Job description
Access customer files to research and update existing account numbers in Tandem. Load new account information.
PRINCIPAL RESPONSIBILITIES AND DUTIES:
- Reviews various files to research account numbers rejected in data entry. Researches Tandem to identify existing accounts by matching meter numbers to service address or sites to the information on file.
- Utilizes provided excel spreadsheets to load new accounts into Tandem including account number, vendor, and other client required information.
- Prioritizes and verifies accuracy of work and returns work to designated departments in a timely and orderly manner.
- Keeps management advised of any potential account changes or concern areas.
- Coordinates additions and/or changes to the utility vendor file.
- Maintains good communication flow between employees, leads, and supervisor and updated department procedures.
- Maintains neat and professional work area.
- Performs all job responsibilities in accordance with client standards, Cass policies, and Cass procedures.
- Works overtime as required by management.
- Performs other duties as assigned.
KNOWLEDGE AND MINIMUM REQUIREMENTS:
- Working knowledge and understanding of utility processing procedures.
- Good analytical, interpersonal, organizational, problem solving, and time management skills.
- Must be able to work with minimal supervision, maintain a positive attitude, and be self-motivated.
- Basic knowledge of the Microsoft Office suite (Word, Excel, and Outlook) is preferred.
- High school diploma or equivalent required.
- Prior keyboard experience or specialized training.
About Cass Information Systems, Inc.:
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