Knowledgeable about preparing invoices, processing payments and pursuing past-due balances. Well-versed in accurately coding different types of bills for clear recordkeeping and tracking. Team-oriented, dependable and performance-driven. Bilingual in English and Spanish
Overview
9
9
years of professional experience
1
1
Certification
Work History
Accounts Receivable Assistant
Cooling Tower Depot, Inc.
10.2021 - Current
Provided exceptional customer service when addressing client inquiries or concerns regarding their account status or charges billed.
Managed high-volume workload while maintaining attention to detail, resulting in reduced errors in financial documentation.
Posted cash and check receipts by entering and verifying transactions from local deposits and lockboxes.
Billed customers by sending statements and invoices via fax or email.
Contributed to faster payment collections by generating and distributing weekly aging reports to relevant stakeholders.
Answered customer questions and concerns and sought through outstanding payment accounts to resolution.
Investigated account discrepancies by obtaining and verifying information from customer service and sales department staff.
Supported the finance team by reconciling client accounts and resolving discrepancies in a timely manner.
Developed strong relationships with clients, leading to improved communication and prompt payment of outstanding invoices.
Completed reports on unpaid accounts due to credit card reversals, declined credit cards and non-sufficient funds.
Optimized internal workflows through cross-training with other finance department staff members, increasing overall productivity levels.
Adhered to strict confidentiality guidelines when handling sensitive financial information, ensuring full compliance with company policies and legal regulations.
Implemented an efficient tracking system for pending payments, reducing the time spent on manual followups.
Collaborated with sales and customer service departments to resolve billing issues, improving customer satisfaction rates.
Contacted over 200 past-due customers per month to collect tardy payments.
Reduced outstanding balances by consistently following up on delinquent payments with clients.
Followed up overdue payments and payment plans from clients to establish good cash flow.
Prepared and mailed invoices to customers, processed payments, and documented account updates.
Developed and implemented strategies to improve collection processes and reduce overdue payments.
Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
Safeguarded documents of accounts receivable and payments to enable tracking history and maintain accurate records.
Generated invoices upon receipt of billing information and tracked collection progress.
Managed and responded to correspondence and inquiries from customers and vendors.
Maintained excellent financial standings by working closely with bookkeeper to process business transactions.
Handled day-to-day accounting processes to drive financial accuracy.
Supported management by processing invoices and documents with consistent on-time delivery.
Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
E-Learning Project Coordinator
Science Interactive Group
04.2021 - 10.2021
Maintained detailed documentation of project progress and status, providing regular updates to stakeholders for transparency and risk management.
Conducted thorough needs assessments to identify gaps in training programs, developing targeted solutions for improvement.
Assessed the effectiveness of e-learning content through user feedback and analytics, making data-driven decisions for future enhancements.
Championed continuous improvement initiatives by identifying areas for growth within existing processes and implementing changes accordingly.
Facilitated seamless communication between stakeholders during all phases of e-learning projects, ensuring alignment on goals and objectives.
Streamlined project management processes for increased efficiency in the development of e-learning courses.
Enhanced e-learning project outcomes by effectively coordinating cross-functional teams and managing project timelines.
Implemented data-driven strategies to improve overall quality of e-learning projects, leading to better learner outcomes.
Provided ongoing support to users following course implementation, addressing technical issues promptly for minimal disruption to learning experiences.
Developed comprehensive project plans and schedules, resulting in timely completion of deliverables and meeting client expectations.
Evaluated emerging technologies for potential integration into e-learning initiatives, staying ahead of industry trends and best practices.
Adapted existing courses to accommodate diverse learning styles, ensuring accessibility for all learners and promoting an inclusive educational environment.
Collaborated with instructional designers to create engaging and interactive course content, resulting in higher user satisfaction ratings.
Managed vendor relationships and negotiated contracts, ensuring cost-effective delivery of high-quality e-learning materials.
Led user testing efforts to gather valuable feedback for refining course content and improving learner experience.
Analyzed performance metrics to measure the effectiveness of e-learning projects, making informed decisions on future improvements.
Monitored project progress, identified risks and took corrective action as needed.
Maintained open communication by presenting regular updates on project status to customers.
Scheduled and facilitated meetings between project stakeholders to discuss deliverables, schedules and conflicts.
