Accounts & Records Specialist

MFA Oil Company; Columbia Township (MO); On-site; USD 36,000 - 48,000; Full time

Job summary

MFA Oil Company is seeking a Records Services Clerk to set up new customer and vendor accounts, verify tax IDs, maintain tax exemptions, and process weekly check requests. The role also serves as primary backup for the receptionist and supports document imaging projects.

Responsibilities include updating account records, collecting W-9s and exemption forms, linking accounts in the online portal, and ensuring accuracy across CertCapture and Energy Force databases, with a strong focus on detail

Qualifications

• High school diploma or equivalent.
• Familiarity with Microsoft Office products.
• Knowledge of basic accounting principles.
• Excellent problem-solving skills.
• Strong customer service skills.
• Strong verbal communication skills.
• Ability to work both independently and in a team environment.
• Ability to speak, read, write, and understand English.
• Ability to meet pre-employment background check and drug test requirements.
• Legal authorization to work in the United States.

Responsibilities

• Set up and review new customer accounts for accuracy.
• Verify customer and vendor tax ID numbers per IRS.
• Set up new vendor accounts and verify the tax ID and legal business name.
• Update customer and vendor account information with address, phone, email, or payment changes.
• Link accounts together through the online portal per customer request.
• Collect, record, and store W-9s for all vendor accounts.
• Collect and record all customer tax exemption forms and tag exemptions in CertCapture and Energy Force databases.
• Coordinate with field locations and customers to ensure current tax exemptions are on file.
• Process weekly check requests for customer balance refunds.
• Assist with document imaging by scanning, indexing and storing files in OnBase.
• Monitor online credit error reports to identify needed updates.
• Serve as primary backup for the receptionist; handle switchboard duties and visitor greeting.
• Support the team by assisting others to meet deadlines.
• Perform other duties as assigned.

Skills

Customer service

Verbal communication

Teamwork

Attention to detail

Problem solving

Time management

Independence

Microsoft Office

English language

Education

High school diploma

Tools

Microsoft Office

OnBase

CertCapture

Energy Force

JD Edwards

Job description

MFA Oil Company is seeking a Records Services Clerk to set up new customer and vendor accounts, verify tax IDs, maintain tax exemptions, and process weekly check requests. The role also serves as primary backup for the receptionist and supports document imaging projects.

Responsibilities include updating account records, collecting W-9s and exemption forms, linking accounts in the online portal, and ensuring accuracy across CertCapture and Energy Force databases, with a strong focus on detail