Customer Service Manager

Michele Loja

****.****@*******.***

Phone 510-***-****

Summary

Extensive customer service experience in an accounting setting

which includes invoicing, accounts receivable, accounts payable

and credit.

Skills

AS200/5

T

00

y

pi Oracle,

n ISupplier

g Medware

5

5 A

w C

p C

m P

1 A

0 C

K O

e M

y D

4

5 U

n N

p I

m X

M .

ic H

ro I

so P

ft A

O A

ff /

ic O

e S

P H

ea A

c I

ht C

re D

e -

M 9

/C o

P r

T d

B C

oo M

kk S

ee 1

pi 5

ng 0

0

Ex

/

ce

U

l

B

&

9

W

2

Continuing Education

Bryman College, MIBC (Medical Insurance Billing & Coding)

Excellent attendance, Honor roll, Completed Aug 7, 2006

NACM CAP Program, Edmonds Community College

Business Credit Principles, Business Credit Law,

Basic Financial Accounting, & Financial Analysis I

Certified CBA (Credit Business Associate) thru NACM

March 2004

Experience

Aug. 2009 to Feb. 2010 Vertafore Inc., Bothell, WA

Customer Service Representative – Billing Dept.

Frontline phones for billing department; answer customer billing questions using

accounting programs Oracle and Peoplesoft.

Answer email and fax boxes from Microsoft Outlook.

Keep voicemail clear and return phone messages, submit change of address

requests and multiple change forms.

Open and re route returned invoices/statements.

Log incoming calls in Salesforce application and or transfer calls to appropriate

billing account manager.

Email invoice copies, calling on declined credit card payments, other duties as

assigned.

Sept. 1998 to May 2009 Versatile Mobile Systems, Inc., Lynnwood, WA

Accounting Specialist/Credit Manager

Manage credit department with 1 direct report

Report directly to Controller

Run and analyze credit reports

Set and manage credit limits

Major and problem account collection

Perform bank reconciliation

Enter and run all sales orders and invoices

Generate and send electronic invoices and performa invoices

Research and resolve billing and credit issues

Set up new accounts

Prepare timely and accurate month end reports including 1 outside vendor report

Post cash receipts

Run and post all credit card payments

Preparation of excise tax reports WA and CA

Accounts payable back up

Morning and backup multi line phone system

Special projects as assigned by the Controller

Other experience

John Haughney CPA, Inc – Accounting, Scheduling, Reception

Future Video – Owner and Night Manager

Imagetech Ricoh – Billing Supervisor, Maintenance Biller

References

Vertafore Inc.

Kristina Rutledge 800-***-****

Versatile Mobile Systems Inc.

Brenda Mackinnon, Controller 425-***-****

Andrew Lynch, Operations Mngr 425-***-****

Further references and job history upon request

3

Contact this candidate