Customer Service Accounts Receivable

VELMA ROMAN

*** ******* **, ***** ****, CA *****

C: 510-***-**** * ********@*****.***

PROFESSIONAL SUMMARY

Accounting Clerk/Administrative with 27 years’ experience. Areas of expertise include general office, customer service, accounts receivable/payable.

REFERENCES

Nadine Riley, VLS Clayworth Pharmacy Office Mgr: 510-***-****

Abraham Burciaga, Church of Hope Pastor: 408-***-****

Pattie Aguilar, UCAC School Principle: 510-***-****

SKILLS

Microsoft Word and Excel

Software programs used: Oracle, ASA, Sidon, OMD, Maxwell, AS/400, QS1 and introduction to RX30

10 key by touch, extensive data entry, 60 words per minute

LANGUAGES

English and Spanish

WORK HISTORY

Accounts Receivable Clerk

VLS Clayworth Healthcare Pharmacy – San Leandro, Ca

May 2011- Present

Coordinate with Pharmacy before processing statements

Print and distribute statements accordingly via mail, email and fax

Process special invoices online

Update patient records accordingly

Receive and reconcile daily payments

Deposit payments via online banking

Process and reconcile credit card payments

Collections of past due invoices – via fax, email and telephone

Run month end report and distribute accordingly

Assist with A/R and administrative special projects

Assist with daily administrative duties such as: answering phones, receiving packages, process pharmacy supply orders, take daily orders of medical gases for dentists, doctors and veterinary and surgery centers

Administrative Hospice Coordinator

VLS Clayworth Healthcare Pharmacy – San Leandro, Ca

February 2009 – April 2011

Coordinate with agencies and nurses for deliveries of medical equipment to hospice patients

Coordinate deliveries and retrieval of equipment with hospice nurses, family members and Clayworth technicians

Process and print delivery and pick up order forms

Maintain inventory of deliveries and retrieval of equipment

Update confidential accounts and file accordingly

Assist with daily administrative duties such as: answering phones, receiving packages, process pharmacy supply orders, take daily orders of medical gases for dentists, doctors and veterinary and surgery centers

New Accounts / Order Entry / Sales Tax

Neopost USA Inc – Hayward, Ca

November 2004 – February 2009

Create and update new accounts and work accordingly with customer service

Make adjustments to billing and mailing corrections as needed

Assist with yearly postage rate changes: mailing chips, updating billing, mailing invoices

Create and update online orders and release to techicians

Prepare W-9’s for new vendors, process tax related credit memos, maintain confidential records and process sales tax exemption certificates through electronic billing

Administrative Financial Aide

Kidango Inc – Fremont, Ca

November 2001 – August 2004

Create and maintain new enrollments for Alameda county and process initial enrollment fee’s

Process and issue monthly invoices

Receive and process daily payments via courier

Process and reconcile credit card payments

Reconcile and file daily payments

Serve as collections agent and coordinate with parents on past due accounts and set up payment plans

Prepare monthly ageing reports, classroom list and yearend tax letters

Accounting Clerk

Can-Am Plumbing – Pleasanton, Ca

1999 – November 2001

Create and maintain new home owner accounts

Maintain and process recurring non-invoiced billing accounts

File confidential track home customers

Process and distribute track home orders to purchasing department and field supervisors

Assist accounts payable and receivable departments: matching packing list and g/l coding for payments. Process monthly statements and mail accordingly, reconcile payments received.

EDUCATION

Life Tabernacle Academy – Houston, TX

Class of 1979

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