Latese Worthington

Hyattsville, MD *****

adxvpr@r.postjobfree.com

240-***-****

Work Experience

Sales Order Specialist

Brivo - Bethesda, MD

February 2020 to Present

• Order processing/entry, record keeping, respond to customer inquired.

• Provides administrative and logistical support to the sales team.

• Fix quote and contract submission errors and omissions - independently and/or in collaboration with sales reps or other process stakeholders.

• Coordinates customer and prospect meetings and events.

• Generates reports on sales targets, activity, and other related metrics.

• Trains and supports the sales team on systems, processes, and procedures.

• Provides Shipment Confirmation to Customers and ensures that orders are in ready condition and in correct status before each order status.

• Research and process Returns Materials Authorization (RMA) requests. Order Fulfillment Specialist

NetSuite

February 2017 to November 2019

MERCHANT LINK (ACCOUNTING/FINANCE)

• Work with Sales Order Entry team to ensure accuracy of required information prior to entering approved sales orders in NetSuite.

• Creates customer profile in NetSuite ensuring that all required fields are entered. Identify parent company relationship as entered in the CRM

• Track signed documents and related records for proper documentation

• Review sales order fulfillments for correctness and completeness in preparation for billing

• Collaborates with the hardware billing team. Investigates issues and offer recommendation for resolution

• Review shipments made by the operations team, and along with the shipping specialist assist with entering serial numbers and tracking numbers

• Assist with shipping when necessary, peak times or act as a backup when required

• Assist with periodic inventory counts and audits as needed

• Assist with customer lab unit sales order creation and billing setup.

• Work on special projects as required

PROACTIVE RESOLUTION SPECIALIST, MERCHANT LINK (CALL CENTER REP)

• Uncovered full credit card data for various merchants to follow up on lost credit card authorizations.

• Properly direct inbound calls in phone queues to improve call flow.

• Accurately diagnose and resolve over 70% of incoming calls.

• Address customer service inquires in a timely and accurate fashion.

• Act as a liaison and advocate on the behalf of customers with third-party vendors to ensure that their problems are resolved to their complete satisfaction.

• Provide preliminary funds research assistance for missing and duplicate batches and/or transactions.

• Assist clients by creating internal accounts in which the merchant is able to actively view live transactions.

• Work with upper management to ensure appropriate changes were made to improve customer satisfaction.

• Makes account adjustments along with pushing through batches.

• Train incoming staff members daily on PRS roles. Customer Support Representative, I4 Now Solutions Usda Contractor (call Center Rep)

SAUG

2015 to January 2017

• Daily management of inbound/outbound calls, with proficiency and in a professional and customer- centric manner.

• Handles distressed callers with care and respect.

• Ensures that communication with customers adapt to plan language principles.

• Perform fulfillment services on request received via USDA Field Offices, authorized client representatives or authorized retailers in the form of training materials.

• Collect customer feedback and made process changes to exceed customer satisfaction goals.

• Made reasonable procedure exceptions to accommodate unusual customer requests.

• Demonstrated mastery of customer service call script within specified time frames.

• Addressed customer service inquiries in a timely and accurate fashion.

• Ran reports and supplied data to fulfill customer report requirements.

• Built customer loyalty by placing follow-up calls for customers who reported product issues. American Medical Colleges (the Midtown Group Temp) VERIFICATION SPECIALIST, ASSOCIATION

May 2015 to August 2015

• Maintain thorough knowledge of AMCAS and FAP policies and procedures.

• Perform in-depth evaluation of applicant information contained in application against various types of supporting documentation.

• Maintain production schedules under rigorous deadlines.

• Research and resolves inquiries relating to verification process.

• Contact applicants and college/university registrars regarding interpretation of applicant information and undergraduate grading and credit systems.

• Maintain database of college/University institution information ensuring that accurate information is present at all times for the verification process.

• Perform quality assurance on scanned documents according to established quality assurance standards.

• Verified that information in the computer system was up-to-date and accurate.

• Eliminated outdated records by sending the records to be scanned.

• Complied statistical information for special reports.

• Verified and Logged in deadlines for responding to daily inquiries. Billing Coordinator

THOMSON REUTERS WESTLAW COURT EXPRESS

October 2012 to September 2014

• Manage current assigned system generated invoices daily for accurate revenue recognition and billing.

• Negotiate payment of pending debts.

• Ensured that clients were billed correctly for services offered.

• Support invoice preparation for external billing.

• Handled confidential issues professionally and discrete.

• Generated automated emails once billing was submitted on a monthly billing cycle.

• Managed assigned ACH billing files for accurate billing.

• Researched billing issues as they arise.

• Create and manage monthly invoices.

• Enter billing data into the billing systems along with various reports. Skills

• Microsoft Office proficiency

• Records Management

• Meticulous attention to detail

• Familiar with CRM programs

• Communication Skills

• Strong problem solver

• Strong communication skills

• Familiar with NetSuite/Crystals programs

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