Accounts Receivable Specialist

Accounting Santa Rosa, California


Description

Position at Regal Wine Company

POSITION SUMMARY: 
 
The Accounts Receivable Specialist is a member of the A/R/Credit Department at Regal Wine Company.  Primary responsibility is monitoring and maintaining the overall credit quality of the company’s customer accounts assisting with payment collection, data entry and reinforced support for the Credit and Accounts Receivable Team.  
 
ESSENTIAL FUNCTIONS/DUTIES: 
 
  • Data entry and Fintech invoice processing
  • Daily and Weekly Collection calls, emails and letters.
  • Research short payments for Royal and Regal accounts.
  • Monitor CQD’s that expire and delete from system.
  • Identify high risk accounts for credit hold or collections, report them to department Lead/Manager.  
  • Assist with cash application.
  • Interact with customers and sales force via email and phone communication for account status and payment collection
  • Assisting Credit Specialist II and Accounts Receivable team as needed during absences
  • Special projects and Ad Hoc requests.  
 
 
JOB REQUIREMENTS:
 
  • Strong verbal and written communication skills
  • Strong adaptability 
  • Experience with Microsoft Office programs, particularly Word and Excel and Outlook
  • Organized and extremely detail oriented
  • Ability to handle multiple priorities and deadlines
  • Team player and able to work independently
  • Goal oriented and self-motivated
  • Experience in A/R / accounting environment a plus but will train ideal motivated candidate
  
WAGE TRANSPARENCY: 
 
The base pay for this role ranges from $23.19$33.03 per hour. Compensation will be determined by candidate experience, skills, and location.     
 
BENEFITS:
  • Health Benefits – Medical, Dental, Vision, Disability & Life insurance
  • 401k with employer match
  • Generous time off including vacation, holidays, and paid health time
  • Paid volunteer time
  • Learning & Development opportunities
  • Modern Health virtual mental health & coaching visits
  • Wine discounts!
     
Jackson Family Wines is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. All employment decisions are based on merit and business needs.