Overview
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
Roles You Will Play
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 paymentProcess 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
Building Blocks of Success
- 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
Outro
At Cortland, we create, reimagine, and manage apartment communities for residents nationwide. Headquartered in Atlanta, GA, we have communities and regional offices all over the country, as well as overseas.
From product design and procurement to general contracting and property management, we do it all to make sure our communities are the perfect setting for living life to its fullest.
Our success is fueled by our belief in a better life where hospitality is always a given, each detail is worth a second thought, and every open door is a new opportunity to go beyond expectations.
We come to work every day to create possibilities for people possibilities that translate into superior living spaces and experiences designed to inspire our residents, associates, and investors to live a better life focused on what matters most to them.