Summary
Overview
Work History
Education
Skills
Timeline
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Jennifer Morales

Summary

Self-confidence, loyal, integrity and commitment to customer service excellence are what drive my ambitions to success. With exceptional oral, writing, interpersonal and presentation skills, I have proven myself to also be an energetic team member in the work environment. I have accumulated a great deal of knowledge on computer programs commonly used in the office setting. I am always eager to learn new things and welcome challenges.

Overview

7
7
years of professional experience

Work History

Billing Coordinator

Toyota Lift Of Houston
01.2021 - Current
  • Optimized billing processes by implementing efficient invoicing and payment tracking systems.
  • Reduced billing errors through consistent review and reconciliation of account discrepancies.
  • Streamlined workflow for faster invoice processing, improving overall efficiency in the department.
  • Coordinated with clients to resolve outstanding balances, resulting in a higher percentage of on-time payments.
  • Established clear communication channels between departments to promote seamless coordination in all aspects of the billing process.
  • Negotiated favorable payment terms with clients, improving cash flow management for the organization as a whole.
  • Answered telephone and in person inquiries with friendly demeanor and full knowledge of billing department processes.
  • Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
  • Entered details into accounts and tracked payments.
  • Set up effective invoicing procedures alongside accounting staff and contracts department to maximize effectiveness of billing operations.
  • Processed payment via telephone and in person with focus on accuracy and efficiency.
  • Utilized various software programs to process customer payments.
  • Responded to customer concerns and questions on daily basis.
  • Generated monthly invoices for customers in multiple formats to provide transparency.
  • Must Invoice 60+ on a daily to meet Monthly Goals

Records Retrieval Specialist

Lexitas Legal
03.2020 - 10.2020
  • Improved records retrieval efficiency by implementing advanced organizational systems and protocols.
  • Streamlined the retrieval process for enhanced client satisfaction and quicker turnaround times.
  • Maintained strict confidentiality with sensitive information, adhering to industry regulations and standards.
  • Collaborated with team members to ensure timely completion of projects and optimal workflow management.
  • Receive and process records via email, Us Postal and fax. Package and mail records to requesting Law Firm and or via Portal
  • Verify all records received are accurate

Receptionist

Houston Fertility Center
06.2019 - 10.2019
  • Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information.
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
  • Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
  • Improved appointment scheduling system, reducing wait times and increasing client satisfaction.
  • Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
  • Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
  • Handled sensitive information with discretion while maintaining strict confidentiality standards.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Responded to inquiries from callers seeking information.
  • Corresponded with clients through email, telephone, or postal mail.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Provided clerical support to company employees by copying, faxing, and filing documents.
  • Restocked supplies and submitted purchase orders to maintain stock levels.
  • Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
  • Organized, maintained and updated information in computer databases.
  • Operated multi-line telephone system to answer and direct high volume of calls.
  • Handled incoming and outgoing package deliveries, working with vendors to complete special requests and track missing packages.

Senior Records Representative

US Legal Support - Litigation Resource Services
07.2017 - 07.2019
  • Increased customer satisfaction by addressing and resolving complaints in a timely manner.
  • Enhanced company reputation by providing exceptional customer service and support.
  • Conduct 75-85 outbound calls based on assigned call log
  • Keep detailed records of custodian interactions or transactions, recording details of inquiries, complaints, or comments as well as actions taken
  • Obtain records status of records via online, email or fax daily
  • Organize follow-up phone calls and maintain schedule of escalating files to supervisor
  • Advise custodians of necessary actions and strategies for records collections
  • Maintained database systems to track and analyze operational data.
  • Developed and updated tracking spreadsheets for process monitoring and reporting.
  • Generated reports detailing findings and recommendations.

Education

High School Diploma -

Chester W. Nimitz High School
Houston, TX

Skills

  • Interest Calculations
  • Invoice Processing
  • Research
  • Recordkeeping
  • Document Review
  • Customer Service
  • Financial Analysis
  • Decision Making
  • Deadline Oriented
  • Critical Thinking
  • Multitasking Abilities
  • Billing Software Knowledge
  • Problem Solving
  • Time Management
  • Attention to Detail
  • Microsoft Office Suite
  • Data Entry Proficiency
  • Payment Posting
  • Collections
  • Billing Systems and Software
  • Invoicing Proficiency
  • Month-End Closing Procedures
  • Records Organization and Review
  • Record Preparation
  • Financial Reporting
  • Payment Processing
  • Word Processing
  • Mail Sorting
  • General Accounting
  • Automated Processing
  • Records Research
  • Invoice Generation
  • Account Updating
  • Data Analysis
  • Microsoft Office
  • Payment Collection
  • Collections Processing
  • Teamwork and Collaboration
  • Dispute Resolution
  • Invoicing Expertise

Timeline

Billing Coordinator

Toyota Lift Of Houston
01.2021 - Current

Records Retrieval Specialist

Lexitas Legal
03.2020 - 10.2020

Receptionist

Houston Fertility Center
06.2019 - 10.2019

Senior Records Representative

US Legal Support - Litigation Resource Services
07.2017 - 07.2019

High School Diploma -

Chester W. Nimitz High School

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Jennifer Morales