Knowledgeable about preparing invoices, processing payments, and pursuing past-due balances. Well-versed in accurately coding different types of bills for clear recordkeeping and tracking. Team-oriented, dependable, and performance-driven.
Overview
5
5
years of professional experience
Work History
Branch Ambassador
Capital One
02.2023 - 06.2024
Strengthened client relationships by providing personalized banking solutions and excellent customer service.
Expanded client base through effective networking and referral generation, leading to increased business opportunities.
Reduced transaction processing times by effectively utilizing banking software systems for accurate data entry and account management.
Mitigated risk exposure by diligently monitoring account activities and promptly reporting suspicious transactions to the compliance team.
Implemented effective cash handling policies that minimized discrepancies between recorded transactions and actual balances held at the end of each business day.
Accounts Receivable Specialist
Wolters Kluwer
05.2022 - 12.2022
Reviewed accounts on a monthly basis to assess aging and pursue collection of funds.
Contacted clients with past-due accounts to formulate payment plans and discuss restructuring options.
Prepared and mailed invoices to customers, processed payments, and documented account updates.
Identified, researched, and resolved billing variances to maintain system accuracy and currency.
Handled a high volume of inbound calls about reconciling delinquent accounts.
Handling the 1042 and 1099 process
Utilize accounting software such as Oracle, QuickBooks, and SAP for efficient operations
Leverage Microsoft Excel for data management and reporting
Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Answered telephone inquiries on checking and savings accounts, loans and lines of credit.
Learned about customer's financial needs, established trust and optimized sales opportunities resulting in quality customer service.
Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
Bookkeeper
HEB Grocery Store
01.2019 - 03.2021
Maintained and processed invoices, deposits and money logs.
Completed payroll for employees and maintained detailed records of procedures.
Verified accurate recordkeeping processes, reducing financial inconsistencies.
Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
Streamlined bookkeeping processes by implementing new accounting software, resulting in increased efficiency.