Jacqueline Muniz

Clerk Specialist

Origin Compliance

La Puente, CA

08.2013 - Current

Cross-trained employees, enabling completion of priority tasks during personnel absences.
Identified needs of customers promptly and efficiently.
Audited company's legal documents to verify compliant policies and procedures.
Developed and implemented specialized procedures for customer service operations.
Provided technical support for customers in resolving complex issues.
Maintained positive working relationship with fellow staff and management.
Created plans to propose solutions to problems related to efficiency, costs or profits.
Coordinated with other departments to ensure efficient workflow processes.
Coordinated and managed various programs or projects to achieve established objectives.
Balanced competing priorities through deliberate project and time management practices.
Assisted in developing strategies to increase customer satisfaction levels.
Displayed strong telephone etiquette, effectively handling difficult calls.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Exceeded customer satisfaction by finding creative solutions to problems.
Assisted with customer requests and answered questions to improve satisfaction.
Completed day-to-day duties accurately and efficiently.
Prepared itemized statements, bills, or invoices and recorded amounts due for items purchased or services rendered.
Processed invoices and payments accurately and promptly.
Maintained customer accounts by recording account information, reconciling discrepancies.
Checked figures, postings, and documents for accuracy.
Verified billing data with client contracts to ensure accuracy of invoicing.
Researched and resolved discrepancies in payment processing.
Prepared periodic reports detailing accounts receivable status.
Assisted in the collection of overdue accounts by contacting customers via telephone or mail correspondence.
Developed processes to improve efficiency and accuracy of billing process.
Reviewed customer files to make sure all documentation was complete and accurate.
Prepared bills, invoices, and bank deposits as needed.
Entered information into accounting software systems including QuickBooks and Excel spreadsheets.
Provided assistance to Accounting Department staff during month-end close process.
Analyzed customer account records in order to identify any irregularities or inaccuracies.
Corresponded with customers regarding their accounts, making adjustments when necessary.
Investigated and responded to customer inquiries related to billing issues.
Performed filing duties including sorting incoming mail, maintaining filing system, and organizing documents.
Assisted with other administrative tasks as assigned.
Answered customer invoice questions and resolved issues discovered during invoicing and collection process.
Processed invoice payments and recorded information in account database.
Processed and sent invoices, adjustments, and credit memos to customers.
Monitored past due accounts and pursued collections on outstanding invoices.
Performed data import, scanning, or manual keying processes to verify invoice accuracy.
Managed all payments processing, invoicing and collections tasks.
Reviewed data for deficiencies or errors to correct incompatibilities and review output.
Answered customer questions to maintain high satisfaction levels.
Greeted visitors and provided them with assistance.
Answered incoming calls, took messages, and transferred calls to appropriate departments or personnel.
Scheduled appointments for clients, customers, and other visitors.
Performed data entry tasks into various computer systems accurately and promptly.
Assisted in maintaining office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing orders for supplies; verifying receipt of supplies.
Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
Provided administrative support to staff members including typing letters, filing documents, and scanning and copying documents when necessary.
Processed customer payments using cash registers or point-of-sale terminals according to company policies and procedures.
Maintained an organized filing system of confidential client information in accordance with company policy.
Provided excellent customer service at all times while interacting with both internal and external customers.
Updated and recorded customer or client information to maintain accounts.
Maintained daily calendars, set appointments with clients and planned daily office events.
Handled customer inquiries and complaints, providing timely and appropriate solutions.

Summary

Overview

Work History

Clerk Specialist

Education

Bachelor of Science - Sociology

Associate of Science - Social And Behavioral Sciences

High School Diploma -

Skills

Languages

Timeline

Clerk Specialist

Bachelor of Science - Sociology

Associate of Science - Social And Behavioral Sciences

High School Diploma -

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