Specialist, Accounts Receivable Job Vacancy in TriMet Portland, OR 97201 – Latest Jobs in Portland, OR 97201

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Company Name : TriMet
Location : Portland, OR 97201
Position : Specialist, Accounts Receivable

Job Description : Description
The Accounts Receivable Specialist supports Accounts Receivable and Revenue team within Financial Services. This position supports Accounts Receivable through customer setup and invoicing/billing, applying payments on customer accounts, posting credits, and communicating with customers. Monitors aged accounts receivable and follow up on past due accounts. Support Departments and external partners by preparing various ad hoc accounts receivable and sales reports. Provide support services to meet multiple department needs in Finance & Administration.
Ensure a commitment to safety through consistent and professional behaviors in performance of job requirements that demonstrate safety is a fundamental value that guides all aspects of our work. Perform related duties as required.
Serve as a good steward of TriMet by regularly utilizing our transit system to maintain a strong and current understanding of customers’ experiences and of TriMet’s product and service offerings.
Essential Functions
1. Responsible for customer batch invoicing to initiate collections and ensure compliance with policies and procedures.

2. Reconcile customer payments, returns and apply the payment/credit to the appropriate open invoice balances for the District’s various sales programs within the General Ledger software. Perform account coding for daily customer deposits and miscellaneous receipts. Work closely with Cash Management Accountant to ensure proper accounting of payment received and with Revenue Accountants to ensure customer payments are applied to appropriate customer accounts. Establish customers within the accounts receivable sub-ledger at the request of the Sales group.

3. Perform customer follow-up on past due accounts as necessary and pursue collections. Collaborate and coordinate with AR Revenue Accountants to develop and document procedures/processes on Accounts Receivable collections, uncollectible accounts, and NSF checks. Perform procedures over non-sufficient fund checks (NSF) presented to the TriMet Ticket Office (TTO) to pursue internal collections measures or turn collection efforts over to the external collection agency. Maintain and routinely update list of presenters of bad checks for the TTO.

4. Serve as primary point of contact for customer inquiries, monitor shared accounts receivable email account, and respond to customer inquiries. Process credit card payments over the phone. Serves as the primary contact for credit card transactions. Monitor customer credit limits.

5. Assist in preparing ad hoc accounts receivable and revenue reporting for internal and external inquiries. Example reports include monthly customer type reports, quarterly sales reports for Marketing, etc.

6. Provide administrative support for annual external financial and compliance audits and review engagements. Support may include scheduling of meetings/rooms, assistance in the generation of confirmations and letters, retrieval of certain supporting documentation requested for audit/review, and other areas as needed.

7. Provide overall administrative support and customer service to the Financial Services team. Other administrative services may include assisting with filling, organizing, reviewing, and compilation of financial records. Support may also include other basic accounting/finance related functions. Provide backup duties for electronic document retention which procedures including scanning, indexing, and transferring documents to document retention software. Provide backup duties for the opening and distribution of incoming department USPS mail and internal mail.
Position Requirements
A minimum of a High School Diploma/GED is required.

An Associate’s Degree in Business Administration, Accounting, and/or Finance is preferred.

A minimum of four (4) years total credited experience.*

Two (2) years of experience in accounting-related work, such as collections or accounts receivable are required.

Or any equivalent combination of experience and training.

The amount of credit a candidate receives for prior years of experience is based on the relevancy of that experience to the required or preferred prerequisites of the job description. Experience is prorated based on hours worked. LRHR assigns and validates the “credited experience”.
Selection Criteria
Type of Position / Grade / FLSA
Grade 9, Non-Exempt, Non-Union, Full-Time

Salary Range
Minimum: $48,918.00
Maximum: $73,377.00

Selection Process
Candidates will be selected based at a minimum on the result of:
1. Application Review (please include: Cover Letter and Resume)
2. Panel Interviews
3. Reference Check

Supplemental Information
Make sure you describe in detail how your education, training and work experience fit with this role. You are encouraged to attach a resume, cover letter, training certificates and/or letters of recommendation with your application. You are permitted five attachments of less than 5MB each.

Internal applicants: Information in your personnel file will not be used in lieu of information requested on your application. Incomplete applications will not be considered.

If you are a qualified veteran and would like to apply for veterans’ preference points, you will need to reflect your status on the application and attach supporting documentation at the time of application submission.

If you need accommodation under the Americans with Disabilities Act for any part of the application process, contact our Human Resources staff at 503-962-7505, or the TTY line at 7-1-1. Note that we require a minimum of two workdays’ notice prior to the need for accommodation.

