Billing & Document Control Specialist

Fishback Financial Corporation; Madison (WI); On-site; USD 26,000 - 41,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Health Savings Accounts

401(k)/ESOP

Paid Time Off

Flexible Work Arrangements

Paid Parental Leave

Student Loan Repayment Assistance

Job summary

First Bank & Trust in Madison, WI is seeking a customer service specialist focused on invoicing and billing. You will handle inquiries, assist with acquisition, distribution, filing and billing tasks, and ensure accurate processing.

The role requires an associate’s degree and two years of clerical experience. You will work with management to meet deadlines, follow procedures, and deliver cordial, efficient service to customers.

Qualifications

• Associate’s degree and two years of clerical support experience.
• Strong communication and customer service abilities.
• Ability to follow management directions and meet deadlines.

Responsibilities

• Provide customer service and address customer & account debtor’s needs directly, as they relate to invoicing, acquisition, distribution, filing and billing.
• Assist customers on the phone, determine their needs, and route to the appropriate staff.
• Reconcile and maintain original bills of lading and bill to Account Debtor, following procedures.
• Manage the unique billing process and requirements for identified account debtors.
• Process all outgoing billing in a timely manner.
• Maintain filing system for all reports and other miscellaneous items.
• Scan, file, and retrieve all invoices in and out of the optical library.
• Adhere to company policies and required compliance training.

Skills

Customer service

Communication skills

Attention to deadlines

Follow directions

Education

Associate degree

Job description

First Bank & Trust in Madison, WI is seeking a customer service specialist focused on invoicing and billing. You will handle inquiries, assist with acquisition, distribution, filing and billing tasks, and ensure accurate processing.

The role requires an associate’s degree and two years of clerical experience. You will work with management to meet deadlines, follow procedures, and deliver cordial, efficient service to customers.