Marilu Morales
Miami,Florida
Summary
A meticulous detail-oriented worker with over five years of experience in accounts receiving. I bring motivational energy and help maintain high spirits with a fast-paced working environment. I am seeking a position where my knowledge and experience in my career can be utilized for making a change. I am a great Customer Service provider, proactive, very organized, detail orientated and everyday challenge seeker. Excellent people and children's skills, great interaction with clients as well as coworkers, motivated, fast learner and very outgoing and responsible. Goal-oriented and proven leadership abilities. I also specialize in increasing productivity and customer satisfaction while driving revenue and sales.
Dedicated and motivated to enhance business success by optimizing accounting procedures and delivering accurate, knowledgeable accounting assistance.
Overview
14
14
years of professional experience
Work History
Accounting
Pinnacle Flowers
05.2023 - Current
- Maintained accurate and orderly account details for multiple clients
- Organized the financial profiles of over 200 clients
- Matched monthly purchase orders and confirmed prices and quantity to vendors with invoices
- Quickly responded to customer questions regarding payment, billing, current collections and requests for refund
- Helped maintain accuracy for customer accounts by implementing new auditing processes
- Helped check for inaccurate addresses, payment terms and other account details
- Maintained accurate records of accounts and vendor information respectively
- Administered an aging report system to help track payment statuses of all accounts
- Helped the collections team identify billing issues
- Generated weekly and monthly financial reports for many clients by detailing paid invoices as well as unpaid invoices
- Collect payments from clients, customers and third parties in cash, check and card transaction
Accounts Receivable
Expeditors International of WA
01.2021 - 04.2023
- Collect and analyze company data via workflow
- Send over 1200 to 1800 invoices on a day to day basis
- Updated Customer Profiles
- Send Invoices via third party Freight Forwarding websites
- Answer clients concerns
- Ensure to send correct documents to each individual client
- Update any billing error
Front Desk Manager
Solasi Accounting and Taxes
12.2019 - 01.2021
- Defining and implementing front desk objectives and procedures
- Supervising staff and all front desk activities including bookings, appointments, phone calls, and emails
- Conducting performance reviews with the front desk staff
- Answering Phone inquiries
- Tending to guests' complaints and questions and providing exceptional customer service
- Ensuring that the front desk and reception area is kept clean and organized
- Maintaining front desk office supplies and equipment
- Maintain office equipment such as Copy Machines and shredder boxes
- Oversee mail deliveries, packages and couriers
- Perform Bookkeeping-Quickbooks
- Pay all expenses for the company
- Create FedEx labels
- Train new employees
Customer Service Representative
Leon Medical Centers
09.2016 - 11.2019
- Answering Phone calls
- Computer skills
- Multi-Tasking
- Transferring calls/ and messages to PCP via Epic software
- Transferring calls/and messages to Medical Assistant
- Coordinating special transportation
- Evaluating important medical calls and transferring call accordingly
- Confirming appointments via calling tracker
- Rescheduling/Canceling appointment via Epic software
- Making changes to customers' accounts
- Providing excellence to patients in each call
Sales/ Support Specialist
Emailbrain/Endurance Marketing
06.2011 - 08.2016
- Customer Service
- Answered phone calls
- Computer skilled
- Support/Sales representative
- Marketing
- Creating newsletters
- Creating Campaigns
- Guiding new clients through the software
- Aiding the IT department
Education
Degree Title - Accounting-1, Business Operations - Small Business
Miami Dade College
04.2025
High School Diploma - undefined
Southwest Miami Senior High School
06.2010
Skills
- Excellent Customer Service
- Bookkeeping
- Reporting & Documentation
- Revenue & Profit Growth
- Invoice Preparation
- Data entry
- Collaboration
- Leadership
- De-escalation Techniques
- Task Prioritization
- Managing profiles
- Basic accounting and profiling software
- Strong communication skills
- Bilingual
- Marketing
- Medical terminology
- Issue Resolution
- Coaching & Mentoring
- Client Relations
- Continuous Improvement
- Time Management
- Expertise in Microsoft Excel
- Microsoft Word
- PowerPoint
- QuickBooks
- Multi-task
- Cost accounting
- Accounting principles knowledge
- Accounting operations systems
Languages
Spanish
Full Professional
Timeline
Accounting
Pinnacle Flowers
05.2023 - Current
Accounts Receivable
Expeditors International of WA
01.2021 - 04.2023
Front Desk Manager
Solasi Accounting and Taxes
12.2019 - 01.2021
Customer Service Representative
Leon Medical Centers
09.2016 - 11.2019
Sales/ Support Specialist
Emailbrain/Endurance Marketing
06.2011 - 08.2016
High School Diploma - undefined
Southwest Miami Senior High School
Degree Title - Accounting-1, Business Operations - Small Business
Miami Dade College
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