Shannon Moreland
Mansfield,TX
Summary
Professional with demonstrated experience in financial transactions and customer service. Strong expertise in account management, billing, and resolving client inquiries. Known for collaborating effectively within teams and adapting to changing needs. Highly skilled in using accounting software, analyzing financial data, and ensuring compliance with regulations. Reliable and results-driven, contributing to organizational efficiency and client satisfaction.
Overview
7
7
years of professional experience
Work History
Billing Assistant
Riverside Irrigation
06.2024 - 10.2024
- Provided service appointment reminder calls.
- Prepared itemized lawn maintenance and service billing invoices and recorded amounts due for items purchased or services rendered.
- Researched and resolved billing discrepancies to enable accurate billing.
- Handled account payments and provided information regarding outstanding balances.
- Processed vendor and homeowner payments on weekly basis.
- Produced and mailed invoices, payment reminders, and financial notices.
- Called in line locates for irrigation or drain systems.
- Entered and logged back flow tests for inspections.
Customer Accounts Representative III
Mouser Electronics
10.2021 - 05.2024
- Processed Customer orders
- Set up new customer accounts
- Processed service orders
- Submitted invoices to EDI and portals.
- Recommended final demand letters and referrals.
- Handled large volume calls and emails.
- Monitored customer accounts for payment delinquency and initiated collection efforts.
- Contacted customers to discuss past-due accounts and or negotiated payment plans.
- Established relationships with customers to encourage payment of delinquent accounts.
- Entered client details and notes into system for interdepartmental access and review.
- Processed payments and updated accounts to reflect new balance.
- Researched billing errors and discrepancies to initiate corrective action.
- Generated and distributed monthly customer statements.
- Investigated customer credit references and approved credit lines.
- Managed a portfolio of high-value clients, fostering strong relationships through exceptional customer service.
- Trained new hires on internal processes and systems, promoting a smooth onboarding experience for all team members.
- Collaborated with sales teams to ensure accurate invoicing.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
- Paid attention to detail while completing assignments.
- Learned and adapted quickly to new technology and software applications.
Sales/Roof Inspector
Trinity Roofing and Construction
06.2020 - 08.2021
- Achieved a high rate of client referrals due to exceptional communication skills and dedication to customer service excellence.
- Assisted insurance adjusters in determining the extent of damage for accurate claims processing.
- Completed inspections for homeowners roof and gutters.
- Made and submitted reports detailing finding and any actions taken.
- Increased customer confidence by addressing concerns promptly and providing expert recommendations for repairs or replacements.
- Educated clients on proper roof maintenance techniques, prolonging the lifespan of their roofing systems significantly.
- Processed customer contracts
- Collected payments from insurance companies and homeowners.
- Supported property owners during the claims process by providing thorough documentation of damages observed during roof inspections.
Sales Assistant
Boyd Builders Inc.
10.2017 - 05.2020
- Assisted customers with prompt and polite support in-person and via telephone.
- Assisted in writing new home contracts.
- Fielded customer questions to share information about products, availability, and new home builds pricing.
- Created inviting environment for customers by maintaining home cleanliness.
- Provided exceptional services and pleasant shopping experiences for custom home builds.
- Developed strong rapport with customers and created positive impression of business.
- Volunteered for extra shifts during holidays and other busy periods to alleviate staffing shortages.
- Managed inventory on new home builds.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Passionate about learning and committed to continual improvement.
- Worked flexible hours across night, weekend, and holiday shifts.
- Managed time efficiently in order to complete all tasks within deadlines.
- Organized and detail-oriented with a strong work ethic.
- Paid attention to detail while completing assignments.
- Adaptable and proficient in learning new concepts quickly and efficiently.
Skills
- Customer Service
- Invoicing
- Microsoft Package
- Creativity
- ZOHO/CRM
- Administrative Skills
- Types-45-55wpm
- 10 Key
- Clerical Knowledge
- Data Entry
- SAP Program
- Windows
- Oracle
- UVG
- SharePoint
- Bluebeam
- Invoice Processing
- Payment Processing
- Debt collection
- Goal-Oriented
- Customer Engagement
- Account Reconciliation
- Teamwork and Collaboration
- Problem-Solving
- Attention to Detail
- Multitasking
- Reliability
- Excellent Communication
- Clear Communication
- Organizational Skills
- Data entry skills
Timeline
Billing Assistant
Riverside Irrigation
06.2024 - 10.2024
Customer Accounts Representative III
Mouser Electronics
10.2021 - 05.2024
Sales/Roof Inspector
Trinity Roofing and Construction
06.2020 - 08.2021
Sales Assistant
Boyd Builders Inc.
10.2017 - 05.2020
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