Accounting Specialist

Overview

This position focuses on multi-party check handling, contacting mortgage companies, and interacting with network contractors. The role requires knowledge of Accounts Receivable (AR) and proficiency in all phases of accounting practices and procedures, including researching and analyzing financial information and reports. Strong communication skills are essential as this role serves as a liaison between the accounting function, external customers, and other internal departments.

Responsibilities

• Obtain endorsements on multi-party checks for deposit into the bank account
• Contact mortgage companies to secure required check endorsements
• Collaborate with contractors and insured parties to obtain necessary documentation and check endorsements
• Apply funds received on claim assignments
• Reconcile customer accounts
• Work with customers to collect past due accounts
• Coordinate with adjusters to collect funds owed on assignments
• Process imports of cash receipt data into proprietary management systems
• Deposit checks and post cash receipts
• Identify and suggest process and system improvements
• Analyze information and options by developing spreadsheet reports and verifying accuracy
• Perform other duties as assigned

Requirements

Required Education and Experience

• Minimum 2 years of accounting experience
• At least 3 years of strong Microsoft Excel experience, including pivot tables, formulas, and formatting

Preferred Education and Experience

• Bachelor’s degree in Accounting or a closely related field preferred
• Over 2 years of customer service experience via phone and email preferred
• Experience with Great Plains Dynamics preferred
• Knowledge of chart of accounts and general ledger preferred
• Experience with detailed account reconciliations
• Typing speed of 55+ words per minute and proficiency with 10-key typing

Competencies

• Ability to maintain privacy and confidentiality
• Timely and quality completion of assignments
• Exceptional written and verbal communication skills
• Ability to manage multiple tasks effectively
• Strong work ethic and results-oriented mindset
• Strategic thinking, innovation, and flexibility in ambiguous situations
• High attention to detail and accuracy under pressure
• Excellent customer service skills
• Ability to create, update, and follow procedures
• Proactive problem-solving skills with minimal supervision
• Deadline-oriented with timely data input and processing

Work Environment

• This role is intended to be performed remotely.