Document Management Specialist

First Bank & Trust • Madison, SD

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About The Position

The Document Management Specialist provides customer service related to invoicing, including acquisition, distribution, filing, and billing. The role emphasizes serving customers cordially and efficiently, understanding their needs, communicating those needs to appropriate staff, and routing requests to the correct areas. The specialist follows established procedures and management direction, meets deadlines, and supports compliance requirements.

This hourly Grade 4 position is with First Bank & Trust. The company is an Equal Opportunity, Affirmative Action employer and provides a process for applicants to request reasonable accommodation during the application or interview process.

Requirements

• Associate’s degree.
• Two years of prior experience in clerical support functions or equivalent.
• Good communication skills.
• Genuine interest in satisfying customer needs.
• Ability to take direction from management and senior team members.
• Ability to meet deadlines.

Nice To Haves

• Comprehensive knowledge of the factoring industry is preferred but not required.

Responsibilities

• Provide customer service and address customer and account debtor needs related to invoicing, acquisition, distribution, filing, and billing.
• Assist customers by phone, determine their needs, notify appropriate staff, and route requests to the appropriate areas.
• Reconcile and maintain original bills of lading and bill to Account Debtors as directed, following established Distribution, Crosscheck, Audit, and Data Entry/Upload procedures for customer-submitted invoices.
• Manage unique billing processes and requirements for identified account debtors.
• Process all outgoing billing in a timely manner.
• Manage the notice of assignment process and file confirmations as directed.
• Maintain the filing system for reports and other miscellaneous items.
• Scan, file, and retrieve invoices in and out of the optical library.
• Act in accordance with FBT policies and procedures in the employee handbook.
• Adhere to compliance procedures and participate in required compliance training.

What This Job Offers

• Job Type: Full-time
• Education Level: Associate degree