Billing and Posting Clerks

• Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
• Operate typing, adding, calculating, or billing machines.
• Verify signatures and required information on checks.
• Keep records of invoices and support documents.
• Contact customers to obtain or relay account information.
• Consult sources, such as rate books, manuals, or insurance company representatives, to determine specific charges or information such as rules, regulations, or government tax and tariff information.
• Post stop-payment notices to prevent payment of protested checks.
• Verify accuracy of billing data and revise any errors.
• Resolve discrepancies in accounting records.
• 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.
• Encode and cancel checks, using bank machines.
• Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
• Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
• Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
• Route statements for mailing or over-the-counter delivery to customers.
• Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
• Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
• Monitor equipment to ensure proper operation.
• Take orders for imprinted checks.

No augmentable tasks identified for this role — its real, individually-assessed tasks consistently read as automatable (100%).

No durable tasks identified for this role — its real, individually-assessed tasks consistently read as automatable (100%).