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Billing and Posting Clerks

Compile, compute, and record billing, accounting, statistical, and other numerical data for billing purposes. Prepare billing invoices for services rendered or for delivery or shipment of goods.

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    Work Activities

    Work Activities

    • Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
    • Take orders for imprinted checks.
    • Compare previously prepared bank statements with canceled checks and reconcile discrepancies.
    • Post stop-payment notices to prevent payment of protested checks.
    • Encode and cancel checks, using bank machines.
    • Monitor equipment to ensure proper operation.
    • Perform bookkeeping work, including posting data or keeping other records concerning costs of goods or services or the shipment of goods.
    • Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
    • Update manuals when rates, rules, or regulations are amended.
    • Review documents, such as purchase orders, sales tickets, charge slips, or hospital records, to compute fees or charges due.
    • Resolve discrepancies in accounting records.
    • Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
    • Track accumulated hours and dollar amounts charged to each client job to calculate client fees for professional services, such as legal or accounting services.
    • Compute credit terms, discounts, shipment charges, or rates for goods or services to complete billing documents.
    • Load machines with statements, cancelled checks, or envelopes to prepare statements for distribution to customers or stuff envelopes by hand.
    • Operate typing, adding, calculating, or billing machines.
    • Review compiled data on operating costs and revenues to set rates.
    • Prepare itemized statements, bills, or invoices and record amounts due for items purchased or services rendered.
    • Route statements for mailing or over-the-counter delivery to customers.
    • Contact customers to obtain or relay account information.
    • Keep records of invoices and support documents.
    • Estimate market value of products or services.
    • Weigh envelopes containing statements to determine correct postage and affix postage, using stamps or metering equipment.
    • 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.
    • Verify signatures and required information on checks.
    • Fix minor problems, such as equipment jams, and notify repair personnel of major equipment problems.
    • Verify accuracy of billing data and revise any errors.

    Skills

    • Management of Material Resources

      Managing equipment and materials.

    • Judgment and Decision Making

      Thinking about the pros and cons of different options and picking the best one.

    • Management of Financial Resources

      Making spending decisions and keeping track of what is spent.

    • Equipment Maintenance

      Planning and doing the basic maintenance on equipment.

    • Science

      Using scientific rules and strategies to solve problems.

    • Quality Control Analysis

      Testing how well a product or service works.

    • Persuasion

      Talking people into changing their minds or their behavior.

    • Service Orientation

      Looking for ways to help people.

    • Active Listening

      Listening to others, not interrupting, and asking good questions.

    • Monitoring

      Keeping track of how well people and/or groups are doing in order to make improvements.

    • Operations Analysis

      Figuring out what a product or service needs to be able to do.

    • Repairing

      Repairing machines or systems using the right tools.

    • Systems Evaluation

      Measuring how well a system is working and how to improve it.

    • Management of Personnel Resources

      Selecting and managing the best workers for a job.

    • Negotiation

      Bringing people together to solve differences.

    • Instructing

      Teaching people how to do something.

    • Operations Monitoring

      Watching gauges, dials, or display screens to make sure a machine is working.

    • Equipment Selection

      Deciding what kind of tools and equipment are needed to do a job.

    • Reading Comprehension

      Reading work-related information.

    • Learning Strategies

      Using the best training or teaching strategies for learning new things.

    • Complex Problem Solving

      Noticing a problem and figuring out the best way to solve it.

    • Mathematics

      Using math to solve problems.

    • Troubleshooting

      Figuring out what is causing equipment, machines, wiring, or computer programs to not work.

    • Critical Thinking

      Thinking about the pros and cons of different ways to solve a problem.

    • Active Learning

      Figuring out how to use new ideas or things.

    • Programming

      Writing computer programs.

    • Installation

      Installing equipment, machines, wiring, or computer programs.

    • Operation and Control

      Using equipment or systems.

    • Time Management

      Managing your time and the time of other people.

    • Systems Analysis

      Figuring out how a system should work and how changes in the future will affect it.

    • Speaking

      Talking to others.

    • Coordination

      Changing what is done based on other people's actions.

    • Writing

      Writing things for co-workers or customers.

    • Social Perceptiveness

      Understanding people's reactions.

    • Technology Design

      Making equipment and technology useful for customers.

    WorkKeys®

    Applied Math
    4
    Workplace Documents
    5
    Graphic Literacy
    5

    Abilities

    • Extent Flexibility

      Bending, stretching, twisting, or reaching with your body, arms, and/or legs.

    • Flexibility of Closure

      Seeing hidden patterns.

    • Category Flexibility

      Grouping things in different ways.

    • Spatial Orientation

      Knowing where things are around you.

    • Glare Sensitivity

      Seeing something even if there is a glare or very bright light.

    • Trunk Strength

      Using your lower back and stomach.

    • Dynamic Flexibility

      Quickly and repeatedly bending, stretching, twisting, or reaching out with your body, arms, and/or legs.

