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.