Billing Specialist

The Billing Specialist is responsible for preparing invoices, ensuring invoices created in firm's internal system are submitted to the client, and following up on invoice submissions

Duties & Responsibilities:

Preparing Invoices for payment Receives notification from Supervisor that specific files need to be reviewed Ensures that file information matches between client portal and what operations has entered into Case management system (Caseaware) and inform supervisor if there is a discrepancy Audits backup receipts attachments Ensures appropriate approvals are in place for all fees and costs Ensures fees are in accordance with the billing guidelines provided by the managing team Submitting Invoices To Client Portal Ensures that the fees and costs in CaseAware match what is in the client portals: Knowledge of client portals: Loansphere Invoice Management, Blank Knight Financial Services, Tempo, Legal Tracker, Pyramid, Res.net, Servicing Connect Researches and addresses issues with mis-matched fees and costs Creates and submits correct invoice to the client portal on the same day that the invoice was created. Updating invoice notes in case management system that invoices have been submitted Ensure documentation attached to invoices are correct and follow clients guidelines Ensure all invoices created in CaseAware are accounted for either in client portal or sent to client via email Reviews Reports to Ensure Invoices are Submitted to Client Supervisor will provide various reports to be reviewed by Billing Specialist to ensure invoices have been submitted to the client. Billing Specialist should review these reports and advise if any invoices are not submitted to client accurately.