Billing Specialist (FT) Job at Villa Marin Homeowners Association

Villa Marin Homeowners Association San Rafael, CA 94903

SUMMARY:
The Billing Specialist answers billing questions, researches billing-related issues, and prepares and distributes billing proformas, invoices, and billing-related reports. The Billing Specialist ensures that all transactions are recorded according to accounting standards. The Billing Specialist regularly collaborates with other operational departments.
ESSENTIAL FUNCTIONS:
  • Process accounts receivable using planning and judgment.
  • Reconcile accounts receivable every month.
  • Produce and distribute monthly statements, invoices, and month-end reports.
  • Collect, reconcile, classify and enter charges for operational departments and services.
  • Monitor accounts receivable aging and performs any necessary collection efforts.
  • Interact with senior residents and third parties regarding invoices, statements, and payments; resolves issues and discrepancies.
  • Enter and post deposits and payments.
  • Work with all billing partners to resolve client billing issues to ensure the integrity of the approval and payment process.
  • Utilize any banker's ACH direct payment system.
  • Coordinate with independent real estate brokers and the maintenance department regarding title closures.

OTHER DUTIES:
  • Reconcile agency bank accounts as requested by the Chief Financial Officer/CFO.
  • Work under the supervision of the CFO about any governmental compliance issues and reports as required by law or regulations.
  • Work safely to keep self, co-workers, and residents safe and injury-free. Follow Villa Marin safety policies, including but not limited to working knowledge of the proper way to report a workplace injury. Adhere to Villa Marin's corporate safety culture.
  • Demonstrate professional communication skills. Ability to deal professionally and courteously with partners, accounting staff, vendors, and third parties while observing confidentiality of client and company matters.
  • Able to manage multiple projects with competing deadlines and priorities.
  • Adhere to the Villa Marin Employee Handbook.
  • Other duties as assigned by the Chief Financial Officer.
KNOWLEDGE/SKILLS:
  • Strong interpersonal and communication skills in dealing courteously and promptly with residents under sometimes trying conditions. Patience and understanding of the elderly.
  • Proficiency with Excel, Microsoft Word, and various accounting software programs is desired.
  • Must be highly detail-oriented with the ability to handle multiple tasks in a fast-paced environment.
  • Understanding of general accounting principles as they apply to Billings and A/R
  • Strong analytical, problem-solving, and organizational skills.
  • Uses independent judgment to coordinate special projects and may require coordinating with other departments and department managers. Strong ability to plan and prioritize workflow. Possess clear and concise communication skills, both written and verbal.
QUALIFICATIONS:
  • Two or more years experience in Accounts Receivable. Understanding of general accounting principles as they apply to Billings and A/R.
  • Capable of performing the essential functions of the job, with or without reasonable accommodations.
  • Must meet health assessment requirements as regulated by the California Department of Social Services, including TB testing and fingerprint clearance required by Community Care Licensing through the State of California Department of Justice background check bureau.
  • Must be able to communicate in English, both verbally and in writing, and/or possess sufficient communication skills to perform the tasks required.
EDUCATIONAL REQUIREMENTS:
  • Two years of education beyond high school or equivalency.
  • Advanced training in accounting is a plus.
  • Basic accounting courses are required.
  • A Collegiate degree in accounting is preferred.



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