Remote Data Entry Representative bei CoolSys

With over 150 years of experience, and headquartered in Southern CA, CoolSys is the market-leading indoor environment solutions company. Our full spectrum of best-in-class services includes HVAC & refrigeration installations, remodels, service & maintenance; and energy solutions, including controls and lighting. CoolSys serves customers in the retail, commercial, food service, educational, healthcare, and industrial markets. 

WHY JOIN US 
We understand that hiring great people is the foundation of everything we do. Our employee benefits packages include: 

• Competitive pay  
• Medical, Dental, Vision and Prescription coverage 
• Paid vacation and holidays 
• 401(K) match 
• Life insurance, AD&D and long-term disability 
• Tuition reimbursement 
• Opportunities available nationwide 
• Employee discounts on vehicles, hotels, theme parks, select cell phone bills and so much more 
• Pet Insurance 
• Legal Plan, and ID Theft Protection 

JOB SUMMARY:

This position is responsible for printing, reviewing and submitting final invoices or credit memos to customer per their required method of delivery (mail, email or online portal).  Reviews data for deficiencies or errors, correcting any incompatibilities and checking output. 

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Enters customer and account data from source documents within time limits.
• Establishes entry priorities based on customer deadlines.
• Prints and submits final invoices to customer per the required method of delivery (mail, email, online entry).
• Prints and submits credit memos to customer per required method of delivery.
• Reviews and verifies invoices against customer portal, recognizing any discrepancies or billing errors prior to submitting to customer.
• Researches and responds to queries on invoices per request by others such as Collections, Service Managers or Billing Managers.
• Communicates with customers as necessary and distributes requests to appropriate personnel/department for resolution.
• Utilizes smartsheet to confirm invoices/batches have been entered.
• Utilizes smartsheet to communicate to billers on invoice discrepancies or inaccuracies.   
• Maintains and responds to emails sent to main Billing email inbox.
• Contributes to team effort by accomplishing related results as needed.
• Perform other duties as assigned.

ESSENTIAL KNOWLEDGE, SKILLS, ABILITIES, AND COMPETENCIES:

• Typing speed and accuracy.
• Excellent organization and communication skills.
• Ability to multi-task effectively.
• Attention to detail.
• Excellent knowledge of correct spelling, grammar and punctuation.
• Ability to interact with all levels of management in various departments.
• Ability to organize and prioritize your own work.
• Ability to navigate internet explorer using customer 3^rd party portals.
• Ability to add, subtract, multiply, divide and to record, balance, and check results for accuracy.
• Ability to express or exchange ideas by means of the spoken word, communicating orally with others accurately, clearly, and quickly.
•  

COMPUTER SOFTWARE KNOWLEDGE:

• Solid working knowledge of use of the Microsoft suite of applications (Word, Excel, etc.).
  • Advanced usage of Internet Explorer.
  • Knowledge of use of Dynamics preferred.

   

  EDUCATION, EXPERIENCE AND/OR LICENSES:

   

  • High school diploma or equivalent. Associate degree preferred but not required.
  • 1 – 2 years of data entry experience.

Today, there are 26 different companies that make up the CoolSys family of brands. Our valued employees are at the heart of our continued growth and success. We invite you to be part of that growth! 

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Coolsys is an EEO/AA Employer.  All qualified individuals - Including all ages, colors, disability, ethnicity, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status, and other characteristics are encouraged to apply.   

Pre-employment background screening (criminal and MVR for driving positions) and drug testing are required for all positions. Coolsys will consider qualified applicants with criminal histories in a manner consistent with federal law, state law, or local ordinance.