Collections Specialist
3 days ago
Responsibilities:
• Accurately and efficiently process customer credit applications
• Maintain precise customer credit records
• Monitor customer accounts and take appropriate actions when necessary
• Prepare and process monthly prebills/bills following the firm's guidelines
• Review prebills to ensure their accuracy and completeness
• Track the return of prebills and collaborate with the relevant team for missing prebills to maintain the accuracy of WIP and billing workflow
• Edit prebill using Aderant, PreBill Viewer, or similar CMS software, as appropriate
• Invoice matters according to each attorney's specification while adhering to client billing guidelines
• Deliver electronic bills or invoices as outlined by delivery mode
• Enter additional documents requested by clients, such as invoice summaries, excel spreadsheets, formula charts, and budgets
• Address rejection issues on all electronic invoices by closely working with attorneys for resubmissions on appeals, budget changes, timekeeper additions, and rate issues
• Assist with Matter Maintenance and New Matter Intake as needed to ensure e-billing needs are preemptively met
• Utilize various software systems including Microsoft Suite, Bill Blast, Aderant, and Epic Software for performing various tasks related to Accounts Receivable (AR), Answering Inbound Calls, Billing Functions, Collection Processes, Approved Invoices, Enter Invoices, and High-Volume Invoicing.
This role offers a contract with potential for a permanent position.• Minimum of 3 years of experience in a collections role within the legal industry
• Proficiency in using accounting software systems
• Familiarity with Epic software
• Strong understanding of accounts receivable (AR)
• Experience in answering inbound calls
• Ability to handle billing functions effectively
• Knowledge of collection processes
• Experience in managing approved invoices
• Ability to enter invoices accurately
• Experience in high-volume invoicing
• Proficiency in electronic billing
• Proficient in Microsoft Word
• Proficient in Microsoft Excel
• Familiarity with Aderant software
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