Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
10
10
years of professional experience
Work History
Client Service Representative
SQUIRE PATTON BOGGS
05.2023 - Current
Provide billing and financial support to 15-20 assigned billing attorneys
Input and maintain client billing guidelines as applicable
Prepare and present pre-bills to attorneys in accordance with client matter billing terms
Process edits, forward and post final Invoices to billing/responsible attorney and/or client as directed
Submit invoices into Client e-billing portals, such as CounselLink, LegalTracker, and Collaboration Portal.
Prepare and review accounts receivable reports and assist with collections process
Review all New Account Memoranda for completeness to open new client/matters and close files as work is completed
Process Accounts Payable (AP) invoices and include in billing
Assist attorneys with monitoring hours and any financial analysis as it pertains to fixed-fee or other alternative fee arrangements
Assist and provide clients with accruals, reports, and questions
Use 'Aderant Expert' - Billing System
Billing Clerk
GALLAGHER & KENNEDY
02.2019 - 05.2023
Create and manage new client/matters, including file closures and opening
Run and process pre-bills
Review/edit billing attorneys' time and cost entries to prepare and send invoices to clients
Multitask between any requests from attorneys, secretaries, and clients
Use LMS V and LMS + (also known as Surepoint)
Process 20-50 deposits for operating, trust, and retainer
Process retainer or operating refunds.
Document Clerk
GALLAGHER & KENNEDY
02.2017 - 02.2019
Perform general file maintenance by creating new files, additional backers, index pleadings and update corporate binders
Organize and keep track of important documents and progress of record requests on-site/off-site
Manager on Duty/Associate
DD'S DISCOUNTS
09.2014 - 02.2017
Front end supervisor substitute for managers
Customer service on register scanning/processing over 100 customers
Sales floor assistance
Stock room: process and organize all sales product
Organize racks and counters in accordance with store policies to provide safe environment for customers and coworkers.
Education
High School Diploma -
Maricopa Community Colleges - Gateway Community College
Phoenix, AZ
Camelback High School
Phoenix, AZ
05.2014
Trevor Browne High School
Phoenix, AZ
08.2012
Skills
File Maintenance
Prioritization
Invoicing proficiency
Billing Software
Billing resolutions
Deadline-oriented
Accuracy and Precision
Accounts receivable experience
Timeline
Client Service Representative
SQUIRE PATTON BOGGS
05.2023 - Current
Billing Clerk
GALLAGHER & KENNEDY
02.2019 - 05.2023
Document Clerk
GALLAGHER & KENNEDY
02.2017 - 02.2019
Manager on Duty/Associate
DD'S DISCOUNTS
09.2014 - 02.2017
High School Diploma -
Maricopa Community Colleges - Gateway Community College
Camelback High School
Trevor Browne High School
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