Summary
Overview
Work History
Education
Skills
Languages
Timeline
BusinessDevelopmentManager
Diana Rodriguez

Diana Rodriguez

Rosenberg,TX

Summary

Dynamic Accounts Receivable Clerk with a proven track record at Holden Roofing, excelling in collections. Demonstrated expertise in Microsoft Excel and strong customer relations skills, successfully enhancing account monitoring and achieving timely payments. Committed to delivering exceptional service and fostering lasting client relationships.

Promoted twice while working for Holden Roofing.

Overview

17
17
years of professional experience

Work History

Accounts Receivable Clerk

Holden Roofing
12.2019 - 04.2025


  • Collected, compiled and analyzed data to prepare customer invoices per contractual requirements.
  • Analyzed aging reports to identify trends and patterns causing missed collections.
  • Collected, first insurance checks and deductibles
  • Processed credit card payments
  • Scanned checks into customer accounts and turned checks onto controller
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
  • Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
  • Made outbound calls to vendors and customers to discuss and resolve account needs.
  • Responded to inbound inquiries regarding accounts and payments.
  • Coordinated with other departments to ensure accurate application of payments, credits, and adjustments to client accounts.
  • Trained new hires in company policies, standard operating procedures, and software systems related to accounts receivable functions, ensuring seamless integration into the team''s operations.
  • Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
  • Monitored accounts to verify compliance with payment terms and schedules.
  • Reviewed accounts on monthly basis to assess aging and pursue collection of funds.

Sub-Contractor Coordinator

Holden Roofing
02.2016 - 12.2019


  • Managed multiple projects simultaneously while maintaining strict adherence to deadlines and budgets.
  • Received, approved and entered contractor invoices into quickbooks

Receptionist

Holden Roofing
03.2011 - 02.2016
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Resolved customer problems and complaints.
  • Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
  • Responded to inquiries from callers seeking information.
  • Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
  • Answered central telephone system and directed calls accordingly.
  • Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.

Administrative Clerk

First Colony Homeowners Association
08.2008 - 09.2010
  • Administration clerk for New Territory Manager
  • Took minutes in meetings
  • Created report after meeting and emailed
  • Other duties when needed

Education

High School Diploma - Basics

B.F. Terry High School
Rosenberg, TX
06.1989

Skills

  • Collections
  • Invoice processing
  • Time management
  • Payment posting
  • Microsoft Excel
  • Attention to detail
  • Customer relations
  • Account monitoring

Languages

Spanish
Native or Bilingual

Timeline

Accounts Receivable Clerk

Holden Roofing
12.2019 - 04.2025

Sub-Contractor Coordinator

Holden Roofing
02.2016 - 12.2019

Receptionist

Holden Roofing
03.2011 - 02.2016

Administrative Clerk

First Colony Homeowners Association
08.2008 - 09.2010

High School Diploma - Basics

B.F. Terry High School

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