Record Services Clerk

MFA Oil Company•Columbia, MO

12d

About The Position

The Record Services Clerk establishes and reviews customer and vendor accounts, verifies tax identification information, maintains tax exemption records, processes weekly customer refund check requests, and assists with document imaging. The role also serves as the primary backup for the receptionist, supporting phone coverage, visitor greetings, and clerical tasks. The clerk supports coworkers as needed to meet team deadlines and is expected to follow company and position-specific policies and procedures and perform other duties as assigned.

Requirements

High school diploma or equivalent.
Computer knowledge and familiarity with Microsoft Office products.
Knowledge of basic accounting principles.
Knowledge of good workflow principles.
Excellent problem-solving skills.
Strong customer service skills.
Strong verbal communication skills.
Ability to work independently and in a team environment.
Ability to perform detailed work accurately.
Ability to speak, read, write, and understand English to communicate with customers, coworkers, and supervisors.
Ability to meet company requirements, including successfully completing a pre-employment background check and drug test.
Legal authorization to work in the United States.

Nice To Haves

Knowledge of JD Edwards programs.
Ability to meet deadlines with strong time-management skills.
Ability to work at a fast pace.
Ability to set priorities and goals and develop plans to achieve them.
Excellent analytical, organizational, and creative problem-solving skills.

Responsibilities

Set up and review new customer accounts for accuracy and completeness.
Verify new customer tax ID numbers against IRS information, contact customers about discrepancies, and update account records as needed.
Set up vendor accounts and verify legal business names and tax ID numbers against IRS information.
Update customer and vendor addresses, phone numbers, email addresses, and payment types as needed.
Link accounts through the online portal at customers’ request.
Collect, record, and digitally store W-9 forms for vendor accounts.
Collect and record customer tax exemption forms, review them for completeness and accuracy, identify applicable accounts, and enter exemptions in CertCapture and Energy Force databases.
Work with field locations and customers to ensure current tax exemption forms are on file and completed correctly, requesting updated forms as needed.
Process weekly check requests for customer balance refunds.
Assist with document imaging by scanning, indexing, and electronically storing paper files in OnBase.
Monitor the online credit error report and identify needed customer account updates.
Back up the receptionist by providing switchboard relief, answering and transferring calls, greeting visitors, and completing assigned clerical tasks.
Assist coworkers as needed to help meet team deadlines.
Adhere to company and position-specific policies and procedures and perform other duties as assigned.

Benefits

Competitive wages.
Paid time off.
Paid company holidays.
Opportunity for eligible employees to share in company success through profit sharing and/or performance incentives.
Medical insurance.
Dental insurance.
Vision insurance.
Employee assistance program.
Company-paid life insurance.
Short- and long-term disability coverage.
401(k) plan with company match and pre-tax and Roth options.
On-the-job training and professional development opportunities.
Educational expense assistance for employees pursuing education aligned with their employment at the company.