TriMet is an equal opportunity employer, committed to developing an organization that is reflective of and sensitive to the needs of the diverse community we serve, including veterans, the elderly, and individuals with disabilities.

ADA Statement
As applied to the workplace, applicants and employees must be qualified to perform the essential functions of the job with or without reasonable accommodation. Essential functions may include required job functions performed infrequently as well as production standards related to the quality and quantity of work.

If a person with a disability could meet job qualifications with a reasonable accommodation, TriMet will work with the employee to accommodate the need. If TriMet’s accommodation is effective in allowing the employee to perform the essential functions of the job, it need not be the employee’s preferred accommodation.
Regular Full-Time or Limited Term Full-Time
Non-Union Employee Benefits
A regular full-time, non-union employee is an employee who works a minimum of 30 hours per week. A limited term, full-time employee must be hired for six or more months, have a predetermined ending date, and work a minimum of 30 hours per week.

Medical Plan Options Regence Non-Union PPO 80/20 – Deductible: $300 Individual/$900 Family; Office Visit: 20%, after deductible; Out-of-Pocket Max: $2,300 Individual/$6,900 Family; Prescription Drugs: $10 Generic/$25 or 20% Formulary/50% Non-formulary. Benefits listed are for in-network, preferred providers. Regence Non-Union Health Savings Account (HSA) – Deductible: $1,500 Individual/$3,000 Family; Office Visit: 20%, after deductible; Out-of-Pocket Max: $5,000 Individual/$10,000 Family; Prescription Drugs: 20%, after deductible. Benefits listed are for in-network, preferred providers. Kaiser Permanente EPO – No deductible; Office Visit: $10 copay; Out-of-Pocket Max: $600 Individual/$1,200 Family; Prescription Drugs: $10 copay.All medical plans include prescription drug and vision coverage.

Dental Plan Options Delta Dental of Oregon, provided by Moda – Preventive Services paid at: 100%; Basic Services paid at: 80%; Major Services paid at: 50%; $2,000 max benefit per person/year; Orthodontia paid at: 50% to $3,000 lifetime max/person. Kaiser Dental – $10 Copay; Preventive Services paid at: 100%; Basic Services paid at: 80%; Major Services paid at: 50%; $2,000 max benefit per person/year; Orthodontia paid at: 50% to $3,000 lifetime max/person.Coverage Effective Date – Medical and dental insurance is effective first of the month following date of hire.

Waive Medical and Dental Coverage – TriMet non-union, exempt employees who waive their medical and dental coverage through TriMet and provide proof of coverage outside of TriMet, will receive $250 per month as taxable income.

Medical and Dental Rates – Non-union employees working 30+ hours/week pay 6% of the total monthly premium for medical and dental. Non-union employees working 20-29 hours/week pay 25% of the total monthly premium.

Medical and Dental Rates – Non-union employees working 30+ hours/week pay 6% of the total monthly premium for medical and dental. The rates below reflect the employee’s portion of the monthly premium.

Rates effective January 1, 2022
Regence Non-Union 80/20 PPO
Employee: $ 43.76
Employee & Spouse: $ 91.88
Employee & Child(ren): $ 76.56
Employee & Family: $ 122.52

Regence Non-Union HSA
Employee: $ 38.20
Employee & Spouse: $ 80.20
Employee & Child(ren): $ 66.84
Employee & Family: $ 106.94

Non-Union HSA Employer Monthly Contribution
Employee: $ 62.50
Employee & Spouse: $125.00
Employee & Child(ren): $125.00
Employee & Family: $125.00

Kaiser Permanente EPO
Employee: $ 39.44
Employee & Spouse: $ 78.90
Employee & Child(ren): $ 71.00
Employee & Family: $ 118.34

Delta Dental of Oregon
Employee: $ 4.00
Employee & Spouse: $ 7.56
Employee & Child(ren): $ 7.60
Employee & Family: $ 11.40

Kaiser Dental
Employee: $ 4.04
Employee & Spouse: $ 7.62
Employee & Child(ren): $ 7.66
Employee & Family: $ 11.50

Employee Assistance Program (EAP)
TriMet employees have access to the EAP through Canopy( previously Cascade Centers). The EAP is a free, confidential resource available to help employees (and their household members) with life’s everyday issues. It also provides many other services including, but not limited to: counseling sessions, webinars, financial coaching, home ownership program, and online access to a wealth of information and resources.

Wellness Program
TriMet supports health and wellness through our Wellness Matters Program. Annual wellness offerings include: onsite biometric screening and flu shot clinics.

