Summary
Overview
Work History
Education
Skills
Projects
Volunteer Experience
Coursework
Timeline
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Valerie Morel

Treasure Island,FL

Summary

Driven Billing Specialist collects, posts and manages account payments. Proven success building relationships and maintaining optimal billing efficiency. Excellent organizational and problem-solving skills with superior client service acumen.

Overview

7
7
years of professional experience

Work History

Senior Billing Specialist

Lee Hecht Harrison
Altamonte Springs, FL
04.2024 - 09.2024
  • Streamlined operations for automotive billing and accounts receivable to enhance productivity.
  • Ensured accurate, timely billing and reconciled accounts while offering exceptional support to customers and internal teams.
  • Analyzed customer accounts to identify discrepancies in payment records.
  • Verified accurate application and documentation of charges
  • Regularly reconcile billing accounts and resolve discrepancies or errors.
  • Managed close communication and cooperation with accounting department for precise transaction recording
  • Ensured customer satisfaction by addressing billing inquiries promptly and courteously.
  • Resolved billing disputes and provided clear explanations of charges while maintaining excellent customer service
  • Developed a systematic approach to record keeping for billing transactions.
  • Identified trends and anomalies by generating, reviewing, and analyzing financial reports for tracking billing performance.
  • Maintained adherence to all company policies, industry regulations, and legal requirements regarding billing and financial transactions.
  • Collaborate with the Billing and Collection teams to address any billing-related questions or concerns.
  • Created reports on overdue accounts and provided recommendations for debt collection activities.
  • Effectively utilizing billing software and tools

Billing Specialist

Lee Hecht Harrison
Maitland, Florida
05.2020 - 04.2024
  • Comprehend legal agreements proficiently.
  • Prepared rebate reports for US and CA using Excel
  • Executed rebates check processing efficiently through Catalyst application.
  • Utilized Excel to create and send out prepayment invoices.
  • Ensured precise upkeep of Rebate and Prepayment logs after accomplishing individual tasks.
  • Managed Excel queries by ensuring up-to-date date entries and delivering uncomplicated reports on Prepayment Usage.
  • Answered customer questions to maintain high satisfaction levels.
  • Worked with team members to identify and develop process improvements.
  • Performed additional duties as required.

Data Analysis Clerk

08.2019 - 12.2019
  • Ensured accurate recording of DUNS Numbers for business contacts in database.
  • Organized and corrected financial records in a timely manner
  • Efficiently extracted relevant information for comprehensive evaluation
  • Transferred data effectively from Access application to Excel software using efficient methods
  • Researched and rectified inaccuracies in client and parent company data.

Senior Learning Center Assistant

NTID/RIT (Part-Time Position)
Rochester, New York
08.2017 - 05.2019
  • Ensured strict adherence to established rules and procedures while monitoring the area
  • Facilitated access to NLC resources upon tutor requests
  • Delivered exceptional hardware and software support to NLC users
  • Secured all equipment in NLC to prevent theft and ensure proper care
  • Implemented backup support for clerical and logistical tasks as required.
  • Fulfilled various other duties as required.

Pathways Student Trainee (Accounting/Auditing)

United States Department of Defense (Internship Position)
Indianapolis, Indiana
05.2018 - 08.2018
  • Performed a diverse range of tasks that applied financial principles, procedures, processes, and regulations.
  • Ensured accuracy by examining and validating appropriation, accounting, or financial data such as disbursements and collections.
  • Ensured accuracy of all financial records through data entry and correction of invalid fields
  • Ensured accurate verification, balancing, and reconciliation of detailed supporting documentation with listings, automated records, and/or reports.
  • Support preparation of recurring and specialized paperwork.
  • Handled miscellaneous duties

Accounting Tutor

NTID/RIT (Part-Time Position)
Rochester, New York
01.2018 - 05.2018
  • Conducted weekly tutoring for 2-5 students in a business lab
  • Provided educational guidance to students in Accounting I
  • Assisted teachers by attending and aiding students during their class time
  • Delivered recommendations and tips for enhancing academic performance in accounting through proven study habits
  • Document the number of students attending each tutoring session on a regular basis
  • Provided one-on-one tutoring to students with a time frame of up to an hour
  • Maintained confidentiality of all parties in tutoring roles

Community Assistant

Park Point (Part-Time Position)
Rochester, New York
06.2017 - 11.2017
  • Supported marketing initiatives, lease management operations and helped organize successful Resident Life events
  • Assisted students and parents by offering campus information and exceptional customer service
  • Managed Inflow of Payments from Residents
  • Managed and reconciled cash transactions on a regular basis, ensuring accuracy and completeness.
  • Facilitated lease delivery by scanning and emailing copies to residents and guarantors.

Education

Bachelor of Science in Business Administration - Accounting -

Rochester Institute of Technology, Saunders College of Business
Rochester, New York

Associate of Science in Business Studies -

National Technical Institute for the Deaf (NTID)
Rochester, New York

Skills

  • Experienced in Financial Transactions
  • Skilled in Office Applications
  • Efficient time management
  • Billing Conflict Resolution
  • Meticulous Quality Assurance
  • Strong Interpersonal Abilities
  • Self-Motivated Team Member
  • Strong problem-solving skills
  • Discreet Information Handling

Projects

SharePoint Rollout 3Q Journal Vouchers peer Review Data entry into the Audited Financial Statements for the Treasury Reports on Receivables Rockford Corporation financial reporting, journal entries to the GL, account reconciliation Tax Form 1040 preparation NinjaGrip business marketing & forecasting simulation

Volunteer Experience

  • Latin American Deaf Club, Rochester, New York, President, 04/2018, 04/2019, Preside over all regular and special meetings of the organization, Exercise general supervision over regular club activities, Appoint all committees, Preside over the executive board, Shall attend all monthly general club meetings
  • Latin American Deaf Club, Rochester, New York, Treasurer, 08/2017, 04/2018, Receive and deposit money of this club in the account, Make disbursements from the funds, Present reports at each monthly general executive board meeting
  • Tigerfest, Rochester, New York, Finance Assistant, 12/2018, 04/2019, Implement the master budget, Support the chairperson in obtaining sponsorships, Help the bash coordinator and sport coordinator to develop a budget worksheet via Microsoft Excel, Liaison between NTID Student Congress Cabinet's Director of Finance and Tigerfest, Email and phone call communications with vendors and sponsors

Coursework

  • Auditing
  • Accounting Information Systems
  • Business Law I
  • Cost Accounting
  • Financial Accounting
  • Financial Management
  • Intermediate Financial Accounting I
  • Intermediate Financial Accounting II
  • Managerial Accounting
  • Personal & Small Business Taxation

Timeline

Senior Billing Specialist

Lee Hecht Harrison
04.2024 - 09.2024

Billing Specialist

Lee Hecht Harrison
05.2020 - 04.2024

Data Analysis Clerk

08.2019 - 12.2019

Pathways Student Trainee (Accounting/Auditing)

United States Department of Defense (Internship Position)
05.2018 - 08.2018

Accounting Tutor

NTID/RIT (Part-Time Position)
01.2018 - 05.2018

Senior Learning Center Assistant

NTID/RIT (Part-Time Position)
08.2017 - 05.2019

Community Assistant

Park Point (Part-Time Position)
06.2017 - 11.2017

Bachelor of Science in Business Administration - Accounting -

Rochester Institute of Technology, Saunders College of Business

Associate of Science in Business Studies -

National Technical Institute for the Deaf (NTID)

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Valerie Morel