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Customer Service Project Manager

Summerville, South Carolina, United States
February 27, 2018

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Jennifer Yniesta

**** ********** ** *****: 843-***-****

Summerville, SC. 29485 Email:

Versatile and results-oriented administrative professional with an e stablished reputation for initiative, professionalism, issue resolution, organization, and attention to detail. Certified Yoga Instructor, personal trainer, and group fitness instructor.

Professional Experience:

Accounts Payable (July 2017-Present)

New Leaf Builders, Johns Island, SC

● Distribute all invoices to proper project manager, obtain approvals and enter invoices and expenditures into payables system and Quickbooks

● Collect various receipts and coding to proper account and job

● Match all purchase orders based on purchase order process

● Verify that transactions comply with financial policies and procedures

● Complete bi-weekly check runs

● Prepare vendor checks for mailing

● Maintain updated vendor file to ensure insurance certificate compliance and W-9 status

● Ensure the confidentiality and security of all financial and employee files

● Prepare job cost reports as requested by project managers

● Obtain, maintain, and apply for building permits in jurisdiction of projects as needed Audit Recovery Specialist (October 2016-July 2017) Moody Associates, P.A. Mt. Pleasant, SC

● Review account claim and other documentation to verify payment liability

● Make outbound calls to contact Healthcare vendors and carriers regarding payment of claims; answer questions and educate Healthcare vendors on their obligation to pay

● Follow scripts, guidelines and other tools provided to have professional conversations with hospital vendor contacts

● Leverage knowledge and expertise in medical billing to review documentation and claim billing, build the case file to determine/validate liability

● Initiate applicable action and documentation based upon payment option, actions required if new information is identified that may change the obligation to pay, or escalation in the event of refusal to pay

● Updates company systems with clear and accurate information such as contact and updated demographic information, notes from contact dialog and attempts, payment commitment, as well as account status updates as applicable

● Follows-up and follows through accordingly to ensure documentation and activity is on-time and accurate in accordance with policies and procedures

● Responsible for utilizing resources to ensure compliance with Hospital requirements, HIPAA, as well as applicable federal or state regulations

Accounts Payable Clerk (May 2016-October 2016)

Neal Brothers, Charleston, SC

● Perform day to day management of all payment cycle activities and provide efficient customer service

● Track, process, and reconcile payments and expenditures, including payroll, purchase orders, invoices, and checks

● Ensure correct approval, sorting, coding & matching invoices with purchase orders and delivery receipts

● Post transactions to journals, ledgers, and other records

● Process monthly and weekly check runs

● Audit all trucking invoices and prepare analysis of accounts

● Research and resolve invoice discrepancies and issues

● Assist with month end closing

Logistics Coordinator (January 2016- May 2016)

JEAR Logistics, Mt. Pleasant, SC

● Negotiate rates with carriers to transport load

● Build load/lanes in system

● Set up new carriers

● Coordinate all load activity

● Communicate with carrier, customer, consignor & consignee, to ensure loads are picked up and delivery as scheduled with any special requirements

● Act as liaison between, client, carrier, shipper, and receiver on all information and issues

● Schedule and verify loading and unloading appointments

● Work with carrier to monitor pickup and delivery of all loads

● Identify and solve any issues that may arise

● Confirm locations of all active loads by dispatching and conducting check calls with carrier during the duration of transport

Finance and Support Specialist (January 2012- December 2015) South Carolina Financial Solutions, LLC, Charleston, SC

Research and resolve outstanding items, substantiate general ledger balance, and prepare written reconciliation for all balance sheet accounts

Prepare month-end entries for various accruals, receivables, and payable accounts for posting

Prepare and track monthly invoice for all clients

Manage the process for all commission reconciliations

Manage online financial bank accounts for parent organization and all subsidiaries

Prepare monthly financial statements and budget analysis for all lines of business

Prepare all related board reports for financial packages including balance sheet, income statement, and financial graphs

Assist with budget preparation for all lines of business

Assist with year-end audit

Maintain all financial information within QuickBooks

Work directly with Board of Managers and President on monthly board meetings and strategic planning sessions

Manage special projects assigned by President

Senior Administrative Support Specialist (January 2002-January 2012) South Carolina Federal Credit Union, Charleston, SC

Developed and maintained strong client relationships

Provided quality service and first line support to internal and external clients

Assisted Executive Directors and Senior VPs with proposal preparation, client meetings, board documentations, and recording minutes

Coordinated monthly staff meetings, including production and distribution of agendas and minutes

Prepared for and coordinated board of director meetings, including posting documents to Board Web

Managed and edited all credit union policies for annual review by Board of Directors; created and posted summary of revisions to internal intranet

Assisted with credit union vendor contract review and renewals

Maintained confidential and sensitive information of Board of Directors and Senior VPs

Assisted with data analysis and maintenance of client database

Assisted with budget preparation

Analyzed impact of sales effort by monitoring income and expenses

Produced and managed monthly dealer reserve statements

Produced call reports for National Credit Union Association (NCUA)

Managed special projects assigned by President

Buyer-Sales Finance (J anuary 2000-January 2002)

South Carolina Federal Credit Union, Charleston, SC.

Maintained in-depth knowledge of lending policy and compliance regulations

Provided quality service to automobile dealerships and members

Communicated sensitive and confidential member credit application information with automobile dealerships

Reviewed and analyzed member credit reports and credit applications for auto loans

Prepared income to debt ratio report for credit application

Executed approval/denial decision process for loan applications

Granted approval authority up to $15k

Obtained proper documentation from automobile dealership for member loan EDUCATION AND SKILLS:

Proficient in Word, Excel, Access, PowerPoint, and QuickBooks Richland Community College-Decatur, IL

Business Courses

Warrensburg-Latham High School-Warrensburg, IL

1990 graduate

References available upon request

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