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Provides customer support for Contract to Cash team. Reconciles billing and payments on pre-need and at-need contract accounts. Applies experience and skills to resolve non-routine issues within procedures and policies; discusses and escalates complex or unique issues with Manager. Applies experience and skills to resolve non-routine issues within procedures.

RESPONSIBILITIES 

• Read and respond to a high volume of emails, calls and Heat (work order) requests.  Assess requests and take appropriate action within service level agreements and documenting outcomes.  Professionally respond to, research, and resolve issues via phone/chat/email/Heat with internal customers.   Operating within processes, controls, and accounting principles, review contracts, validate past transactions, reconcile, and post adjustments on accounts.  Inform and educate internal customers on Contract to Cash processes and procedures.
• Apply payments, research and reconcile transactions to ensure integrity of receivables.
• Run standard reports and download into Excel.  Add subtotals and formulas to reconcile accounts.  Add pivot tables and charts summarizing data results.
• Recommend efficiency improvements.  Draft and maintains user job aids as well as department processes for manager review and approval.  Provide updated and approved documents to intranet site administrator.

MINIMUM REQUIREMENTS

Education

• High School Diploma

Experience

• At least three (3) years banking or accounts receivable experience with an emphasis in customer service, preferably in a corporate environment.
• Good time management skills, data analysis to draw conclusions and maintain quality assurance  
• SQL or MS Access experience a plus

Knowledge, Skills and Abilities

• Demonstrate knowledge of basic accounting principles
• Demonstrate knowledge of customer service skills
• Ability to self-manage workload to meet expectations and service level agreements
• Accurate math and reconciliation skills
• Professional verbal and written communication skills
• Interpersonal skills to quickly build rapport and trust
• Proficient database and MS Office suite skills, including Excel

Postal Code: 77019

Category (Portal Searching): Finance and Accounting

Job Location: US-TX - Houston