Credit & Documentation Analyst

Waste Solution Services

Reports To: Director of AP

Role Overview

As a Credit & Documentation Analyst, you play a critical role in ensuring billing accuracy and cost recovery. You will be responsible for collecting, validating, and organizing supporting documentation to resolve billing discrepancies, as well as submitting and tracking credit requests with vendors. Your work ensures that all adjustments are properly documented, processed, and recovered in a timely manner.
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Key Responsibilities

Documentation & Validation
• Collect and organize supporting documentation from internal teams and external partners.
• Review billing discrepancies and validate accuracy against contracts, invoices, and service records.
• Ensure all required documentation is complete before submitting credit requests.

Credit Management
• Submit credit requests to vendors accurately and in a timely manner.
• Track all submitted credits and maintain up-to-date status records.
• Follow up with vendors to ensure credits are processed and applied.

Data Tracking & Integrity
• Maintain detailed logs of all discrepancies, documentation, and credit activity.
• Ensure records are updated across systems and aligned with internal databases.
• Support accurate reporting of credits and recoveries.

Cross-Team Coordination
• Work closely with billing, sales, and operations teams to gather required information.
• Communicate updates on credit status and outstanding discrepancies.
• Escalate issues when documentation or vendor responses are delayed.

Process & Quality
• Identify recurring billing issues and recommend process improvements.
• Assist in maintaining and updating SOPs (Standard Operating Procedures).
• Ensure compliance with company documentation standards and workflows.
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Who You Are
• Detail-Oriented: You understand that accurate documentation is critical and ensure nothing is overlooked.
• Organized & Process-Driven: You can manage multiple credit requests and documentation streams at once.
• Persistent & Proactive: You follow through with vendors and internal teams until issues are resolved.
• Tech-Savvy: You are comfortable working across multiple systems, spreadsheets, and tracking tools.
• Strong Communicator: You can clearly communicate discrepancies, requirements, and updates across teams.
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Qualifications & Skills
• 1–3 years of experience in billing, accounts receivable, or administrative support roles.
• Strong organizational and documentation management skills.
• Experience handling discrepancies, credits, or vendor coordination is a plus.
• Proficiency in spreadsheets and data tracking tools.
• Preferred but not required: experience with QuickBooks, NetSuite, Salesforce, or similar systems.