Customer Service Accounts Receivable
Resume:
PERSONAL DATA SHEET
MARLA JEAN MORENO
Denver, CO 80220
*********@*****.***
COMPUTER SOFTWARE/EQUIPMENT EXPERIENCE:
Microsoft Office Suite (Word, Excel, Outlook, PowerPoint, Access); GP Microsoft Dynamics Accounting Software; Pronto Xi Financial Accounting Software; Wells Fargo Cash Reconciliation System; Workspace Customer Information System; Quickbooks; NetSuite Accounting System; SCT Banner System (accounting functions and student information); Student Information System (SIS); Populi Student Information System; Adobe Acrobat (electronic scanning/filing); Liberty Scanning/Indexing Program; CampusVue Student Information System; ADG accounting software; ICON Court Management Database System; CCIC/NCIC Database System; Cartêgraph Database software; Dictaphone; as well as standard office equipment.
PRIOR EMPLOYMENT AREAS OF RESPONSIBILITIES:
●Extensive experience with Microsoft Office Suite (i.e., Excel VLOOKUPS, Pivot tables, etc.);
●Office management (in various municipality, state, and higher education settings);
●Property management;
●Legal experience (in law enforcement and District Court settings);
●Working with accounts payable/accounts receivable, and daily budget responsibilities;
●Collections (business to business, as well as customer accounts);
●Making travel arrangements (flights, hotel accommodations, ground transportation, etc.);
●Supervise and train personnel;
●Organizing special events (e.g., trainings, departmental retreats, etc.);
●Data entry;
●Extensive customer service skills.
EXPERIENCE:
KForce
Contract Position with PRIDE Centric Resources 8/17 – Present
Rebate Contractor Centennial, CO
Areas of Responsibility: Extensive customer service; analyzing data to prepare and reconcile rebates; by way of:
●Utilizing VLOOKUPS, Pivot Tables, formulas and macros in an Excel environment in order to be imported into GP Dynamics Accounting System.
●Verifying invoices, credits and adjustments.
●Contacting vendors in order to reconcile discrepancies with regard to payments, credits and adjustments.
Addison Group
Contract Position with Mine Site Technologies 6/17 – 7/17
Accounts Receivable Clerk Golden, CO
Areas of Responsibility: Accounts Payable/Accounts Receivable; purchase card reconciliations; daily cash reconciliations; processed sales orders; assisted in all aspects of office management duties; managed the intake of client documents and the associated filing system and adhered to records retention policies.
Insight Global
Contract Position with Nelnet 11/16 – 6/17
Advisor I Aurora, CO
Areas of Responsibility: Assisted student borrowers with their questions and requests regarding their Federal Student Loans (e.g. explain interest rates/principal balances; presented and explain repayment options, deferments, forbearances, etc.).
Colorado Heights University 5/15 – 11/16
Accounts Receivable Clerk Denver, CO
Areas of Responsibility: Extensive public contact (greeted prospective students and assisted existing students with their requests and inquiries; answered student questions regarding financial policies and procedures in person, via email, or by phone).
●Managed the intake of student documents (registration, housing and payment plan forms) and maintained filing system;
●Assisted staff with the enrollment process as well as resolved other related issues (for English and Spanish-speaking students).
●Processed student refunds.
●Generated and finalized invoices, collected payments, and updated accounts receivable ledger by student.
●Balanced daily, monthly and yearly transactions.
●Maintained aging report and performed collections of past due accounts.
●Insured information released to third-party requestors was in compliance with institutional privacy practices as well as FERPA laws.
Society for Certified Senior Advisors (CSA) 7/14 – 4/15
Contract Position: Education Coordinator/Accounting Assistant Denver, CO
Areas of Responsibility: Coordinated site selection and implementation for education and testing for CSA designation; assisted Accounting Department with Accounts Receivable processing; assisted staff with special projects; maintained filing system according to records retention rules (electronic filing of archive files); acted as a backup for reception area.
●Processed membership renewal payments, class registrations and store orders (via phone, email and regular mail);
●Prepared and submitted Request for Proposals (RFPs) to selected hotels/venues.
●Negotiated guest room rates and meeting space with potential hotels/venues.
●Scheduled meetings and travel arrangements for staff and contract employees.
●Assisted Membership Retention and Sales Department disseminate information to current and prospective members with regard to obtaining their Certified Senior Advisor (CSA) designation (i.e., education, testing as well as obtaining continuing education credits).
●Special projects as assigned (i.e., compose general correspondence; proofing and editing class and exam materials; and data entry).
Community College of Denver 11/08 – 1/14
Administrative Assistant III Denver, CO
Areas of Responsibility: Provided a full range of clerical and financial support (recording and accountability) for the department which included Financial Aid, Recruitment and Student Orientation, as well as the Call Center Division.
●Participated in the annual budget process; Accounts Payable/Accounts Receivable; and purchase card reconciliations (utilizing the SCT Banner System).
●Acted as a liaison between other departments (Accounting and Information Technology) for the purpose of purchasing and maintenance of office/computer equipment.
●Scheduled staff meetings and travel arrangements. Coordinated staff functions within the Student Affairs Department (i.e., professional development trainings, staff retreats, holiday celebrations).
●Managed the intake of student documents and the records area which included maintaining the document imaging system ensuring all documents were imaged in a timely manner and adhered to the statewide records retention policy.
●Processed employee paperwork for new hires, terminations and salary changes.
●Ordered office equipment and supplies for the division.
●Managed Admissions Call Center (inbound calls – approximately 250 calls per day). Assisted students with questions regarding their enrollment issues.
●Trained and supervised student employees within the Enrollment Services Department to ensure information released to third-party requestors was in compliance with institutional privacy practices as well as FERPA laws.
●Responded to requests and solved customer problems for English and Spanish-speaking individuals.
●Processed official transcript requests, utilizing the Banner System and the Student Information System (SIS).
●Generated the student Academic Standing Report and mailed notices of Academic Probation or Suspension.
●Disseminated all incoming mail and faxes.
Colorado Technical University 8/07 – 11/08
Admissions Receptionist Greenwood Village, CO
Areas of Responsibility: Extensive public contact (assisted students through the admissions and registration process; greeted prospective students; assisted existing students with their requests, screened and directed phone calls, etc.).
●Processed confidential student records (financial aid, enrollment information, student files, transcripts, etc.).
●Assisted various departments in the preparation of student orientations and various related projects (compiled student enrollment packets, posted student/faculty announcements on an informational Power Point presentation, as well as the student newsletter).
●Processed daily status reports (interviews, enrollments, etc.).
●Maintained front desk (stocked forms, photocopying, and processed incoming mail).
EDUCATION:
Colorado State University Global Campus 8/14 – Present
BA in Business Management (Accounting emphasis)
University of Northern Colorado 8/01 – 12/03
Community Counseling Graduate Program
Metropolitan State College of Denver 8/92 – 5/01
BA in Modern Languages (Spanish) and Human Services
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