Document Management Specialist

🔥 17 hours ago

🌾 Iowa, South Dakota – Remote

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💵 $20 - $31 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

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Logo of First Bank & Trust

First Bank & Trust

501 - 1000 employees

Founded 1880

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

First Bank & Trust is a financial institution that offers a wide range of banking and financial services to both personal and business customers. It provides solutions such as checking and savings accounts, credit cards, loans, investment management, and trust services. The bank is FDIC-insured, meaning deposits are backed by the full faith and credit of the U. S. Government. Customers can also benefit from digital banking services, allowing them to manage their finances conveniently through online and mobile platforms. First Bank & Trust caters to various financial needs, including commercial real estate finance, agriculture loans, and employee benefits administration.

📋 Description

• Provide customer service regarding invoicing, including acquisition, distribution, filing, and billing • Address customer and account debtor needs directly and route needs to appropriate areas • Assist customers by phone and determine their needs • Reconcile and maintain original bills of lading and bill account debtors as directed • Follow established procedures for Distribution, Crosscheck, Audit, and Data Entry/Upload for submitted invoices • Manage unique billing processes and requirements for identified account debtors • Process outgoing billing in a timely manner • Manage the notice of assignment process and file confirmations • Maintain filing systems for reports and miscellaneous items • Scan, file, and retrieve invoices in and out of the optical library • Follow FBT policies and procedures • Adhere to compliance procedures and participate in required compliance training

🎯 Requirements

• Associate’s degree • Two years of prior experience in clerical support functions or the equivalent • Comprehensive knowledge of the factoring industry preferred but not required • Good communication skills • Ability to take direction from management and senior team members • Ability to meet deadlines • Ability to serve customers in a cordial and efficient manner

🏖️ Benefits

• Incentive compensation based on individual performance for eligible roles • 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

Apply Now

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