Billing & Collections Specialist

Description

Elevating the Industry. Building Your Future.

At Roofed Right America, LLC we aren’t just a roofing crew; we are a nationally growing organization. Raising the bar in the commercial and industrial sectors by combining elite craftsmanship with precision, leadership, and growth.

As operations expand and impact scales, we’re looking for dedicated individuals who lead with Integrity, act with Responsibility, and never compromise on Safety. If you are looking to build your Skills past the status quo –  Trade Up to a Better Crew.

Top Reasons to Join:

• 401(k) with Company Match 
• Comprehensive Benefits Package 
• Paid Time Off 

Position Summary: The Billing and Collections Specialist is responsible for timely and accurate invoicing,
collecting timely payments from customers, resolving billing disputes, maintaining accurate records and
completing monthly reporting. This position requires regular communication and coordination with
various departments within Roofed Right America..

The Blueprint for Success - Key Responsibilities:

• Develop, implement and maintain policies and procedures around credit approval, invoicing, lien
  filings and collections to ensure proper controls
• Ensure meet timelines regarding submitting liens
• Monitor the firm’s accounts receivable and identify overdue accounts
• Contact customers with overdue accounts and attempt to either collect the overdue amount or
  negotiate a payment plan to collect it in installments
• Review and approve lien waivers
• Invoice customers based on contract terms on a timely basis, including AIA billings, including
  required sales taxes
• Responsible for creating and maintaining certified payrolls, as needed
• Work with customer and operating teams to resolve invoice disputes
• Partner with project management to coordinate notifications for project starts after receipt of
  down payment
• Generate refund checks for final billed accounts with a credit balance
• Prepare recommendation of bad debt write offs or requests to submit for 3rd party collections
• Prepare monthly reporting for billing and collections, as needed
• Maintain accurate customer records and collections notes
• Assist with external audit in regards

An individual in this position must be able to successfully perform the essential duties and responsibilities listed above. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions of this position.

Requirements

Tools for the Job: 

Competencies:

• Leadership Principles: Strong Professional Fortitude, Strive for Win/Win, Assist, Lead by Example and Focus on Change
• Leadership Capabilities: Influencing, Organized, Focused, Results Driven, Decision Making,
  Pragmatic, Hands on Approach
• Servant Leadership Style: Transparency, teamwork, commitment, humility, disciplined,
  alignment, influence.
• Relationship Builder: Good listener, guiding, open minded, honest, diplomatic, show interest,
  trusted, confidentiality, empathetic, collaborator.
• Critical Thinker: Analytical Thinking, Good Communication, Creative Thinking, Open
  Mindedness, Ability to Solve Problems, Asking Thoughtful Questions

Required

• High school diploma with (3) years experience in billing and collections, or minimum (2) years of
  post-secondary education
• Strong interpersonal, verbal, and written communication skills.

Preferred:

• Hybrid in Milwaukee
• Associates degree in a finance related field

Summary

Physical Demands
The physical demands described here are representative of those that must be met by a team member to
successfully perform the essential functions of this job. Reasonable accommodations may be made to
enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the team member is frequently required to sit; talk or hear; and
use hands to handle, or touch objects or controls. The team member is regularly required to stand and
walk. On occasion the incumbent may be required to stoop, bend, or reach above the shoulders. The
employee must occasionally lift to 25 pounds. Specific vision abilities required by this job include close
vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

Work Environment
The work environment characteristics described here are representative of those an employee encounters
while performing the essential functions of this job. Reasonable accommodations may be made to enable
individuals with disabilities to perform the essential functions.
The performance of the duties of this job are in an office environment. The noise level in the work
environment is usually quiet.

EEO:
Roofed Right America, LLC, is committed to providing equal employment opportunity to all
applicants and Team Members regardless of their race, color, religion, age, sex, national origin,
disability, military service, protected veteran status, genetic information, sexual orientation, gender
identity, or any other characteristic protected by federal, state or local law.