Tracked project and team member performance closely to quickly intervene in mistakes or delays.
Analyzed project performance data to identify areas of improvement.
Sourced, vetted and managed vendors needed to accomplish project goals.
Verified quality of deliverables and conformance to specifications before submitting to clients.
Facilitated workshops to collect project requirements and user feedback.
Sales Support Specialist
Science Interactive Group
02.2017 - 04.2021
Assisted customers with sales needs such as inventory and shipping questions.
Managed customer accounts, responding to inquiries and resolving customer service issues
Prepared and presented sales reports and customer profiles to upper management.
Assisted in the development of custom solutions for clients'' unique needs through active participation in brainstorming sessions with the sales team.
Coordinated responses and resources to handle special client requests.
Supported successful trade show participation by coordinating logistics, preparing materials, and managing booth setup.
Collaborated with vendor development and support staff to resolve various issues impacting sales activities.
Expedited product delivery times for enhanced customer satisfaction through close coordination with supply chain partners.
Expedited contract negotiation processes by reviewing, editing, and preparing critical documents for management approval.
Boosted sales performance by providing timely and efficient support to the sales team.
Documented customer complaints and completed corrective action requests.
Participated in sales strategy meetings to provide valuable input resulting in the development of innovative approaches to reach target audiences.
Developed working knowledge of CRM to effectively track sales leads and activities.
Facilitated a smooth onboarding experience for new hires within the sales department by conducting training sessions on company products/services information systems.
Enabled more informed decision-making through regular competitor analysis studies shared across relevant departments.
Enhanced customer satisfaction by promptly addressing and resolving inquiries and issues related to products, services, and orders.
Improved order processing efficiency by maintaining accurate records in CRM systems and tracking customer interactions.
Developed and maintained relationships with key accounts and existing customers.
Optimized sales presentations by creating compelling marketing materials, proposals, and product demonstrations.
Collaborated closely with finance departments to ensure timely invoicing and payment collection from customers.
Contributed to the achievement of sales targets by assisting in lead generation and prospecting activities.
Streamlined sales processes for increased revenue generation through effective communication and collaboration with cross-functional teams.
Helped cultivate and maintain business relationships by professionally handling partner and customer needs.
Researched and analyzed customer feedback to identify areas for improvement and growth opportunities.
Learned and frequently used multiple sales systems to investigate, track, and correct customers' issues.
Contributed to development of software programs and tools focused on enabling sales team to communicate and operate more efficiently.
Maximized territory coverage by organizing schedules, appointments, and travel arrangements for field representatives.
Promoted high levels of client satisfaction which led to referrals via consistent followups.
Collaborated with sales and marketing teams to create and execute promotional campaigns.
Followed up on web leads, pre-qualified contacts and converted potential customers into sales appointments.
Assisted in achieving better pipeline management while increasing conversion rates using effective CRM updates.
Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
Attended monthly sales meetings and quarterly sales trainings.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
Monitored service after sale and implemented quick and effective problem resolutions.
Promoted conversion of casual shoppers into customers through product knowledge and product solutions to meet customer needs.
Presented professional image consistent with company's brand values.
Maintained current knowledge of evolving changes in marketplace.
Developed and maintained strong working relationships with professionals within assigned territory.
Performed effectively in self-directed work environment, managing day-to-day operations and decisions.
Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
Stayed current on company offerings and industry trends.
Consulted with businesses to supply accurate product and service information.
Set and achieved company defined sales goals.
Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Kept detailed records of daily activities through online customer database.
Contributed to team objectives in fast-paced environment.
Built relationships with customers and community to promote long term business growth.
Developed, maintained and utilized diverse client base.
Achieved or exceeded company-defined sales quotas.
Sales Support Coordinator
Seattle Fish Co
09.2017 - 02.2018
Updated internal databases with accurate customer contact information, ensuring effective communication channels were maintained throughout the sales process.
Optimized territory coverage plans through data analysis and mapping tools to maximize efficiency in reaching target customers.
Assisted in the development of marketing materials, including brochures, presentations, and website content to showcase company products/services effectively.
Managed complex sales transactions, ensuring accurate documentation and timely fulfillment of orders.
Facilitated cross-functional collaboration among various departments to streamline workflows for greater operational efficiency within the organization.
