Billing Specialist

Corodata Careers•Poway, CA

23h•Onsite

About The Position

Reporting to the Billing Supervisor, the Billing Specialist is responsible for the timely and accurate processing of the Company’s accounts receivable/billing/invoicing. The primary duties include generating, posting, and distributing client invoices. This position will exemplify customer service with clients and internal departments to establish and maintain solid relationships. The ideal candidate can conduct a detailed review of bills linked to purchase orders to check for contract compliance with rates, work estimates, and supporting documentation. In addition, they are responsible for reporting and escalating any customer-related issues to Quality Assurance Manager. This position is a mid â€ level position. This position may participate in weekly team training.

Requirements

Bachelor’s degree in Accounting or Finance; or a combination of education and equivalent experience.
Intermediate MS Excel required.
Proficient in MS Office required.
Proven ability to work effectively with others in a team environment.
CUSTOMER SERVICE – Manages difficult or emotional customer situations; responds promptly to customer needs; solicits customer feedback to improve service; responds to requests for service and assistance; meets commitments.
TEAMWORK – Balances team and individual responsibilities; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's efforts to succeed.
ORGANIZATION SKILLS – Organization skills with ability to juggle multiple assignments and tasks, including attention to details, and the ability to prioritize in a changing environment. Excellent time management skills.
INTERPERSONAL SKILLS – Strong interpersonal (verbal and written) communication skills, positive attitude, flexibility, and an eagerness to learn new things.
LANGUAGE SKILLS – Ability to read and interpret documents written in English such as manuals, procedures, and work instructions. Ability to effectively communicate well with customers and coworkers.
MATHEMATICAL SKILLS – Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals.
REASONING ABILITY – Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form. Ability to deal with problems involving several concrete variables in standardized situations.
COMMUNICATION SKILLS – Ability to effectively communicate with potentially stressful and/or emotional situations. Outstanding customer-oriented skills.
Knowledge of Generally Accepted Accounting Principles
Exceptional problem solving and decision-making skills.
Ability to multitasking and able to meet deadlines.
Excellent customer service skills and interpersonal skills.
Proven ability to work effectively in a team environment with associates.
The capability of effective planning and priority setting.
Ability to manage several complex projects simultaneously while working under pressure to meet deadlines.
Excellent analytical ability.
Must be detail-oriented.
Familiarity with six-sigma or other quality improvement processes.
Ability to handle and safeguard sensitive and confidential information.
Possess prioritizing, time management, and organizational skills.

Nice To Haves

Two (2) years experience in accounting.
Familiarity with Great Plains and billing systems software.
Service industry experience is highly desirable.
Experience with process improvement teams.

Responsibilities

Conduct billing for business lines including Record Storage, Shredding, and Media, as well as any new product lines which may be introduced in the future.
Calculates costs for goods, services, and delivery/shipment of goods in MS Excel.
Timely issuance of credit/debit memos to customers.
Upload invoices per client specifications to their specific customer portal(s).
Prepare special monthly billing reports as agreed upon with customer(s).
Prepare necessary credit adjustment forms and submit them for approval.
Perform credit card services for clients via phone and fax line (i.e. processing payments and updating credit card information).
Address customer billing inquiries and escalate them to the supervisor/manager when necessary.
Performs general bookkeeping work, which may include entering data and maintaining records, invoices, and supporting documents of amounts due for items purchased or services rendered.
Reconcile and audit accounts per client request.
Assist with collection efforts by coordinating with the collections team and answering CC/Statement lines.
Maintain and update Corodata Invoice Manager (CIM) system, such as customer updates with email addresses, communication updates, and print invoices.
Participate in team projects, including Six Sigma, process enhancement efficiency improvements.
Auditing new account set-up paperwork for completeness, including credit check form and A-Sales Tracking sheet.
Generate monthly sales summary reports.
Assist with client payment cash applications, such as Lock Box/ACH/Wires, as needed.
Process customer communications via letters and email.
Perform work with quality, efficiency, and safety at all times.
Become proficient in the company’s chosen software.
Must follow all confidentiality rules regarding customer information.
Assist with client inquiries and answer client questions with regard to payment history/balance, account updates, and customer service issues.
Uses a high level of professionalism in verbal and e-mail communication, always seeking to be helpful, to focus on problem solving and arriving at a win-win interaction.
Maintain excellent customer service with the customers to establish solid relationships.
Handle customer complaints in a timely manner and escalate any pertinent matters to their manager.
Must be courteous, helpful, and professional to all existing and potential customers, by interacting with customers in person and via telephone, fax, and email to ensure complete customer satisfaction in all matters related to the operation.
Maintain excellent customer service with the customers, vendors, sales, transportation, and operation teams to establish solid relationships.
Participates in ongoing training and may assist with training of new employees through cross-functional collaboration between departments.
Participate in Six Sigma projects, as required to improve processes and efficiencies.
Promote Corodata’s Mission and Vision Statements.
Continuously promotes compliance with company policies and procedures.
Ensure the highest standards of safety, productivity and customer service are exceedingly daily.
Adhere to meal and rest periods per Company policy.
Other duties to meet business needs and requirements as assigned.
Works with confidential data, which, if disclosed, might have a significant internal or external effect.