Rossy Vélez-Ruiz
Fort Worth,TX
Summary
Dedicated and enthusiastic professional with a strong work ethic, committed to bringing skills and experience in accounting, billing, collections, administration, and customer service to contribute to the success of the organization. Proven track record of responsibility and desire to utilize expertise, eager to make a positive impact and contribute to the company's growth.
Overview
17
17
years of professional experience
Work History
Senior Specialist - Billing and Collections
Berry Appleman & Leiden LLP
11.2018 - Current
- Prepare client invoices and produce invoice detail reporting as assigned for complex clients.
- Collaborate with attorneys and staff to generate, review, and submit client invoices.
- Manage the full cycle of Collections from initiating contact with the client to payment resolution.
- Analyze, resolve and proactively identify and resolve billing and collections questions, issues and concerns from clients.
- Research payment discrepancies and communicate with clients of any over/under payments and offer possible solutions.
- Daily reconciliation of depository accounts to assist the GL Team with their monthly accounts reconciliation.
- Manage escalated customers situations.
- Resolve problems within bounds of authority or requests aid from other colleagues or supervisor, as necessary.
- Provide training and guidance to build skills and assure procedures are followed.
- Cross-trained existing employees to maximize team agility and performance.
- Support team members' achievement of individual goals.
- Adapt to changing circumstances, actively communicating and motivating the team through them.
- Preparation of monthly reports for management.
- Collaborate with IT Team for process improvements and to comply with client requests.
Billing Services Senior Specialist
EXL Service
11.2017 - 11.2018
- CUNA Mutual Group line of business bought by EXL Service since November 2017.
Billing Services Senior Specialist
CUNA Mutual Group
10.2007 - 11.2017
- Perform accounting duties as daily reconciliation, accounts balancing, and monthly, quarterly/yearly ledger reconciliation including, but not limited to bank accounts, cash suspense and clearing accounts
- Review, research and monitor aging items
- Prepare and review recurring journal entries
- Prepare ledger corrections as needed
- Communication with banks to find errors in the posting of payments (checks, credit cards and ACH)
- Prepare month end account reports
- Aid in the research of possible fraudulent items
- Compile reports and statements to follow internal and external audits
- Provide detailed information and instruction to internal and external customers to ease proper resolution to complex inquiries
- Manage escalated customers situations
- Provide guidance to Generalist and Specialist within Billing Services and different departments
- Resolve problems within bounds of authority or requests aid from other colleagues or supervisor, as necessary
- Serve as a liaison between the IT Area, Corporate Treasury, Finance Department, Offshore Vendor, Banks and the Billing Services Team
- Provide technical help to the team
- Facilitate team meetings
- Navigate computer systems to properly address customer complex billing inquiries
- Train new team hires and team members, including Offshore Billing Team members
- Help in the development and update of department procedures.
- Audit daily processes
- Help in the development and implementation of new products.
Education
Bachelor of Science - Civil Engineering
Universidad Politécnica De Puerto Rico
San Juan, Puerto RicoSkills
- Documentation Management
- Customer Relations
- Task Prioritization
- Issue Research
- Adaptability
- Proficient in Aderant, Cobalt & Ebilling portals
- Problem-Solving
- Data Analysis
- Management collaboration
- Quality Assessment
Systemsandprograms
- Peoplesoft
- Business Objects
- Blackline Accounting
- GTreasury
- Web EFT
- Proficient in MS Word, Excel & Power Point
- Cobalt
- Aderant Classic & Expert Billing
- Aderant Expert Collections
Languages
Spanish
Native or Bilingual
References
Available upon request.
Timeline
Senior Specialist - Billing and Collections
Berry Appleman & Leiden LLP
11.2018 - Current
Billing Services Senior Specialist
EXL Service
11.2017 - 11.2018
Billing Services Senior Specialist
CUNA Mutual Group
10.2007 - 11.2017
Bachelor of Science - Civil Engineering
Universidad Politécnica De Puerto Rico
Similar Profiles
Mariah MunnMariah Munn
Immigration Paralegal at Berry, Appleman & Leiden LLPImmigration Paralegal at Berry, Appleman & Leiden LLP
Kendralyn WoodsKendralyn Woods
Accounts Receivable Generalist at Berry Appleman & Leiden LLPAccounts Receivable Generalist at Berry Appleman & Leiden LLP
Zachary SteinmetzZachary Steinmetz
Paralegal at Berry Appleman & Leiden LLPParalegal at Berry Appleman & Leiden LLP