Document Management Specialist

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

📋 Description

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

• Respond to customer and account debtor inquiries via phone, directing requests to the appropriate departments.

• Reconcile and preserve original bills of lading, billing account debtors in accordance with established practices.

• Conduct distribution, crosscheck, audit, and data entry/upload tasks for submitted invoices.

• Oversee unique billing processes and requirements for designated account debtors.

• Ensure all outgoing billing is processed promptly.

• Manage the notice of assignment process and maintain filing of confirmations.

• Organize filing systems for reports and miscellaneous items.

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

• Comply with FBT policies and procedures.

• Follow compliance protocols and engage in mandatory compliance training.

⛳️ Requirements

• Associate’s degree with two years of relevant experience in clerical support functions or equivalent.

• In-depth understanding of the factoring industry is preferred, though not mandatory.

• Strong communication skills.

• Genuine commitment to meeting customer needs.

• Capacity to take instructions from management and senior team members.

• Ability to meet deadlines consistently.

• Capability to follow compliance protocols and complete necessary compliance training.

🏝️ Benefits

• Incentive compensation linked to individual performance for eligible positions.

• Medical, Dental, and Vision insurance.

• Health Savings Accounts.

• 401(k)/ESOP.

• Paid Time Off.

• Flexible Work Arrangements.

• Paid Parental Leave.

• Student Loan Repayment Assistance.

• Comprehensive healthcare benefits.

• Life insurance.

• Optional additional life, disability, and various other forms of insurance.

• 401(k) and ESOP profit sharing with a match of up to 7% of contributions.

• Wellness program offering gym membership incentives, educational programs, and challenges.

• Tuition reimbursement.

• Robust internal training program.

• Job shadowing and mentorship opportunities.

• 16 paid volunteer service hours.

• In-house childcare and preschool services available for employees' children and grandchildren.