Emily Morales
Costa Mesa,United States
Summary
Detail-oriented Payment Processor with 2 years of experience in financial services. Managed client accounts and developed effective repayment plans to alleviate debt. Thrives in fast-paced environments, leveraging strong attention to detail and adaptability gained from diverse experiences, including building customer relationships in hospitality.
Overview
9
9
years of professional experience
Work History
Payment Processor
Alleviate
4 Park Plaza Irvine
06.2022 - 06.2026
- Posted payments, processed date changes, managed bank wire transactions, and created account extension plans to improve payment recovery.
- Processed payment transactions using secure financial software.
- Investigated and resolved discrepancies in payment plans, transactions, extensions, ACH, and credit card processes to ensure accuracy and compliance.
- Resolved payment discrepancies by effectively communicating with customer service representatives via live Teams chat, ensuring timely resolution for clients.
- Managed client accounts by utilizing mathematical formulas to create estimates for debt repayment, term plans, and monthly payment arrangements.
- Met and exceeded daily quotas goals.
- Maintained detailed records of all payment activities and transactions.
- Auditor performed an audit of accounts to ensure plan was up to date, discrepancies, or provide improvement.
Data Entry Clerk
Deutsche Bank
1761 E Saint Andrew PL Santa Ana
12.2021 - 06.2022
- Entered financial information into database, ensuring data integrity and accessibility.
- Maintained data accuracy through routine audits and reconciliation tasks.
- Categorized and labeled incoming documents for streamlined processing and retrieval.
- Maintained organized physical and digital filing systems to enhance document accessibility.
- Operated high-speed scanning equipment for document digitization.
Front Desk Agent
Country Inn & Suites by Radisson
Santa Ana
01.2021 - 12.2021
- Greeted guests warmly and provided exceptional customer service during check-in.
- Assisted with check-in and check-out procedures for guests.
- Managed reservations using hotel property management systems efficiently.
- Processed payments and handled billing inquiries for guest accounts accurately.
- Resolved guest complaints promptly, ensuring satisfaction and comfort during visits.
- Assisted guests with inquiries about local attractions and services available.
- Answered phones, responded to inquiries, and took messages.
- Maintained front desk area, ensuring a clean and organized environment.
Front Desk Agent
Best Western Plus Marina Shores
Dana Point
04.2019 - 01.2021
- Greeted guests warmly and provided exceptional customer service during check-in.
- Facilitated efficient check-in and check-out procedures to streamline guest arrivals and departures.
- Managed hotel reservations using property management systems, ensuring seamless guest experiences.
- Resolved guest complaints promptly, enhancing overall guest satisfaction and comfort.
- Processed payments and handled billing inquiries for guest accounts accurately.
- Assisted guests with inquiries about local attractions and services available.
- Answered phones, responded to inquiries, and took messages.
- Maintained front desk area, ensuring a clean and organized environment.
Clerical Associate
Island Dermatology Inc.
Newport Beach
05.2017 - 01.2018
- Verifying insurance details and payment information.
- Prepared patient charts for daily appointments.
- Scheduled appointments
- Organized and filed charts
- Operated scanning equipment to digitize documents efficiently.
Education
Some College - Communication Studies
Orange Coast College
Costa Mesa, CA, United States01-2012
High School Diploma - Communication Studies
Back Bay High School
Costa Mesa, CA, United States01-2011
Skills
- Payment Processing
- Financial Compliance
- Auditing reconciliation
- Data Entry
- Database Management
- Data validation
- Microsoft Excel
- Microsoft Word
- Microsoft Outlook
- Account Management
- Record Keeping
- Customer Service
- Communication Skills
Timeline
Payment Processor
Alleviate
06.2022 - 06.2026
Data Entry Clerk
Deutsche Bank
12.2021 - 06.2022
Front Desk Agent
Country Inn & Suites by Radisson
01.2021 - 12.2021
Front Desk Agent
Best Western Plus Marina Shores
04.2019 - 01.2021
Clerical Associate
Island Dermatology Inc.
05.2017 - 01.2018
Some College - Communication Studies
Orange Coast College
High School Diploma - Communication Studies
Back Bay High School