Alexis Perez
Coppell,TX
Summary
Detail-oriented and results-driven professional with extensive experience in billing operations, payment processing, and account reconciliation within high-volume environments. Expertise in analyzing discrepancies and resolving complex account issues ensures accuracy across all financial transactions. Proven track record in mentoring teams, enhancing operational workflows, and driving performance across key metrics such as quality, productivity, and accuracy. Recognized for strong analytical skills and knowledge of regulatory compliance, effectively supporting cross-functional teams to achieve organizational goals.
Overview
10
10
years of professional experience
Work History
Onboarding Mentor
AAA Texas
Coppell, Texas
01.2023 - Current
- Led onboarding and training initiatives within a high-volume membership and billing environment, improving new hire performance and accuracy in processing transactions.
- Managed live call support, guiding customers through billing inquiries, account resolutions, and system navigation challenges.
- Conducted performance evaluations, calibrations, and coaching sessions to improve quality, compliance, and efficiency.
- Analyzed trends in errors and performance gaps, implementing targeted solutions to improve billing accuracy and workflow efficiency.
- Worked alongside leadership to implement employee development strategies and promote readiness for advanced processing capabilities.
- Developed comprehensive mentorship materials, including guides and templates, to streamline mentoring process.
Membership Senior Associate
AAA Texas Headquarters
Coppell, Texas
01.2023 - 01.2025
- Processed high-volume billing transactions, including payments, renewals, and account updates with a strong focus on accuracy.
- Resolved billing discrepancies, account issues, and payment concerns in a timely and efficient manner.
- Maintained and updated member accounts, ensuring compliance with company policies and regulatory standards.
- Reviewed account records for accuracy and completeness prior to processing changes or issuing services.
- Educated members on services and billing options to support retention and satisfaction.
- Collaborated with internal departments to resolve complex account and payment issues.
Team Leader
Target
North Richland Hills, Texas
02.2018 - 12.2023
- Supervised daily operations, ensuring accuracy in inventory, transactions, and reporting.
- Resolved discrepancies and maintained data integrity across systems.
- Supported process improvements to streamline operations and increase efficiency.
- Coordinated logistics and communicated with vendors to ensure timely operations.
Financial Services Representative
PLS Financial Services
Fort Worth, Texas
03.2016 - 09.2018
- Processed financial transactions including payments, deposits, and withdrawals with high accuracy.
- Balanced cash drawers and ensured proper reconciliation of daily transactions.
- Assisted customers with account inquiries and financial services.
- Maintained strict confidentiality and compliance with financial regulations.
Education
Some College -
Tarrant County College
Lake Worth, TXAAA University
Coppell, TXHigh School Diploma - undefined
Diamond Hill Jarvis High School
Fort Worth, TX09-2016
Skills
- High-Volume Billing Processing & Payment Application (ACH, EFT, Check, Card)
- Billing Operations, Invoice Review & Account Adjustment Processing
- Exception Handling, Error Resolution & Billing Investigations
- Accounts Receivable Support & Collections Coordination
- KPI Performance Management (Quality, Productivity, Accuracy)
- Systems & Tools: Excel, MRM Portal, MDMM (HUON), EFTI, Enterprise Payment Systems, Billing Platforms
- Cross-Functional Collaboration with Finance, Claims & Membership Teams
- Account Reconciliation, Payment Posting & Discrepancy Resolution
- Financial Accuracy, Transaction Balancing & Cashiering Support
- Regulatory Compliance, Audit Support & Documentation Verification
- Autopay Setup, Maintenance & Error Resolution (ACH/EFT Processing)
- Data Entry Accuracy & Multi-System Processing in High-Volume Environments
- Process Improvement, Workflow Optimization & Reporting Support
- Strong Analytical Skills, Problem-Solving & Attention to Detail
Work Preference
Work Type
InternshipFull TimeLocation Preference
On-SiteHybridTimeline
Onboarding Mentor
AAA Texas
01.2023 - Current
Membership Senior Associate
AAA Texas Headquarters
01.2023 - 01.2025
Team Leader
Target
02.2018 - 12.2023
Financial Services Representative
PLS Financial Services
03.2016 - 09.2018
High School Diploma - undefined
Diamond Hill Jarvis High School
Some College -
Tarrant County College
AAA University