Accounts Receivables, Sales Administration and Data Entry
Resume:
Lisa Morgan
Skilled in Billing, Payroll and Administration
Covington, GA 30016
**********@***.***
Work Experience
ACCOUNT RECEIVABLE SPECIALIST
SOUTHEAST CONNECTIONS, LLC - Conyers, GA
2017 to 2019
Administrate and create all billing for natural gas pipeline contractor in the state of Virginia. Work with area manager to oversee day to day transactions such as: accounts receivables, credits and pass thru’s. Promoted from payroll to account receivables.
Enter billing and data entry in WMIS and Contractor Portal - Southern Company direct billing software or manual templates
Track invoices and aging in Microsoft Dynamics SL 2015
Balance totals and update aging, calculate accruals on a monthly basis
Review and or revise daily production reports – labor and materials
Work with project managers to obtain invoice approvals to secure payments; collections
Enter payroll for field employees – ADP; track vacation requests and time out
FREIGHT BROKER/DISPATCHER/SALES
NORTH AMERICAN AUTO LOGISTICS LLC - Alpharetta, GA
2015 to 2017
Oversee the day-to-day logistics of a nationwide automobile transportation/parts provider. Established new and existing customers in a call center environment.
Main point of contact for employee and customer needs from inception to close. Oversee day to day
logistics of freights across the county to ensure timely and safely delivered customer orders.
Maintain a large portfolio for the sale of automotive logistics; from initial price quoting, to creating
clear customer recordings, order entry, invoicing current and past due accounts, and collecting on
those accounts
Act as the main point of contact for customer relations to effectively resolve customer disputes
Coordinate the dispatch of freights from state to state while focusing on the most cost effective
Route
Observe trends in the market and seize opportunities for customer or sales growth
HUMAN RESOURCES COORDINATOR
RIGHT AT HOME - Covington, GA
2014 to 2015
Coordinate and supported the human resources goals and proper staff coverage for in home care and agency director.
Managed day to day review, process and interview applications for CNA's and MA's for current in home cases and projected growth.
Promoted from administration to human resources.
Produce reports with current city to city coverage, certification updates and payroll reviews
Act as main point of contact for applicants, new hires, current and past employees and customers
Revise system of integration and training new employees
Track and maintain hourly rates and annual reviews.
Research and maintain corporate Right at Home franchises and government requirements for in
home care agencies
Utilized knowledge of DISC Personality Assessment for efficient customer to caregiver placement
Administration Asst: produce communications for marketing and employee’s, coordinate meeting planner, coordinate events, order supplies, maintain organized reception area and direct all communications: phone, mail, messages and visitors
Lisa Morgan
Skilled in Billing, Payroll and Administration
Covington, GA 30016
**********@***.***
INSTALL COORDINATOR
HENRY INC - Decatur, GA
2006 to 2013
Supported sales, production, and the manufacturing department in administration and installation for a national architectural signs and ornamental metals company.
Maintained and tracked specialized orders; from scheduling the initial meeting, pricing quotes, to
ordering labor and material; then coordinated the install and billing. Performed the day to day
office administration as well as dispatched and routed installers to various jobs. Supported HR in
ordering background checks, MVR reports and calculating time cards.
Managed job costs to ensure compliance with customer budgets through constant clear
communication with the sales team and the customer
Ensured customer needs were met while working on narrow deadlines
Created spreadsheets to assist with invoices, billings, and receivables
Generated daily reports to provide sales, production, and manufacturing with up to date information
on current/future projects
SALES/CUSTOMER SERVICE
NORTH AMERICAN AUTONET - Alpharetta, GA
2001 to 2006
Leading sales team member for a large automotive dealer. Independently managed a portfolio of sale accounts to meet daily, weekly, and monthly sales department goals while taking a customer first approach. Researched and pursued untouched markets to expand the company's portfolio and add valuable customers.
Communicated, negotiated, and closed deals consistently each month to meet goals
Coordinated the funding of transactions
Looked outside lead lists to find new accounts, resulting in numerous recognitions, such as sales
team member of the month awards
Effectively managed and resolved customer disputes
Produced 80-100 productive and meaningful calls each day during special call center sales projects
to meet and exceed goals
Produced quotes, contracts and daily sales documents
Education
Accounting & Administrative Assistant Study Program
Branell University - Norcross, GA
Certification
Sales and Marketing Coursework - Clemson University - Clemson, SC
DISC Personality Assessment, PeopleKeys Inc – Boardman, OH
Skills
WMIS (Software for AGL/Southern CO), ADP, Microsoft Dynamics SL 2015, Excel, Word, Power Point, QuickBooks
Payroll, Account Receivables, Administration, Sales Support, Customer Service and Collections, DISC Personality Assessment
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