• Supervisor, Billing

    Job Locations US-CA-Rancho Cucamonga
    Req No.
    2018-3256
    Category
    Management
    Type
    Temporary
  • The Opportunity

    CO-OP Financial Services is bringing digital transformation to the credit union movement. We’re creating innovative technology solutions that help not-for-profit credit unions best serve their members and compete with the big banks.  As a result, our world-class team is growing faster than ever! If you’re passionate about technology and want to be part of a purpose-driven organization, this is an exciting opportunity to provide real value and help shape the future of human-centered financial services.

     

    We are seeking a talented Supervisor of Billing to partner with the Manager of Enterprise Revenue Operations, is responsible for the day to day billing operations enterprise-wide. Helps foster a team setting, implements organizational and operational changes, identifies process improvements, and recommends efficiencies to management. Furthermore, enhances the Manager’s effectiveness by providing support to the Billing Team (i.e. delegation of daily functions, overview of processes, database management, distribute workload, recommending process improvements and resolution of escalated issues). Lastly, the Supervisor, Billing is responsible for maintaining the A/R general ledger, A/R aging schedule, cash receipts, ACH returns, contracts, 13-month trending report, and statistical records by performing the following duties.

    What You Can Look Forward to

    • Ensures clients are billed accurately and in a timely manner.
    • Reviews customer and product set-up within the billing systems to ensure accuracy and alignment with executed contracts/amendments.
    • Responsible for the daily deliverables completed by the billing team.
    • Ensures team members are trained on new/existing functions.
    • Validates accuracy of client identifiers within the SQL database that is used to generate the billing load.
    • Reviews the data set from over 100+ billing documents within the SQL database for trending purposes.
    • Reviews and approves Reseller files for quarterly incentive payouts.
    • Assist management in organizing teams workload to ensure time is used effectively.
    • Processes Charge Gen and Bill Gen, as well as billing integrations into Great Plains.
    • Ensures invoices are delivered to clients by expected delivery date.
    • Reviews, balances and approves the monthly ACH files.
    • Performs monthly account analysis and reconciliations for various clients and vendors.
    • Manages team schedules to ensure resources are allocated accordingly and deliverables are met.
    • Responsible for product launch deliverables, include: new sku setup, pricing requirements, source file validation, etc.
    • Prepares and reviews trending files in order to identify any anomalies through the various billing stages prior to invoice generation.
    • Primary liaison between the Billing team and other departments.
    • Primary liaison between the Billing team and the ET&S department.
    • Responsible for special projects as designated by management.
    • Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.

    What You’ll Need to Succeed

    • Three to five years of billing experience with progressive responsibilities, including a minimum of 1-year in a leadership role.
    • SQL and Database management desirable.
    • Four year college degree in finance or accounting is extremely desirable or a combination of education and experience.
    • Leads, mentors, coaches, and supervises team members.
    • Oversees the daily operations of the team and escalates issues to management in a timely manner.
    • Directly supervises assigned team members.
    • Responsible for interviewing, hiring, and exiting staff.
    • Responsible for adjusting/approving employee timecards and approving time-off requests in accordance with company policy.
    • Responsible for employee annual reviews and feedback on performance goals.
    • Responsible for training employees, planning monthly deliverables, and assigning tasks.
    • Foster a healthy work environment by providing positive feedback and addressing performance issues in a timely manner.
    • Strong understanding of contract and incentive terms and provisions outlined in various client documentation (e.g. MSA, pricing agreements, price quotes, etc.).
    • Strong knowledge of Microsoft Excel (i.e. Pivot tables, Vlook-ups, etc.) and Microsoft Access.
    • Working knowledge of Softrax and/or Great Plains is desirable.
    • Knowledge of Microsoft Office (Word, Access, Outlook, Excel).
    • Knowledge of SQL and Access databases are desirable.
    • Monarch Experience desired.
    • Critical Thinker.
    • Must be detail oriented.
    • Analytical.
    • Must have strong customer service skills.
    • Excellent organizational skills.
    • Advance verbal and written interpersonal communication skills.
    • Must be able to work in a fast pace environment.
    • Must be a self-motivated.
    • Works well under stringent deadlines.
    • Demonstrate a positive attitude.
    • Adapts and encourages change.
    • Takes the initiative.
    • Ability to plan and organize tasks and projects simultaneously, while performing daily functions.
    • Ability to manage time effectively.

    Why Join CO-OP?

    Get ready to be part of the exciting, ever-evolving and growing credit union movement!  As a CO-OP employee, you’ll have a chance to directly impact the access of financial opportunities to individuals and communities – and you’ll help drive the future of fintech at an energetic organization where contributions are valued, and innovation is championed.   

     

    With more than 35 years of industry leadership, CO-OP Financial Services is the largest, most comprehensive credit union service organization in the nation.  CO-OP serves as THE credit union technology engine, bringing payments solutions, engagement services and strategic counsel to help credit unions optimize member experiences to consistently provide seamless, personalized multi-channel offerings, while delivering secure, sophisticated fraud mitigation service.

     

    CO-OP serves more than 3,000 client credit unions, with 60 million debit and credit cardholders, nearly 30,000 surcharge-free ATMs and more than 5,600 shared branches nationwide. Our vast technological ecosystem facilitates more than 6.5 billion transactions every year and equips credit unions of all sizes to deepen member engagement and prosper in the fast-paced world of fintech.

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