    • Rate Control

      Changing when and how fast you move based on how something else is moving.

    • Speech Clarity

      Speaking clearly.

    • Dynamic Strength

      Exercising for a long time without your muscles getting tired.

    • Far Vision

      Seeing details that are far away.

    • Manual Dexterity

      Holding or moving items with your hands.

    • Hearing Sensitivity

      Telling the difference between sounds.

    • Near Vision

      Seeing details up close.

    • Deductive Reasoning

      Using rules to solve problems.

    • Written Expression

      Communicating by writing.

    • Control Precision

      Quickly changing the controls of a machine, car, truck or boat.

    • Oral Expression

      Communicating by speaking.

    • Fluency of Ideas

      Coming up with lots of ideas.

    • Multilimb Coordination

      Using your arms and/or legs together while sitting, standing, or lying down.

    • Number Facility

      Adding, subtracting, multiplying, or dividing.

    • Problem Sensitivity

      Noticing when problems happen.

    • Speech Recognition

      Recognizing spoken words.

    • Gross Body Equilibrium

      Keeping your balance or staying upright.

    • Sound Localization

      Noticing the direction that a sound came from.

    • Speed of Limb Movement

      Quickly moving your arms and legs.

    • Gross Body Coordination

      Moving your arms, legs, and mid-section together while your whole body is moving.

    • Wrist-Finger Speed

      Making fast, simple, repeated movements of your fingers, hands, and wrists.

    • Stamina

      Exercising for a long time without getting out of breath.

    • Inductive Reasoning

      Making general rules or coming up with answers from lots of detailed information.

    • Arm-Hand Steadiness

      Keeping your arm or hand steady.

    • Depth Perception

      Deciding which thing is closer or farther away from you, or deciding how far away it is from you.

    • Peripheral Vision

      Seeing something to your side when your are looking ahead.

    • Reaction Time

      Quickly moving your hand, finger, or foot based on a sound, light, picture or other command.

    • Night Vision

      Seeing at night or under low light.

    • Auditory Attention

      Paying attention to one sound while there are other distracting sounds.

    • Static Strength

      Lifting, pushing, pulling, or carrying.

    • Written Comprehension

      Reading and understanding what is written.

    • Speed of Closure

      Quickly knowing what you are looking at.

    • Originality

      Creating new and original ideas.

    • Perceptual Speed

      Quickly comparing groups of letters, numbers, pictures, or other things.

    • Mathematical Reasoning

      Choosing the right type of math to solve a problem.

    • Visualization

      Imagining how something will look after it is moved around or changed.

    • Memorization

      Remembering words, numbers, pictures, or steps.

    • Time Sharing

      Doing two or more things at the same time.

    • Information Ordering

      Ordering or arranging things.

    • Selective Attention

      Paying attention to something without being distracted.

    • Finger Dexterity

      Putting together small parts with your fingers.

    • Oral Comprehension

      Listening and understanding what people say.

    • Response Orientation

      Quickly deciding if you should move your hand, foot, or other body part.

    • Visual Color Discrimination

      Noticing the difference between colors, including shades and brightness.

    • Explosive Strength

      Jumping, sprinting, or throwing something.

    Knowledge

    • Administrative

      Knowledge of administrative and office procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and workplace terminology.

    • Customer and Personal Service

      Knowledge 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.

    • Telecommunications

      Knowledge of transmission, broadcasting, switching, control, and operation of telecommunications systems.

    • Transportation

      Knowledge of principles and methods for moving people or goods by air, rail, sea, or road, including the relative costs and benefits.

    • Education and Training

      Knowledge of principles and methods for curriculum and training design, teaching and instruction for individuals and groups, and the measurement of training effects.

    • Physics

      Knowledge and prediction of physical principles, laws, their interrelationships, and applications to understanding fluid, material, and atmospheric dynamics, and mechanical, electrical, atomic and sub-atomic structures and processes.

    • Philosophy and Theology

      Knowledge of different philosophical systems and religions. This includes their basic principles, values, ethics, ways of thinking, customs, practices, and their impact on human culture.

    • Engineering and Technology

      Knowledge of the practical application of engineering science and technology. This includes applying principles, techniques, procedures, and equipment to the design and production of various goods and services.

    • Psychology

      Knowledge of human behavior and performance; individual differences in ability, personality, and interests; learning and motivation; psychological research methods; and the assessment and treatment of behavioral and affective disorders.

    • Mathematics

      Knowledge of arithmetic, algebra, geometry, calculus, statistics, and their applications.

    • Therapy and Counseling

      Knowledge of principles, methods, and procedures for diagnosis, treatment, and rehabilitation of physical and mental dysfunctions, and for career counseling and guidance.

    • Medicine and Dentistry

      Knowledge of the information and techniques needed to diagnose and treat human injuries, diseases, and deformities. This includes symptoms, treatment alternatives, drug properties and interactions, and preventive health-care measures.

