Bilingual Billing Specialist

This is a fully remote position, open to applicants in Chile, +6 more countries.

📋 Description

• Execute trust disbursements under the guidance of an attorney.

• Investigate discrepancies in payments and ongoing account issues.

• Oversee the financial relationship with clients from the initial engagement to the final payment.

• Conduct professional and direct discussions with clients who are behind on their payments.

• Identify factors hindering payment and explore practical options within set policies.

• Establish clear next steps while upholding appropriate financial boundaries.

• Monitor every anticipated payment until it is paid, rescheduled, escalated, or resolved in another manner.

• Manage approximately 150 to 200 active client accounts.

• Follow up on missed payments and unfulfilled payment commitments.

• Resolve routine billing and client account issues in accordance with established policies.

• Propose improvements to the billing process.

• Clearly explain invoices, payment schedules, and financial obligations to clients.

• Maintain precise records of invoices, payments, account balances, payment plans, and client information.

• Support attorney trust account activities, including entering client trust balances.

• Escalate exceptions, disputes, discrepancies, and unusual situations.

• Flag trust account discrepancies for the external bookkeeper's attention.

• Recognize patterns involving unclear invoices, lost payment promises, or inefficient processes.

⛳️ Requirements

• This is a full-time, remote position.

• Work schedule: Monday through Friday, from 8:30 a.m. to 5:00 p.m. Pacific Time.

• Proficient in written and spoken communication in both English and Spanish.

• Minimum of two years of experience in accounts receivable, billing, collections, client accounts, or similar roles involving financial discussions with customers or clients.

• Experience in managing invoices, payments, balances, payment plans, and client account records.

• Comfort in conducting proactive outbound phone follow-ups regarding missed payments, broken commitments, and overdue balances.

• Experience managing a portfolio of approximately 150 to 200 active client accounts simultaneously.

• Familiarity with Docketwise or a similar legal practice management system is advantageous but not mandatory.

• Preference for candidates with experience using law-firm billing or legal practice management software.

• Preference for familiarity with attorney trust accounting and IOLTA activities.

• Preferred experience in preparing trust disbursements under supervision.

• Familiarity with trust fund handling regulations is a plus.

• Reconciliation experience is not a requirement.

🏝️ Benefits

• Opportunity for remote work.

• Certification from Great Place to Work as a recognized workplace.