Job Description
Job Description
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:
- 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.
- 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.
- 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.
Company DescriptionLeighton A. White, Inc. is a team-centered company that believes in treating each other with respect at all levels of the organization. We value goal oriented, positive attitudes with a sense of pride in workmanship. It is our expectation that team members will be eager to learn and grow with us as they matriculate into our culture. As a company, we retain only the finest team members to ensure the highest safety standards and quality deliverables to our clients.
Company Description
Leighton A. White, Inc. is a team-centered company that believes in treating each other with respect at all levels of the organization. We value goal oriented, positive attitudes with a sense of pride in workmanship. It is our expectation that team members will be eager to learn and grow with us as they matriculate into our culture. As a company, we retain only the finest team members to ensure the highest safety standards and quality deliverables to our clients.
