Summary
Overview
Work History
Education
Skills
Timeline
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CASSANDRA CHAVEZ

Santa Fe,NM

Summary

Fast learner, self-efficient people person. I am reliable, trustworthy and meticulous. Worked for a firm of charted attorneys where i gained a good understanding of what is required of a well-rounded employee. I am able to work on my own initiative or as part of a team and can deal with administrative deadlines competently. Solid background in managing cash applications and ensuring accurate financial transactions.

Overview

15
15
years of professional experience

Work History

Cash Application Specialist

Spencer Fane
08.2024 - Current
  • Ensuring that accounts receivable records match the general ledger and identifying any discrepancies.
  • Reporting on the status of accounts receivable and providing information to management.
  • Log into bank account pull Checks, ACH's, and Wires to be entered daily.
  • Apply payments to invoices.
  • Run credit card payments online and over the phone.
  • Communicate with attorneys and legal assistance on refunds due to overpayments.
  • Provide and confirm bank information for payments.


Receptionist/Accounting

Montgomery and Andrews, PA
05.2014 - 08.2024
  • Handle incoming telephone calls on a multiline switchboard and Zoom Telephone system.
  • Order lunch for meetings.
  • Order office supplies.
  • Bank deposits through remote deposit system
  • Accounts payable: Manage and process bills and invoices, ensuring timely and accurate payments to vendors.
  • Accounts Receivable: Apply payments daily to invoices.
  • Billing: print prebills for attorneys, make edits on prebills provided by attorneys, send out invoices via mail, email and ebilling to clients.
  • Colections: send reminder statements via mail and email, reach out by telephone and ebilling systems. Communicate with attorneys on collections and billing.
  • Time Entry for attorneys
  • Gross Receipt Tax
  • Expense entries
  • Open and create new client matter cases.
  • Petty Cash- manage cashbox and keep a spreadsheet.
  • Electronic Billing (Serengeti, Tymetrix, Collaborati, corridor)

Administrative Assistant

Anderson Air Mechanical
04.2011 - 12.2014
  • Handle incoming telephone calls on a multiline switchboard.
  • Data entry into computer on word, excel, outlook and accounting system.
  • Service Dispatching
  • Filing
  • Mailing out invoices to customers
  • Daily Bank deposits to bank.
  • Purchasing Agent assistant
  • Payroll System.

Temp Receptionist

Hinkle, Hensley, Shanor & Martin
07.2010 - 12.2010
  • Handle incoming calls on a 10 line switchboard.
  • Input costs into computer system.
  • Processed attorney telephone bills.
  • Filing
  • Greeted clients as they entered the firm.
  • Scheduled, set-up, and shut down conference room.
  • Opened new client forms.
  • Typed checks on typewriter.
  • Copied and scanned files.

Education

Penn Foster Online High School
Santa Fe, NM

Skills

  • Accounts receivable
  • Accounts payable
  • Microsoft word
  • Excel
  • Cash management
  • Outlook
  • Fedex online
  • Orion system
  • Worldox system
  • Zoom
  • Aderant system

Timeline

Cash Application Specialist

Spencer Fane
08.2024 - Current

Receptionist/Accounting

Montgomery and Andrews, PA
05.2014 - 08.2024

Administrative Assistant

Anderson Air Mechanical
04.2011 - 12.2014

Temp Receptionist

Hinkle, Hensley, Shanor & Martin
07.2010 - 12.2010

Penn Foster Online High School

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CASSANDRA CHAVEZ