Flexible Spending Accounts Health Care Spending Account – Allows employees to set aside pre-tax dollars to pay for medical, vision, and dental expenses not covered by their health plan. Dependent Care Spending Account – Allows employees to set aside pre-tax dollars to pay for dependent care expenses. Limited Flexible Spending Account – Allows employees enrolled in the Regence HSA plan to set aside pre-tax dollars to pay for vision and dental expenses not covered by their health plan.Long-Term Disability Insurance
Available to eligible, non-union employees working at least 20 hours/week, 90-day waiting period, pays 60% of the employee’s salary to a maximum of $10,000/month.

Life and Accidental Death & Dismemberment (AD&D) Insurance
Basic Life and Accidental Death & Dismemberment (AD&D) Insurance – TriMet provides Basic Life and AD&D Insurance to assist employees and their families in the event of death or dismemberment.
Benefit Amount: 1x annual earnings, $150,000 max

Voluntary Life and AD&D Insurance – Employees may purchase additional life and AD&D insurance for themselves, spouse/domestic partner, and their child(ren). Employees pay the full cost for this insurance and must elect coverage for themselves in order to elect coverage for their dependents.

Employees may purchase one or more of the following voluntary coverages:
Hospital Indemnity insurance helps keep your finances on track when you are in the hospital. It pays you or a covered family member directly and you can use it to help cover costs such as copays, deductibles and living expenses.
Critical Illness insurance can help with costs from a serious illness that your medical insurance does not cover. It pays you or a covered family member a lump sum to use toward expenses like deductibles, groceries or childcare during recovery.
Accident insurance can help with costs that medical insurance does not cover if you are hurt in an accident. It pays you or a covered family member directly and you can use it toward your deductible, copay or daily expenses during recovery.

Pension
Defined Contribution Plan 401(a)
TriMet provides a defined contribution pension plan to non-union employees. TriMet deposits the equivalent of 8 percent of a non-union employee’s base pay into an investment account each pay period. The employee also has the option of contributing up to 15 percent of his/her base pay pre-tax to the account each pay period. The employee directs the investment of the employee’s individual account. The employee is vested in the account after three years of service.

Deferred Compensation Plan 457
A Deferred Compensation Plan Section 457 (a plan for public employees) allows the employee to build retirement savings with pre-tax dollars to supplement pension, Social Security and private investment.

Sick Leave
Employees receive 12 sick days of leave for a total of 96 hours (8 hours x 12 days) each January 1. Unused sick leave can be carried over to a maximum of 1,700 hours (212.5 days). Employees hired mid-year receive a prorated amount of sick leave for the first year hired. Upon separation, 60% of accrued sick leave is deposited into your 401(a) account up to a maximum of 1,700 hours.

Holidays
Non-Union employees have one day off with pay on each of the following holidays: New Year’s Day, Memorial Day, Independence Day, Labor Day, Thanksgiving and Christmas.

Personal Days
Each regular non-union employee is allotted six (6) personal days with pay to be used within the calendar year. Employees hired mid-year receive a prorated amount of personal day for the first year hired.

Vacations
Employees accrue vacation eligibility for each continuous full year of service effective on the date of hire anniversary. For employee hired on or after November 15, 2012, the following schedule will apply:

Years of Service Weeks of Vacation
Upon employment* 2 weeks
After 5 years 3 weeks
After 10 years 4 weeks
After 15 years 5 weeks

During the first year of employment with TriMet if employment is terminated within the first year, the two weeks of vacation are not eligible for payout. Other than during the first year of employment, if employment is terminated, both the employee’s banked vacation, and the vacation that has accrued ratably since the employee’s last date of hire anniversary is eligible for payout in accordance with this policy.
Free Transit Pass
All active employees, their spouses/domestic partners, and eligible* dependents are eligible for a photo identification badge, which is honored as a bus/MAX pass on all lines of the District.
Child dependents are eligible for a free transit pass up to age 19, or age 24 if living at home and attending school full-time.
Frequent Flyer Mileage
Frequent flyer miles (miles flown on business or resulting from a business expense) may be applied to personal frequent flyer miles.

TEI Membership
TriMet’s corporate fitness center (TEI) is available to employees, and their spouse or eligible domestic partner, at five locations. Membership dues are only $13.00 per month for TriMet employees and an additional $6.00 per month for a spouse or eligible domestic partner.

NOTICE: The information contained in this document is intended solely to provide general information regarding the benefits offered by TriMet. This information is subject to change at any time. Revised: 01/24/2022
Agency
TriMet
Address
1800 SW First Avenue Suite 300

Portland, Oregon, 97201
Phone
(503) 962-7505

Website
http://trimet.org/careers

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