Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Patricia Morello

Patricia Morello

Everett ,MA

Summary

Dynamic Accounts Receivable Specialist with a proven track record at Expeditors International of WA, mastering aging reports analysis and fostering strong client relationships. Excelled in reducing outstanding payments through effective collection strategies and cross-functional teamwork, enhancing team productivity by training new members. Skilled in both investigative research and relationship building, consistently ensuring efficient receivables management.

Overview

17
17
years of professional experience

Work History

Accounts Receivable Specialist

Expeditors International of WA
Peabody, MA
11.2007 - Current
  • Performs accounts receivable functions, including distributing invoices using email, or digital transmission, utilizing accounting software for efficient management of receivables.
  • Prepares weekly/monthly statements for clients and follow-up on outstanding payments.
  • Maintains organized records of all customer accounts receivable activity assigned, researching past due accounts and disputes and discrepancies in a timely manner, minimizing delayed payments by implementing collection strategies.
  • Develops solid relationships with clients, Interfaces regularly with them regarding invoice discrepancies or other billing concerns.
  • Works closely with other departments such as sales, operations, to ensure timely resolution of client queries or issues.
  • Handles checks being received, posting, researching chargebacks and write-offs, processes payments received by check or wire.
  • Monitors customer credit limits and notified management when necessary. Processes credit extensions.
  • Trains new team members on company policies and accounting systems to keep team operations productive and efficient.

Education

High School Diploma -

Girls Catholic High School
Malden
06-1980

Skills

  • Investigative research
  • Aging reports analysis
  • Adjustment posting
  • Accurate payment posting
  • Cash application
  • Statement issuing
  • Cross-functional team collaboration
  • Relationship building
  • Accounts receivable expertise

Accomplishments

  • Received three Expeditors Cultural Attribute Awards
  • Honored to become the Employee Engagement Enthusiast for the Boston District

Timeline

Accounts Receivable Specialist

Expeditors International of WA
11.2007 - Current

High School Diploma -

Girls Catholic High School
Patricia Morello