First Bank & Trust

Document Management Specialist

First Bank & Trust
Posted 10/20/2026full-timeRemote • United StatesJuniorMid-Level💰 $20 - $32 per hourWebsite
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Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer service and invoicing processes, including billing management, compliance adherence, and effective communication with customers and account debtors. Proficient in maintaining filing systems and managing unique billing requirements.

Highest-signal resume keywords
Customer ServiceInvoicing ManagementClerical SupportCompliance ProceduresCommunication Skills

About the role

Key responsibilities & impact
  • Provide customer service regarding invoicing, including acquisition, distribution, filing, and billing
  • Address customer and account debtor needs directly and route needs to appropriate areas
  • Assist customers by phone and determine their needs
  • Reconcile and maintain original bills of lading and bill account debtors as directed
  • Follow established procedures for Distribution, Crosscheck, Audit, and Data Entry/Upload for submitted invoices
  • Manage unique billing processes and requirements for identified account debtors
  • Process outgoing billing in a timely manner
  • Manage the notice of assignment process and file confirmations
  • Maintain filing systems for reports and miscellaneous items
  • Scan, file, and retrieve invoices in and out of the optical library
  • Follow FBT policies and procedures
  • Adhere to compliance procedures and participate in required compliance training

Requirements

What you’ll need
  • Associate’s degree
  • Two years of prior experience in clerical support functions or the equivalent
  • Comprehensive knowledge of the factoring industry preferred but not required
  • Good communication skills
  • Ability to take direction from management and senior team members
  • Ability to meet deadlines
  • Ability to serve customers in a cordial and efficient manner

Benefits

Comp & perks
  • Incentive compensation based on individual performance for eligible roles
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Health Savings Accounts
  • 401(k)/ESOP
  • Paid Time Off
  • Flexible Work Arrangements
  • Paid Parental Leave
  • Student Loan Repayment Assistance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Data EntryBilling ProcessesFiling SystemsInvoice ReconciliationAudit Procedures
Soft Skills
Cordial Customer InteractionAbility to Meet DeadlinesTaking Direction
Tools & Technologies
Optical Library Systems
Certifications & Qualifications
Associate's Degree
Industry Keywords
Factoring IndustryCompliance Training