    • Public Safety and Security

      Knowledge of relevant equipment, policies, procedures, and strategies to promote effective local, state, or national security operations for the protection of people, data, property, and institutions.

    • Fine Arts

      Knowledge of the theory and techniques required to compose, produce, and perform works of music, dance, visual arts, drama, and sculpture.

    • Chemistry

      Knowledge of the chemical composition, structure, and properties of substances and of the chemical processes and transformations that they undergo. This includes uses of chemicals and their interactions, danger signs, production techniques, and disposal methods.

    • Production and Processing

      Knowledge of raw materials, production processes, quality control, costs, and other techniques for maximizing the effective manufacture and distribution of goods.

    • Sociology and Anthropology

      Knowledge of group behavior and dynamics, societal trends and influences, human migrations, ethnicity, cultures, and their history and origins.

    • Personnel and Human Resources

      Knowledge of principles and procedures for personnel recruitment, selection, training, compensation and benefits, labor relations and negotiation, and personnel information systems.

    • Administration and Management

      Knowledge of business and management principles involved in strategic planning, resource allocation, human resources modeling, leadership technique, production methods, and coordination of people and resources.

    • Biology

      Knowledge of plant and animal organisms, their tissues, cells, functions, interdependencies, and interactions with each other and the environment.

    • Food Production

      Knowledge of techniques and equipment for planting, growing, and harvesting food products (both plant and animal) for consumption, including storage/handling techniques.

    • Geography

      Knowledge of principles and methods for describing the features of land, sea, and air masses, including their physical characteristics, locations, interrelationships, and distribution of plant, animal, and human life.

    • Sales and Marketing

      Knowledge of principles and methods for showing, promoting, and selling products or services. This includes marketing strategy and tactics, product demonstration, sales techniques, and sales control systems.

    • Law and Government

      Knowledge of laws, legal codes, court procedures, precedents, government regulations, executive orders, agency rules, and the democratic political process.

    • Foreign Language

      Knowledge of the structure and content of a foreign (non-English) language including the meaning and spelling of words, rules of composition and grammar, and pronunciation.

    • Mechanical

      Knowledge of machines and tools, including their designs, uses, repair, and maintenance.

    • Design

      Knowledge of design techniques, tools, and principles involved in production of precision technical plans, blueprints, drawings, and models.

    • Communications and Media

      Knowledge of media production, communication, and dissemination techniques and methods. This includes alternative ways to inform and entertain via written, oral, and visual media.

    • History and Archeology

      Knowledge of historical events and their causes, indicators, and effects on civilizations and cultures.

    • Computers and Electronics

      Knowledge of circuit boards, processors, chips, electronic equipment, and computer hardware and software, including applications and programming.

    • Economics and Accounting

      Knowledge of economic and accounting principles and practices, the financial markets, banking, and the analysis and reporting of financial data.

    • English Language

      Knowledge of the structure and content of the English language including the meaning and spelling of words, rules of composition, and grammar.

    • Building and Construction

      Knowledge of materials, methods, and the tools involved in the construction or repair of houses, buildings, or other structures such as highways and roads.

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    Pay

    • Ohio Annual Salary 37690/yr
    • Typical Salary
    • Ohio Hourly Wage 18.12/hr
    • Typical Hourly Wage

    Ohio Employment Trends

    • Currently Employed 23,030
    • Yearly Projected Openings 2570

    Typical Education

    Personality

    Conventional: People interested in this work like activities that include data, detail, and regular routines.They do well at jobs that need:
    • Integrity
    • Dependability
    • Attention to Detail
    • Cooperation
    • Stress Tolerance
    • Self Control

    Tools

    • Accounting machines
    • Check endorsing machines
    • Desktop calculator
    • Desktop computers
    • Digital cameras
    • Digital image printers
    • Filing cabinets or accessories
    • Franking or postage machines
    • Laser fax machine
    • Letter folders
    • Mail opening machines
    • Mail sealing machines
    • Microfilm cameras
    • Optical character recognition systems
    • Paper sorting machines
    • Photocopiers
    • Pocket calculator
    • Postal scales
    • Scanners
    • Scientific calculator
    • Sorters

    Technology

    • Access software
    • Accounting software
    • Business intelligence and data analysis software
    • Customer relationship management CRM software
    • Data base user interface and query software
    • Desktop publishing software
    • Document management software
    • Electronic mail software
    • Enterprise resource planning ERP software
    • Financial analysis software
    • Graphics or photo imaging software
    • Industrial control software
    • Internet browser software
    • Medical software
    • Office suite software
    • Operating system software
    • Optical character reader OCR or scanning software
    • Presentation software
    • Project management software
    • Spreadsheet software
    • Word processing software

    Tags

    • InDemand occupations are considered a priority by the state of Ohio.
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