- Respond to assigned customer account inquiries about invoices, payment status, balances, and billing requirements.
- Monitor shared Accounts Receivable inboxes and address or route customer requests and collection communications.
- Review billing transactions for completeness and accuracy, and prepare and submit invoices through customer portals and other required channels.
- Maintain customer billing contacts, remittance information, invoice delivery preferences, and billing requirements.
- Manage collection outreach by phone and email, review aging reports, and follow up on past-due accounts.
- Research and help resolve payment disputes, invoice discrepancies, short payments, deductions, and account questions.
- Issue customer statements, payment reminders, and collection correspondence; escalate complex issues as appropriate.
- Assist with payment application, research unapplied cash and remittance information, and support account reconciliation.
- Prepare aging reports and collection status updates, maintain activity documentation, and identify process improvements.
Microsoft Excel