Candace Fischer
Alton,IL
Summary
Dynamic Administrative Assistant with a proven expertise backgound at Fire Safety Inc. in invoice processing and billing reconciliation. Adept at resolving discrepancies and enhancing customer relationships through effective communication. Committed to compliance adherence and financial analysis, driving successful outcomes for clients while maintaining confidentiality and professionalism in all interactions.
Overview
12
12
years of professional experience
Work History
Billing Specialist
Fire Safety Inc.
Wood River, IL
02.2022 - Current
- Processed customer invoices accurately and in a timely manner.
- Managed billing discrepancies through effective communication with clients.
- Answered customer inquiries regarding billings, payments, account status.
- Investigated incorrect billings and processed refunds as necessary.
- Maintained confidentiality of sensitive financial information consistently.
- Coordinated with the collections department to resolve overdue accounts.
- Processed credit card transactions through Point-of-Sale terminals or online systems.
- Provided support to other departments within the organization as needed.
- Reconciled daily cash receipts with total deposits on bank statement.
- Coordinated appointments and meetings to ensure efficient time management.
- Communicated with team members to confirm availability and schedule changes.
- Facilitated collaboration between departments to enhance workflow efficiency.
- Utilized MS Office and Excel to analyze data and create spreadsheets.
- Maintained up-to-date records of staff availability, absences, holidays, vacations.
- Communicated effectively with team members to ensure they are aware of their shifts and any changes that may occur.
Financial Service Officer
Midwest Members Credit Union
Wood River, Illinois
10.2014 - 02.2022
- Advised members on financial products and services to meet their needs.
- Processed loan applications and ensured compliance with regulations.
- Conducted member account reviews to identify potential issues and solutions.
- Resolved member inquiries and concerns efficiently and professionally.
- Trained new staff on operational procedures and customer service excellence.
- Ensured compliance with applicable laws and regulations governing the financial services sector.
- Maintained customer relationships by providing timely follow-up communications regarding inquiries or complaints.
- Advised customers on appropriate banking solutions based on their individual needs.
- Provided guidance on budgeting, asset allocation, tax planning, retirement planning and other financial services topics.
- Assisted customers in resolving complex billing disputes or discrepancies.
- Participated in regular training sessions to stay up-to-date on industry developments.
- Provided technical assistance when needed for online banking systems.
- Engaged in ongoing training and education to acquire knowledge of financial products and services in changing economic conditions.
- Cold-called potential clients to discuss available financial products and services.
- Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
- Guided customers toward upward credit mobility through good financial choices.
Education
Some College (No Degree) - Multiple
Lewis And Clark Community College
Godfrey, ILSkills
- Invoice processing
- Billing reconciliation
- Payment processing
- Financial analysis
- Answer incoming phone calls
- Send out COI's and W-9's as requested
- Set up new customers
- Generate quotes as necessary
- Maintain and update location sheets as necessary
Timeline
Billing Specialist
Fire Safety Inc.
02.2022 - Current
Financial Service Officer
Midwest Members Credit Union
10.2014 - 02.2022
Some College (No Degree) - Multiple
Lewis And Clark Community College