Dynamic Senior Branch Administrator at Graybar Electric with a proven track record in optimizing customer credit processes and enhancing tax exemption accuracy. Skilled in communication and attention to detail, I effectively resolved discrepancies and improved operational efficiency, ensuring timely collections and fostering strong customer relationships.
Process customer credits and deductions, including freight deductions, and research causes, and investigative workflows
Research overpayments to see if the customer is due credit
Utilizing Vertex to verify if tax exemptions are valid
Key and approve daily transactions, including, but not limited to, returns to suppliers and customers, and miscellaneous billings and credits
Communication with the field regarding discrepancies
Work with the field on reports
Learning new processes and utilizing new tools to become more efficient
Reviewing the validity of customer tax exemption certificates
Uploading valid tax exemption certificates into Vertex
Creating and publishing reports for expiring tax certificates
Learn the state laws to verify the tax certificates correctly
Utilize TTR's (Tax Answers and Tax Rates) website to find answers to tax questions
Reviewing the validity of the St. Louis District customer tax exemption certificates
Uploading valid tax exemption certificates into Vertex
Creating and publishing reports for expiring tax certificates
Learn the state laws to verify the tax certificates correctly
Utilize TTR's (Tax Answers and Tax Rates) website to find answers to tax questions
Maintaining customers credit accounts
Monitoring customer credit limits
Obtain financial reports for credit purposes
Develop a relationship with the customers
Ensure invoices are being paid in a timely manner
Meet assigned collection goals
Ordered parts
Prepare customer invoices for billing
Answer and route incoming phone calls
Receive shipments/prepare shipping via UPS
Transcribe office and detective police reports
Answer and route incoming non-emergency calls or provide information as required
Assist with the lobby
Review the previous day's calls and assign the Detective Bureau their assignments for further investigation
Scan proper paperwork into each report