The billing and payment family is responsible for the administration of billing, remittance and customer service functions.
Under moderate supervision performs intermediate to advanced level billing, remittance application, balancing and / or customer service functions.
unusual problems which may require exceptions to procedures or processes are referred to the supervisor.
Primary Job Duties & Responsibilities
Accurately analyzes, researches, and processes all payments and other research requests within established timeframes on moderate to high complex work.
Daily balancing and reconciliation of payments and bank deposits. Acts within approved Authority limits as outlined by the business.
Corresponds with customers, agents, Business Centers, financial institutions and vendors via written and / or phone. Contributes to production performance and quality practices to achieve positive results.
Identifies, defines and implements production performance and quality standards for continuous improvements. Researches, resolves, and reconciles discrepancies with Business Centers, customers, and financial institutions.
Resolves inquiries from internal and external customers, including agents, vendors, mortgage companies, etc. and responds to these customers promptly and courteously.
Reconciles transactions with the billing system, performs billing-related research, and coordinates settlements. Examples include researching and applying / handling payments or refunds, resolving problems related to financial transactions, and resolving billing or banking discrepancies.
May prepare journals entries where necessary. May lead, assign work or train and provide guidance to others. May complete ad-hoc requests.
Identifies current or future problems or opportunities. Analyzes, synthesizes and compares information to understand issues, identify cause / effect relationships and explore alternative solutions to support sound decision making.
Perform other duties as assigned.
Education, Work Experience & Knowledge
College diploma or University degree or equivalent work experience preferred. Two or more years of experience in a Billing or collections environment preferred.
Intermediate customer service skills. Intermediate verbal, written, and listening communication skills. Thorough Large volume transaction experience preferred.
Job Specific & Technical Skills & Competencies
Intermediate accounting. Intermediate customer service skills. Intermediate MS Word and Excel skills.
High school diploma or equivalent required. One year work experience in Billing or Collections required.
Operates standard office equipment Continuously Sitting (Can stand at will) Continuously Use of Keyboards, Sporadic 10-Key Continuously