Lu Testman adxybl@r.postjobfree.com * 310-***-**** * Tampa, FL 33612

ADMINISTRATIVE * CUSTOMER SERVICE * CREDIT/BILLING * ACCOUNTING CLERK

SUMMARY

Seventeen years of Admin/Clerical, 13 years Customer Service and Accounting Clerk experience in various industries working in fast-past environments.

Strong written and verbal communication; Customer-focused.

Quick learner; Strong attention to detail; Work with a sense of urgency.

Self-motivated, multi-tasker, prioritize work effectively, work independently and with others.

SKILLS

Microsoft Office Word, Excel, Outlook, Internet, VLookup; REO Software, MS D365

Proficient: QuickBooks, Peachtree, Yardi, MS Dynamics, Greaat Plains, AIMS, ScanPro

Purchase Orders, E-Billing, Billing/Credit Invoicing, Collections, Deposits, SalesPad

Strong Data/Order Entry; Alpha: 13,638/Numeric: 13,329 ksph, Type: 60 wpm

EDUCATION

Computerized Accounting/Bookkeeping & CTEC Certified Tax Preparer, Graduate of ICDC College, Lawndale, CA

Completed 42 units in prerequisites and Respiratory Therapy, El Camino College, Torrance, CA

High School Graduate - Diploma

EXPERIENCE

Air Culinaire Worldwide: Accounting Clerk 03/2023 – 05/30/23

Pay invoices via the Coupa program for the U.S., UK, and France. Deposits.

Process credits and invoices the correct customers/vendors in Great Plains and MS D365 for the US., UK and Paris, France offices.

Chadwell Supply Co.: Credit Specialist 02/2023 – 02/2023

Set account credit limits and released supply orders, via SalesPad, for apartment management renovation.

Notified clients and their sales reps, via e-doc software and Outlook, when balances past over 91 days; provided statements and invoices as reminders for overdue payments. Placed accounts on hold, issued last-order and shipping-delay notices due to payment delays. CRM maintenance.

Obtained updated contact information via email and phone from sales reps and property managers to ensure shipment arrival and notification.

Cyprexx Services, LLC: Utilities Coordinator/Bill Processor 11/2012 – 02/2023

Analyze bills, confirm correct balance for processing via paper check or e-billing, determine root cause of billing issues for resolution.

Research deposit/overage and other credit refund checks and post them to its correct accounts.

Communicated with clients, utility companies and debt collection agencies resolving billing issues via in/outbound calls.

Research, obtain and process payoff liens for clients and provide proof of payment.

Recruited, coordinated and negotiated prices with vendors to maintain various properties. Analyzed the quality of their work via their picture submissions verses our client’s standards.

QC fellow employees’ work to verify the quality meets client’s standards.

Trained employees in bill processing.

Lu Testman (cont’d) adxybl@r.postjobfree.com*310-***-****

ADMINISTRATIVE-CLERICAL / BILLING-ACCOUNTING CLERK

Contract Positions: AP/AR Clerk/Admin-Clerical/Receptionist (cont’d) 11/2008 – 10/2012

Union Supply Co. Journal entered large volumes of AP Freight via MS Dynamics, AP invoices via Yardi, batched Purchase Orders with invoices and ran reports.

Processed AR invoices via QuickBooks and assisted balancing cash receipts.

Processed purchase orders, generated certified documents, invoices, packing slips, credit/rebills and RMA’s (Return Material Authorization) while supporting nine (9) Sales Reps at Honeywell.

Verified and maintained account status, proof of insurance, handled cash-receipt collections and payment on accounts.

Audited collateral packages for Kinecta FCU’s (Federal Credit Union).

Front-office reception at FINRA, greeted and directed guests, notified company personnel of visitor arrival, collaborated with building security via email and phone to maintained office security, calendared conference rooms via MS Outlook, utilized ScanPro to scan documents, and managed multiple phone-line (15) system screening and routing calls. Retrieved and distributed office mail, and processed outgoing mail via GSO, Fed-ex, UPS and USPS.

ING Advisors: Administrative Coordinator 10/2005 – 10/2007

Managed high volumes of in/outbound calls from Marketing Reps and Clearing House.

Researched problem checks to clear for deposit.

Processed 1st- and 3rd-party checks and domestic and international federal wires.

Assisted in processing ACH’s and IRA Distributions.

Opened IRA, Retail and Trust accounts for new and returning clients.

HEALTH NET (via ACT-1 Personnel): Data Processor 11/2004 – 5/2005

Data entered new accounts with a 98% error-free rate during open enrollment; cancelled, reinstated and group transferred insurance plans in a timely manner.

Created spreadsheets, generated invoices and organized files.

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