Billing & Credit Specialist

Job Summary

The Billing & Credit Specialist will be responsible for administration of the billing process & maintaining customer credit records & availability. This position is responsible for working with customers to establish credit terms, reviewing, and approving credit applications, and maintaining customer credit files. This role is responsible for the daily posting of customers and miscellaneous deposits to the bank account. The Billing & Credit Specialist will also perform various clerical and routine accounting tasks in support of the accounting department as requested. The ideal candidate will have excellent written & verbal communication skills.

Duties and responsibilities

• Approve daily releases for shipments in accordance with MidWest procedures
• Review outbound shipment weights, bills of lading, piece counts, and freight information to the packing list and invoice, reconcile any discrepancies.
• Bill scrap, toll processing, and process all other manual and credit invoices.
• Support the inventory manager by providing certifications in their absence.

· Process and post daily cash receipts and wire remittance deposits to the appropriate customer account and invoices, ensuring reconciliation of the batch.

· Interface with inside sales, regional account managers and senior level management in communicating and resolving credit & customer issues.

· Analyze customer accounts at the time of cash application for any skipped or partial payments, or customer errors. Contact customers immediately to resolve any remittance discrepancies.

· Contact customers to collect past due amounts. Identify any reasons for non-payment and develop plans with supervisor on how to resolve the issue with the customer.

· Analyze customer credit availability and alert appropriate team members if their availability is low per MidWest’s credit procedures.

· Enter and maintain description codes for customer deductions and discrepancies to facilitate managerial review analysis and follow-up of Accounts Receivable.

· Document results of contacts. Track and follow-up on customer commitments.

· Manage customer receivable inquiries.

· Flag and communicate any invoicing or credit memo errors identified when applying remittances.

· New Customer Account set up (gathering all required documentation, establishing credit, create customer record in Great Plains & Sales).

· Review customer balances as directed by supervisor to identify past due accounts.

· Analyze deductions and credits in customer accounts, identifying items to net, items to follow-up with customer, and items requiring potential write-off.

· Escalate unresolved issues, tracking to final resolution.

· Maintain customer information within credit insurance company’s web portal.

· Monthly reporting to Credit Insurance Company regarding past due accounts as necessary

· Daily coverage as needed for the receptionist

• Assist Accounts Payable when needed.
• Other duties and responsibilities as assigned.

Qualifications

Qualifications include:

• Education requirements:
• Bachelor’s degree in Accounting, Business, Finance, or similar preferred.
• High School Diploma or equivalent required.
• Minimum of three years relevant work experience.
• Experience with accounting software.
• Ability to work independently and to carry out assignments to completion.
• Detail oriented and organized.
• Proficient in MS Office (Word, Excel, PowerPoint, Outlook).
• Self-directed, reliable, strong initiative, and bias for action.
• Excellent communication and strong interpersonal skills to work cooperatively with team members.

Working conditions

While performing the duties of this job, the employee will mainly be working indoors in an office environment, but occasionally required to work on the production floor with exposure to loud noises and/or exposure to machinery. The proper hearing protection is available to be worn to lessen the exposure of loud noise.

Physical requirements

Duties are primarily performed while sitting at a desk or computer terminal. While performing the duties of this job, the employee is frequently required to sit, stand, walk, talk, and listen.

Job Type: Full-time

Pay: $23.00 - $26.00 per hour

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 2 years

Physical setting:

• Office

Schedule:

• 8 hour shift
• Day shift
• Monday to Friday

Work Location: In person