Experienced accounting professional with a strong background in financial analysis, reporting, and compliance. Demonstrates ability to enhance processes and ensure accuracy of financial records. Reliable team collaborator dedicated to achieving results and adapting to changing needs. Proficient in financial management and regulatory compliance, bringing valuable expertise to the field of accounting.
Overview
22
22
years of professional experience
Work History
ACCOUNTING SPECIALIST II
RIGHTIME HOME SERVICES
04.2018 - Current
Manages accounts receivable process ensuring accurate payment processing.
Decreased unpaid amounts via careful reconciliation of accounts.
Partners with various teams to fix billing discrepancies.
Guaranteed precise financial reporting during month-end and year-end closures.
Optimized methods, achieving greater efficiency and minimizing unpaid invoices.
Aggregated financial details with Successware21 and FSA Connect, producing comprehensive reports.
CUSTOMER SERVICE REPRESENTATIVE/DISPATCHER
RIGHTIME HOME SERVICES
06.2017 - 04.2018
Delivered outstanding customer service by addressing inquiries promptly and professionally.
Managed numerous customer interactions via phone, email, and chat.
Maintained strong customer relationships through quick problem identification and resolution.
Coordinated technician schedules to ensure timely response to customer requests.
Confirmed appointments with customers, provided updates, and resolved any scheduling conflicts.
Maintained detailed records of service calls, technician assignments, and work completion periods.
Collaborated across functions to address and escalate intricate customer problems effectively.
Successfully met and surpassed individual goals for call volume, customer satisfaction, and upselling.
Demonstrated adaptability and a positive attitude in a dynamic and fast-paced environment, consistently delivering exceptional service even during peak periods
REMOTE CUSTOMER SERVICE REPRESENTATIVE
ADVANTMED
01.2017 - 06.2017
Communicated with medical providers to retrieve medical records for audits and review projects within specified deadlines, ensuring compliance with regulatory requirements
Documented case work, including interactions with medical providers and follow-ups, accurately recording information in a computerized database
Conducted thorough research to locate contact information for medical providers who were difficult to locate, utilizing various online resources and tools
Demonstrated exceptional customer service skills by providing prompt and professional assistance to medical providers, addressing inquiries, and resolving issues effectively
Collaborated with internal teams to streamline processes and enhance efficiency in retrieving medical records, resulting in improved productivity and timely completion of projects
Maintained a high level of accuracy and attention to detail in documenting and managing case work, ensuring data integrity and quality control
Adapted quickly to a remote work environment, effectively managing time and priorities to meet deadlines and exceed performance expectations
Utilized remote communication tools, such as email, phone, and video conferencing, to maintain open lines of communication with team members and supervisors
Consistently demonstrated strong problem-solving skills, proactively seeking solutions to challenges and obstacles encountered in remote customer service operations
Successfully met and exceeded key performance indicators, including productivity, customer satisfaction, and turnaround time
MEMBER SERVICES UNIT LEADER
SOUTHERN CALIFORNIA PIPE TRADES
02.2003 - 06.2016
Directed a group of 10 in a busy call center, achieving performance targets.
Ensured high levels of customer satisfaction through effective communication.
Maintained accuracy and professionalism while addressing a steady stream of customer inquiries.
Documented, researched, and resolved customer service issues efficiently using knowledge of medical terminology.
Maintained composure and professionalism while managing complex customer interactions.
Provided incentives to increase productivity, offering awards for best customer service and recognizing outstanding performance within the team
Performed performance reviews for Customer Service Representatives, identified areas for improvement, and provided coaching and feedback.
Exhibited extensive understanding of medical terminology, facilitating accurate reading and interpretation of medical reports.
Leveraged broad understanding of medical and insurance plans like PPO, HMO, DHMO, Medicare, and Medi-Cal to deliver precise information to customers.
Enhanced operational efficiency through hands-on team collaboration.
Education
No Degree - Business Administration
San Bernardino Valley College
San Bernardino, California
High School Diploma -
Eisenhower High School
Rialto, California
Skills
Customer Service and Support
Communication (Verbal and Written)
Multitasking and Time Management
Teamwork and Collaboration
Relationship Building
Attention to Detail
Adaptability and Resilience
CRM Systems
Billing and Invoicing Software
Invoice processing
Accounts receivable
General ledger management
Financial statements
Bank reconciliation
Variance analysis
Cash flow management
Credit analysis
Microsoft Office Suite expertise
Accomplishments
2020 Employee of the Year (Accounting Department) - Rightime Home Services