QuickBooks
Jacqueline Bell
West Covina,CA
Summary
Highly enthusiastic customer service professional with 5+ year's client interface experience. Dedicated and motivated to maintain customer satisfaction and contribute to company success. Customer Service Representative who maintains a high level of professionalism, patience and efficiency to minimize customer dissatisfaction and increase customer loyalty. Call Center Representative versed in customer support in high call volume environments. Superior computer skills and telephone etiquette. Data Entry specialist adept at developing and maintaining databases. Trained in 10-key and skilled at creating effective organizational and filing systems.
Overview
16
16
years of professional experience
Work History
Accounts Payable Clerk
Skilled Nursing Pharmacy
03.2024 - Current
- Maintained good working relationships with vendors and resolved disputes.
- Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
- Reviewed vendor invoices for appropriate documentation and validity prior to payment.
- Prepared vendor invoices and processed incoming payments.
- Assisted manager in formulating year-end financial reports to determine financial performance of companies.
- Studied past records to detect duplicate statements and fraud, avoiding penalties for non-compliance.
- Documented petty cash transactions in petty cash journal to summarize payments rendered, maintaining accurate records.
- Reconciled bank accounts to verify accuracy of cash records.
- Produced month-end closing reports and provided actionable suggestions on remittance for quick resolution.
Executive Admin/Accounts Payable
SAS Restaurant Ventures Inc.
12.2018 - 02.2023
- Primary point of contact for internal and external constituencies on all matters
- Schedule and coordinate travel, lodging, and meals for CEO, COO, DOO and DM's
- Collect mail each day
- Process Invoices, Pay vendors, rents and utilities
- Fulfilled administrative duties, including: completing and filing paperwork, directing a multi-line phone and setting appointments
- Effectively communicated with other employees and upper management to ensure complete care of customers
- Acknowledged customer issues and resolved their problems quickly and efficiently
- Reconciling American Express card, bank accounts, P&L's, GL's, Financial statements and more.
Office Manager
WellsFargo Home Mortgage
08.2015 - 11.2018
- Provide administrative support to the Branch Manager(s) which includes: Office Maintenance, Customer Service, Create email or other general correspondence as necessary, Sales Meeting Support, Accounting Functions, Perform general clerical duties, Purchasing of supplies and sales meeting materials in a cost-effective manner, Reporting Functions, On-boarding/Off-boarding, Training
- Coordinated special projects and managed schedules.
- Managed compliance to keep organization operating within legal and regulatory guidelines.
- Created, maintained and updated filing systems for paper and electronic documents.
Sr. Associate
Ricoh USA
11.2013 - 05.2015
- Placing service requests as well as escalating SR's and Debriefing technician calls when their edge is down
- Placing supply orders for customers as well as tracking orders, taking payments by credit cards, PO numbers and invoicing
- Peer training for new hires Transferring calls to correct extension and departments and Sending and receiving corresponding emails with customers and management
- Training to take Order Management calls to become a specialist.
- Improved customer satisfaction by quickly and effectively addressing inquiries and complaints.
- Created solutions for customers to satisfy specific needs, quality and budget.
Shipping
Exel Logiistics
05.2008 - 02.2013
- Shipping medical parts to doctors offices and hospitals around the world
- Selected products for specific routes according to pick sheets
- Processed customs duties and fees quickly to release international shipments
- Oversaw special orders and after-hours, urgent shipping jobs
- Unloaded, picked, staged and loaded products for shipping
- Operated RED PRAIRIE and LOGIC shipping system efficiently and accurately
- Resolved service issues in a timely manner, including coordinating and processing returns
- Oversaw warehousing and storage practices and housekeeping
- Worked at a rapid pace to meet tight deadlines
- Verified and recorded the count and condition of cargo received
- Operated powered lift trucks, floor sweepers, pallet jacks and forklift's safely, with a 0% incident rate.
Education
Diploma - Medical Practice Management
Kaplan College
Columbus, Ohio06.2012
Diploma - Medical Assisting
Technology Education College
Columbus, Ohio06.2010
Skills
- Opening/closing procedures
- Microsoft Office proficiency
- Inventory control familiarity
- Computer-savvy
- Advanced clerical knowledge
- Multi-line phone proficiency
- Filing and data archiving
- Microsoft Excel knowledge
- Cash handling
- Client and vendor relations
- Customer service
- Detail oriented
- Documentation and reporting
- Inventory management
- Dependable
- Attention to detail
- Wire Transfers
- Statement Review
- Bill payment
- Invoice Processing
- Expense Reporting
- Payment verification
- Accounts Payable
- Data Entry
- Quickbooks
- General Ledger Entries
- Bank Reconciliation
- Vendor invoice processing
- Account Reconciliation
- Payment Scheduling
- New Hire Training
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Accomplishments
- Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
- Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Work Preference
Work Type
Full TimeWork Location
HybridRemoteOn-SiteImportant To Me
Career advancementWork-life balanceCompany CultureHealthcare benefits401k matchPaid time offPaid sick leaveFlexible work hoursPersonal development programsTeam Building / Company RetreatsQuote
The cave you fear to enter contains the treasure you seek.
Joseph Campbell
Software
MicroSoft360
Google Docs
Timeline
Accounts Payable Clerk
Skilled Nursing Pharmacy
03.2024 - Current
Executive Admin/Accounts Payable
SAS Restaurant Ventures Inc.
12.2018 - 02.2023
Office Manager
WellsFargo Home Mortgage
08.2015 - 11.2018
Sr. Associate
Ricoh USA
11.2013 - 05.2015
Shipping
Exel Logiistics
05.2008 - 02.2013
Diploma - Medical Practice Management
Kaplan College
Diploma - Medical Assisting
Technology Education College
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