Patricia Castaneda
Houston,Texas
Summary
Efficient billing professional with 20 years of experience. Productive and diligent with passion for resolving discrepancies through attention to detail and creative problem-solving. Passionate about perpetuating company values through impeccable work ethic and drive.
Overview
21
21
years of professional experience
Work History
Sr. Vanpool Billing Clerk
Metropolitan Transit Authority
11.2019 - Current
- Confirms lease, fuel, ridership, public subsidy, and transit benefit data to process monthly customer billing for van-pool groups, riders, and employers
- Prepares invoices, supplemental invoices, credit memos and other adjustments in customer billing system and responds to customer requests for information and documents
- Researches and resolves specific billing items and issues as needed for accurate billing
- Reviews and verifies ridership information in system prior to finalizing customer invoices
- Processes customer payments, prepares deposits, and verifies customer records with payment activity
- Maintains accurate and timely files and generates reports for review and reconciliation
- Performs account and transaction verification/reconciliation procedures to ensure accuracy and completion of assigned billing work
- Reviews delinquent account records and contacts customers for collection purposes
- Creates and updates customer data with contact, profile, and agreement billing information
- Conducts or participates in on-site and telephone meetings with customers regarding billing processes and account status
- Maintains compliance with billing procedures and METRO guidelines
- Generates reports and assembles documentation for periodic reporting and audit procedures.
Operations Administrative Assistant
Flowserve
02.2018 - 07.2019
- Greeted and assisted guests
- Answered phones
- Paid monthly bills
- Set up lunch for meetings/training
- Opened, billed, and closed jobs
- Assisted in AR collections on invoices that have not been paid
- Maintained SOX binder
- Ran payroll for company employees
- Coordinated monthly engagement meetings
- Acted as a liaison between office management, purchasers, and accounts payable departments
- Answered vendor/customer inquiries
- Assisted in monthly closings.
Invoice Processor
DXP Enterprises
08.2016 - 02.2018
- Followed up on invoices both internal and external
- Archived invoice data according to its categories
- Worked within different environments handling multiple clients and contacts for each invoice
- Spotted invoices which do not have a purchase order number
- Matched purchase orders, invoices, packing slips, and proof of delivery
- Approved, researched, and rectified errors on charge code and other type GL code errors
- Served as a liaison and point of contact for the office
- Assisted in the resolution of confidential administrative matters
- Reviewed invoices for appropriate documentation and approval prior to payment
- Acted as a liaison between office management, purchasers, and accounts payable departments
- Answered vendor/customer inquiries
- Gathered and processed overnight shipments to branches or customers
- Assisted in monthly closings.
VP Administrative Assistant
DXP Enterprises
08.2015 - 08.2016
- Managed correspondence and communications
- Scheduled appointments with vendors and customers
- Coordinated travel arrangements for VP and sales team
- Compiled sales playbooks and binders for sales bids
- Participated in training and professional development sessions within the company
- Planned for potential employees, vendors, and customers visiting the facility
- Served as a liaison and point of contact for the office
- Assisted in the resolution of confidential administrative matters.
Assistant Office Manager
Dr. Jesse Benavides O.D.
08.2008 - 08.2015
- Supervised employees
- Designed and implemented office policies
- Managed office budgets
- Dealt with correspondence, complaints, and queries
- Maintained records by defining procedures for retention, protection, retrieval, transfer, and disposal of records.
Billing and Collection
Dr. Jesse Benavides O.D.
06.2005 - 08.2008
- Received/Processed client payments in person
- Processed payable invoices from vendors.
Administrative Assistant
Dr. Jesse Benavides O.D.
01.2003 - 06.2005
- Greeted customers and answered phones
- Scheduled appointments
- Prepared mailouts, handled all copying, faxing, and incoming calls
- Interacted with vendors and customers to resolve any issues or disputes
- Prepared invoices for customers
- Filed patients' records.
Education
Masters of Business Administration -
University of Phoenix
Houston, Texas09.2013
Bachelor of Science in Small Business Entrepreneurship -
DeVry University
Houston, Texas06.2008
Skills
- Claim Appeal
- Multi-line Telephone Answering
- Insurance Eligibility Verification
- Microsoft Office Suite
- My-Vision Express
- Strong Customer Relations Skills
- Data Entry/Filing
- Windows 98, XP, Vista,7,10
- Excellent Organizational Skills
- Adaptability
- Inventory Systems
- Baan ERP
- QuickBooks
- Syteline ERP
- Remote work
Languages
Spanish
Native or Bilingual
Timeline
Sr. Vanpool Billing Clerk
Metropolitan Transit Authority
11.2019 - Current
Operations Administrative Assistant
Flowserve
02.2018 - 07.2019
Invoice Processor
DXP Enterprises
08.2016 - 02.2018
VP Administrative Assistant
DXP Enterprises
08.2015 - 08.2016
Assistant Office Manager
Dr. Jesse Benavides O.D.
08.2008 - 08.2015
Billing and Collection
Dr. Jesse Benavides O.D.
06.2005 - 08.2008
Administrative Assistant
Dr. Jesse Benavides O.D.
01.2003 - 06.2005
Masters of Business Administration -
University of Phoenix
Bachelor of Science in Small Business Entrepreneurship -
DeVry University
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