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PT Holdings LLC

Coordinator, Billing Specialist

Career Insights for Billing Specialist (General)

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What they do

A Billing Specialist performs administrative work at financial institutions and banks that handle bills, receipts, and invoices. Manages the status of client accounts and tracks financial records, charges, and receipts of the accounts.

$43,238 / year median in South Carolina

+3% projected growth

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Job Description

Coordinator, Billing Specialist PT Holdings LLC life insurance, paid holidays, 401(k), profit sharing United States, South Carolina, Lexington Aug 31, 2026 Description Position at Whaley Foodservice

POSITION SUMMARY

The Coordinator, Billing Specialist provides administrative and operational support for service billing and invoice processing. This role reviews completed service activity and supporting documentation, prepares and submits accurate invoices, monitors billing queues and account activity, and helps resolve incomplete, delayed, or disputed billing items. The position works closely with branch employees, service operations, customers, and Finance & Accounting to ensure billing is complete, accurate, timely, and consistent with customer agreements and internal processes. Success in this role requires strong attention to detail, organization, data-entry accuracy, problem solving, and responsive customer service.

MAJOR RESPONSIBILITIES

Billing & Invoice Processing Review completed service calls, work orders, and related documentation for billing readiness, accuracy, and completeness.

Verify labor, materials, travel, rates, purchase orders, customer information, and other billable details before invoicing.

Prepare and submit service invoices accurately and within established timelines.

Apply customer-specific billing instructions, pricing terms, tax information, and required supporting documentation.

Maintain accurate records of invoice activity, status, supporting documents, and follow-up actions.

Process billing adjustments, corrections, credits, or rebills in accordance with established approval requirements.

Account Review & Issue Resolution Monitor assigned billing queues, account activity, and exception reports to identify outstanding or delayed items.

Research billing discrepancies and obtain missing information from the appropriate branch, service, customer, or internal resource.

Correct and resubmit invoices that are incomplete, rejected, returned, or placed on hold.

Respond to routine billing questions and route complex account, pricing, tax, or collection matters to the appropriate resource.

Follow through on open billing issues and document resolution status through completion.

Service & Administrative Coordination Partner with branch employees and service operations to obtain information needed to complete invoicing or resolve discrepancies.

Compile, organize, file, and retain billing documentation and records in accordance with established practices.

Perform accurate and timely data entry across service management, billing, and business systems.

Provide general administrative support to promote efficient department operations and timely service to internal and external partners.

Data Quality & Process Compliance

Follow established billing procedures, customer requirements, approval controls, and documentation standards.

Protect confidential customer, pricing, and financial information and use sound judgment when handling sensitive records.

Identify recurring billing issues and communicate opportunities to improve accuracy, timeliness, or workflow efficiency.

Maintain professional working relationships with internal and external business partners.

Perform other duties as assigned.

Education & Experience

Required Associate degree or an equivalent combination of education and relevant experience.

Minimum of two (2) years of experience in billing, invoicing, accounts receivable support, or an administrative environment requiring strong organization and attention to detail.

Demonstrated experience reviewing documentation, entering financial or operational data, and resolving discrepancies.

Strong data-entry experience and proficiency with common business applications.

Preferred

Experience processing service invoices or supporting accounts receivable operations.

Experience with service management, billing, accounting, or ERP systems. Experience working in a service, repair, field operations, or multi-location organization Required Skills Attention to detail and data-entry accuracy

Billing and invoice processing

Organization and record management

Time management and prioritization

Problem solving and deductive reasoning

Written and verbal communication

Customer service and follow-through

Multitasking and administrative coordination

Team collaboration

Technical Skills

Microsoft Office Suite, including Excel and Outlook

Microsoft Teams and OneDrive

Service management, billing, accounting, or ERP systems

Customer billing portals and internet-based business applications

Basic understanding of invoice documentation and accounts receivable processes

WORKING/ENVIRONMENTAL CONDITIONS

Well-lit, open office environment.

We Offer:

Competitive Salary

401k& Profit Sharing

Paid Holidays & Vacation

Medical & Dental Benefits

Short-Term Disability

Long-Term Disability Insurance (company paid)

Life Insurance (company paid)

COME HOME TO WHALEY!

!

Visit the Whaley career site to find your place to grow.

www.whaleyfoodservice.com/careers Whaley Foodservice is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.