ERICA POTTS

Scheduled commercial electrical jobs, answered phones and dealt with customer service, handled accounts payable and accounts receivable through Quickbooks, generated quotes and invoices through Quickbooks, calculated payment applications and schedule of values for industrial electrical jobs, filed all documents, assisted with payroll

• Answer multi line phones to assist clients, transfer calls as needed, and take messages.
• Greet and assist clients as they come in.
• Coordinate and schedule all meetings and appointments.
• Scan documents and save to the appropriate software for tax preparation.
• Contact clients about signing for filing purposes.
• Order all office supplies.
• Process all online, check, and cash invoice payments.
• Handle all mailing and postage needs.

• Release collateral on paid off real estate loans.
• Compile, copy, sort, and file records of office activities, business transactions, and other activities.
• Compute, record, and proofread data and other information, such as records or reports.
• Complete and mail bills, contracts, policies, invoices, or checks.

• Resolve customers’ service or billing complaints by performing activities such as transaction review on accounts, online banking needs, transfer of funds, and debit card management.
• Keep records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken.
• Checking to ensure that appropriate changes were made to resolve customers’ problems.

• Communicate with customers, employees, and other individuals to answer questions, disseminate, or explain information, take orders, and address complaints.
• Compute, record, and proofread data and other information, such as records or reports.
• Review files, records, and other documents to obtain information to respond to requests.
• Process credit card payments and issue credit card balance refunds. Apply adjustments to payments, such as, late payments and interest charges. Fill in, when needed, for application entry and run daily reports for office production. Complete transactions for small loan payments and corporate employee payment entries.

• Confer with customers by telephone to provide information about online services, transfer of funds, or credit card transactions.
• Check to ensure that appropriate changes were made to resolve customers’ problems.
• Resolve customers’ service or billing complaints by performing activities such as account reviews and credit card transaction reviews.
• Train other staff members to perform work activities, such as using computer applications.