Payment Reconciliation Specialist - UWorld, LLC

We are seeking a detail-oriented and experienced Payment Reconciliation Specialist to join our customer care team. The ideal candidate will be responsible for research, collecting data, customer service/care, entering data.




Responsibilities:


- Research and direct application of payments for invoice reconciliation

- B2B Customer outreach to follow-up on outstanding and past due invoices at specific intervals

- Maintain ongoing documentation of follow-up and reconciliation

- Chargeback research and customer outreach


- Invoice Management: Generate, review, and distribute invoices to corporate clients in a timely and accurate manner.

- Payment Research: Research and direct accounting team in correct application of payments and coordinate with sales and/or customers to reconcile over or underpayment issues where applicable.


- Collection Efforts: Proactively reach out to clients with outstanding balances to ensure prompt payment and resolve any payment discrepancies.

- Client Communication: Maintain effective communication with clients to address payment inquiries, follow up on overdue accounts, and provide excellent customer service.

- Documentation: Maintain records of past due follow-up, customer communications, and direction of unapplied payments.


- Process Improvement: Identify opportunities for process enhancements and work with the finance team to implement best practices.


Requirements


Education:


- Associate's degree required, Bachelor’s degree preferred

- Experience: 2-4 years of experience in accounts receivable, customer care/service or a similar role within a corporate environment.



Skills:

- MS Excel skills and the ability to work with large data sets.

- Excellent problem-solving skills and attention to detail.

- Strong communication and negotiation skills.

- Ability to work independently and as part of a team in a fast-paced environment.


Key Competencies:

- Analytical Thinking: Ability to analyze financial data and identify trends, issues, and opportunities for improvement.

- Detail-Oriented: Precision in handling financial records and identifying discrepancies.

- Time Management: Ability to prioritize tasks, manage multiple responsibilities, and meet deadlines.

- Customer Focus: Strong commitment to providing exceptional service to internal and external clients.


Benefits




+ Competitive compensation (contingent on experience)



+ Paid time off (based on sliding scale according to hire date and work hours)



+ Comprehensive benefits package (medical, vision, dental, life, disability)



+ 401(k) plan for retirement with 5% employer matching (eligibility after 90 days of employment)



+ On-site group fitness classes & relaxed work environment






At UWorld, we believe strength is derived from the talents, ideas, and experiences of a diverse workforce. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, or any other protected class. UWorld is proud to be an equal opportunity employer providing a drug-free workplace. If you have a disability or special need that requires accommodation, please let us know.