Description:
The AR Operations and Risk Support Specialist is a hybrid administrative accounts receivable, and risk support role focused on maintaining efficient financial operations and supporting company compliance and fleet activities. The position emphasizes exception-based problem solving rather than routine transaction processing, meaning the employee will primarily handle issues that arise with banking, AR systems, customer portals, and related workflows.
The role requires strong organization, customer service, communication, and multitasking skills while working closely with customers, sales teams, accounting, and internal departments.
Primary Responsibilities:
Accounts Receivable & Customer Support
- Handle customer AR inquiries by phone and email
- Resolve issues related to invoices, pricing, taxes, statements, W-9 requests, and failed payment notifications
- Assist with collections and account clean-up efforts
- Process non-automated customer payments
- Send invoices and maintain customer account information
- Support system updates between Salesforce and Epicor P21
- Process lien waiver requests and customer credit references
- Assist customer service teams with down payment invoice questions
- Serve as a backup to monitor customer order portals and help determine whether held orders can be released
Fleet Administration
- Process vehicle and trailer registrations, taxes, and inspection tracking
- Support fleet maintenance and fuel card programs
- Review toll charges and driver usage
- Process company vehicle expenses
Accounting & Compliance
- Post miscellaneous payments into banking and accounting systems
- Manage certificate of insurance requests
- File UCC-1 lease documentation
- Support supplier portal administration and password maintenance
Administrative & General Support
- Provide notary services
- Distribute mail from the company post office box
- Assist coworkers and departments with operational questions and support tasks
- Participate in additional administrative projects as assigned
Requirements:
Key Skills & Qualifications
- Strong attention to detail and ability to stay focused to streamline workflows across AR and fleet-related processes
- Take ownership of issue resolution across AR, banking and system integrations
- Effective written and verbal communication
- Customer-service mindset
- Ability to prioritize and multitask in a fast-paced environment
- Team-oriented approach
- Microsoft Excel proficiency
- Notary Public certification (or ability to obtain the certification within 3 months of employment)
- Prior accounts receivable experience preferred
Overall Focus of the Role
This position is designed to improve operational efficiency by combining AR support, compliance coordination, fleet administration, and customer service into one cross-functional support role. The company is specifically looking for someone who can identify and resolve operational exceptions and process breakdowns while maintaining responsiveness and organization across multiple responsibilities.
Disclaimer: The above statements are intended to describe the general nature and level of work being performed by employees in this position. They are not intended as a complete list of all responsibilities, duties, and skills required. All personnel may be required to perform duties outside of their normal responsibilities as needed.
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