Detail-oriented billing professional with a strong focus on invoice processing and regulatory compliance. Proven ability to resolve disputes and manage financial records accurately and efficiently.
Overview
15
15
years of professional experience
Work History
Biller
BMW of Orland Park
Orland Park, IL
08.2023 - Current
Processed customer billing statements using DMS software to ensure accuracy and timeliness.
Maintained detailed records of transactions to support financial audits and reconciliations.
Assisted in resolving billing discrepancies through effective communication with customers and internal departments.
Collaborated with sales team to verify vehicle pricing details prior to finalizing invoices.
Prepared and audited title documentation, ensuring accuracy in ownership, lien and tax calculations
Reviewed end-of-month vehicle sales and contract statistics for accuracy
Financial Advisor
Cinfed Credit Union
Cincinnati, OH
01.2020 - 11.2023
Analyzed client financial needs to develop tailored investment strategies.
Assisted clients with account management and product selections.
Educated clients on financial products and services to enhance understanding.
Prepared detailed reports on market trends and investment opportunities.
Developed training materials for new team members on compliance procedures.
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Title Clerk
Hamilton County Clerk Of Courts
Cincinnati, OH
04.2011 - 02.2017
Processed legal documents for accuracy and compliance with court regulations.
Maintained detailed records of case filings and related transactions.
Assisted in the preparation of court dockets and schedules.
Communicated effectively with attorneys, judges, and the public regarding case status.
Expedited the title transfer process, closely monitoring timelines and proactively addressing any potential delays.
Coordinated efforts between sales staff, finance managers, and DMV offices to provide clients with prompt service regarding their vehicle titles.
Calculated and remitted state sales tax, service, and other charges.