EZ-ACCESS, a leading manufacturer of aluminum ramps and accessibility solutions, is dedicated to improving mobility and independence. As a DBA of Homecare Products, Inc., we design and manufacture high-quality products for residential, commercial, and industrial applications.
Position Overview:
EZ-ACCESS is seeking a detail-oriented and highly skilled Collections/Credit Specialist to join our Accounting team. This role supports the Credit & Collections Manager in managing credit risk, overseeing customer accounts, and ensuring timely collections. This role also handles invoicing processes, account maintenance and assists with credit approvals and collection strategies. The position is critical for maintaining accurate financial records, optimizing cash flow, and ensuring compliance with company policies.
Key Responsibilities
Batch and process invoices from approved sales orders; manage reprints and posting.
Cross-check invoices against PO/packing slip/contract/freight/sales tax, etc.
Validate sales tax computation and exemption certificates; maintain and update documentation through Avalara.
Process credit memos, returns, price corrections, freight, or tax adjustments, ensuring proper approval.
Review and process credit applications; verify documentation and recommend credit limits; account set up.
Set up vendor accounts (A/P).
Provide invoice copies, statements, and respond to billing inquiries.
Process credit card transactions, matching invoices, and flagging short payments or overpayments; noting accounts for reference.
Reconcile daily payments through Shopify.
Assist with payment posting.
Monitor Sales Order Processing Hold Screen.
Assist Credit & Collections Manager with customer/collection calls.
Handle inbound and outbound calls related to invoicing/credit and collections.
Collaborate with internal departments to resolve discrepancies and ensure customer satisfaction.
Create and maintain process and procedure documents.
Use Versapay for AR workflows and customer portal visibility.
Prepare daily/weekly invoicing totals and exception reports; support month-end close out.
Stay current on industry trends, regulations and best practices by participating in webinars, training sessions, and professional development opportunities.
Ensure compliance with company policies and financial regulations.
Perform other duties as assigned by the Credit & Collections Manager.
Qualifications
3+ years in billing/invoicing, AR, or accounting operations.
Familiarity with Great Plains, Avalara, Versapay platforms is a plus.
Strong Excel skills and attention to detail; clear written and verbal communication.
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Understanding of sales tax, exemption certificates, and credit/collections basics.
Education and/or Experience
Completion of two years of college coursework in business, finance, accounting or a related field or relevant professional certifications.
Combination of education and experience that provides the required knowledge and skills (e.g., 3+ years of related work experience in credit, collections or billing).
Language Skills
Excellent written and verbal communication skills required. Ability to convey information clearly and professionally in writing and speech.
Mathematical Skills
Basic mathematical skills required.
Reasoning Ability
Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form.
Strong organizational skills with attention to detail and accuracy.
Ability to problem-solve and select appropriate form of action.
Computer Skills
Efficiency of Word, Outlook, and Excel.
Strong data entry skills.
Experience with software systems such as Great Plains, Avalara, Versapay
Physical Demands
Sitting for prolonged periods of time in a cubed office environment.
Work Environment
Cubed office environment where possible distractions from surrounding personnel must be overcome.
