Wendy Burroughs

* Handled invoice processing and GL coding-reviewed, assigned accounts and ensured accurate financial tracking

* Reviewed and revised purchase orders for accuracy, ensuring correct pricing, and quantities

* Outstanding Debt Recovery

* Professionally answer multiline phone system and distribute call

* Responsible for daily mail distribution

* Handled ASLB licensing maintenance and renewals and keep everything current

* Analyzed and verified transactions on monthly American Express statements to support accurate financial reporting.

* Managed monthly NC vehicle registrations for fleet vehicles

* Initially started as a Temp to Hire position with TRC staffing

* Conducted 3-way-matching on 50+ invoices daily, ensuring zero errors in coding and approvals

* Maintained weekly goods received not invoiced report - ensured accurate tracking and timely follow up

* Maintained monthly Freight tracking report for rate accuracy

* Verified information to set up new suppliers and ACH payments both for domestic and foreign entities

* Trained other departments on BAAN system-ensured quick and smooth daily use

* Selected for safety committee-maintained safety notes

* Review payment statements for accuracy and handle any discrepancy in payments

* Managed front desk operations, ensuring efficient visitor check-in and appointment scheduling.

* Oversaw inventory management for office supplies, ensuring availability while minimizing costs.

* Addressed client inquiries promptly, maintaining high standards of customer service satisfaction.

* Keeping office records up to date

* Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.

* Corresponded with clients through email, telephone, or postal mail.

* Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.

* Handled sensitive information with discretion while maintaining strict confidentiality standards.

* Managed multiple tasks and met time-sensitive deadlines.

* Maintained visitor log for entering and leaving facility for security purposes.

*Helped maintain office security by monitoring visitor access and issuing badges.

* Enhanced accuracy of record-keeping with diligent maintenance of logs and records.

* Supported company correspondence by drafting and distributing memos and emails.

* Sorted, received, and distributed mail correspondence between departments and personnel.

* Handled incoming and outgoing package deliveries, working with vendors to complete special requests and track missing packages.

* Supported Accounts Receivable with collections-contributed to timely payments

* Demonstrated commitment to core values of Tri-Lift while serving as customer service representative.

* Achieved high customer satisfaction by delivering exceptional support through various communication channels. Resolved customer disputes efficiently, enhancing loyalty. +=

* Streamlined processing of daily work orders and time sheets for eight technicians, while negotiating competitive repair quotes.

* Executed printing and review of customer invoices while securing purchase order numbers.

* Coordinated dispatch of service calls for eight road technicians.

* Conducted calls to re-engage dormant customers, effectively communicating product benefits to stimulate sales opportunities.

* Facilitated customer care outreach to enhance relationships and uncover sales opportunities for PM service and lift trucks.

* Generated cold call leads for sales department by actively soliciting sales of lift truck parts, preventive maintenance, and service.

* Earned monthly commissions and maintained CRM database

* Managed all facets of accounts receivable and invoicing to ensure timely financial transactions.

* Processed customer account payments and adjustments, preparing daily deposits to support financial operations.

* Achieved timely collection of business-to-business debts and streamlined credit card processing operations.

* Managed petty cash and cash box operations, ensuring zero discrepancies.

* Achieved timely processing of accounts payable through accurate matching of invoices to purchase orders. Streamlined payment schedules and enhanced check printing processes, including manual and online payments. Optimized credit card payment handling for improved cash flow management.

* Assisted in balancing bank reconciliations accurately. Supported payroll processing and sales tax reporting for North Carolina.

* Provided exceptional customer service through effective communication via phone and in-person interactions.

* Reduced aging balance through effective resolution of customer complaints. Enhanced customer satisfaction by addressing issues swiftly.

* Directed activity programs for 134 residents, ensuring alignment with their diverse physical, mental, spiritual, and psychosocial needs. * Oversaw training and supervision of activity staff and volunteers to enhance program delivery.

* Managed budget for supplies and entertainment, optimizing resource allocation.

* Developed and distributed daily activity flyers and newsletters to promote engagement.

* Maintained comprehensive medical records for activities, ensuring compliance with regulations.

* Fostered relationships with residents, staff, and families through exceptional customer service.

* Cultivated a robust volunteer base and led the creation of a monthly newsletter, "Living Vivaciously," while driving community involvement through strategic networking and fundraising initiatives.

* Delivered exceptional customer service to high-level “comfort plus” clients, ensuring satisfaction and loyalty.

* Achieved renewal quotas to enhance client retention and satisfaction.

* Executed sales of new service agreements through effective phone communication.

* Managed customer discrepancies promptly, ensuring effective communication and resolution strategies.

* Processed credit card payments via telephone to ensure secure transactions.

* Achieved 100% renewals by fostering strong client relationships and ensuring satisfaction with services.

* Executed timely delivery of results in a fast-paced, time-sensitive environment while managing a multi-line switchboard with professionalism.

* Delivered exceptional customer service by addressing inquiries and resolving issues promptly.

* Facilitated establishment of new customer accounts to enhance operational efficiency and client onboarding processes.

* Compiled and organized daily route sheets for efficient logistics management.

* Facilitated accurate posting of daily work orders and payments to enhance customer account management.

* Executed deposit transactions to ensure accurate financial record-keeping.

* Managed issuance of financial statements, supervised recording of debits and credits, and oversaw aging report analysis to optimize account receivables.

* Facilitated account recovery efforts by conducting outreach via calls and letters, contributing to monthly deposit quotas of $150,000 to $200,000.

* Directed training initiatives and provided supervision for seasonal employees to enhance team performance.