AR Clerk/Credit Support Specialist - Texas United Management Corporation

ESSENTIAL DUTIES & RESPONSIBILITIES

Processes and applies customer payments (ACH, lockbox, wire, check, credit card) accurately and within service-level timeframes, reconciling remittances against outstanding invoices. Researches and resolves unapplied cash, short pays, overpayments, and duplicate payments, and processes approved reversals, adjustments, refunds, and write-offs. Maintains accurate account balances and payment records, and supports month-end AR close and reconciliation.

Credit Administration & Customer Onboarding

Creates and maintains new Sold-To, Bill-To -Business Partner accounts in SAP, including customer master data such as addresses, tax information, payment terms, and contacts. Coordinates new customer onboarding by collecting required documentation — credit application, W-9, tax exemption certificate, banking information, and supporting legal documents — and obtains D&B credit reports and trade references to support credit risk assessment. Assists in preparing credit files and periodic credit reviews, ensuring records comply with company policy and internal controls.

Collections Support

Performs collection activities for assigned accounts, contacting customers on past-due invoices by phone and email and documenting all collection efforts, commitments, and disputes. Monitors aging reports, proactively follows up on delinquent accounts, and escalates high-risk accounts to the AR & Billing Manager. Coordinates with Sales, Customer Service, and Operations to resolve disputes that are holding up payment, and prepares customer statements and collection letters as needed.

Administrative & Department Support

Supports internal and external audit requests, maintains organized customer files and documentation, and prepares reports on cash application, collections, and account maintenance. Cross-trains within AR to support business continuity, recommends process improvements, and performs other AR duties as assigned.

Associate's degree in Accounting, Finance, Business Administration, or a related field preferred, or an equivalent combination of education and experience. Typically 5+ years of experience in accounts receivable, cash application, accounting, banking, or a related financial role, ideally with exposure to an ERP system such as SAP and business-to-business customer communication.

•     Strong attention to detail and accuracy under a high transaction volume.

•     Solid analytical and problem-solving skills; sound judgment and discretion with confidential information.

•     Strong organizational and time-management skills; able to juggle competing priorities.

•     Clear written and verbal communication with a customer-service mindset.

•     Proficiency in Excel, Outlook, Word, and ERP systems, with willingness to grow into credit and risk analysis.

Success in this role looks like high accuracy in cash application, daily postings completed within service-level expectations, timely and accurate customer onboarding and master data maintenance, and measurable support toward reducing past-due receivables. The employee maintains organized, compliant documentation and shows continuous growth in credit and collections responsibilities, contributing to departmental goals around cash flow, customer satisfaction, and operational excellence.