Billing Specialist

The Overhead Door • Salt Lake City, UT

61d • Onsite

About The Position

Seeking a Billing Specialist to play a critical role in providing billing, financial, and administrative support to the organization. This position is primarily responsible for preparing and issuing invoices to customers, processing payments, managing accounts receivable, and handling various documentation required for payment processing. The Billing Specialist will also assist in maintaining customer records, resolving payment discrepancies, and providing excellent customer service. This role demands a high level of attention to detail and accuracy, with the ability to handle multiple tasks in a fast-paced environment.

Requirements

• Minimum of 2 years of experience in an Accounts Receivable or Billing position.
• A Notary Public, or willingness to obtain within 6 months.
• Self-starter with a proactive approach to completing tasks and collaborating with others.
• Strong written and verbal communication skills.
• Proficient in Microsoft Office applications, with advanced Excel skills.
• Ability to think strategically, problem-solve, and identify areas for process improvement.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Process and clear the workbench in Avante each business day, ensuring that all customer billing and invoices are completed on time.
• Handle customer payment applications, lien waiver forms (AIA 702 & 703), retention payments, and any other required documentation for contractors to process payments.
• Perform reconciliation of Avante records to change orders and contract totals to ensure they match customer’s records.
• Resolve discrepancies by following up with a change order.
• Generate and send service order invoices daily.
• Complete change order logs per customer request.
• Notarize documents, as needed.
• Submit applications and track customer payments through third-party payment portals such as Textura, Wal-Mart, GC Pay, Procore, etc.
• Complete schedule of value per customer’s request.
• Provide monthly customer statements, as requested, file preliminary notices, and manage NCS notices.
• Occasionally assist in managing the aging report and collaborate with collections to follow up on overdue payments.
• Investigate and resolve disputed receivables, responding to customer inquiries in a timely and professional manner.
• Process tax credits, where applicable.
• Demonstrate a strong attention to detail and execute all tasks with high accuracy.
• Provide and maintain exceptional customer service, both internally and externally, to enhance the overall customer experience.
• Maintain up-to-date customer records and apply credit memos where applicable.
• Process credit card payments.
• Maintain records of credit requests.
• Perform additional duties as assigned by the Credit Manager.

Benefits

• We embrace diversity and inclusion in every aspect of our organization and encourage all employees to share their perspectives and voice their opinions.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED