Claudia Davila

Customer Service: Coordinate customer orders, inquiries, and concerns while communicating with production, sales, quality control, and shipping department to ensure accurate and timely fulfillment of customer needs.

Production Clerk III: Coordinate and expedite the flow of work and materials within or between departments according to production schedule.

• Use BatchMaster Software (BME) to complete specific tasks.
• Enter and process customer purchase orders and sales orders.
• Send order acknowledgements, completions/delivery dates.
• Answer order status, lead times, pricing, product availability, and shipping ETAs
• Send out customer sample panels.
• Provide technical data sheets (TDS), safety data sheets (SDS), certificate of analysis/conformance (COA/COC) when requested
• Track backorders and notify customers of delays, shortages, production issues, revised completion dates.
• Work with shipping to arrange pickups, expedited shipments, provide tracking/transfer information.
• Maintain customer files, pricing agreements, special requirements.
• Monitor open order reports.
• Maintain professional communication with customers by phone/email.
• Enter production batch tickets into BME.
• Keep information accessible by sorting and filing documents.
• Assemble production ticket packets.
• Record production data, including volume produced and raw material usage.
• Distribute production schedules and work order information to the relevant departments.
• Examine documents, materials, product requirements, and monitor work processes, in order to assess completeness and accuracy.
• Review production schedule board and work orders to determine material requirements.
• Collaborate with department supervisors and other personnel as necessary.
• Calculate month-end figures including manufacturing and work-off volumes.
• Revise production schedules due to requirement changes, machinery backlogs or other interruptions, collaborating with management, sales, production or other supervisors.
• Assist other departments with specific tasks and/or projects.

Record financial transactions for a small local insurance company.

• Enter and maintain accurate financial transactions in QuickBooks.
• Process invoices, payments, receipts and deposits.
• Prepare and issue checks to vendors as needed.
• Reconcile bank statements and financial accounts.
• Maintain organized records of invoices, receipts, purchases, and other financial documents.
• Record incoming payments and apply them to the appropriate customer accounts.
• Prepare deposits and monitor cash flow transactions.
• Track outstanding invoices, and assist with collection of past due accounts.
• Maintain confidentiality of company, employee, customer, and financial information.
• Provide administrative and clerical support to President and VP of the company.

Data Entry: Assisted with accurately entering/processing/maintaining employee enrollment information for medical, dental, vision and life insurance benefits, ensuring all records, changes, and documentation are entered correctly and submitted/terminated in a timely manner.

Accounts Payable Clerk: Processed vendor invoices, verified billing information and approvals, entered invoices into quickbooks and prepared payments accurately and on time.

• Process and enter medical, dental, vision, and life insurance enrollments efficiently.
• Review enrollment forms and supporting documents for accuracy and eligibility.
• Enter new enrollments, benefit changes, dependent information, and coverage termination into the appropriate insurance companies.
• Maintain accurate and confidential employee/member insurance records.
• Verify demographic information, coverage selections, effective dates and dependent information.
• Process qualifying life-event changes, including marriage, divorce, birth/adoption, and loss of coverage.
• Update records for new hires, terminations and benefit status changes.
• Scan/organize/file/maintain enrollment forms and supporting documents.

• Process and enter vendor invoices accurately and in a timely manner.
• Prepare and process vendor payments accordingly (ACH/Check).
• Communicate payment status to vendors.
• Reconcile vendor statements.
• Assist with maintaining accurate financial records.
• Process and issue Client Premium payments to proper carriers.

Purchasing Agent: Responsible for ordering, and coordinating the timely delivery of supplies and materials while maintaining vendor relationships, monitoring costs, and ensuring organizational needs are met efficiently.

Accounts Payable Clerk: Responsible for processing and verifying hospital invoices, issuing timely vendor payments, resolving billing discrepancies and maintaining accurate financial records for supplies, equipment and services.

• Purchased medical, surgical, office, and general hospital supplies to meet department needs.
• Review and process purchase requisitions/orders, accurately and efficiently.
• Obtain pricing and quotes from vendors to ensure competitive costs and favorable purchasing terms.
• Communicate with vendors regarding pricing, product availability, substitutions, backorders and delivery schedules.
• Monitor inventory levels and coordinate replenishment of essential hospital supplies.
• Track purchase orders from placement through delivery to ensure timely receipt of materials.
• Research alternative products and vendors when requested items are unavailable or backordered.
• Verify pricing, quantities, item numbers and shipping information before submitting purchase orders.
• Work with AP to resolve invoice, PO and pricing discrepancies.
• Maintain accurate purchasing records, vendor information, contracts, quotes, and supporting documents.
• Maintain professional relationships with vendors and negotiate pricing or purchasing terms.
• Process returns, exchanges, credits, and damaged or incorrect shipments.
• Monitor backorders and communicate supply delays or product substitutes to the appropriate departments.
• Ensure critical supplies and materials are ordered and available to support daily hospital operations and patient care.
• Follow hospital purchasing policies, approval procedures and applicable regulatory requirements.

• Receive, review, process invoices, and other hospital expenses.
• Verify invoices for accurate pricing, quantities, account information and proper authorization.
• Match invoices to purchase orders, receiving documentation, and department approvals.
• Enter invoices and payment information accurately into hospital's accounting system (INFOR).
• Prepare and process vendor payments, by ACH, Check, or other approved payment methods.
• Monitor payment due dates to ensure vendors and service providers are paid accurately and on time.
• Reconcile vendor statements, research outstanding balances, credits and payment discrepancies.
• Communicate with vendors regarding invoice questions, missing documents, payment status and account issues.
• Process credit memos, refunds, adjustments and vendor credits.
• Assist with month end closing procedures, account reconciliations and accounts payable reports.

Required Classes