Melanie Ortega

Executed logistics operations by overseeing furniture requests and driver service estimates from start to finish.
Generated comprehensive pricing estimates through thorough data collection and designer collaboration.
Organized tracking logs meticulously to ensure audit preparedness through accurate documentation practices.
Secured timely quote approvals by effectively communicating with internal teams to address discrepancies.
Drafted and revised formal customer quotes to establish consistent messaging.
Tracked acceptance revisions alongside funding approvals in post-quote processing activities.
Managed scheduling responsibilities and charge code allocation efficiently in post-approval workflows.
Regularly updated reports and tracking systems to reflect accurate financial and project statuses.

Directed daily operations of transloading facility, managing logistics for inbound and outbound activities.
Optimized workflows by delegating tasks and monitoring team performance.
Maintained financial documentation including invoicing and accounts payable for accurate reporting.
Facilitated safety meetings and inspections to meet compliance requirements effectively.
Tracked railcar movements via BNSF, addressing demurrage challenges proactively.
Ensured inventory integrity through regular counts and reconciliation efforts.
Verified all shipments against documentation, conducting thorough delivery tallies.
Managed procurement processes while overseeing vendor relationships for repair services.

Ensured accuracy in customer account management by overseeing invoicing statements and payment processing.
Implemented controls identifying billing errors, duplicates, and merchandising discrepancies for improved efficiency.
Verified order discounts alongside serial numbers and shipment details to support data integrity initiatives.
Adjusted shipping records in UPS, FedEx, and freight systems by correcting weight routing issues.
Compiled accounts receivable reports for daily, month-end, and year-end submissions.
Reviewed invoices as well as freight documentation for compliance with industry standards.
Worked closely with sales and operations teams to rectify order discrepancies promptly.
Organized office scheduling while safeguarding confidentiality of customer financial records.

Facilitated client interactions as primary contact for service-related inquiries.
Oversaw accounts receivable documentation and monitored customer accounts in QuickBooks.
Developed detailed spreadsheets to track account statuses and financial obligations.
Confirmed correct completion of W9 forms while ensuring client confidentiality.
Administered daily credit card payments with a focus on security measures.
Reviewed contracts for accuracy before emailing finalized documents to clients.
Engaged with delinquent customers regarding overdue payments and collection arrangements.
Coordinated office support tasks, such as supply orders, mail organization, and meeting planning.