Enhanced customer satisfaction by addressing inquiries, resolving issues, and providing timely solutions.
Boosted sales productivity by streamlining sales support processes and implementing new tools.
Increased account retention by proactively identifying areas for improvement and recommending effective strategies.
Developed strong relationships with clients through consistent communication and personalized service.
Supported sales representatives in their efforts to meet or exceed individual targets by providing necessary resources and assistance.
Developed and maintained relationships with key accounts and existing customers.
Assisted customers with sales needs such as inventory and shipping questions.
Managed customer accounts, responding to inquiries and resolving customer service issues
Helped cultivate and maintain business relationships by professionally handling partner and customer needs.
Learned and frequently used multiple sales systems to investigate, track, and correct customers' issues.
Collaborated with vendor development and support staff to resolve various issues impacting sales activities.
Developed working knowledge of CRM to effectively track sales leads and activities.
Contributed to development of software programs and tools focused on enabling sales team to communicate and operate more efficiently.
Followed up on web leads, pre-qualified contacts and converted potential customers into sales appointments.
Assisted customers in troubleshooting product issues and provided timely technical support.
Utilized creative problem-solving skills to overcome technical challenges in the sales process.
Tracked sales data for analysis and forecasting.
Gained extensive knowledge of products and services to provide best-in-class sales engineering solutions.
Customer Service Representative
InteriorMark
12.2014 - 11.2015
Handled customer inquiries and suggestions courteously and professionally.
Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Answered constant flow of customer calls with minimal wait times.
Answered customer telephone calls promptly to avoid on-hold wait times.
Updated account information to maintain customer records.
Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
Offered advice and assistance to customers, paying attention to special needs or wants.
Responded to customer requests for products, services, and company information.
Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
Developed strong product knowledge to provide informed recommendations based on individual customer needs.
Clarified customer issues and determined root cause of problems to resolve product or service complaints.
Processed customer service orders promptly to increase customer satisfaction.
Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
Participated in team meetings and training sessions to stay informed about product updates and changes.
Assisted customers in navigating company website and placing online orders, improving overall user experience.
Utilized customer service software to manage interactions and track customer satisfaction.
Tracked customer service cases and updated service software with customer information.
Fostered a customer-centric culture within the team by consistently reinforcing the importance of empathy, understanding, and patience in all interactions with clients.
Streamlined call center processes for improved efficiency and reduced wait times.
Analyzed customer service trends to discover areas of opportunity and provide feedback to management.
Developed highly empathetic client relationships and earned reputation for exceeding service standard goals.
Promptly responded to inquiries and requests from prospective customers.
Cross-trained and provided backup support for organizational leadership.
Investigated and resolved accounting, service and delivery concerns.
Increased efficiency and team productivity by promoting operational best practices.
Bolstered customer retention by creating and offering unique discount options and inspiring interest in new product lines.
Education
Bachelor of Arts - Psychology
University of California - Los Angeles
Los Angeles, CA
06.2012
Skills
Payment tracking
Microsoft Office
Collections
Invoice Processing
Payment Processing
Bookkeeping
Excel
Budgets
Customer service support
Accounts Receivable
Relationship Building
Microsoft Excel
Data inputting
Investigative research
Payment management
Month-end closing procedures
Invoicing proficiency
Aging reports analysis
Credit and collections
Information gathering and analysis
Data Entry and 10-Key
Purchase Orders
Data Analysis
Vendor relationships
Account Auditing
Expense Reports
CRM Tracking
ERP Software
Verbal Communication
Customer Service
Friendly, Positive Attitude
Attention to Detail
Time Management
Multitasking
Computer Skills
Calm Under Pressure
Organization and Time Management
Contract Negotiation
Customer Order Management
Certification
Accounts Receivable Management - 2 years
Languages
Spanish
Native or Bilingual
Timeline
Accounts Receivable Assistant
Cooling Tower Depot, Inc.
10.2021 - Current
E-Learning Project Coordinator
Science Interactive Group
04.2021 - 10.2021
Sales Support Coordinator
Seattle Fish Co
09.2017 - 02.2018
Sales Support Specialist
Science Interactive Group
02.2017 - 04.2021
Customer Service Representative
InteriorMark
12.2014 - 11.2015
Bachelor of Arts - Psychology
University of California - Los Angeles
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