Summary
Overview
Work History
Education
Skills
Timeline
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Marla Lively

Hillsboro,OR

Summary

Dynamic professional with a proven track record in enhancing financial operations and customer relations at Clarion Home Services. Expert in invoice processing and adept at debt collection, significantly reducing outstanding balances. Excelled in providing exceptional customer service, fostering strong relationships, and mentoring new hires. Skilled in both spreadsheet management and empathetic communication, achieving increased customer loyalty.

Overview

3
3
years of professional experience

Work History

Accounts Receivable Clerk

Clarion Home Services
Remote
06.2024 - Current
  • 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.
  • Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
  • Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
  • Made outbound calls to vendors and customers to discuss and resolve account needs.
  • Reduced outstanding account balances through diligent follow-up on overdue invoices and negotiating payment arrangements with clients.
  • Responded to inbound inquiries regarding accounts and payments.
  • Coordinated with other departments to ensure accurate application of payments, credits, and adjustments to client accounts.
  • Decreased uncollectible debt by closely monitoring accounts and promptly identifying high-risk customers for management review.
  • Trained new hires in company policies, standard operating procedures, and software systems related to accounts receivable functions, ensuring seamless integration into the team''s operations.

Office Manager

Blue Dot
Topeka, KS
05.2023 - 06.2024
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
  • Oversaw facility maintenance requests, coordinating with building management to address repairs or improvements efficiently.

Customer Service Representative

Blue Dot
Topeka, KS
05.2022 - 05.2023
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.
  • Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
  • Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
  • Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
  • Boosted team morale by consistently recognizing colleagues' contributions and achievements.
  • Addressed customer inquiries to ensure satisfaction and foster positive service experience.
  • Trained new Customer Service Representatives on company policies, procedures, and best practices.

Education

Medical Assistant -

Everest College
Tigard, OR
2014

GED -

Portland Community College
Portland, OR
2012

Skills

  • Invoice Processing
  • Payment posting
  • Statement Review
  • Bank Deposits
  • Financial records and reporting
  • Collections understanding
  • Spreadsheets and journal entries
  • Debt collection
  • Accounts Receivable
  • Collections
  • Customer service support

Timeline

Accounts Receivable Clerk

Clarion Home Services
06.2024 - Current

Office Manager

Blue Dot
05.2023 - 06.2024

Customer Service Representative

Blue Dot
05.2022 - 05.2023

Medical Assistant -

Everest College

GED -

Portland Community College
Marla Lively