Elisabeth Roberts

Billing:

Prepare, review process Project Manager billing packages into invoices for clients. Provide necessary backup, Payment Applications, Progressive Work Books, and Waivers.

Process project activations. Review contracts, set up system according to department procedures. Ensure that correct rates are being charged (prevailing wadge projects), Invoice format is consistent with company standards and client requirements.

Collections:

Managed client online portals for invoice submission, processing and payment. Managed ACH Agreements with clients. Processed payments and applied to customer balances. Researched accounts and completed due diligence to resolve collection problems. Trained new team members on scripts, and collection strategies. Delivered exceptional customer service on collection calls and maintained calm and professional demeanor. Generated and distributed monthly customer statements.

Lead/Manage training of Project Managers in new system. Create SOP document for Project Managers to use.

Lead billing schedule. Distribution of Draft Invoices to Project Managers, Collect and extract and document billing instructions.

Lead processes to update our old system to ensure that we have the correct billing contact information for each client. Email, or Portal info.

Multi year nomination for Company wide excellence honors. Nominated by fellow coworkers:

Extraordinary Effort

Exemplary Work Ethic and Inspirational Attitude.

Established lasting, professional connections with families and children by encouraging open communication and delivering positive feedback. Organized and cleaned home after activities by picking up toys and straightening up play room.

Assisted with light housekeeping duties. Supported children in play activities, meals, and snacks, hygiene and socialization. Transported children to and from school, and extra-curricular activities. Helped children complete homework assignments. Taught children basic life skills, manners and personal hygiene. Developed games and activities using arts and crafts to support learning and verbal skills.

Daily collection of Cash from 3 stores/marinas, restaurant. Count cash and record daily transactions. Reconcile against register tape. Manage Cash on hand for change. Report to corporate offices sales.

Record and submit biweekly time cards to corporate office. Submit writeups and termination documents to corporate office.

Assist with end of season innovatory counts.

Prepare store for daily operations: Prepare pastry counter for daily service. Prepare, brew and maintain drip coffee station.

Cash Register management: Cash and credit card payments.

Created wide variety of hot and cold drinks in average shifts with consistently positive customer satisfaction scores. Controlled line with quick, efficient service. Pleasantly interacted with customers during hectic periods to promote fun, positive environment.

Prevented infections and maintained store professionalism by cleaning and sanitizing work areas daily. Cleaned counters, machines, utensils, and seating areas daily.

Trained new team members with positive reinforcement and respectful, encouraging coaching.