Document Management Specialist

First Bank & Trust; Madison, Northern (SD, KY); Hybrid; USD 41,000 - 64,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)/ESOP

Paid Time Off

Flexible Work Arrangements

Paid Parental Leave

Student Loan Repayment Assistance

Job summary

First Bank & Trust is seeking a Document Management Specialist in Madison, SD to support invoicing, acquisition, distribution, filing and billing. The role emphasizes cordial and efficient customer service, with collaboration across departments to meet deadlines.

Qualifications include an associate’s degree and two years of clerical support experience. Strong communication and service orientation are essential for handling accounts payable and debtor inquiries.

Qualifications

• Associate’s degree required.
• Two years of prior clerical support experience preferred.
• Customer service focus with strong communication and deadline-driven work style.

Responsibilities

• Provide customer service related to invoicing, acquisition, distribution, filing and billing.
• Assist customers by phone, determine needs and route to appropriate staff.
• Reconcile and maintain bills of lading and bill to account debtor per procedures.

Skills

Customer service

Communication skills

Time management

Education

Associate’s degree

Job description

## Document Management SpecialistApplylocations: Madison, SD (FFG): Remote, USA: Sioux Falls, SD (Main): Ankeny, IAtime type: Full timeposted on: Posted 3 Days Agojob requisition id: R-100790**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. Furthermore, this role may qualify for a variety of benefits, such as Medical, Dental, and Vision insurance, Health Savings Accounts, 401(k)/ESOP, Paid Time Off, Flexible Work Arrangements, Paid Parental Leave and Student Loan Repayment Assistance. Learn more at www.bankeasy.com\careers