Summary
Overview
Work History
Education
Skills
Professional Highlights
Timeline
BusinessDevelopmentManager
Casey O'Bleness

Casey O'Bleness

Portland,OR

Summary

Detail-oriented Billing Specialist with 8+ years of experience managing financial operations, account reconciliation, invoicing, and AR across banking, transportation, and logistics industries. Expert in streamlining billing workflows and maintaining audit-ready documentation. Proficient in Karmak, Truck Mate, Microsoft Excel, and CRM platforms. Proven ability to increase billing accuracy, automate reporting, and improve team efficiency.

Overview

18
18
years of professional experience

Work History

Billing Coordinator

Cox Automotive
01.2022 - 11.2024
  • Processed 30 invoices daily totaling $15,000+, maintaining 99% accuracy and 100% on-time submission rate.
  • Reduced invoice disputes by 20% through proactive account reconciliation using Excel and Teams.
  • Resolved 95% of billing inquiries within 24 hours, contributing to a 10% improvement in client satisfaction metrics.
  • Led automation efforts in Karmak, cutting billing cycle time by 15% and improving team productivity by 25%.
  • Generated reports that passed 100% of internal audit checks across four consecutive quarters.

Billing Specialist

Kool Pak
06.2019 - 11.2021
  • Entered and dispatched 50+ invoices daily with 99% accuracy using Truck Mate and Excel.
  • Created a custom Excel tracking tool adopted company-wide, reducing invoice search time by 30%.
  • Cut recurring billing errors by 15% and helped maintain 100% audit compliance during annual reviews.
  • Maintained a 95% on-time payment posting rate for $500K+ in monthly receivables.

Insurance Specialist

SWBC
03.2017 - 06.2019
  • Updated 100+ insurance records weekly with 98% data accuracy, ensuring regulatory compliance.
  • Reduced policy lapse rates by 15% through outbound call strategy and improved recordkeeping.
  • Achieved 95% first-contact resolution across 50+ daily customer inquiries.

Bank Teller

Wells Fargo
05.2011 - 01.2012
  • Processed over 100 financial transactions per day with 99% accuracy.
  • Educated 10+ customers per week on product options, contributing to a 10% product adoption increase.
  • Maintained 100% daily cash drawer accuracy and full compliance during surprise audits.

Member Services Specialist

Credit Union 1 Alaska
01.2007 - 01.2010
  • Opened 20+ new accounts weekly, ensuring full documentation and member onboarding compliance.
  • Processed 80+ teller transactions daily with 99% accuracy across cash and check handling.
  • Finalized 10+ loan closings weekly and increased digital banking signups by 15% through member education.

Education

AS - Business Administration

Portland Community College
Portland
04.2025

Skills

  • High-Volume Invoice Processing
  • AR / AP Reconciliation
  • Cash Flow Monitoring
  • CRM & Billing Systems
  • Cross-Department Collaboration
  • Internal Audit Readiness
  • Financial Reporting
  • Microsoft Office Suite
  • Outlook
  • Teams
  • Documentation Compliance

Professional Highlights

  • Saved 15+ hours/month by automating Excel-based billing logs and reporting.
  • Increased invoice accuracy from 94% to 99% in under 6 months.
  • Reconciled $1.2M+ in client billing with 98% on-time payment performance.
  • Led AR initiatives that reduced outstanding receivables by 25%.
  • Supported billing operations across 4 departments and 3 major systems (Karmak, Excel, CRM).

Timeline

Billing Coordinator

Cox Automotive
01.2022 - 11.2024

Billing Specialist

Kool Pak
06.2019 - 11.2021

Insurance Specialist

SWBC
03.2017 - 06.2019

Bank Teller

Wells Fargo
05.2011 - 01.2012

Member Services Specialist

Credit Union 1 Alaska
01.2007 - 01.2010

AS - Business Administration

Portland Community College

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Casey O'Bleness
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