Billing Portal Analyst

DuraServ Corp • Coppell, TX

12d • Onsite

About The Position

The Billing Portal Analyst II will focus on the collections process, managing customer accounts, and resolving issues. This role involves contacting customers, resolving payment issues, and maintaining accurate records to help improve the company’s cash flow and reduce aged receivables.

ESSENTIAL JOB FUNCTIONS 

1. Managed customer collections through phone, email, and letters for overdue invoices and payment reminders.
2. Reconciled customer accounts, identified discrepancies, and resolved payment issues.
3. Ensured accurate application of payments to customer accounts and updated records accordingly.
4. Conducted detailed credit evaluations and set appropriate credit limits based on company policy.
5. Maintained detailed records of all collection activities, customer interactions, and payment arrangements.

6. This job description is not designed to cover or contain a comprehensive listing of the required activities, duties, or responsibilities of the team member. Duties, obligations, and activities may change, or new ones may be assigned at any time with or without notice.

Reasonable accommodation may be made to enable individuals with disabilities to perform these essential functions.

LEADERSHIP COMPETENCY MODEL

This role requires the demonstration of the following competencies:

Instills Trust | Communicates Effectively | Demonstrates Customer Focus | Takes Initiative | Makes Quality Decisions | Drives Growth | Ensures Accountability | Drives Results

KNOWLEDGE, SKILLS, AND ABILITIES

1. Knowledge of foundational accounts receivable and accounting principles.
2. Knowledge of electronic billing procedures and industry standards.
3. Skill in providing effective customer service and communicating both verbally and in writing.
4. Ability to identify and resolve problems efficiently.
5. Knowledge and advanced proficiency with Microsoft Office 365.
6. Strong analytical skills for reviewing and verifying billing information.

SUPERVISORY RESPONSIBILITIES 

This position has no supervisory responsibilities. 

WORK ENVIRONMENT AND PHYSICAL DEMANDS 

In office environment
Prolonged periods sitting at a desk and working on a computer
Must be able to lift up to 15 pounds at times

PLANNED BUSINESS TRAVEL 

This job requires no planned business travel.

EDUCATION AND EXPERIENCE

High School diploma or equivalent is required. Associate or bachelor’s degree, preferred. 
Combined experience in Accounts receivable collection practices of 2 or more years with education is desirable.
Previous experience in technology platforms configuration, reporting, dashboards, and data management is preferred.

EEO STATEMENT

DuraServ is an equal-opportunity employer. We prohibit discrimination and afford equal employment opportunities to team members and applicants without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law. 

Our EEO policy applies to all aspects of the relationship between DuraServ and its team members, including recruitment, employment, promotion, transfer, training, working conditions, compensation, benefits, and application of policies.

Requirements

• Knowledge of foundational accounts receivable and accounting principles.
• Knowledge of electronic billing procedures and industry standards.
• Skill in providing effective customer service and communicating both verbally and in writing.
• Ability to identify and resolve problems efficiently.
• Knowledge and advanced proficiency with Microsoft Office 365.
• Strong analytical skills for reviewing and verifying billing information.
• High School diploma or equivalent is required.
• Combined experience in Accounts receivable collection practices of 2 or more years with education is desirable.

Nice To Haves

• Associate or bachelor’s degree, preferred.
• Previous experience in technology platforms configuration, reporting, dashboards, and data management is preferred.

Responsibilities

• Managed customer collections through phone, email, and letters for overdue invoices and payment reminders.
• Reconciled customer accounts, identified discrepancies, and resolved payment issues.
• Ensured accurate application of payments to customer accounts and updated records accordingly.
• Conducted detailed credit evaluations and set appropriate credit limits based on company policy.
• Maintained detailed records of all collection activities, customer interactions, and payment arrangements.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees