Objective

My objective is to take my career to the next level and thrive in an exciting, challenging, and rewarding position. Become part of a great organization with the opportunity to grow, utilize the best of my knowledge and experience to the highest aptitude.

Summary of Qualifications

A skillful and dedicated professional with extensive background and experience:

Proficient in various programs including : Microsoft Suite, PowerPoint, Yardi, Treasury Software, FileZilla, Salesforce, Netsuite, Demand Bridge, Legal Practice, MS Excel, SAP, MS Outlook and TEAMS.

Use of office equipment.

Bilingual – Fluent in Spanish and English.

Type 60+ wpm with complete accuracy.

Provide outstanding customer service and best solutions to any situation.

Excellent oral and written communication skills.

Strong initiative and self-starter, detail-oriented, highly organized, strong team player with great interpersonal and office management skills

Highly focused and results-oriented in supporting complex, deadline-driven operations. Able to identify goals and priorities and resolve issues in initial stages.

Able to obtain and protect sensitive confidential information/material.

Notary

Professional Experience

CBRE, Client Florida Power and Light, Juno Beach, Florida Jan. 2020 –June 2023

Accounting Clerk AP/AR

Verifies the accuracy of invoices, inputting them into workday and other accounting documents or records.

Reviews and processes invoices into SAP in an accurate and timely manner, submits for review by Manager.

Verification and posting of invoices, Purchase orders and contract releases into SAP flow.

Cooperation with external clients (including query resolution and account reconciliations)

Managed AP email inbox

Research invoices for contracts and PO’s; works with functional departments to ensure all required documents are obtained for timely payment.

Processes transactions such as disbursements, expense vouchers, cash receipts into workday along with researching errors.

Investigates questionable or irreconcilable differences and reports the issue to the appropriate individual.

Process shopping carts Change orders and Purchase order releases.

Reconciles records with internal company employees and management, or external vendors or customers

Researched and reconciled customer accounts/invoices to ensure accurate and timely billing.

Assist Security department with Contract release Purchase orders.

Smart Source LLC West Palm Beach, Florida Feb. 2019- Jan 2020

Billing Representative

Responsible for accurate and timely billing of over 2,500 clients each month utilizing Demand Bridge (DB) system.

Handles invoice billing complaints and discrepancies, issuing credit memos.

Researched and reconciled customer accounts/invoices to ensure accurate and timely billing.

Prepared summary sheets and manual invoicing.

Assisted clients with the collection of payments from outstanding accounts receivable on a monthly basis.

Obtained and matched PO numbers to delivery slips to ensure prompt receipt of payment.

Created and maintained new and existing customer contracts.

Manages telephone calls professionally, efficiently and with good communication skills.

Process Month End Close, inputting invoices through workday.

Daily run of the Shipping Gateway.

Maintain excel spreadsheets of our customers and their invoices.

Red Hawk Fire and Security Boca Raton, Florida Nov. 2016- Jan 2019

Billing Specialist – Team Lead

Leader for Billing Service department

Attend meetings regarding new process and service flow.

Responds to customer requests for price contracts, adjustments, and cancellations directly from district. Achieves and maintains rapport with customers and works to give them the best possible service.

Maintain a customer profile with up to date special pricing and requirements.

Process customer/distributor purchase orders/inquiries received by fax, phone or email by utilizing SAP/JDE/Salesforce / Iservice and FX.

Report building along with running reports.

Enter district contracts and agreements into the system.

Renew contracts agreements reports.

Manages telephone calls professionally, efficiently and with good communication skills.

Processes customer orders/inquiries received by email.

Resolves product or service problems by clarifying the customer's complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.

Maintains records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken in SalesForce.Com.

Collaborates with other departments, including Billing and Procurement and Booking dept.

Research tax increases

CIRCLEBACK LENDING Boca Raton, Florida Aug. 2015- Oct. 2016 Loan Servicing Specialist/ Accounts Receivable

“Circleback Lending is an internet-based consumer lending Platform Company aiming to provide consumers in the United States a fast and efficient way to borrow money and offer institutional investors a robust, transparent platform to invest in these consumer loans.”

Assisted the Salesforce team in building custom objects to track loan payment transactions.

Helped implement Cases, email to case and case assignment rules for customer support requests. •

Reviewed security settings, sharing rules and assigned permission sets to users.

Created custom report types, reports and dashboard components.

Created over 20 reports and 5 dashboards to monitor investor performance

Helped to customize Cloud Lending for better finance functionality

Verified bank statements for DDA accounts against Salesforce records displaying ACH, RCC and check transactions.

Reconciled deposits posted from holding accounts to investor’s remittance accounts against Saleforce records.

Ensured all ACH, RCC and check transactions have recorded loan payment records in Salesforce CRM.

Reconciled returns reported by the holding accounts to cash outflow.

Verified all return monetary transactions showed as reversed loan payment transactions in Salesforce.

Responsible for sending daily remittance file of all note ACH, RCC and check transactions deposited in the investors remittance account.

Verified accurate recording of notes in external investor portal.

Assisted Servicing department when needed.

HALPERN LAW FIRM Palm City, Florida Nov. 2011 – Aug. 2015

Legal Assistant

“Halpern Law Firm provides full-service litigation law and other services to its clients. I support the office staff on daily operations, including legal cases.”

Greet clients, and answer phones.

Work closely as a liaison between associates, clients, and staff.

Generate, enter and update commitments, reports, and payments.

Create and maintain files; including electronic e-filing.

Prepare and process invoices for payment.

Trial and hearing preparation including exhibit organization, coordinating with witnesses, and preparing fact and expert witness binders

Assisting with any and all aspects of the litigation and personal injury process.

Maintaining positive contact with clients and observing confidentiality of client matters.

Furnish and manage correspondence, legal documents, Motions, Notices, e-mails, faxes, reports and memos for the department staff.

Distribute incoming mail/packages, and outgoing mail.

Manage and order office supplies, equipment, water, etc.

Arranged meetings and coordinate travel itineraries.

Preparing and analyzing discovery, motions and pleadings

General case management, including scheduling and docketing

SECURITY NETWORK West Palm Beach, Florida May 2010 - Nov. 2011

Customer Service Representative

“Security Networks is a full service life safety solutions company, specializing in sales, installation, maintenance and monitoring of commercial and residential Burglar Alarms, Fire Alarms, Medical Alert, Access Control and CCTV systems.”

Phones; incoming/outgoing calls to new prospective customers, existing customers, customer service, Help Line.

Assisted the Manager on daily operations; schedule appointments, order equipment, supplies, etc.

Performed Customer Quality Surveys.

Was awarded Best Employee of the Month.

FLORIDA CAREER COLLEGE West Palm Beach, Florida Oct. 2007 - May 2010

Lead Student Coordinator

“Florida Career College has specialized in career training since 1982. We offer career focused training programs in the healthcare, information technology and wellness fields.”

Responsible for providing new students with everything they need to successfully enroll and begin on their new career path.

Reached out to prospective new students; via phone, mail, e-mail.

Arranged Orientations and other campus outreach events.

Set and confirm appointments with prospective students, provide them with information about the different program, and give them a tour of the campus.

Provide students with several financial options, and arrange a meeting the financial aid specialist.

Register new students.

Assure new students provide all necessary documents; proof of diploma, residency, test scores, etc.

Assist other department staff; such as the Director of Admissions, and Registrar; on daily operations, student attendance, data entry, create students campus identifications badges.

Education

University of Phoenix; Online Student 2016 –Some College

Business Administration

Fort Pierce Central High School; Fort Pierce, FL Graduate 2001-2005

General Studies - Diploma

Contact this candidate