Accounts Receivable Client Service
Resume:
Crystal M. Lodin
Email: *******.*****@*******.***
OBJECTIVE
An organized, team-oriented Client Service Manager/Report Analyst with excellent communication, people, and organizational skills. Proven success in attention to detail and research projects using accounting skills, graphics, biller, site coordinator, invoice specialist, and collections.
COMPUTER SKILLS
Windows 8 and 10 Outlook Word, Excel Report Generating
Microsoft Office PowerPoint Adobe Illustrator Quality Companion
In Design Photoshop Visio Falcon WebFlex QuickBooks
Laser Master Display Maker Photo Scanner Internet Research Arabia Invoice Billing
Internet Explorer System-database Publisher AMEX
Intranet Report Runs Pcard RBO, VBS, XSM, SAP
Mainframe System
EXPERIENCE
Billing Specialist –
Commers Waters – January 2021 - Current
Handling all billing, running credit checks, and approving all financing options for our customers.
Working with the technicians in the office and out in the field.
Inputting the day jobs into WebFlex and QuickBooks.
Handling all bank deposits.
Manage cash, and credit card transactions.
Managing petty cash and front decks register.
Accounts receivable and Accounts payables
Business Analyst - Revolution Technologies
(April 2020-November 2020) – contract position
Created PowerPoint deck slides for Customer monthly meetings.
Worked within the Ariba Invoicing System on complex monthly billing.
Invoice ageing.
Worked on advanced excel and word documents. Including VLOOKUP and Pivot Tables.
Coordinated and joined weekly and monthly meetings via Microsoft and Zoom and Microsoft Teams.
Assisted with supply inventory.
Assisted with device inventory.
Worked directly with Customers to correct any issues or concerns.
Accounts receivable & Accounts payables
Client Service Coordinator/Billing & Reports Specialist
Xerox Corporation within Thomson Reuters (2005-2019)
Plan and execute daily responsibilities regarding internal and external customers.
Work closely with all management levels executing a variety of project management.
Responsibilities included but were not limited to customer service, spreadsheets, and invoicing - US and globally.
Invoice for over 300 locations generating over $3,000,000 worth of services monthly.
Plan monthly schedules regarding invoicing
Expense reporting
Plan and completion of employee recognition program- monthly.
Catering for activities with internal and external customers as needed.
Reporting generating
Acting assistant manager.
Actively works with the design department.
Active team player; goal for win/win solutions
Problem solver – billing, invoicing, customer service issues.
Equipment resolution
Collection of metered Devices for Billing Purposes.
Leader and advisor with training Xerox systems
Traveling within the US - Billing Meeting
Patience regarding and dealing conflicts and always look for a win/win solution
Office and equipment supplies
Team player and pro-active in all situations
Multi-Task, self-starter
Excellent People skills
Weekly deadlines
Pcard and AMEX allocations monthly
Accounts receivable and Accounts payables
Site Coordinator - Xerox within NCS/Pearson (1999-2005)
Lead operators and managed employees
Billing
Generated documents
Advisor to management of specialty equipment from Xerox
Run and monitor reports daily/weekly/monthly
Communicate with internal customers when reports were ready or if issues.
Complete expense reporting in AMEX as needed.
Program Administrator for selected reports
Created PO's
Order office supplies
Coordinate and plan special cater events such.
Catering for monthly VP/Managers meetings.
Lead vendor contact
Meet and greet vendors as needed.
Reconsolidate expense reports
Internet research as needed.
Accounts receivable and Accounts payable
Misc. duties as assigned.
Account Site Floater for 35 Sites - Xerox (1996-1999)
Site-to-site support resource for 35 sites for Xerox.
Support to management staff in knowing all facets of the company.
Attend multi-weekly meetings
Generating reports weekly and monthly.
Answer phones
Expense reconciliation
Department backup
Ordering supplies
Proactive and anticipates needs
Updated sight manuals
Traveled within the TC's
Handles confidential information
Misc. projects as assigned
Education
St. Paul – Sibley High School- Diploma
St. Paul - University of Phoenix - B.S. in Accounting
Training
Xerox – Falcon AA Training 2006
Xerox – DocuCare Plus Training 2003
Xerox – Management Awareness Program 2004
Xerox - Yellow Belt - Six Sigma Certified
Awards and Achievements
2000 Hero of Operations Service excellence
2001Champion of Customer Satisfaction
2002 Certificate for Peak Performance of Services Excellence – Silver Award
2003 Certificate for Peak Performance of Services Excellence – Silver Award
2003 Certificate for Peak Performance of Services Excellence – Gold Award
2006 Certificate for Peak Performance of Services Excellence – Silver Award
2007 Certificate for Peak Performance of Services Excellence – Silver Award
2008-09 Certificate for Peak Performance of Services Excellence – Silver Award
2008-09 Certificate for Peak Performance of Services Excellence – Gold Award
2015 LEO-US Delivery Recognition Award – Appreciation of significant made to support our clients
Volunteer work/Interests
Food Shelf volunteer
Homeless Shelters – food service
Toys for Tots Volunteer – United States Marine Corp sponsored program
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