Kelly Jerez
Astoria
Summary
Detail-oriented Billing Specialist with extensive experience in accounts receivable, legal billing, and client account management. Proven expertise in processing accurate invoices, managing payment histories, resolving billing discrepancies, and ensuring compliance with client billing guidelines. Committed to leveraging strong analytical, organizational, and communication skills to drive efficiency and accuracy within a dynamic billing department. Eager to contribute to a team that values precision and proactive problem-solving.
Overview
8
8
years of professional experience
Work History
Billing & Accounts Receivable Specialist
Law Office of Andrew L. Friedman
06.2021 - Current
- Manage end-to-end legal billing and accounts receivable functions, including invoice preparation, write-offs, discounts, rate changes, e-billing submissions, retainer drafting, and billing template updates in compliance with client billing guidelines.
- Review, reconcile, and maintain accurate client account and payment records using Case Tracker; monitor outstanding balances, verify payment clearance, and coordinate with attorneys and staff regarding case status and billing holds.
- Serve as the primary point of contact for billing inquiries, resolving discrepancies, short payments, and client questions while maintaining confidentiality and accuracy.
- Collaborate with attorneys, paralegals, and office management to improve billing workflows, assist with system and process enhancements, and support operational solutions that increase efficiency across departments.
- Provide administrative and customer service support, managing daily correspondence and maintaining strong professional relationships with internal teams and external clients.
Customer Service Representative / Receptionist
Delgado Travel II Corp.
07.2019 - 06.2021
- Handle high-volume customer interactions via phone, email, and in person, resolving inquiries, complaints, transactions, refunds, and exchanges with a strong focus on customer satisfaction.
- Coordinate with management to ensure service standards are met, support daily operations, manage call routing and messaging, and maintain effective communication across departments.
Teller
02.2018 - 03.2020
- Delivered front-line customer service, processed transactions including payments, refunds, and credits, and provided accurate information on policies and procedures.
- Maintained inventory levels, prepared documentation, and communicated transaction details to customers via phone and email.
Education
A.A.S. - Business administration
Borough of Manhattan Community College
Manhattan, NY01.2026
Skills
- Spanish language fluency
- Knowledgeable in various software tools
- Proficient in data entry speed
- Efficient call handling
- Task management expertise
- Report generation and spreadsheet management
- Skilled in Microsoft Office suite
- Proficient in analytical problem-solving
- Proficient in organization techniques
Timeline
Billing & Accounts Receivable Specialist
Law Office of Andrew L. Friedman
06.2021 - Current
Customer Service Representative / Receptionist
Delgado Travel II Corp.
07.2019 - 06.2021
Teller
02.2018 - 03.2020
A.A.S. - Business administration
Borough of Manhattan Community College