About this opportunity
Wilner & O'Reilly | Immigration Lawyers lists this Billing Clerk opportunity in costa mesa, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Billing ClerkThe Billing Clerk provides comprehensive billing and administrative support across all firm offices. This role is responsible for accurate data entry, payment processing, invoice generation, client billing communication, and calendar-based balance monitoring. The ideal candidate is detail-oriented, organized, and comfortable handling high-volume billing tasks while providing responsive client service.Essential Duties & ResponsibilitiesBilling & Payment ProcessingPost received case payments and process credit card transactions.Set up and manage automatic monthly payment arrangements.Generate invoices for legal fees, filing fees, attorney expenses, and client consultations.Review client accounts to follow up on payment status, generate small balance adjustments, and assess eligibility for collections or bad-debt write-offs.Data Entry & System UpdatesEnter cost logs, USPS and FedEx shipments, mileage and parking expense reports, and hourly time entries accurately.Update missing credit notes and location fields in Clio and QuickBooks as needed.Maintain accurate client contact information and billing notes in Cerenade and related systems.Client Communication & Account Follow-UpContact clients regarding declined credit card payments and obtain updated payment information.Communicate with clients regarding outstanding balances and document all interactions.Respond to client billing inquiries via phone, email, and internal chat, forwarding matters to case managers or attorneys when appropriate.Calendar & Appointment MonitoringMonitor office calendars for upcoming prep appointments, hearings, and interviews.Contact clients in advance to collect balances due prior to scheduled appointments.Review calendared attorney appearances and prep events to ensure accounts are current.Email, Phone & Mail ManagementReview daily billing emails and mail notifications from all offices to identify balances due.Respond to billing-related emails, chats, and voicemail messages throughout the workday.Address billing requests related to file audits, closed cases, and account status inquiries.Team & Office SupportProvide backup support for billing team members during absences, including processing contracts, FedEx shipments, and assigned office communications.Assist with billing specialist duties as needed to ensure continuity of operations.Physical RequirementsThis position is primarily sedentary, with occasional standing, bending, and reaching.Must be able to lift and carry files or materials weighing up to 10 pounds.Additional InformationDuties, responsibilities, and activities may change at any time based on business needs.A detailed breakdown of job duties may be attached or provided separately.
Worksite address
costa mesa, CA, 92626, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.