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Billing Specialist
4 weeks ago
Safeway Tax Relief is a leading provider of financial resolution services, dedicated to helping clients manage and resolve their tax issues. We pride ourselves on our commitment to client satisfaction and our supportive team environment.
Position Overview:
We are looking for a diligent Billing Specialist to join our team. This role is vital for maintaining our company's financial health and ensuring client satisfaction.
Key Responsibilities:
- Collection Calls for Resolution Phase Clients: Contact past-due clients to secure timely payments and emphasize the urgency of settling overdue payments.
- System Documentation: Log all client interactions in IRS Logics and maintain accurate account records.
- Payment Rescheduling and Negotiation: Adjust payment schedules based on clients' financial situations and negotiate payment terms to maximize collections.
- Resolution Timeline Management: Stress the importance of timely payments and transition clients smoothly from collections to resolution phases.
- Preliminary Phase Collections: Address past-due accounts early to prevent delinquencies and communicate with clients to prevent overdue accounts from escalating.
- Mathematical Skills: Recalculate payment schedules during client discussions and clearly communicate payment agreements.
- Team Management and Training: Mentor sales support and collections specialists, promoting skill development and teamwork.
- Client Interaction and Communication: Manage payment-related correspondence professionally and use various communication methods to engage clients.
- Loan Process Oversight and Financial Data Management: Oversee the loan process from application to payment scheduling and manage financial data using tools like Google Sheets.
- Collections and Client Engagement: Engage with clients on overdue payments and negotiate rescheduling, coordinating with Case Managers on financial arrangements.
- Continuous Improvement: Participate in initiatives to improve sales support efficiency and stay updated on industry best practices.
- Medical, Dental, and Vision Insurance after 90 days.
- Holidays and Paid Time Off (Vacation, Sick).
- Access to an on-site gym.
- Catered meals every Friday.
- Compensation $20-$23 hr
- Experience in billing, collections, or a similar role.
- Excellent mathematical skills and proficiency in financial software (preferably IRS Logics).
- Strong negotiation and communication skills.
- Team-oriented with independent judgment and decision-making abilities.
Join us at Safeway Tax Relief and contribute to our mission of providing exceptional financial resolution services. Apply today to be part of our successful team
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