Finance
Open To Work
Vivi Tran
Pilot Water Solutions
Houston,TX
Work Preference
Overview
Diligent financial specialist prepared for Accounts Receivable and Payables. Skilled in managing billing processes, resolving discrepancies, and ensuring timely payments. Strong focus on achieving results. Adaptable, reliable, and equipped with effective communication and analytical skills.
01+
Language
09+
Years of experience
Work History
06.2023 - Current3 Years 4 Months
Accounts Receivable/Billing Specialist
Pilot Water Solutions | Houston, TX
- Investigated billing discrepancies and implemented effective solutions to resolve concerns and prevent future problems
- Investigated billing discrepancies and implemented solutions to resolve issues and prevent reoccurrences
- Performed weekly collections and corrected discrepancies as needed
- Oversaw 50 client accounts to ensure accurate billing
- Maintained 50 accounts
- Prepared royalty billing workbooks for accurate financial reporting
10.2022 - 04.20236 Months
Accounts Receivable Specialist/Billing
Jomar Electrical Contractors | Houston, TX
- Printed aging reports to facilitate collections and discuss discrepancies.
- Conducted monthly billing based on project managers' client packets
- Utilized clients' portal to streamline billing processes
- Ensure vendors' invoices were paid timely
- Ensured accuracy in financial documentation by matching invoices to purchase orders and resolving discrepancies.
05.2022 - 09.20224 Months
Accounts Receivable Specialist/Collections Specialist
48forty Solutions | Houston, TX
- Worked closely with delinquent account holders to collect and reconcile accounts through approved channels
- Collaborated with delinquent account holders to collect and reconcile accounts, ensuring adherence to approved channels
- Interfaced with customers to bring accounts current with suitable repayment plans
- Oversaw disputes resolution and reconciliation for numerous client accounts
- Managed dispute resolution and reconciliation for multiple client accounts, enhancing overall account accuracy
- Partnered with cash application team and credit manager on timely and accurate posting of payments
- Streamlined operations by partnering with team members and customers to develop effective solutions.
11.2018 - 03.20223 Years 4 Months
Accounting/Billing Specialist
O'Rourke Petroleum | Houston, TX
- Processed and sent invoices, adjustments and credit memos to customers
- Answered customer invoice questions and resolved issues discovered during invoicing and collection process
- Investigated and resolved issues to maintain billing accuracy
- Resolved discrepancies between vendors and customers to ensure accurate billing.
- Coordinated with pricing team to address pricing discrepancies for customers, enhancing billing accuracy.
- Made sure checks going to vendors were accurate
- Engaged with SAP system to manage business processes.
- Performed data import, scanning or manual keying processes to verify invoice accuracy
- Worked with team members and leadership to identify and develop process improvements
- Collaborated with vendor and staff to gather data sources and expedite billing.
- Worked closely with drivers to process BOLs
- Collaborated with vendors and staff to streamline data collection and expedite billing processes.
09.2018 - 11.20182 Months
Loan Officer
Cash Store Financial | Houston, TX
- Executed loan origination process and ordered credit reports, appraisals and preliminary title reports
- Executed loan origination process by ordering credit reports, appraisals, and preliminary title reports to assess loan eligibility
- Educated customers on variety of loan products and available credit options to promote valuable decision-making
- Resolved file problems, bottlenecks and qualified issues throughout underwriting process
- Managed pipeline for originated loans through closing and complete required management reports
- Managed loan pipeline from origination through closing, ensuring timely completion of required management reports
- Performed daily maintenance of loan applicant database
- Provided exceptional customer service to streamline loan processes and enhance client experience.
02.2018 - 08.20186 Months
Customer Service Representative
Kroger | Lawrence, KS
- Followed up with customer concerns to ensure issues are completely resolved
- Assisted customers with product selections and make recommendations as needed
- Maintained store's best practices by promptly communicating policy violations to leadership team
- Assisted customers with product selections and made recommendations.
- Resolved customer concerns by performing in-depth research and soliciting additional help.
- Followed up on customer concerns to ensure complete resolution of issues
- Processed money orders and money transfers through Western Union
- Assisted in maintaining store's best practices by timely communicating policy violations to leadership team
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
Education
Associate of Applied Science | Finance
Lone Star College | Houston, TX
Lone Star College - Houston, TX
Skills
Languages
Vietnamese
Native or Bilingual
Timeline
Accounts Receivable/Billing Specialist
Pilot Water Solutions
06.2023 - CurrentRead more
Accounts Receivable Specialist/Billing
Jomar Electrical Contractors
10.2022 - 04.2023Read more
Accounts Receivable Specialist/Collections Specialist
48forty Solutions
05.2022 - 09.2022Read more
Accounting/Billing Specialist
O'Rourke Petroleum
11.2018 - 03.2022Read more
Loan Officer
Cash Store Financial
09.2018 - 11.2018Read more
Customer Service Representative
Kroger
02.2018 - 08.2018Read more
Lone Star College - Associate of Applied Science, Finance
Read more