Job Description

The Management Trust
Position Title: Accounts Receivable Specialist
Location: Palm Desert, CA
Reporting To: Division Controller
Status: Non-Exempt, Full-Time
Salary: $25.00 - $28.75/Hourly DOE

COMPANY PROFILE:

The Management Trust is a community association management company. We believe that building and maintaining a community takes more than just hammers and nails. It takes integrity, trust, experience, and support. Our success is based on the belief that effective management anticipates our clients’ needs, not merely reacts to them. We are a company of creative and committed individuals driven by grand aspirations and are proud to be the only 100% employee-owned community management firm in the nation. Our Employee Owners are encouraged to actively participate in growing our business by helping define best practices every day. It is in this spirit that we encourage you to explore this opportunity to join The Management Trust team.

EMPLOYEE OWNER POSITION PURPOSE:

The Accounts Receivable Specialist is responsible for supporting our delinquency control (debt resolution/collections) efforts while adhering to Civil Code, Case Law, Association policies, FDCPA guidelines, and other regulatory compliance requirements. Key areas of focus include providing quality customer service and administering the collection process start to finish. This position plays a key role in the daily experience and wellbeing of our clients and fellow employee-owners.

JOB DUTIES AND RESPONSIBILITIES:

• Generate collection related letters and documentation through our software platform
• Track collection cycle for assigned portfolio and complete items timely and accurately
• Communicate with critical path partners, including collection agencies and attorneys, community association managers, and support staff on collection related matters
• Follow-up with critical path partners on items requiring response or Board directive
• Log correspondence, including telephone and written communication, in our software platform
• Facilitate payment plan agreements
• Process collection service and attorney assignments; follow-up as needed
• Generate refund check requests
• Review homeowner accounts, research discrepancies, and process adjustments
• Research missing or misapplied payments
• Respond to action items and web inquiries
• Update address changes and related contact information in our database
• Assist homeowners with online account access, resetting passwords, online payments, and paperless billing
• Generate and maintain reports, account ledgers, and client/vendor correspondence
• High volume data entry, set-up and clean-up efforts
• Provide various administrative support
• Other duties and special projects as assigned

QUALIFICATIONS:

• High School Diploma (or equivalent); Associate’s Degree preferred
• Proficiency in accounts receivable, customer service, and/or collections – with generally between 1-2 years of experience
• Solid knowledge of Microsoft Outlook, Excel, and Word; intermediate skills a plus
• Conflict resolution skills
• Ability to meet deadlines and address time-sensitive issues
• Superior multi-tasking skills
• Excellent written and verbal communication
• Ability to provide high-level customer service with astute attention to detail and organization
• Must be a team player
• Ability to manage workflow amid shifting priorities
• Willing to learn Company process and procedures, and learn/use proprietary software
• Adaptable and dependable with a solid attendance record
• Professional and respectful demeanor with all internal and external customers at all times

ESSENTIAL FUNCTIONS:

• Use standard office equipment, including: computer, phone, copier/scanner, etc.
• Be stationary or in motion for periods of time
• Relocate up to (25) pounds

SUPERVISES OTHERS? IF SO, LIST:

• None

SCHEDULE & TRAVEL:

• Monday-Friday from approx. 8:00 am-5:00 pm
• This position may require occasional long hours to meet business needs

The Management Trust is an Equal Opportunity employer. We celebrate and support diversity.

TMT reserves the right to modify this job description at any time based on business need.