Document Management Specialist

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.

Compensation Grade

First Bank & Trust is an Equal Opportunity, Affirmative 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 [email protected].