Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
17
17
years of professional experience
Work History
Billing & Collections Coordinator
Firstservice Residential
02.2023 - Current
Maintain collections & billing for 40 plus high Rise properties, central Texas market & handle the billing process for transitioning properties.
Assisted in transitioning in the San Antonio & Huston markets into CAMACCT.
Trained new employees in industry best practices, fostering a culture of continuous improvement within the department.
Assisted in testing new streamlined collections processes for increased efficiency.
Took over the transition process and created a SOP for uploading of balance forwards which has made the process more efficient
Maintained knowledge of industry trends and best practices in collections, staying current with changes to legislation or regulatory requirements affecting the field.
Collaborated closely with other departments to resolve billing discrepancies or disputes that could lead to late payments or non-payment situations.
Resolved issues through active listening and open-ended questioning, escalating major problems to manager.
Billing Specialist I / Client Accounting Specialist / Transition Coordinator
Associa
12.2014 - 01.2023
Manage recurring charges by branch in Complete Control for Communities (C3)
Assess recurring charges per association assessment schedule
Process special assessment charges
Manage annual and periodic coupon ordering process & billing statement ordering process
Work directly with branch, A/R, and association accounting on billing issues
Assisted in success of the 4 annual billing seasons both at the shared service center level
Moved from the shared service center in March 2018 to Principal Management Group NTX as a Client Accounting Specialist
Reviewed monthly financial reports for HOA Communities. In addition to managing 10 plus financial only communites
Entered check requests for Community managers
Since January 2019 I have handled most all the transition ins/outs of the HOA's
Successfully completed annual HOA billing for 4 years on the shared services side and 4 years on the branch side
Operations Clerk II
SAIA Motor Freight
07.2014 - 11.2014
I was responsible for checking in driver's bill of landings and delivery receipts, entering the bill of landings for the driver when needed, answering telephones, and balancing of nightly imaged verse entered bill of landings (researching differences, if any)
Filing daily bill of landings and other administrative duties as required
Commercial Account Specialist
TruGreen LP
04.2012 - 07.2014
Started as a collection caller in April 2012 and prompted to Commercial Account Specialist in April 2013
I am responsible for answering phones, solving customer issues, scheduling routes, being sure sales are entered into Sales Force and integrates correctly into Mission, maintain sales logbook and other duties assigned by management staff
Make marketing calls to clients
Inside Sales Support
Alpha Material Handling
01.2008 - 03.2012
Responsible for answering phones and solving customer issues
Scheduling trade work to be sure the projects were completed on schedule
Quoting projects to customers
While at AMH secured (2) Projects with the government for Alpha Material Handling
Make cold marketing calls to potential clients
Education
M100 - for community managers
Richland College
05.2018
Business Writing -
Richland College
03.2016
Excel 2 -
Richland College
02.2016
Accounting for non-accountants - continuing education course
Richland College
09.2015
Accounting Certificate -
Morse School of Business
01.1988
General Education Diploma -
Vinal Regional Vocational Technical High School
01.1987
Skills
Customer Service
CAMACCT
Microsoft Office
State of Texas Notary
Active listening
Issue investigation
Billing practices
Teamwork
Reliability
Timeline
Billing & Collections Coordinator
Firstservice Residential
02.2023 - Current
Billing Specialist I / Client Accounting Specialist / Transition Coordinator
Associa
12.2014 - 01.2023
Operations Clerk II
SAIA Motor Freight
07.2014 - 11.2014
Commercial Account Specialist
TruGreen LP
04.2012 - 07.2014
Inside Sales Support
Alpha Material Handling
01.2008 - 03.2012
Business Writing -
Richland College
Excel 2 -
Richland College
Accounting for non-accountants - continuing education course
Resident Services & Receiving Coordinator at 3750 Lake Shore Dr Inc Managed by FirstService ResidentialResident Services & Receiving Coordinator at 3750 Lake Shore Dr Inc Managed by FirstService Residential