Invoicing & Document Management Specialist

bankeasy; Madison (SD); On-site; USD 27,000 - 43,000; Full time

Benefits offered by this job

Medical, Dental, and 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 seeks a customer service professional focused on invoicing, billing, and related financial processes. You will handle customer inquiries by phone, route requests to the appropriate teams, and support accurate bill processing in a fast-paced environment.

The ideal candidate has an associate degree and clerical experience, with strong communication and a customer‑first mindset. This role emphasizes timely, accurate service and compliance with internal controls and training

Qualifications

• Associate degree and two years of clerical support experience or equivalent.
• Comprehensive knowledge of the factoring industry preferred but not required.
• Good communication and a genuine interest in satisfying customer needs.

Responsibilities

• Provide customer service and address customer and account debtor needs related to invoicing and billing.
• Reconcile and maintain original bills of lading and bill to account debtor per procedures.
• Manage unique billing processes for identified account debtors and process all outgoing billing.
• Manage the notice of assignment process and file confirmations as directed.
• Maintain filing system for reports and miscellaneous items.
• Scan, file, and retrieve invoices; comply with company policies and training.

Skills

Customer service

Communication skills

Attention to detail

Education

Associate degree

Tools

Data entry

Job description

First Bank & Trust seeks a customer service professional focused on invoicing, billing, and related financial processes. You will handle customer inquiries by phone, route requests to the appropriate teams, and support accurate bill processing in a fast-paced environment.

The ideal candidate has an associate degree and clerical experience, with strong communication and a customer‑first mindset. This role emphasizes timely, accurate service and compliance with internal controls and training