Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Juanita Echeverry

Fort Lauderdale,FL

Summary

Dedicated professional with a strong background in billing accuracy and customer account management. Known for analyzing data trends to identify discrepancies, drive process improvements, and enhance client satisfaction in fast-paced environments.

Overview

15
15
years of professional experience

Work History

Financial Billing Analyst II

Fiserv
Coral Springs, Florida
07.2019 - Current
  • Streamlined reporting processes by leveraging advanced Excel and Power Query techniques.
  • Ensured billing accuracy across high-volume portfolios through meticulous data analysis.
  • Developed detailed procedures for all aspects of the billing process to improve efficiency and accuracy.
  • Maintained accounting ledgers by verifying and posting account transactions.
  • Identified discrepancies between billed amounts and actual services rendered through detailed customer account analysis.
  • Partnered with cross-functional teams to pinpoint automation opportunities in billing workflows.
  • Analyzed billing discrepancies and resolved customer inquiries efficiently.

Senior Representative Complaints and Disputes

First Data
Coral Springs, Florida
09.2011 - 07.2019
  • Resolved escalated customer complaints in a timely manner.
  • Managed customer accounts, resolving inquiries to streamline service delivery.
  • Coordinated communication between customers and internal departments, ensuring timely resolution of inquiries.
  • Analyzed customer feedback to inform and refine client satisfaction strategies.
  • Implemented solutions for operational challenges in service delivery.
  • Built lasting relationships with customers to support sales, service and business operations goals.
  • Trained new representatives on company policies and procedures.
  • Analyzed trends in customer data to uncover insights that could be used for business growth strategies.

Education

Associate of Science -

Johnson & Wales University
North Miami, FL
05-2006

Skills

  • Invoice Management
  • Account reconciliation
  • Customer account management
  • Data analysis
  • Advanced Excel
  • Power Query
  • SAP
  • Alteryx
  • Process Improvement and Workflow Optimization
  • Cloud Financial Management
  • Cross-Functional Collaboration

Languages

Spanish
Full Professional
French
Professional

Timeline

Financial Billing Analyst II

Fiserv
07.2019 - Current

Senior Representative Complaints and Disputes

First Data
09.2011 - 07.2019

Associate of Science -

Johnson & Wales University
Juanita Echeverry