Accounts Receivable Specialist, Terra West Management Services

Yes& Companies
Paradise, CA


Company Culture & Core Values:

Terra West Management Services’ primary goal is to provide excellent service to both internal and external clients by living through our Core Values. Our culture and business thrives when each team member works positively, cooperatively and respectfully with every person we come in contact with. In addition to performing the essential functions of the position, our ideal candidate would contribute to the cultural health and overall success of the company by identifying with and promoting our Core Values.

Essential Functions

  • Communicate with owners via phone, email, mail or personally
  • Research and resolve owner issues and payment discrepancies
  • Receive owner disputes and prepare forms for manager/board approval
  • Open and sort mail and bank bags
  • Endorse and post owner payments
  • Prepare bank deposits and process manually or electronically
  • Process account adjustments, credits and charge sheets
  • Manually apply credits to appropriate charges
  • Process address change requests and ACH applications
  • Maintain accounts receivable records both on paper and electronic
  • Other duties as may be assigned

Core Competencies

To perform the job successfully, an individual should demonstrate the following competencies to perform the essential duties and responsibilities of this position:

  • Attention to detail and accuracy
  • Strong interpersonal skills
  • Excellent communications skills
  • Organizational and problem-solving skills

Requirements

Minimum Qualifications:

  • Customer service experience
  • Intermediate knowledge of Word and Excel
  • Proficient in data entry and time management

Preferred Qualifications:

  • C3 Accounting Software
  • Accounting department experience, particularly Accounts Receivable

ADA Requirements:

  • See and read small print, both on paper and on a computer screen, quickly and accurately
  • Sit for extended periods of time while working at a computer
  • Hear and speak clearly on the telephone and in person

Work Posture Requirements:

  • Sitting: Constantly
  • Standing: Frequently
  • Walking: Frequently
  • Driving: N/A
  • Bending (from waist): Frequently
  • Crouching (squat): Rarely
  • Kneeling: Occasionally
  • Crawling: N/A
  • Climbing (stairs): N/A
  • Climbing (ladder): N/A
  • Twisting: N/A
  • Reaching: Rarely
  • Wrist Motion: Occasionally

Carrying Requirements:

  • Items Carried: Files/Board books
  • Distance: 50 steps
  • Times Per Day: 5
  • Maximum Weight: 5 pounds

Moving/Lifting Requirements:

  • Items Moved/Lifted: Paper files
  • Times Per Day: 5
  • Maximum Weight: 3 pounds

Moving/Lifting Levels/Heights:

  • Floor: Occasionally
  • Knee: Rarely
  • Waist: Occasionally
  • Chest: Occasionally
  • Overhead: Occasionally

Push/Pull Requirements:

  • Item Name: Furniture Frequency: Frequently

Environmental Conditions:

  • Inside/Outside: No
  • Hot/Cold Temperatures: No
  • Wet: No
  • Noise: No
  • Power Equipment: No
  • Traffic Hazards: No
  • Chemical Hazards: No
  • Heights: No
  • Dust: No
  • Close Quarters: No
  • Fumes/Odors: No

EEO/Drug Free Workplace

Posted 2025-10-28

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