Billing Specialist

Description

Safeway Tax Relief is seeking a diligent Billing Specialist to join our team. This role is essential for maintaining the financial health and client satisfaction of our company. As a Billing Specialist, you will focus on managing client payments, ensuring accurate documentation, and facilitating the resolution process for our clients.

Key Responsibilities:

• Collection Calls for Resolution Phase Clients:
  • Proactively contact past due clients in the Resolution phase, aiming to secure timely payments.
  • Employ effective communication strategies to emphasize the urgency of settling overdue payments.
• System Documentation:
  • Promptly log all client interactions in IRS Logics, ensuring comprehensive and accurate account records.
  • Maintain meticulous documentation to support the resolution process and track account status.
• Payment Rescheduling and Negotiation:
  • Evaluate clients' financial circumstances to adjust payment schedules accordingly.
  • Negotiate payment terms while aiming to maximize today's collection, balancing client needs with our financial objectives.
• Resolution Timeline Management:
  • Stress the importance of updating payments within the resolution timeline to deliver timely results to clients.
  • Work with internal teams to smoothly transition clients from collections to resolution phases, focusing on customer satisfaction.
• Preliminary Phase Collections:
  • Address past due accounts in the "Investigation Phase," aiming to mitigate delinquencies early in the process.
  • Initiate communication with clients to prevent the escalation of overdue accounts.
• Mathematical Skills:
  • Utilize strong mathematical skills for recalculating payment schedules during client discussions.
  • Ensure clear communication regarding payment agreements to foster mutual understanding.
• Team Management and Training:
  • Oversee and mentor both sales support and collections specialists, promoting a collaborative and high-performance team environment.
  • Encourage continuous skill development and improvement among team members.
• Client Interaction and Communication:
  • Manage payment-related correspondence with professionalism, ensuring client satisfaction.
  • Utilize various communication methods (email, voice mail, text) to engage with clients effectively.
• Loan Process Oversight and Financial Data Management:
  • Oversee the loan process, ensuring accuracy from application to payment scheduling.
  • Manage financial data using tools like Google Sheets, assisting the sales team in performance tracking.
• Collections and Client Engagement:
  • Engage with clients on overdue payments, negotiating payment rescheduling when necessary.
  • Coordinate with Case Managers on client-specific financial arrangements.
• Continuous Improvement:
  • Actively participate in initiatives to enhance sales support efficiency and effectiveness.
  • Stay updated on industry best practices, applying this knowledge to optimize team performance.

What Safeway Tax Relief Offers:

• Paid Time Off (Vacation, Sick)
• Access to an on-site gym

Ideal Candidate Profile:

• Proven experience in billing, collections, or a similar role within the financial sector.
• Excellent mathematical skills and proficiency in financial software, preferably IRS Logics.
• Strong negotiation and communication skills, with the ability to manage sensitive situations diplomatically.
• A team-oriented mindset with the capacity for independent judgment and decision-making.

Join our team at Safeway Tax Relief and play a key role in our mission to provide exceptional financial resolution services. Apply today to contribute to our culture of success and client satisfaction.