Kathy Buchanan

Administration Assistant/Accounts Receivable Clerk

Monument Vision Clinic

08.2005 - 09.2020

Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors. Scheduled appointments. Checked patients in, collecting copay and paperwork. Checked patients out when appointment was done and collected any monies due.
Increased customer satisfaction by providing timely and professional responses to inquiries via phone, email, or in-person visits.
Demonstrated exceptional adaptability when faced with shifting priorities or new assignments from management figures in real-time situations.
Maintained inventory of office supplies and placed orders.
Opened and properly distributed incoming mail to promote quicker response to client inquiries.
Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Prepared and mailed invoices to customers, processed payments, and documented account updates.
Submitted cash and check deposits and generated cash receipts to record money received.
Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
Made outbound calls to vendors and customers to discuss and resolve account needs.
Reconciled accounts receivable ledger to verify payments and resolve variances.
Responded to inbound inquiries regarding accounts and payments.
Maintained strict adherence to company confidentiality policies when handling sensitive financial data and personal information for clients.
Posted customer payments by recording cash, checks, and credit card transactions.
Assisted in month-end closing procedures, ensuring accurate financial reporting.
Followed up overdue payments and payment plans from clients to establish good cash flow.
Negotiated payment arrangements with customers to establish timely receipt of payments.
Generated invoices upon receipt of billing information and tracked collection progress.
Entered figures using 10-key calculator to compute data quickly.