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Billing and Posting Clerks Occupation Detailed Description

Billing and Posting Clerks career

General Job Description and Education/Training Levels for Billing and Posting Clerks

The main tasks and work activities of Billing and Posting Clerks are to prepare documentation for contracts, transactions, or regulatory compliance, calculate costs of goods or services, type documents, discuss account status or activity with customers or patrons. In general, for the Billing and Posting Clerks, active Listening, reading Comprehension, critical Thinking, speaking and other 6 skills are required.
Billing and Posting Clerks Job Description
EducationThese occupations usually require a high school diploma.
Related ExperienceSome previous work-related skill, knowledge, or experience is usually needed. For example, a teller would benefit from experience working directly with the public.
Job TrainingEmployees in these occupations need anywhere from a few months to one year of working with experienced employees. A recognized apprenticeship program may be associated with these occupations.
ExampleThese occupations often involve using your knowledge and skills to help others. Examples include orderlies, counter and rental clerks, customer service representatives, security guards, upholsterers, and tellers.
The following chart shows the education/training levels for Billing and Posting Clerks jobs. 52.40% of Billing and Posting Clerks have High School Diploma (or the equivalent) and 7.90% of Billing and Posting Clerks have Post-Secondary Certificate.
Less than a High School Diploma
0.00%
High School Diploma (or the equivalent)
52.40%
Post-Secondary Certificate
7.90%
Some College Courses
16.42%
Associate's Degree (or other 2-year degree)
21.70%
Bachelor's Degree and Above
1.58%

Tasks and Work Activities of Billing and Posting Clerks

  • Encode and cancel checks, using bank machines.
  • Take orders for imprinted checks.
  • Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
  • Verify signatures and required information on checks.
  • Post stop-payment notices to prevent payment of protested checks.
  • Maintain files of canceled checks and customers' signatures.
  • Match statements with batches of canceled checks by account numbers.
  • Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
  • Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
  • Retrieve checks returned to customers in error, adjusting customer accounts and answering inquiries about errors as necessary.
  • Route statements for mailing or over-the-counter delivery to customers.
  • Monitor equipment to ensure proper operation.
  • Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
  • Verify accuracy of billing data and revise any errors.
  • Operate typing, adding, calculating, or billing machines.
  • Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
  • Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
  • Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
  • Keep records of invoices and support documents.
  • Resolve discrepancies in accounting records.
  • Communicating with Supervisors, Peers, or SubordinatesProviding information to supervisors, co-workers, and subordinates by telephone, in written form, e-mail, or in person.
  • Communicating with Persons Outside OrganizationCommunicating with people outside the organization, representing the organization to customers, the public, government, and other external sources. This information can be exchanged in person, in writing, or by telephone or e-mail.
  • Performing Administrative ActivitiesPerforming day-to-day administrative tasks such as maintaining information files and processing paperwork.
  • Performing for or Working Directly with the PublicPerforming for people or dealing directly with the public. This includes serving customers in restaurants and stores, and receiving clients or guests.
  • Interacting With ComputersUsing computers and computer systems (including hardware and software) to program, write software, set up functions, enter data, or process information.
  • Getting InformationObserving, receiving, and otherwise obtaining information from all relevant sources.
  • Processing InformationCompiling, coding, categorizing, calculating, tabulating, auditing, or verifying information or data.
  • Making Decisions and Solving ProblemsAnalyzing information and evaluating results to choose the best solution and solve problems.
  • Evaluating Information to Determine Compliance with StandardsUsing relevant information and individual judgment to determine whether events or processes comply with laws, regulations, or standards.
  • Establishing and Maintaining Interpersonal RelationshipsDeveloping constructive and cooperative working relationships with others, and maintaining them over time.
  • Prepare documentation for contracts, transactions, or regulatory compliance.
  • Calculate costs of goods or services.
  • Type documents.
  • Discuss account status or activity with customers or patrons.
  • Calculate shipping costs.
  • Explain regulations, policies, or procedures.
  • Maintain operational records.
  • Analyze financial information.
  • Compile data or documentation.
  • Search files, databases or reference materials to obtain needed information.
  • Prepare informational or reference materials.
  • Execute sales or other financial transactions.
  • Order materials, supplies, or equipment.
  • Reconcile records of sales or other financial transactions.
  • Verify accuracy of financial or transactional data.
  • Provide information to coworkers.
  • Maintain financial or account records.
  • Weigh parcels to determine shipping costs.
  • Operate office equipment.
  • Route mail to correct destinations.

