The Account Settlement Agent (ASA) is responsible for the daily tasks related to collection efforts of a portfolio of customer accounts. The ASA will effectively communicate and support the Department’s collection goals, while providing quality customer service. The ASA will be accountable for reducing final account balances for assigned accounts and perform other assigned tasks and duties necessary to support the Account Settlement Department
The Money Tracker
Receive payment from previous residents and posts receipts into OneSite
Reconcile all payments on a daily basis and prove deposits with detail and accuracy
Verify cash reports to daily collection
Be accountable for reducing final account balances for assigned accounts and perform other assigned tasks and duties necessary to support the Account Settlement department
Present payment status plan and information to management for collection meetings
The Record Keeper
Maintain documented information i.e., FAS, invoice copies, proofs of delivery, etc.
Thoroughly document all collection and follow-up communication in the collection management software
Overcome stalls and objections and suggest solutions for debt payment Process check-by-phone and/or ACH requests accurately
Meet monthly individual goals as set by the Account Settlement Manager
The Customer Devotee
Reconcile Final Account Statements with residents
Maintain effective professional communication with residents and ASM
Process and send correspondence to residents to resolve collections, reconciliation issues, and disputed charges
Make and receive calls, consistently following the collection call model and techniques
Communicate effectively and support the department’s collection goals, while providing quality customer service
The Impact You Can Make
Final account balances have never been lower, collection rates have never been higher, and everything just seems right in the world again, thanks to all your hard work.
Customers feel so engaged, so well cared for, and so happy with the customer service you’ve provided - they tell everyone they know that Cortland is the absolute best multifamily real estate company around.
The Account Settlement Manager jumps for joy every month when they see how you and the other Account Settlement Specialists have not only met, but somehow surpassed, collection goals!
Strong 2+ years’ experience in a property management collections role
High school diploma required; some college preferred
Excellent interpersonal and customer service skills; ability to deal with customers in a friendly, courteous, timely, and thorough manner
High level of organizational skills, time-management expertise, and attention to detail; ability to prioritize workload and meet tight deadlines
Ability to work independently as well as part of a team
Excellent written and verbal communication skills
Strong analytical and problem-solving skills
Strong negotiation skills
Proficiency in Microsoft Office Suite
Seniority level
Entry level
Employment type
Full-time
Job function
Other
Industries
Real Estate
Referrals increase your chances of interviewing at Cortland by 2x