Cass Information Systems, Inc. Research and Recovery Representative in Jacksonville, Florida

Research and Recovery Representative

Cass Information Systems is the nation's leading provider of payment and information services for corporate America’s freight, utility, waste and telecom expenses. We are a business-to-business solutions provider focused on invoice processing, payment, auditing and business intelligence services. We are strongly committed to providing consistently high-quality service to our customers and deeply committed to the welfare and professional growth of our staff.

The Research and Recovery Representative is responsible for researching unexpected charges and missing information on client invoices, recovering credit for billing errors with waste haulers through contract review and negotiation, and enforcing vendor compliance related to billing standards.

Primary Position Responsibilities:

  • Billing Error Credit Recovery

  • Manage and recover credits for billing errors identified through audit as assigned. Requires understanding of contract and ability to negotiate quick resolution on overbilling

  • Manage and recover credits for billing errors identified through unexpected invalid charges, schedule issues and missing information processing

  • Second level in handling stop service issues related to short paid invoices. This requires escalation with vendor and communication to site level contacts.

  • Unexpected Charges – Vendor Invoices

  • Research unexpected charges on vendor invoices and contractual obligations for payment and pricing

  • Identify internal data entry errors and escalate for quick resolution

  • Schedule issues – Vendor Invoices

  • Research discrepancies related on, on-call and scheduled services that do not match expected dates and review contractual obligations for payment and pricing

  • Identify internal data entry errors and escalate for quick resolution

  • Vendor Compliance

  • Manage vendor invoice related standards for billing

  • Enforce standard monthly billing frequency

  • Enforce detailed billing

  • Negotiate longer payment terms

  • Escalated Past Due Notice Processing – Vendor Invoices

  • Prioritize and process past due notices for short paid vendor invoices as escalated from Audit

  • Missing Information – Vendor Invoices

  • Research and recover missing information required to process vendor invoices

  • Incoming client and vendor billing questions

  • First level point of contact for vendor, client and internal questions related to short payments on vendor invoices

Knowledge and Minimum Requirements:

  • Intermediate level of experience with Excel

  • Strong communication skills, both written and verbal

  • Strong problem solving skills with the ability to work through escalated items with both waste service providers and/or client level contacts including negotiations

  • Ability to research trends and identify patterns

  • One year experience in a customer service/account management related field

  • One year experience with negotiations or contract review

EEO/AA/Minorities/Women/Disabilities/Veterans

Location:

Jacksonville, Florida