Document Management 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

Job Description: This person provides customer service as it relates to areas of invoicing, including acquisition, distribution, filing, and billing. Qualifications: This person should have an associate’s degree and two years of prior experience in clerical support functions or the equivalent. Comprehensive knowledge of the factoring industry is preferred but not required. In this position, emphasis is placed on serving the customer in a cordial and efficient manner. This person should possess good communication skills plus a genuine interest in satisfying the needs of the customer. Ability to take direction from management and senior team members and meet deadlines is required.

Principal Responsibilities

• Provide customer service and address customer & account debtor’s needs directly, as they relate to invoicing, acquisition, distribution, filing and billing.
• This includes assisting customers on the phone, determining their needs, notifying appropriate staff of customers’ needs and routing to the appropriate areas.
• Reconcile and maintain original bills of lading and bill to Account Debtor, as directed, following established procedures of Distribution, Crosscheck, Audit and Data Entry/Upload for customer’s submitted invoices.
• Manage the unique billing process and requirements for certain identified account debtors.
• Process all outgoing billing in a timely manner.
• Manage the notice of assignment process and file confirmations as directed.
• Maintain filing system for all reports and other miscellaneous items.
• Scan, file, and retrieve all invoices in and out of the optical library.
• Act in accordance with FBT policies and procedures as set forth in the employee handbook.
• Adhere to compliance procedures and participate in required compliance training.

The anticipated salary range for this role is between $19.57 and $30.88 per hour. This range is a good faith estimate for the position. The actual compensation offered to a candidate may differ based on various factors, including the individual’s relevant experience, training, skills, work location, and other considerations.

For those in eligible roles, we offer incentive compensation based on individual performance.

This role may qualify for a variety of benefits, such as Medical, Dental, Vision insurance, Health Savings Accounts, 401(k)/ESOP, Paid Time Off, Flexible Work Arrangements, Paid Parental Leave and Student Loan Repayment Assistance.

Compensation Grade Hourly Grade 4

First Bank & Trust is an Equal Opportunity, affirmVative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, or status as a protected veteran. Read our complete Equal Employment Opportunity Policy Statement.

Applicants who would like to request reasonable accommodation to the application or interview process should call Human Resources at 800.843.1552 or email [e-mail].

We invest in our people

Our communities have contributed to the success of our business and our families. In turn, this allows us to contribute to the success of our communities. We have remained an independent community institution over the years and employ almost 700 people. Our employees are like family (they’re also part owners). Not only is working for us rewarding, but you’ll also be a part of a positive culture and company that gives back to the community.

Our Culture

We value our culture and work hard to keep it top of mind at all times. Employees rally around 9 core principles, creating a collaborative and enjoyable work experience for all. During the onboarding process, all new employees attend a culture camp, which is led by the CEO and the Chairman of the Board.

Our Benefits

• Comprehensive Healthcare Benefits Peace of mind when it comes to you and your family's well-being with generous health, dental, vision, and life insurance.
• Plus, optional access to additional life, disability, and other forms of insurance.
• 401(k) & ESOP Profit Sharing Employees are owners. Receive a match of up to 7% of your contributions to your retirement account.
• Wellness Program The Healthy Way Program incentivizes gym membership and hosts educational programs and challenges throughout the year.
• Education Student loan repayment assistance program.
• Tuition reimbursement.
• A robust internal training program that goes beyond onboarding. We want you to continue learning. That's why we offer job shadowing, a mentorship program, and more.
• Volunteer Service Hours Paid time to volunteer. Employees get 16 hours to take part in and donate their time to local charities.
• In-house Childcare & Preschool Kid's World childcare and preschool in Brookings is available for the children and grandchildren of employees.

Work for us

Our employees enjoy working together and treat eachother (and customers) like family. Check out our career opportunities, and join a company that cares about its people and community.