Erica DeLeon
Aubrey,Tx
Summary
Organized and dedicated Administrative Assistant with proven track record of providing exceptional customer service in fast-paced environments. Offering keen attention to detail and strong decision-making skills to manage multiple, concurrent tasks. Self-motivated work ethic to perform effectively in independent or team environments.
Overview
20
20
years of professional experience
Work History
Senior Client Service Representative - Deposits/CD
Bank of America
03.2022 - Current
- Managed online banking maintenance and troubleshooting to enhance user experience and resolve issues promptly
- Managed lite credit card servicing processes
- Initiating Billing Disputes and Fraud Claims
- Improved company reputation with effective problem-solving techniques during challenging situations.
- Identified upsell opportunities and recommended additional services tailored to individual client needs.
- Exceeded performance targets by consistently providing exceptional customer service experiences.
- Navigated multiple software platforms simultaneously while assisting clients, increasing multitasking capabilities.
- Managed high-volume client portfolios, ensuring timely responses and accurate information delivery.
Accounts Payable/Accounts Receivable and Billing Specialist
Ideal Partners Management
12.2019 - 03.2022
- Maintained accurate financial records by regularly reconciling accounts payable transactions.
- Assisted in reconciling discrepancies between vendor statements and internal records.
- Reviewed purchase orders and matched them with invoices for verification.
- Processed vendor invoices accurately and efficiently to ensure timely payments.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Ensured the accuracy of customer records in internal systems by updating contact information, payment terms, and other relevant data as needed.
- Collaborated with sales team to align billing practices with customer contracts, ensuring compliance and satisfaction.
- Managed invoicing processes, ensuring timely and accurate billing cycles.
- Reduced outstanding accounts receivable balances by diligently following up on overdue payments.
- Reconciled accounts receivable discrepancies through detailed analysis and communication.
- Reviewed and updated all subcontractor insurance certificates
- Facilitated monthly billing and estimates for project financials
- Processed and verified project billing invoices for accuracy and compliance with company policies.
- Used Quantum Textura, ProCore, and GCPay systems to submit all AIA billing
Fire Alarm & Security Dispatcher
Ideal Fire & Security, LLC
08.2019 - 12.2019
- Answering emergency and non-emergency calls
- Prioritizing and organizing incoming calls based on urgency
- Maintaining and updating calls records and call logs
- Maintained detailed documentation of customer incidents and resolutions to ensure accurate records and effective follow-up
- Scheduled and dispatched technicians to service calls efficiently
- Creating monitoring accounts and registering security devices
- Maintained detail documentation of customer incidents and resolutions
- Delivered high-quality customer service by addressing inquiries and concerns promptly and effectively
Payroll Lead/Accounts Receivable/Accounts Payable
Advantage Cable Services
01.2007 - 08.2019
- Reviewed submitted payrolls for accuracy, reconciled discrepancies, and made necessary adjustments
- Assisted Finance Manager in completing bi-weekly payroll to ensure timely employee payments
- Responsible for timely and accurate posting of all payments
- Posted all payments accurately and on time.
- Prepare invoices for payment
- Review accounts to ensure proper posting
- Load new employee data into Ceridian & Company database
- Organized and updated vendor files to ensure accurate records.
- Prepared and processed invoices for timely vendor payment
Education
High School Diploma -
South Hills High School
Fort Worth, Texas05-2002
Skills
- Bank reconciliation
- Quickbooks
- Microsoft Excel
- Bill payment and recordkeeping
- Attention to detail
- Professional demeanor under pressure
- Multitasking
- Account reconciliation
- Financial software
- Excellent communication
- Billing accuracy
- Adaptability and flexibility
- Teamwork and collaboration
Timeline
Senior Client Service Representative - Deposits/CD
Bank of America
03.2022 - Current
Accounts Payable/Accounts Receivable and Billing Specialist
Ideal Partners Management
12.2019 - 03.2022
Fire Alarm & Security Dispatcher
Ideal Fire & Security, LLC
08.2019 - 12.2019
Payroll Lead/Accounts Receivable/Accounts Payable
Advantage Cable Services
01.2007 - 08.2019
High School Diploma -
South Hills High School