Mission of the Position

To support the Credit Department with the processing of daily duties.

Results To Be Achieved/Activity Metrics : 

Process all revision requests received each day.

Process all FTI (Free Text Invoices & Credits) and refunds daily with 100% accuracy, following the general norms

Work on POV (purchase order verification) Queue, within time and 100% accuracy.

Process all pertinent individual customer invoices as instructed each day with 100% accuracy.

Maintain and reconcile specific accounts to ensure all invoices have been invoiced same day as received.

Work on any additional tasks as assigned.

Resolve and respond to all issues pertaining to the above mentioned responsibilities.

Work the ICC email box and the Invoicing email box to ensure customer request (inside & outside) are handled in timely manner.

Strategies/Process

1.      Billing of customer Account:

Daily processing of invoices on individual accounts such as Oracle, H&R Block, Exelon, PG&E, etc. Need to research and resolve problem issues by understanding their systems, requirements and by corresponding with the customer and Sales Department.

Reconciling and Maintaining of FTC, Revisions and Refunds:

Work on write-offs, Revisions and Refunds. Resolve problem issues as needed. Process, modify and updating the Revisions request. Working on Refunds as required by the manager or team members. Process daily emails into the Tax-Exempt Credit email box as needed. Understand how the taxing works in each state

2.      Work on POV Queue

        Daily Working on the POV Queue, updating and working on Purchase Order verifications as cases come up in the queue with 100% accuracy and updating notes in the ERP as required. Need to research and resolve problem issues by understanding their systems, requirements and by corresponding with the customer and Sales Department.

Profile

• Credit/Collection experience with an emphasis on electronic billing.
• Computer proficiency required, including proficiency in MS Excel.
• Ability to develop a positive working relationship with customers and other departments.
• Possess excellent oral and written communication skills with an emphasis on email etiquette.
• Organizational and follow up skills are a must. Ability to multi task as needed.
• Ability to be accurate while obtaining daily goals.
• 3-5 years of work experience in operations.