Highlights
Collaborative Environment: Work alongside a dedicated, supportive team focused on innovation\r\nGrowth Opportunities: We invest in our employees’ professional development, offering ample opportunities for learning and career advancement\r\nCompetitive Compensation: We provide a comprehensive benefits package and a competitive salary commensurate with experience\r\nFamily-Oriented Culture: As a family-owned business, we foster a sense of teamwork, respect, and flexibility that helps everyone succeed In this role, you will be key to optimizing cash flow, managing customer payment relationships, resolving complex billing discrepancies, and driving collections efforts.
Numbers & Facts
| Location | San Antonio, TX |
| Industry | Financial Services |
| Company Size | 100 to 499 employees |
| Website | https://www.americanequity.com |
Description
Job Description
Job Description\nCompany Description
About the Role
Are you a seasoned Accounts Receivable professional with a proven track record in collections and financial operations? We are looking for an experienced Accounts Receivable & Collections Specialist to manage our daily AR processes and take ownership of our aging accounts.
In this role, you will be key to optimizing cash flow, managing customer payment relationships, resolving complex billing discrepancies, and driving collections efforts. If you are a proactive problem solver with strong negotiation skills and sharp attention to detail, we want you on our team!
Key Responsibilities
- Customer Collections & Outreach: Review the AR aging report weekly and perform routine follow-up via phone and email on past-due balances to secure payments.
- Payment Processing: Accurately post daily incoming customer payments (checks, credit cards, ACH, wires) and apply cash to correct accounts.
- Invoicing & Statements: Generate and send timely invoices and monthly account statements to clients.
- Account Reconciliation: Research and resolve basic billing discrepancies, short payments, and unapplied cash with help from sales and customer service teams.
- Record Keeping: Maintain up-to-date customer account notes, contact details, and financial records in our accounting software.
- Team Collaboration: Assist the accounting team with general clerical tasks, basic reporting, and audit preparation as needed.
Qualifications
- 1 to 3 years of experience in Accounts Receivable, Billing, or Collections.
- Comfort making outbound collection calls and working with customers to resolve payment issues professionally.
- Hands-on experience with accounting software (QuickBooks, SAGE, or similar ERP) and data entry.
- Intermediate Microsoft Excel skills (ability to navigate spreadsheets, filter data, and run basic formulas).
- Strong written and verbal communication skills with a customer-focused attitude.
- High attention to detail and ability to stay organized while managing daily routines.
- High School Diploma or GED required; Associate's degree or accounting coursework is a plus.
Position Details
- Physical Setting: In-Office
- Schedule: 8-hour shift, Day shift, Monday to Friday
Ready to bring your AR and collections expertise to a team where your results directly impact the business? Apply today!
Collaborative Environment: Work alongside a dedicated, supportive team focused on innovation
Growth Opportunities: We invest in our employees’ professional development, offering ample opportunities for learning and career advancement
Competitive Compensation: We provide a comprehensive benefits package and a competitive salary commensurate with experience
Family-Oriented Culture: As a family-owned business, we foster a sense of teamwork, respect, and flexibility that helps everyone succeed
Company Description
Collaborative Environment: Work alongside a dedicated, supportive team focused on innovation\r\nGrowth Opportunities: We invest in our employees’ professional development, offering ample opportunities for learning and career advancement\r\nCompetitive Compensation: We provide a comprehensive benefits package and a competitive salary commensurate with experience\r\nFamily-Oriented Culture: As a family-owned business, we foster a sense of teamwork, respect, and flexibility that helps everyone succeed
About Company
American Equity Mortgage, Inc., is one of the nation’s leading mortgage lenders with a proven history of success. For 20 years we have held integrity, leadership, strength and stability making us highly respected in the industry, as well as throughout the communities we serve. We are committed to our customers by specializing in helping people save money through mortgage refinancing, debt consolidation, and home purchase loans.
Our employees are continually growing with our ongoing, coaching culture, training and support along with upward mobility promoting from within our organization. Our commitment to helping others carries into social responsibility to support, assist and empower communities with our private foundation known as AEM Cares, along with our corporate giving program to help and enable charitable causes nationwide reach their goals.