Lanelle Jacoby
Lancaster,CA
Summary
Driven Accounts Receivable Clerk with experience reducing open balances by following up with customers and maintaining productive communication. Good relationship-building, communication and planning skills. Superior work ethic with analytical approach.
Overview
15
15
years of professional experience
Work History
Accounts Receivable Clerk
Glenair, Inc.
Glendale, CA
10.2021 - Current
- Processed invoices, credit memos, and other documents related to accounts receivable.
- Managed collections activity including contacting customers regarding past due balances and resolving billing disputes.
- Conducted research on customer accounts as needed to answer inquiries or resolve issues related to payments received or owed.
- Generated weekly aging reports to track overdue payments from clients and followed up accordingly.
- Updated vendor files with new contact information or changes in payment terms upon request.
- Sent copies of invoices and statements to customers to facilitate payment of outstanding invoices.
- Reached out to vendors and customers to resolve account problems.
- Researched customer billing issues and resolved problems to facilitate receipt of overdue monies and promote good customer relationships.
- Accessed customer online portals to research payments and deductions of invoices.
- Monitored customer account details to minimize or rectify non-payments, delayed payments and other irregularities.
- Processed new customer forms to set up accounts in system.
Inside Sales Representative
Glenair, Inc.
Glendale, CA
01.2011 - 10.2021
- Provided customers with product information, pricing and availability.
- Followed up on pending orders and inquiries in a timely manner.
- Contributed ideas for improving internal processes related to sales operations.
- Responded to customer inquiries quickly and professionally to maintain customer satisfaction.
- Performed customer order entry and data entry tasks accurately and in a timely manner.
- Resolved discrepancies between customers' purchase orders and the company's records.
- Provided support with product inquiries such as availability and pricing information.
- Assisted with resolving customer complaints regarding incorrect or incomplete orders.
- Interacted with customers via phone, email, or chat to answer questions about their orders.
- Maintained up-to-date knowledge of company products, services, policies, procedures, and pricing structures.
- Utilized various software applications to process customer orders efficiently.
- Reviewed incoming orders for completeness prior to entering them into the system.
- Responded promptly to customers' queries regarding order status changes or updates.
- Analyzed customer requirements to ensure accurate processing of special requests or modifications on existing orders.
- Communicated with customers to assist with order placement and offer updates on status and shipping.
- Informed customers by mail or telephone of unit prices, shipping dates and anticipated delays.
Phone Operator
Glenair, Inc.
Glendale, CA
06.2009 - 01.2011
- Answered incoming calls and directed them to the appropriate department or individual.
- Maintained a professional demeanor while handling customer calls.
- Took messages from callers and accurately relayed details to intended staff.
- Adhoc reports and tasks as directed by management.
Education
Associate of Arts - General Studies
College of The Canyons
Valencia, CA12.1995
Skills
- Credit and Collections
- Billing Dispute Resolution
- Customer Relations
References
References available upon request.
Timeline
Accounts Receivable Clerk
Glenair, Inc.
10.2021 - Current
Inside Sales Representative
Glenair, Inc.
01.2011 - 10.2021
Phone Operator
Glenair, Inc.
06.2009 - 01.2011
Associate of Arts - General Studies
College of The Canyons