Portal Specialist

Rite-Hite•Creedmoor, NC

About The Position

The Portal Specialist manages collections and payment processing for assigned accounts, with a focus on customer web-billed invoices. The role aims to support timely, accurate billing and collection while maintaining positive relationships with customers and representatives. It also provides general process support to district accounts receivable specialists. The position resolves payment disputes and portal billing errors through communication with customers, representatives, other departments, and management. Additional duties include processing credit card payments, preparing consolidated customer statements, researching customer-requested credit balances, and processing payment adjustment requests. The role has no supervisory responsibilities.

Requirements

Associate's degree from a two-year college, or one to two years of related experience and/or training, or an equivalent combination of education and experience.
Excellent problem-solving ability and communication skills.
Ability to read and comprehend simple instructions, short correspondence, and memos, and to write simple correspondence.
Ability to effectively present information in one-on-one and small-group situations to customers, clients, and other employees.
Ability to perform arithmetic using whole numbers, common fractions, and decimals; compute rates, ratios, and percentages; and draw and interpret bar graphs.
Ability to apply common-sense understanding to written, oral, or diagrammed instructions and address problems involving several concrete variables in standardized situations.

Responsibilities

Collect outstanding invoices and support timely payment for assigned accounts while maintaining positive customer and representative relations.
Manage collection processes for web billings to help ensure electronic invoices are paid accurately and on time.
Submit outstanding service and new equipment invoices through customer web-based portals.
Provide general process support to district A/R specialists.
Process credit card payments as requested.
Resolve payment disputes in coordination with customers, representatives, other departments, and top management.
Communicate with internal parties to reconcile portal billing errors.
Reconcile billing errors through communication with customers and appropriate internal parties.
Prepare consolidated customer statements as requested.
Research customer-requested credit balances and process payment adjustment requests.