Accounting/Accounts Receivable Clerk

Southwest Material Handling Inc • Mira Loma, CA • 5h ago

SUMMARY

The Accounting/Accounts Receivable Clerk is responsible for supporting the accounting department with general accounting duties, including but not limited to ensuring that the company receives timely payment for goods and services delivered to our customers, coordinating payments and collections for delinquent accounts, commission calculations, processing and posting of full maintenance contracts, and other duties as assigned.

Responsibilities:

The following responsibilities are a general guideline and not intended to be an exhaustive list of the full scope of responsibilities. Duties and responsibilities are subject to change based on business needs and at management's discretion.

Prepares, posts, verifies, and records customer payments and transactions related to accounts receivable.

Creates invoices according to company practices and submits them to customers.

Maintains and updates customer files, including name or address changes, mergers, or mailing attentions.

Drafts correspondence for standard past-due accounts and collections, identifies delinquent accounts by reviewing files, and contacts delinquent account holders to request payment.

Creates reports regarding the status of customer accounts as requested.

Collaborates with Accounts Receivable personnel to reconcile accounts receivables periodically.

Copies, files, and retrieves materials for accounts receivable as needed.

Relays information to the appropriate employees.

Follows established guidelines to review and update account status.

Maintains a log of payment promises and pertinent account details, and schedules follow-up communication with the account holder.

Calculates commission for sales personnel monthly

Supports service through the posting of Full Maintenance information/accounts

Qualifications

Education/Additional Requirements :

2-5 years or more of related accounting experience required.

Ability to effectively communicate with internal and external customers (written and verbal).

Familiarity with general accounting practices.

Proficient in Microsoft Office software including but not limited to Outlook, Excel, and Word.

Capability to learn internal dealership management system

Must have basic (addition, subtraction, multiplication, and division) mathematical skills, including working with fractions and percentages.

Physical Requirements :

Prolonged periods sitting at a desk and working on a computer.

Must be able to lift up to 15 pounds at times.

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