How to hire a disbursement clerk

How to hire a disbursement clerk, step by step

Here's a step-by-step disbursement clerk hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a disbursement clerk job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new disbursement clerk
• Step 8: Go through the hiring process checklist

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1. Identify your hiring needs

   First, determine the employments status of the disbursement clerk you need to hire. Certain disbursement clerk roles might require a full-time employee, whereas others can be done by part-time workers or contractors.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A disbursement clerk's background is also an important factor in determining whether they'll be a good fit for the position. For example, disbursement clerks from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   The following list breaks down different types of disbursement clerks and their corresponding salaries.

   Type of Disbursement Clerk	Description	Hourly rate
   Disbursement Clerk	Bookkeeping, accounting, and auditing clerks produce financial records for organizations. They record financial transactions, update statements, and check financial records for accuracy.	$12-20
   Accounting Technician	An accounting technician is responsible for evaluating financial information procedures to support accounting and taxation tasks, verifying the accuracy of account statements for the reference of accountants. Accounting technicians manage the payroll processes, generate invoices, perform account reconciliations, analyze account receivables, prepare budget reports, and monitor the company's financial transactions... Show more	$14-25
   Finance Coordinator	Finance coordinators are skilled professionals who are employed by all types of industries to manage their financial records accurately. Under the supervision of financial managers, they correlate the company's accounts receivables and payables... Show more	$16-34

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Quality Customer Service
   • Financial Reports
   • Government Funds
   • Expense Reports
   • ATM
   • Pay Accounts
   • Government Checks
   • Direct Deposits
   • Vendor Statements
   • Wire Transfers
   • Financial Data
   • Journal Entries
   • Bank Deposits
   • Accuracy Rate

   Check all skills

   Responsibilities:

   • Manage resident's private information for insurance verification, billing, and eligibility to apply for Medicaid.
   • Establish and verify ATM accounts, prepare payroll checks, and process dependency applications and leave documents.
   • Utilize and maintain publications and directives pertaining to personnel administration and operate associated computer equipment including shipboard ATM.
   • Maintain cleanliness of the company warehouse, operate warehouse machinery and organize the warehouse to ensure proper product placement.
   • Work directly with IRS to settle service members' tax levies.
   • Execute general administrative and bookkeeping duties, vehicle billing, and maintain computerized bookkeeping system ADP.

3. Make a budget

   Including a salary range in your disbursement clerk job description is one of the best ways to attract top talent. A disbursement clerk can vary based on:

   • Location. For example, disbursement clerks' average salary in west virginia is 46% less than in california.
   • Seniority. Entry-level disbursement clerks 37% less than senior-level disbursement clerks.
   • Certifications. A disbursement clerk with certifications usually earns a higher salary.
   • Company. Working for an established firm or a new start-up company can make a big difference in a disbursement clerk's salary.

   Average disbursement clerk salary

   $16.66hourly

   $34,661 yearly

   ---

   Entry-level disbursement clerk salary

   $27,000 yearly salary

   Updated December 20, 2025

4. Writing a disbursement clerk job description

   A job description for a disbursement clerk role includes a summary of the job's main responsibilities, required skills, and preferred background experience. Including a salary range can also go a long way in attracting more candidates to apply, and showing the first name of the hiring manager can also make applicants more comfortable. As an example, here's a disbursement clerk job description:

   Disbursement clerk job description example

   At Echo we are committed to help our Associates grow their career. Apply today and grow with Echo!
   
   Echo Global Logistics is a leading provider of technology-enabled transportation management services. As a third-party logistics provider, we simplify transportation management for our clients and carriers, handling crucial tasks so they can focus on what they do best. From coast to coast, dock to dock, and across all major transportation modes, Echo connects businesses that need to ship their products with carriers who transport goods quickly, securely, and cost-effectively.
   Position Overview:
   
   Part of the Cash Disbursement team within the Accounting department, the Cash Disbursement Clerk will be responsible for assisting the Cash Disbursement Coordinator and Cash Disbursement Supervisor with daily operations. Major responsibilities of this position include, but are not limited to: managing carrier payments and expectations, claims payments for customers and ACH setup for carriers/vendors.
   
   Job Functions
   
   • Partner with Cash Disbursement Coordinator and Cash Disbursement Supervisor on daily tasks
   • Includes:
   • Analyze carrier invoices to assist in resolving payment issues
   • Serve as a liaison between carriers and Accounts Payable team
   • Assistance with claim entry and claim payments
   • Carrier payables offsets and credit memos
   • Assisting carriers with ACH setup
   • Processing refunds for carriers
   • Verifying check and ACH payments requests
   • Follow up with open items including payment inquiries
   • Carrier communication (via email and on occasion phone)
   • Ad-Hoc projects as needed
   
   Attributes
   
   • Dependable and accountable
   • Analytical, organizational and problem solving skills
   • Extreme attention to detail
   • Ability to meet deadlines
   • Written and verbal communication skills
   • Exudes a positive attitude and evangelizes department initiatives
   • Flexible to evolve as department and company initiatives change
   • Comfortable with Microsoft Office Products, Excel in particular (Intermediate Skill)
   • Team player and positive attitude
   
   Work environment/physical demands summary:
   
   This job operates in an office environment and uses a computer, telephone and other office equipment as needed to perform duties. The noise level in the work environment is typical of that of an office with an open seating floor plan. The employee may encounter frequent interruptions throughout the work day. The employee is regularly required to sit, talk, or hear.
   All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, status as a qualified individual with a disability, or Vietnam era or other protected veteran

   Copy this example

   

5. Post your job

   To find the right disbursement clerk for your business, consider trying out a few different recruiting strategies:

   • Consider internal talent. One of the most important sources of talent for any company is its existing workforce.
   • Ask for referrals. Reach out to friends, family members, and current employees and ask if they know or have worked with disbursement clerks they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit disbursement clerks who meet your education requirements.
   • Social media platforms. LinkedIn, Facebook and Twitter now have more than 3.5 billion users, and you can use social media to reach potential job candidates.

   Post your job online:

   • Post your disbursement clerk job on Zippia to find and recruit disbursement clerk candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with disbursement clerk candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   It's also good to ask about candidates' unique skills and talents. You can move on to the technical interview if a candidate is good enough for the next step.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new disbursement clerk

   Once you have selected a candidate for the disbursement clerk position, it is time to create an offer letter. In addition to salary, the offer letter should include details about benefits and perks that are available to the employee. Ensuring your offer is competitive is vital, as qualified candidates may be considering other job opportunities. The candidate may wish to negotiate the terms of the offer, and it is important to be open to discussion and reach a mutually beneficial agreement. After the offer has been accepted, it is a good idea to formalize the agreement with a contract.

   It's also good etiquette to follow up with applicants who don't get the job by sending them an email letting them know that the position has been filled.

   After that, you can create an onboarding schedule for a new disbursement clerk. Human Resources and the hiring manager should complete Employee Action Forms. Human Resources should also ensure that onboarding paperwork is completed, including I-9s, benefits enrollment, federal and state tax forms, etc., and that new employee files are created.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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