Document Management Specialist

This is a fully remote position, open to applicants in Iowa, +1 more state.

📋 Description

• Provide customer service related to invoicing, encompassing acquisition, distribution, filing, and billing.

• Directly address the needs of customers and account debtors, routing inquiries to the appropriate departments.

• Assist customers over the phone to ascertain their requirements.

• Reconcile and maintain original bills of lading, billing account debtors as instructed.

• Follow established protocols for Distribution, Crosscheck, Audit, and Data Entry/Upload concerning submitted invoices.

• Manage unique billing processes and specific requirements for designated account debtors.

• Process outgoing billing promptly and efficiently.

• Oversee the notice of assignment process and ensure confirmations are filed.

• Maintain organized filing systems for reports and various items.

• Scan, file, and retrieve invoices within the optical library.

• Comply with FBT policies and procedures.

• Follow compliance protocols and participate in mandatory compliance training.

⛳️ Requirements

• Associate’s degree.

• Two years of previous experience in clerical support roles or an equivalent background.

• Comprehensive knowledge of the factoring industry is preferred but not mandatory.

• Strong communication skills.

• Ability to take direction from management and senior team members.

• Capability to meet deadlines effectively.

• Ability to serve customers in a friendly and efficient manner.

🏝️ Benefits

• Incentive compensation based on individual performance for eligible positions.

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Health Savings Accounts.

• 401(k)/ESOP.

• Paid Time Off.

• Flexible Work Arrangements.

• Paid Parental Leave.

• Student Loan Repayment Assistance.