SUMMARY: Collaborates with the management and sales professionals in order to contribute to the accurate preparation of bills receivable and to safeguard the company’s income.
DUTIES AND RESPONSIBILITIES:
- Process information necessary for customer invoicing, including AIA billing.
- Set up customer card accounts and update as needed and/or upon request.
- Compile data to spreadsheets, type reports and distribute as needed or requested.
- Check data inputs to ensure accuracy in customer info, accounts, invoices and statements.
- Issue customer invoices through the proper channels and process incoming payments.
- Issue Certificates of Insurance, W-9, Lien Waivers and other job site related documents.
- Manage account balances to discover outstanding debts or other inconsistencies.
- Issue customer statements, send payment reminders and contact customers as needed.
- Receive payments through various methods, which includes ability to set up, oversee and maintain online portals for customers using project management platforms for payments.
- Answer phones and make necessary calls in a professional and timely manner; take accurate messages with a high degree of professionalism and courtesy.
- Communicate with customers to answer questions, provide guidance and/or resolve issues.
- General clerical duties including, but not limited to, filing, copying, scanning, mailing and faxing.
- Demonstrate a high level of professionalism in handling confidential and sensitive issues.
SKILLS/QUALIFICATIONS:
- High school diploma or equivalent; further education a plus.
- Proven experience as a Billing Clerk/Coordinator or similar position.
- Highly proficient in Microsoft Office Suite; with a heavy emphasis on Excel.
- Working knowledge of Sage accounting software is a plus but willing to train.
- Reliable and versatile with strong customer service and time management skills.
- Computer literate with excellent math skills and a high degree of trustworthiness.
- Excellent organization skills including data collection, data entry and record keeping.
- Demonstrated ability to exercise good judgement in making timely and sound decisions.
- Creative, flexible and innovative team player with a commitment to company culture.
- Strong verbal and written communication skills with an acute attention to detail.
- Ability to manage priorities and workflow in a fast-paced environment.
- Capacity to work independently and as a member of various teams.
COMPETENCIES:
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Teamwork-Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
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Problem Solving-Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with complex or emotional topics.
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Adaptability-Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events; Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position.
