Tatiana Morales
Covina,CA
Summary
Focused Accounts Receivable Clerk seeking full-time positions that offer new challenges, applying effective communication, organizational talents, and problem-solving abilities while aiming to enhance knowledge and skills.
Overview
8
8
years of professional experience
Work History
Accounts Receivable
Alliance Environmental Group
Azusa, California
06.2023 - Current
- Cash receipts for all Ach/wires and checks.
- Add notes to all accounts regarding payment.
- Update cash file daily for accurate tracking.
- Save work for audit purposes.
- Communicate with collectors and project managers about payments, check requests, and credit card refunds.
- Settle credit cards.
- Process credit card refunds.
- Post all payments.
- Create invoices for IAQ division.
- Knowledgeable with Sage 300 and Paya Virtual Terminal.
Receptionist/Marketing Admin/Billing Clerk
Alliance Environmental Group
Covina, CA
09.2022 - 06.2023
- Managed multi-line telephone system to direct and answer incoming calls efficiently.
- Organized and prepared outgoing mail for USPS and FedEx.
- Received and distributed mail from USPS, FedEx, Amazon, and UPS.
- Scanned and sent subpoenas along with business tax licenses accurately.
- Ordered and replenished office supplies and breakroom essentials regularly.
- Approved orders from Staples and Amazon to ensure adequate inventory levels.
- Planned and purchased essentials for meetings and celebrations.
- Scheduled and maintained conference room calendar.
- Scheduled maintenance service for office equipment, enhancing operational reliability.
- Created key cards for employees to facilitate access control.
- Planned and booked travels-hotel and car for managers and field employees.
- Created and posted content on social media.
- Assisted marketing director.
- Job set-up, billing, invoicing, and applied payments to accounts.
- Knowledgeable with Pitney Bowes, Canva, EI Dynamics, Sage 300, and Certified mail.
Call Center Administrator
Alliance Environmental Group
Covina, CA
11.2018 - 09.2022
- Answered approximately 40+ calls daily, to assist customers with hazardous material abatement, air duct cleaning, and disinfecting services, then followed up with call-backs.
- Listened to 6 voicemail inboxes for messages to follow up.
- Called on all inquiries/leads received from our website.
- Effectively communicated with project managers (13 offices) regarding various projects/leads.
- Sent multiple contracts daily, to homeowners, property managers, general contractors, etc.
- Scheduled and updated contracts for commercial air duct cleaning customers.
- Collected deposit for job start date and completed card transactions.
- Monitored ZoomInfo Chat alerts to chat with customers live.
- Monitored 7 email inboxes for multiple companies.
- Distributed mass email campaigns for marketing purposes to facilities managers, property managers, general contractors, etc.
- Ordered business cards and marketing promotional materials for all offices.
- Created reports detailing marketing spending, call center call logs, monthly sales, etc.
- Trained new hires to answer phones and use Infor CRM and other software efficiently.
- Knowledgeable with Infor CRM, Outlook, Word, Excel, PowerPoint, Adobe sign, Inbox Guru, ZoomInfo Chat, Invoca, and WebEx.
- Worked through entire pandemic on a hybrid schedule.
Hostess
Ola Restobar
Covina, CA
07.2018 - 01.2019
- Greeted and seated guests, ensuring a welcoming atmosphere at Ola Restobar.
- Answered phone inquiries to schedule and confirm reservations, record takeout orders and respond to service questions.
- Completed transactions for take-out orders.
- Assisted servers by communicating guest needs and special requests promptly.
- Supported serving staff, food runners and bussers to keep dining room presentable and ready for guests.
- Maintained cleanliness and organization of dining area during peak hours.
Apparel Department Expert/Cashier
Target Corporation
Azusa, CA
11.2017 - 09.2018
- Greeted customers and answered any questions they had about the store's products and services.
- Organized entire apparel and jewelry department during each shift.
- Unpacked and set up new merchandise to be visually appealing to guests.
- Multitasked while working fitting room, answering store phone, reorganizing merchandise, and listening for customer service button.
- Completed back-stock and pulled items from backroom.
- Processed customer transactions efficiently at checkout stations.
- Provided exceptional customer service, enhancing overall shopping experience for guests.
Education
High School Diploma -
Northview High School
Covina, CA06.2010
Some College (No Degree) - Business
Citrus College
Glendora, CASkills
- Bilingual: English/Spanish
- Attention to detail
- Deadline management
- Confidential data handling
- Professional email and verbal communication
- Adaptability
- Active listening
- Problem-solving
Timeline
Accounts Receivable
Alliance Environmental Group
06.2023 - Current
Receptionist/Marketing Admin/Billing Clerk
Alliance Environmental Group
09.2022 - 06.2023
Call Center Administrator
Alliance Environmental Group
11.2018 - 09.2022
Hostess
Ola Restobar
07.2018 - 01.2019
Apparel Department Expert/Cashier
Target Corporation
11.2017 - 09.2018
High School Diploma -
Northview High School
Some College (No Degree) - Business
Citrus College