Research Specialist; Billing & Collections

Job Title:

Research Specialist

Labor Grade:
Labor Grade 8

Department:
Billing & Collections Department

Reports To:

Manager, Billing/Collections

FLSA Status:
Local 153 – Non-Exempt

The Billing & Collections Research Specialist position is responsible for maintaining the everyday functions of the Billing & Collections Department. The Research Specialist is expected to have an excellent understanding of the Funds collections policies and is expected to apply this knowledge toward the normal departmental task. These tasks include but are not limited to contribution processing, collections, refunds, member roster updates, audit processing, external CPA firm request and any cross departmental assignments which may be delegated to them.

• Verify accuracy of figures, calculations, postings, of statistical data and makes corrections to the system of record according to the Funds Collections Policy.
• Investigates differences between Funds records and information provided by the employer, auditors and outside legal teams and rectifies discrepancies when necessary.
• System regression/defect testing and creation.
• Maintains an ongoing knowledge and familiarity of periodic updates of the Funds Discrepancy/Delinquency procedures.
• Direct employer outreach through mailed correspondence, email, or phone calls with the purpose of obtaining information regarding collections, updated roster/demographics information or employer training.
• Prepares, verifies, and distributes reports or spreadsheets on audit status, collection activity and processing as instructed by management.
• Responsible for correspondence including photocopying, writing of letters, memos, and reports; filing, faxing, and e‑mailing.
• Performs any other relevant, related, or pertinent work duties as requested or assigned.

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to prioritize work and meet deadlines.
• Must have the capability to manipulate and use multiple software programs simultaneously including Microsoft Excel (pivot tables), Microsoft Word, Microsoft Outlook as well as a basic understanding of web-based applications.
• Strong analytical, problem solving and decision‑making skills.
• Strong ability to multitask.
• The ability to follow up on problem resolution and delegate tasks.
• Excellent oral and written interpersonal skills.

Education and or

Experience:

High School Diploma, 2+ years’ experience in accounting or audit related field preferred.

Language

Skills:

Speak, Read, Write and Understand English

Mathematical

Skills:

Arithmetic

Reasoning Ability: High

Certificates Licenses, Registrations: None