Summary
Overview
Work History
Education
Skills
LANGUAGES
Timeline
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Jessica Kleiman

Portland

Summary

Experienced leader with a proven ability to guide teams, optimize workflows, and deliver high-quality results on time and within budget.

Overview

5
5
years of professional experience

Work History

Accounts Receivable Specialist

Oregon Restoration
02.2025 - 07.2025
  • Invoice Management
    Generated, reviewed, and revised invoices for accuracy, including progressive billing (deposit, progress, and final) based on job milestones and insurance approvals.
    Reconciled invoice discrepancies and ensured alignment between job scopes, supplements, and insurance payments.
  • Payment Tracking & Reconciliation
    Monitored incoming payments via checks, ACH, and third-party platforms (e.g., Handdii, Xactimate, mortgage portals).
    Matched payments to corresponding invoices and adjusted allocations when overpayments or short payments occurred.
    Maintained accurate aging reports and communicated with clients and insurance companies regarding outstanding balances.
  • Insurance & Mortgage Liaison
    Coordinated with insurance carriers, adjusters, and mortgage companies to verify payment statuses and release of funds.
    Facilitated endorsements, check deposits, and third-party authorizations, ensuring compliance with lender requirements.
    Followed up on pending supplements, change orders, and approvals to ensure AR timelines remained on track.
  • Client Communication & Dispute Resolution
    Drafted professional client-facing emails to clarify account balances, explain invoice breakdowns, and resolve payment concerns.
    Provided responsive updates and documentation to clients disputing charges or questioning invoice totals.
    Maintained a collaborative tone while pushing for timely resolution of outstanding balances.
  • Reporting & Documentation
    Maintained detailed records of communications, deposits, overages/refunds, and balance adjustments across multiple systems (e.g., QuickBooks, Method).
    Created financial summaries and internal updates for project managers, finance teams, and upper management.
  • Third-Party Coordination
    Managed lien waiver documentation (conditional/unconditional), bidet approvals, and final documentation for insurance or client payments.
    Navigated multiple systems to trace unknown deposits and properly allocate funds to appropriate jobs and invoices.
  • Process Improvement
    Identified recurring issues in payment processing and proposed solutions to streamline collections and reduce delays.
    Developed templates for emails, refund letters, lien waivers, and client updates to standardize communications and improve efficiency.
  • Supported month-end closing activities by reconciling accounts, preparing reports, and analyzing trends in account performance.
  • Reduced outstanding accounts receivable balances by diligently following up on overdue payments.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Monitored accounts to verify compliance with payment terms and schedules.
  • Contributed to a positive work environment by working closely with colleagues across departments to ensure efficient information exchange and collaboration on financial matters.
  • Collaborated with sales teams to address billing discrepancies and resolve client disputes promptly.
  • Strengthened relationships with clients by maintaining open communication channels regarding invoicing and payment schedules.
  • Submitted cash and check deposits

Production Manager

Ybarra Pro Builders
07.2022 - 08.2024
  • Directed cross-functional teams to deliver production projects across multiple cities, in Oregon, successfully.
  • Developed and managed detailed production schedules, budgets, and timelines.
  • Proactively identified and mitigated project risks to ensure consistent success.
  • Communicated progress to stakeholders through tools like Monday.com, CRM platforms, and Outlook.
  • Recruited and managed quality subcontractors and task runners, overseeing schedules, payments, and issue resolution.
  • Successfully resolved numerous long-standing home renovation projects within weeks, earning exceptional 5-star reviews from clients.
  • Took initiative to fully immerse in home renovation projects alongside contractors, despite no prior training, to learn processes firsthand and develop streamlined workflows that prevent issues and ensure smoother operations.

Project Manager

Ybarra Pro Builders
03.2021 - 07.2022
  • Oversaw daily operations and coordinated construction activities for various residential and multi-family unit projects.
  • Created project timelines, budgets, and resource allocation plans to meet client objectives.
  • Maintained compliance with safety and building codes, ensuring the highest quality standards.
  • Acted as the primary point of contact for clients, fostering clear communication and trust throughout the project lifecycle.
  • Led project teams and subcontractors to ensure deadlines and milestones were consistently achieved.

Customer Service Rep.

Renewal by Andersen
02.2020 - 03.2021
  • Delivered exceptional customer service for inquiries related to products, technical support, and warranty claims.
  • Efficiently resolved 8-10 escalations daily with professionalism and empathy.
  • Scheduled client appointments, managed databases, and drove new business through effective cold calling and Microsoft programs.
  • Worked with team and leaders to brainstorm fixes for unresolved issues.

Education

- Invoice Management Generated, Reviewed, And Revis

Normandale CC

Skills

  • Production Planning and Coordination
  • Team Leadership and Communication
  • Proficiency in Microsoft Office Suite and Excel
  • Organizational and Analytical Skills
  • Problem-Solving and Risk Management
  • Workflow Optimization
  • Profit/Loss & Budgeting
  • Microsoft Excel
  • Accounts receivable
  • Aging reports analysis
  • Payment posting
  • Data inputting
  • Month-end closing procedures
  • Investigative research
  • Customer service support
  • Accounts receivable software

LANGUAGES

English
Spanish
Hebrew

Timeline

Accounts Receivable Specialist

Oregon Restoration
02.2025 - 07.2025

Production Manager

Ybarra Pro Builders
07.2022 - 08.2024

Project Manager

Ybarra Pro Builders
03.2021 - 07.2022

Customer Service Rep.

Renewal by Andersen
02.2020 - 03.2021

- Invoice Management Generated, Reviewed, And Revis

Normandale CC

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