Shari Rodriguez
Fremont,CA
Summary
Billing Specialist adept at collecting, posting and managing account payments. Independently handles client requests, billing needs and administrative functions. Reviews contracts and other documents to issue accurate invoices.
Overview
17
17
years of professional experience
Work History
Billing Specialist
IXL Learning
San Mateo
12.2022 - Current
- Managed and executed billing procedures and B2B collections for Rosetta Stone US Subsidiary using various communication channels including email, mail, phone calls, and portal upload
- Implemented new policies related to billing processes when required.
- Answered customer inquiries regarding billings, payments, account status.
- Successfully reduced the percentage of Over 90 day past due AR from an initial value of 80% down to only 5% over a period of six months
- Efficiently managed the Over 90 days bucket with consistent levels below 1.5%
- Managed all of US and Canada AR, Education and Enterprise customer base Fortune 500, K-12
- Review purchase orders, sales contracts, and quotes to ensure accuracy against corresponding invoices
- Work closely with sales operations team to reconcile any discrepancies
- Process checks, Credit Cards and ACH
- Reconcile and resolve any unidentifieds immediately
- Manage and resolve customer inquiries via email and phone in a timely and professional manner.
IHSS Provider
Family Business
Fremont
12.2019 - 12.2022
- Provided companionship and emotional support to clients
- Assisted with daily living activities such as meal preparation, bathing, dressing and grooming
- Transported clients to medical appointments or other errands.
AR Specialist/ Office Manager
Inland Metal
Hayward
06.2018 - 11.2019
- Processed billing invoices, cash applications, and B2B collection calls, emails, and mail
- Prepared weekly aging reports to track outstanding payments and identify potential risks
- Perform account reconciliations
- Ran Month end reports, assisted with audits
- Cultivated lasting partnerships with clients to guarantee ongoing and repeated engagement
- Developed and implemented an effective credit policy/procedure
Credit and Collections Specialist
Kone Elevator
San Fransisco
05.2016 - 01.2018
- Within one year, I effectively supervised a customer base of 1,500 at the entire SF branch, and I received acknowledgment for setting a new historical record.
- Achieved the lowest and cleanest AR records by resolving customer invoices, issuing approved credit memos, processing CC payments, and addressing collection issues.
- Collaborated closely with sales teams on new customer onboarding process ensuring proper credit policies are followed at all times.
Collections Lead
Revel Systems
Palo Alto, CA
10.2013 - 06.2015
- Developed and implemented a collections strategy to ensure timely payments from customers.
- Created, managed and maintained accurate records of customer accounts in the collections system.
- Monitored customer account activities to identify delinquent accounts and initiate collection efforts.
Credit Collections Manager
Pano Logic, Inc.
Menlo Park
01.2008 - 09.2013
- Efficiently handled commercial collections, accounts receivable, accounts payables, and billings; as well as Took full charge of various vendor and expense reports for the United States and Canadian companies
- Developed and implemented new credit policies and procedures to ensure compliance with company guidelines
- Negotiated payment plans with delinquent customers while ensuring compliance with company policy
- Researched and resolved customer disputes in a timely manner to maintain positive customer relationships
- Conducted periodic reviews of existing accounts to identify areas of risk or non-compliance
- Monitored collection activities to ensure timely resolution of overdue payments.
Education
High School Diploma -
Fremont Adult School
Skills
- Business-to-Business Collections
- Billing
- Cash Application Processing
- Outstanding Client Support
- Comprehensive Due Diligence
- Effective Dispute Resolution
- Workflow Development
- Accurate Payment Posting
- Invoice Management
- Conflict Resolution
- Customer Relationship Management
- Negotiation Expertise
- Billing Statement Coordination
- Customer Account Evaluation
Accomplishments
- Award for payment commitments kept
- Award for lowest AR resolution in company history
References
References available upon request.
Timeline
Billing Specialist
IXL Learning
12.2022 - Current
IHSS Provider
Family Business
12.2019 - 12.2022
AR Specialist/ Office Manager
Inland Metal
06.2018 - 11.2019
Credit and Collections Specialist
Kone Elevator
05.2016 - 01.2018
Collections Lead
Revel Systems
10.2013 - 06.2015
Credit Collections Manager
Pano Logic, Inc.
01.2008 - 09.2013
High School Diploma -
Fremont Adult School
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