Skills and Abilities for Billing and Posting Clerks

  • Active ListeningGiving full attention to what other people are saying, taking time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.
  • Reading ComprehensionUnderstanding written sentences and paragraphs in work related documents.
  • Critical ThinkingUsing logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
  • SpeakingTalking to others to convey information effectively.
  • Time ManagementManaging one's own time and the time of others.
  • CoordinationAdjusting actions in relation to others' actions.
  • Social PerceptivenessBeing aware of others' reactions and understanding why they react as they do.
  • MonitoringMonitoring/Assessing performance of yourself, other individuals, or organizations to make improvements or take corrective action.
  • Service OrientationActively looking for ways to help people.
  • Near VisionThe ability to see details at close range (within a few feet of the observer).
  • Problem SensitivityThe ability to tell when something is wrong or is likely to go wrong. It does not involve solving the problem, only recognizing there is a problem.
  • Oral ComprehensionThe ability to listen to and understand information and ideas presented through spoken words and sentences.
  • Information OrderingThe ability to arrange things or actions in a certain order or pattern according to a specific rule or set of rules (e.g., patterns of numbers, letters, words, pictures, mathematical operations).
  • Inductive ReasoningThe ability to combine pieces of information to form general rules or conclusions (includes finding a relationship among seemingly unrelated events).
  • Deductive ReasoningThe ability to apply general rules to specific problems to produce answers that make sense.
  • Number FacilityThe ability to add, subtract, multiply, or divide quickly and correctly.
  • Mathematical ReasoningThe ability to choose the right mathematical methods or formulas to solve a problem.
  • Oral ExpressionThe ability to communicate information and ideas in speaking so others will understand.
  • Speech RecognitionThe ability to identify and understand the speech of another person.
  • Selective AttentionThe ability to concentrate on a task over a period of time without being distracted.
  • Category FlexibilityThe ability to generate or use different sets of rules for combining or grouping things in different ways.
  • Written ExpressionThe ability to communicate information and ideas in writing so others will understand.
  • Written ComprehensionThe ability to read and understand information and ideas presented in writing.
  • Speech ClarityThe ability to speak clearly so others can understand you.
  • Check endorsing machinese.g. Check and document signers
  • Check endorsing machinese.g. Check cancelling machines
  • Filing cabinets or accesoriese.g. Check filing cabinets
  • Sorterse.g. Check sorting machines
  • Desktop computerse.g. Desktop computers
  • Digital camerase.g. Digital cameras
  • Franking or postage machinese.g. Digital postal meters
  • Mail opening machinese.g. Envelope opening machines
  • Mail sealing machinese.g. Envelope sealing machines
  • Mail sealing machinese.g. Envelope stuffers
  • Optical character recognition systemse.g. Magnetic ink character recognition MICR encoding machines
  • Digital image printerse.g. Magnetic ink character recognition MICR printers
  • Optical character recognition systemse.g. Magnetic ink character recognition MICR readers
  • Franking or postage machinese.g. Mechanical postal meters
  • Microfilm camerase.g. Microfilm cameras
  • Paper sorting machinese.g. Paper collaters
  • Letter folderse.g. Paper folders
  • Scientific calculatore.g. Proof machines
  • Postal scalese.g. Shipping scales
  • Desktop calculatore.g. 10-key calculators
  • Customer and Personal ServiceKnowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • ClericalKnowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.
  • MathematicsKnowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.
  • English LanguageKnowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.
  • Computers and ElectronicsKnowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.