrete.
- Experience using Epicor Eagle or similar ERP systems strongly preferred.
Knowledge Skills & Abilities
- Strong understanding of accounts receivable principles and customer billing processes.
- Proficiency in Epicor Eagle (or similar) Microsoft Excel and basic accounting systems.
- High attention to detail with strong organizational skills.
- Ability to handle sensitive financial information with discretion and professionalism.
- Strong communication skills for customer interaction and internal coordination.
- Ability to manage multiple priorities in a fast-paced environment.
Physical & Work Environment
- Office environment with frequent computer use.
- Occasional interaction with yard plant or dispatch personnel.
- May require extended periods of sitting and screen time.
Performance Expectations
- Accurate and timely customer billing.
- Reduction in aged receivables and improved collection timelines.
- Proper documentation and compliance with internal controls.
- Professional and courteous customer interactions.
- Effective collaboration with internal departments.
Compensation & Benefits:
- Competitive salary
- Health dental vision life insurance disability Cancer and Accident Policies
- 401(k) with company match paid time off (PTO) and PTO Buyout
Required Experience:
IC
Key Skills
- Data Entry
- Customer Service
- Collection calls
- A/R Management
- credit memos
- Past due Account
- General Ledger Accounting
- Accounting
- CMA
- Excel
- Payment Plans
- Account Balances
- Credit Card
- Financial statement
- Special projects
About Company
Sorrento Lumber Company is a local, family owned business that specializes in ready mix concrete and building materials. We offer our best in customer service, a large inventory and competitive pricing.
