Results-driven invoicing specialist with a proven track record at PermaPlate, excelling in accuracy and problem-solving. Expertly managed high-volume invoices and enhanced financial compliance through meticulous reporting. Strong collaborator, adept at fostering teamwork and ensuring timely payments, while maintaining exceptional vendor relationships and improving operational efficiency.
Overview
7
7
years of professional experience
Work History
Invoicing Specialist
PermaPlate
11.2021 - Current
Managed high-volume invoices, ensuring proper coding and approval before processing payments.
Generated daily, weekly and monthly reports using excel.
Verified accuracy of billing data and corrected discrepancies.
Processed vendor and supplier payments on weekly basis.
Kept vendor files accurate and up-to-date to expedite payment processing.
Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
Assisted in internal audits, providing necessary documentation and support for financial compliance purposes.
Ensured timely issuance of credit notes and adjustments for accurate reflection of client transactions in financial records.
Title Specialist, Dispute Specialist, Teller
Mountain America Credit Union
10.2018 - 10.2021
Reduced title discrepancies by proactively researching and resolving any potential issues in advance.
Conducted thorough public record searches to verify property ownership history and identify potential liens or encumbrances.
Ensured timely processing of title applications by efficiently managing a high volume of daily tasks.
Provided expert guidance on complex title matters, serving as a reliable resource for colleagues and clients alike.
Served as liaison between internal departments, facilitating clear communication channels that supported overall operational success.
Completed merchant chargebacks through the Visa Networking System to recover funds.
Maintained confidentiality and security of personal information to protect customer privacy and prevent identity theft.
Improved customer satisfaction rates through proactive problem-solving and efficient complaint resolution.
Followed all company policies and procedures to deliver quality work.
Assisted customers with banking needs and inquiries.
Executed wire transfers, stop payments and account transfers.
Facilitated introduction of new tellers by mentoring them on bank procedures and customer service excellence.
Boosted cross-selling of bank products by identifying customer needs during transactions.