Office Manager Billing Specialist
Resume:
EXPERIENCE
ADVANCE FINANCIAL
SEPTEMBER **** – JANUARY 2024
Solar & Home Improvement Loan Contract Specialist/Billing Specialist
• Review Legal Contract terms and conditions of Solar & Home improvement loans. Including taxes & future sale of the home.
• Explain payment allocation, complete cases to have payments refunded, as well as reallocating payments, credit, or reverse fees.
• Assist with taking payments & setting up payment.
• Prepare letters and reports.
AAROW PLUMBING JUNE 2022 – AUGUST 2023
OFFICE MANAGER
Remote
• Oversee daily operations, communicate with department heads.
• Track and report Employee productivity.
• Prepare letters, presentations, and reports.
• Creating & implementing filing systems
• Responsible for all correspondence email and mail
• Manage HR related issues.
• Answer incoming calls from customers requesting service or Bids, and questions regarding issues with billing or invoicing.
• Dispatch to technicians and technician’s assistants.
• Accounts receivable responsible for Billing and invoicing
• Collecting past due accounts, picking up checks as needed.
• Communicate and relay vital information regarding policy changes and customer information providing data such as photos, addresses and updates.
DOOR DASH AUGUST 2022 – FEBRUARY 2023 TEMP
Data Entry /Catalog Specialist Remote
• Use sound judgement with Catalog requirements in mind to analyze and enter items and data into correct data paths taking exceptions into account.
• Enter new data such as photos, pathways, category and names and links.
• Utilize several different databases to retrieve information, analyze and update or input data.
• Prioritize workloads, while keeping my peers and team workloads, responsibilities as a priority
• Exercise of independent judgment and discretion
INTUIT MARCH 2019 – JUNE 2022
Order Management Rep /Remote
JACQUELINE URIAS
SKILLS & ABILITIES
Adaptive, proactive, performance
driven, positive attitude, career
minded, customer service
oriented, collaborator, ability to
work independently and on a
team, has the capacity for remote
and in office work.
Experience with the following:
Google Drive, Google sheets,
Google docs, Microsoft Word,
Excel, Power Point, One Note,
Outlook, Skype, Slack, Teams,
Zoom, Lotus Notes, IEX, Calabrio,
NOVAtime, Avaya, Oracle, Express
Pay, DOS, Salesforce, CRM,
QuickBooks, and other reporting
systems.
EDUCATION
Compass High School
High school graduate
Currently in Real Estate School
Hogan School of Real Estate
2024
CONTACT INFORMATION:
E **********@*****.***
E **********.*****@*******.***
2
JACQUELINE URIAS
• Partner with other business units to resolve internal and external customer issues.
• Data Entry from one system to another or from reporting excel sheets / google sheets.
• Utilize several different databases to retrieve information regarding account information, billing issues, order status, and product information, by analyzing and updating data.
• Exercise independent judgment and discretion in matters of significance, engage leadership when matters require a higher- level decision or escalation.
STI SEQUENTIAL TECHNOLOGY INTERNATIONAL
JANUARY 2011 – MAY 2018
Supervisor, Senior Team Leader, Trainer AT&T Universal Home solutions and Mobility ECom Billing, AT&T Consumer Sales
• Supervise 2+ direct leadership reports, interviews, and hires all staff 200+ employees.
• Provides initial as well as ongoing training and coaching for direct reports, Set productivity standards and goals.
• Coordinates and schedules work assignments, prepare regular reports, perform audit on various operations.
CITI MORTGAGE 2005-2010
Foreclosure Billing Specialist, CR Title, Mortgage Customer Service
• Foreclosure specialist review and research Mortgage loans in default billing and account under review of modification eligibility for customers and all investors.
• Take inbound escalated phone calls from Citi
Mortgage loss mitigation, loss mitigation &
foreclosure attorneys requesting information on
upcoming foreclosure sales.
• Work cases deemed of high importance to
determine whether the foreclosure sale would be
placed on hold, canceled, or resumed to sale
based on both investor (FNMA, FMCC, Private
investor) and state guidelines.
• CR Title, Title search for ownership, judgments, all liens, request any required documents and notify of any issues or deterrents, facilitate signing of documents, follow timelines, issue title insurance once cleared.
• Team lead on auditing for late charge waivers and worked cases opened on the borrowers account for situations that require further billing research.
• Inbound CSR provide details of loan agreements & deeds, explanation & review of escrow account, take payments, answer loan related question, provide amortization schedules, generate payoffs met KPI's AHT, adherence & quality.
REFERENCES
Denise Adams
ASCENSUS
Erika Gutierrez
Richo Americas Corporation
AJ Santa Cruz
3
JACQUELINE URIAS
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