Annie M Guzman
Mission,TX
Summary
Accounts Receivable Clerk with extensive experience in billing administration, purchasing, and account management. Skilled in invoice preparation, payment processing, and account reconciliation. Demonstrates exceptional customer relations and process improvement capabilities, driving financial accuracy and operational efficiency.
Accounts Receivable Clerk specializes in recording financial transactions of generated revenue from products or services rendered. Displays strong analysis and organizational skills. Demonstrated experience calculating, posting and managing accounting figures and financial records. Reliable accounting professional with solid administrative background and good understanding of financial operations and practices. Independently handles accounts receivable tasks and billing while providing clerical office support.
Overview
22
22
years of professional experience
Work History
Accounts Receivable Clerk
Bert Ogden Motors
10.2023 - 08.2024
- Prepared and mailed invoices to customers, processed payments, and documented account updates.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
- Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
- Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
- Used accounting software to reconcile accounts, track income, and generate invoices.
- Contributed to month-end closing procedures by preparing detailed accounts receivable aging reports for management review.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Responded to inbound inquiries regarding accounts and payments.
- Coordinated with other departments to ensure accurate application of payments, credits, and adjustments to client accounts.
- Maintained strict adherence to company confidentiality policies when handling sensitive financial data and personal information for clients.
- Trained new hires in company policies, standard operating procedures, and software systems related to accounts receivable functions, ensuring seamless integration into the team''s operations.
- Enhanced financial reporting accuracy by reconciling accounts receivable ledger with general ledger monthly.
- Optimized workflow processes within the department, enhancing overall productivity levels among team members.
- Handled day-to-day accounting processes to drive financial accuracy.
- Matched purchase orders with invoices and recorded necessary information.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Input financial data and produced reports using Reynolds.
- Streamlined daily reporting information entry for efficient record keeping purposes.
- Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Billing Administrator
Spikes Ford
07.2021 - 10.2023
- Maintained accurate records of clients'' financial transactions, ensuring data integrity within company's database.
- Performed regular audits of client accounts, identifying potential errors and rectifying them proactively before impacting customer relations.
- Continuously sought opportunities for process improvements, staying informed on industry best practices and incorporating them into daily operations.
- Developed customized invoicing templates to meet unique client requirements, enhancing overall customer satisfaction.
- Kept abreast of industry regulations to maintain compliance in all aspects.
- Prepared comprehensive financial reports for management review, highlighting trends and areas for improvement in the billing process.
- Organized digital filing systems for efficient retrieval of client documentation during internal or external audits as necessary.
- Collaborated with other departments to address discrepancies in client accounts, promoting positive interdepartmental relationships.
- Trained new hires in company-specific billing procedures, contributing to their successful integration into the team.
- Increased billing accuracy by diligently reviewing and reconciling invoices and payment records.
- Maintained strict confidentiality of client financial information, adhering to relevant data protection laws and company policies.
- Researched and resolved billing discrepancies to enable accurate billing.
- Worked with multiple departments to check proper billing information.
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Managed and responded to correspondence and inquiries from customers and vendors.
- Handled day-to-day accounting processes to drive financial accuracy.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Input financial data and produced reports using CDK.
- Presented audit findings to accounting manager after reviewing results and paperwork.
- Managed complex problem-solving for upper management in order to complete projects on-time.
Purchasing Clerk
Payne Auto Group
07.2018 - 07.2021
- Organized purchasing files both physically and electronically for easy access during audits or reviews by management staff members.
- Tracked delivery status of outstanding purchase orders, providing updates to relevant departments as needed.
- Assisted in implementation of new procurement software, leading to improved data management and reporting capabilities.
- Verified accuracy of bills of lading, contracts and purchase requests.
- Coordinated with warehouse personnel to ensure proper receipt and storage of delivered goods upon arrival at facility.
- Kept meticulous records of orders in computer system using Reynolds and Reynolds, Ignite and CDK.
- Ensured accuracy of purchase orders, minimizing errors and delays in deliveries.
- Developed strong relationships with key suppliers, fostering a collaborative environment for effective negotiations.
- Managed invoice discrepancies by effectively communicating with vendors to resolve issues in a timely manner.
- Arranged movement of products from one company location to another.
- Assisted in developing standard operating procedures for the purchasing department aimed at improving overall productivity.
- Maintained complete documentation and records of all purchasing activities.
- Computed and created purchase orders to monitor stock levels, verify purchase requisitions and expedite customer orders.
- Maintained consistent email communication with stores and suppliers to confirm and track orders and verify price revisions on purchase orders.
- Created purchase orders to monitor stock levels and verified purchase requisitions.
- Utilized software to order, track and invoice product shipments.
- Made valuable contributions to planning of promotions, pricing and inventory levels, enhancing inventory flow, revenue, and profits.
- Provided accurate and up-to-date records of leading procurement procedures.
- Managed database of vendor details and pricing information to maintain organization.
Administrator
Salud Home Health
06.2016 - 07.2018
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Maintained personnel records and updated internal databases to support document management.
- Organized workflow and delegated tasks effectively to ensure timely project completion without compromising quality.
- Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
- Supervised administrative support staff members, offering guidance, feedback, and mentorship that contributed to their professional growth and development.
- Established an organized filing system that streamlined document retrieval and reduced misplaced files.
- Maintained accurate documentation of company policies and procedures for easy reference by all employees.
- Improved employee productivity with effective time management strategies for daily tasks.
- Served as a liaison between departments, fostering open communication channels that improved overall organizational function.
- Managed human resources functions, including hiring, onboarding, and employee evaluations for optimal team performance.
- Coordinated company events and meetings to foster teamwork and boost employee morale.
- Enhanced internal communication by creating a centralized information hub accessible to all staff members.
- Orchestrated relocation of office, ensuring smooth transition with minimal operational downtime.
- Coordinated with IT department to upgrade software, ensuring all systems were up-to-date and running efficiently.
- Implemented customer feedback system, leading to improved service delivery and customer satisfaction.
- Enhanced employee onboarding process, improving new hire satisfaction and reducing time to productivity.
- Managed scheduling for executive staff to ensure optimal time management and productivity.
- Organized and executed quarterly staff training sessions, keeping team informed on latest administrative protocols and technology.
- Improved team productivity with introduction of shared online calendar for tracking deadlines and appointments.
- Streamlined invoice processing, reducing average payment turnaround time.
- Developed comprehensive filing system that significantly improved document retrieval times.
- Negotiated with vendors to secure more favorable terms, resulting in cost savings for office expenses.
- Facilitated communication between departments, ensuring smooth operation and timely completion of projects.
- Developed and maintained up-to-date database of contacts, facilitating quick and efficient communication.
- Optimized supply chain logistics for office supplies, avoiding stockouts and excess inventory.
- Collected, arranged, and input information into database system.
- Educated staff on organizational mission and goals to help employees achieve success.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Created and managed project plans, timelines and budgets.
- Evaluated staff performance and provided coaching to address inefficiencies.
- Maintained overall safe work environment with employee training programs and enforcement of safety procedures.
- Evaluated customer needs and feedback to drive product and service improvements.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Conducted regular reviews of operations and identified areas for improvement.
Branch Account Manager
OneMain Financial Group
04.2002 - 05.2016
- Acted as liaison between clients and various departments within organization, ensuring timely resolution of issues and facilitating overall account satisfaction.
- Developed understanding of industry trends to inform decision-making and provide informed recommendations to clients.
- Implemented new procedures to streamline onboarding process for new clients, reducing time spent on administrative tasks.
- Reduced delinquency rates by implementing proactive measures for early identification of at-risk accounts.
- Maintained open lines of communication with clients, providing regular updates on account status and progress towards financial goals.
- Negotiated favorable terms for clients, ensuring optimal financial outcomes while maintaining solid relationships with lending institutions.
- Enhanced client satisfaction by promptly addressing and resolving account concerns.
- Achieved revenue targets by consistently meeting sales goals and actively pursuing new business opportunities.
- Delivered exceptional customer service by proactively identifying and addressing client needs.
- Cultivated strong relationships with clients, resulting in increased loyalty and repeat business.
- Collaborated with team members to develop effective strategies for portfolio growth and risk mitigation.
- Developed customized financial solutions tailored to each client''s unique needs, fostering long-term trust, commitment and retention.
- Mentored junior staff members, contributing to their professional development and enhancing overall team performance.
- Maintained friendly and professional customer interactions.
- Complied with regulatory guidelines and requirements.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol.
- Examined customer loan applications for loan approvals and denials.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Consulted customers to boost product sales and services.
- Submitted loan applications to underwriter for verification and recommendation.
- Processed loan applications and monitored progress from start to finish.
- Evaluated loan requests and documents to verify accuracy and completeness.
- Developed and maintained relationships with customers, lenders and other third parties.
- Assisted customers with completing loan applications and other paperwork.
- Monitored pipelines to track and log status of loans.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
- Analyzed potential risks and evaluated loan products to identify suitable options for customers.
- Explained very technical financial information to applicants in easy to understand language.
- Approved loan applications based on customer creditworthiness and provided detailed financial advice.
- Negotiated loan terms and conditions with customers to secure best deal.
- Proactively identified solutions for customers experiencing credit issues.
- Identified opportunities to cross-sell and upsell loan products to customers.
- Assessed loan portfolios for compliance with underwriting policies.
- Compiled closing packages for drafting and presentation accuracy.
- Assisted clients with improving financial health by counseling on issues such as excessive spending and borrowing.
- Established plans and payoffs for customers' loans, prioritizing control of overall costs.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
Education
High School Diploma -
La Joya High School
La Joya, TX05.1994
Skills
- Proactive
- Fast learner
- Self-Motivated
- Dedicated
- People Person
- Career Oriented
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Accounts Receivable Clerk
Bert Ogden Motors
10.2023 - 08.2024
Billing Administrator
Spikes Ford
07.2021 - 10.2023
Purchasing Clerk
Payne Auto Group
07.2018 - 07.2021
Administrator
Salud Home Health
06.2016 - 07.2018
Branch Account Manager
OneMain Financial Group
04.2002 - 05.2016
High School Diploma -
La Joya High School
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