Sandra Bryan
Wichita Falls,TX
Summary
Dynamic Billing Coordinator with extensive experience in report preparation and analysis at James Lane Air Conditioning Co. Recognized for building strong client relationships and effectively coordinating remote work, ensuring precise invoicing and exceptional customer service. Demonstrates adaptability and resilience, consistently achieving high levels of customer satisfaction. Career aspirations include leveraging skills in a challenging environment to enhance operational efficiencies.
Overview
19
19
years of professional experience
Work History
Billing Coordinator
James Lane Air Conditioning Co.
Wichita Falls, TX
12.2022 - Current
- Maintains knowledge of each customer account and their billing requirements.
- Processes invoices daily based on installation schedule.
- Oversees installation schedule, confirming daily jobs, and provides overview of the job with the customer.
- Completes all financing paperwork, equipment registrations, and warranties.
- Ensures each installation job costing is accurate and transfers material to various jobs.
- Researches and procures permits from applicable municipalities and reconciles permit account.
- Posts customer payments for cash, checks, and credit card transactions.
- Invoices and posts employee account purchases and counter tickets.
- Orders office supplies.
- Answers incoming calls and greets/assists customers entering the company.
- Records and inputs customer service requests based on availability and secures payment methods/information. Creates and inputs sales leads for residential customers.
- Responds to inquiries and provides appropriate information based upon an in-depth knowledge of organization.
Investor Relations Coordinator
Collective Ventures Holdings, LLC
Wichita Falls, TX
01.2021 - 08.2022
- Review Pitch Decks, White Papers, and One-Pagers
- Primary point of contact for equity and private holdings deals
- Monitor current investments
- Communicate with investment teams to provide support for their success
- Research industry trends, specifically in cryptocurrency
- Communicate via Telegram, Discord, Zoom, and Jitsi
Customer Service/Lead Logistics Coordinator
Pharmachem Laboratories, LLC
Anaheim, CA
08.2015 - 12.2020
- Provide outstanding service to new and long-standing customers by attending closely to concerns and developing solutions
- Answer incoming calls and emails, providing frontline customer support or assistance with product and service transactions
- Set up and activate customer accounts
- Mentor new employees on procedures and policies to maximize team performance
- Organize and maintain order documentation
- Verify inventory levels were stable for customer demands
- Keep deliveries on track and provide timely status updates
- Monitor and organize logistics documents, bills of lading, delivery receipts, packing lists and load tags
- Schedule material deliveries, equipment repair and shipment transportation
- Coordinate import and export operations, adhering to tight schedules and deadlines
- Communicate with customers and management to report delays, emergencies, weather challenges and carrier schedule changes
- Plan and prioritize day-to-day shipments and billing in collaboration with warehouse and sales team
- Determine appropriate licensing requirements and product classification for import and export shipments
- Dispatch local and long-distance carriers daily
- Monitor tariffs and customs regulations, reducing risk of delayed shipments
Sales Assistant
Precision Waterjet & Laser
Placentia, CA
04.2015 - 08.2015
- Prepare quotations to be sent to the customer
- Consistently meet and exceed department expectations for productivity and accuracy levels
- Research customer grievances
- Review orders for accuracy and complete the sales order process
- Organize files, develop spreadsheets, fax reports, and scan documents
Customer Service Representative
Hartwell Corporation
Placentia, CA
04.2006 - 04.2015
- Manage over 170 customer accounts
- Daily data management of customer accounts to include reviewing contracts and verifying correct inventory levels exist
- Communicate with customers, employees and other individuals to answer questions and explain information.
- Access customer portals/databases on a daily basis to include Exostar, eProcurement, and Aerovantix
- Knowledgeable with the Avante ERP system
- Work with Product Line Management to satisfy customer requirements
- Comply with Export Compliance regulations
- Participate in annual AS9100 certification audit
- Maintained a 90% and above On Time Delivery rate
- Manage customer repair and warranty requests
Education
Associate of Arts - Liberal Arts and General Studies
UMUC - Mannheim
Fullerton, CA05.2002
Skills
- Report Preparation and Analysis
- Relationship Building
- Microsoft Office Suite
- Honesty and Integrity
- Remote Work Coordination
- Adaptable and Resilient
- Research and Analysis
- Shipping and Receiving
References
References available upon request.
Timeline
Billing Coordinator
James Lane Air Conditioning Co.
12.2022 - Current
Investor Relations Coordinator
Collective Ventures Holdings, LLC
01.2021 - 08.2022
Customer Service/Lead Logistics Coordinator
Pharmachem Laboratories, LLC
08.2015 - 12.2020
Sales Assistant
Precision Waterjet & Laser
04.2015 - 08.2015
Customer Service Representative
Hartwell Corporation
04.2006 - 04.2015
Associate of Arts - Liberal Arts and General Studies
UMUC - Mannheim
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