Marlo Morgan
Big Pine,CA
Summary
Dependable accounts receivable clerk offers several years in related roles and deep understanding of professional etiquette. Highly skilled at processing incoming payments, generating reports and alerting customers of outstanding balances. Talented at expediting payment on notably past-due balances by working closely with collections vendors. Looking to charge careers in the field of Paralegal studies or legal secretary. j7umn
Overview
8
8
years of professional experience
Work History
Accounts Receivable Clerk
Steve's Auto and Truck Parts
Bishop, CA
01.2022 - Current
- Responsible for entering customer payments into the accounting software system.
- Assisted in month-end closing activities such as preparing journal entries, reconciling accounts, and creating financial reports.
- Maintained accurate records of accounts receivable and payable transactions.
- Analyzed customer account information to identify discrepancies or trends in payment history.
- Processed invoices, credit memos, and other documents related to accounts receivable.
- Reconciled daily cash receipts with bank deposits.
- Prepared monthly statements for customers and sent out reminder notices when necessary.
- 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.
Office Manager
Bishop Mule Days Celebration
Bishop, CA
01.2019 - 08.2022
- Assisted with the preparation of budgets, forecasts and financial statements.
- Supervised staff members, organized schedules and delegated tasks.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Maintained filing system for records, correspondence and other documents.
- Provided administrative support to management team including preparing reports and presentations.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
Office Manager
18th District Agricultural Association
Bishop, CA
01.2017 - 01.2019
- Developed and implemented office policies and procedures.
- Assisted with the preparation of budgets, forecasts and financial statements.
- Supervised staff members, organized schedules and delegated tasks.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Maintained filing system for records, correspondence and other documents.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Provided administrative support to management team including preparing reports and presentations.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Processed payroll accurately ensuring all employees were paid on time.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Prepared agendas for board meetings along with taking minutes during sessions.
- Provided training to new hires on office policies and procedures.
- Managed office inventory and placed new supply orders.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Coded and entered daily invoices with in-house accounting software.
- Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
Education
Associate of Science - Paralegal Studies
Cerro Coso Community College
Bishop06-2025
High School Diploma -
Bishop Union High School
Bishop, CA06-2002
Skills
- Audit Support
- Financial Reporting
- Customer Relations
- Account Monitoring
- Mail Routing
- Activity reporting
- Bank Deposits
- Statement Review
- QuickBooks experience
Timeline
Accounts Receivable Clerk
Steve's Auto and Truck Parts
01.2022 - Current
Office Manager
Bishop Mule Days Celebration
01.2019 - 08.2022
Office Manager
18th District Agricultural Association
01.2017 - 01.2019
Associate of Science - Paralegal Studies
Cerro Coso Community College
High School Diploma -
Bishop Union High School
Similar Profiles
Pedro De LeonPedro De Leon
Production Manager at Grimes Auto Truck and Auto PartsProduction Manager at Grimes Auto Truck and Auto Parts
Tyler ReckerTyler Recker
Shipping and Receiving Manager at St. James Auto & Truck PartsShipping and Receiving Manager at St. James Auto & Truck Parts
Jason DyerJason Dyer
Sales Associate at JC Auto & Truck PartsSales Associate at JC Auto & Truck Parts