Billing Specialist Data Entry

Lucy Montgomery

*************@*****.***

Weatherford, TX, 702-***-****

linkedin.com/in/lucymontgomery76088

Billing Specialist

Professional, experienced, and serving as a Billing Specialist, including leadership. Over 20+ years of leadership experience in billing/billing resolution, administration, recruiting, interviewing, testing assessments, and onboarding for multiple positions. Experience with social networks. Proven ability to communicate with professionals offering my assistance and suggestions. High attention to detail and ability to work with integrity, professionalism, and confidentiality. Experienced in data entry and data processing, as well as auditing invoices. Experience with several payroll platforms. Excellent communicator with demonstrated ability to build rapport, manage resources, and unite teams by translating complex matters into easy-to-understand terms. Ability to prioritize tasks. Exceptional rapport and ability to identify obstacles in the skills development of subordinates. Strong ability to quickly gather, digest, and apply information to varied business situations to develop positive results and a professional work ethic supporting the company's culture, including values-based, by encouraging employee engagement.

Areas of Expertise:

• Excellent Human Relations skills

• Data Entry

• Bill of Lading

• Freight Tracking

• Maintain customer accounts

• Administrative tasks

• Professional and Strong work ethic

• Problem-solving

• Committed to the company’s Mission, Values, and Principles

• Resource Management

• Experience managing a large staff of associates

• Talent management & acquisition, onboarding new employees, and exit interviews

• Executive leadership

• Certainty in handling confidential information with discretion and professionalism

• Performance Appraisal, disciplinary matters, disputes, and investigations

• Committed to Quality Improvement Process

• Time Management skills

• Compensation, weekly payroll processing, leave of absence, vacations, PTO, FMLA, and STD

• Attention to detail & time management

• Superb communication skills

• Training & Compliance

• Superb organizational skills

• Outstanding verbal and written communication

• Research and regulations

• Payroll entry and verification (ADP, Kronos, Workday)

• Benefit Administration and enrollment

• Remarkable Customer Service Mindset, including conduct, ethics, and values.

• Active listening and strong communication skills to meet the needs of customers or team members

• Teamwork & ability to work individually

• Exceptional communication between various departments and service centers

• Serving leader

• Upselling products

Accomplishments:

Planned activities, onsite events, wellness participation, and company gatherings.

Recruited, hired, and trained over 100 billing trainees. Mentored and provided feedback to help them become Billing Specialists. Retraining employees based on training compliance.

Stepped into managerial responsibilities during an extended absence of the Manager, overseeing invoice approvals, coordinating building maintenance, and managing relationships with external vendors to ensure seamless operations.

Mentoring teams by coaching, encouraging, and offering suggestions and ideas to increase their production levels, allowing them to receive pay increases.

Resolved formal and informal disputes, avoiding costly litigation with unemployment claims. Conducted exit interviews and tracked trending reasons for leaving.

Quality Achievement Award for developing, documenting, and deploying streamlined billing processes that doubled efficiency and accuracy across the company, utilizing best practices.

Career Experience:

Customer Service Specialist, Farmer’s Market, Weatherford, TX April 2025 – current

Assisting customers in selecting plants, produce, and other items we sell, and providing personalized recommendations based on their needs, preferences, and growing conditions. Educating customers on proper plant care and maintenance to ensure successful growth. Managing inventory by organizing and replenishing merchandise to maintain a visually appealing display. Maintaining a clean, welcoming market environment by ensuring workspaces, shelves, and plant areas remain tidy and well-kept. Providing excellent customer service to create a positive shopping experience. Upselling merchandise, including plants, fruits, vegetables, and pottery. Also, handing out samples of fruits and vegetables, which increases sales. Handling of cash and credit cards.

Leasing Agent, Storage Bright, Springtown, TX January 2023 – December 2023

Leasing storage units to customers, maintaining good rapport with tenants from initial phone calls to completing the lease agreement. Managed numerous phone calls and demonstrated effective communication skills with tenants. Following up on past due accounts, ensuring the tenant felt valued, and following strict government regulations in auctioning units.

Responsible for nine storage locations

Excellent customer service and phone etiquette

Heavy data entry, including personal and credit card information.

Following up on past-due accounts.

Following up with prospective leads,

Excellent rapport with current tenants at all locations

Following up on work orders and the cleanliness of facilities

Billing Supervisor, Southeastern Freight Lines, NV Jan 2019- Nov 2022

Impact financial operations in the concurrent role of billing supervisor. Ensured accuracy of bills of lading and billing statements, updated shipper and consignee accounts, worked with terminal staff, demonstrated strong customer service skills across all states, guided team members on billing processes, and conducted quarterly quality meetings to ensure ongoing accuracy, compliance, and teamwork. Processed driver’s paperwork, investigated errors, processed bills of ladings, imports and exports, and CODs. Daily and monthly reports.

Responsible for a team of ten billing specialists, monthly meetings, quarterly pay adjustments by utilizing Workday, providing ongoing mentoring, supervision, and coaching to improve quality, suggesting strategic initiatives to focus on, productivity, and quarterly performance appraisals. Following up each month on topics discussed from the previous month, suggesting new ideas, and listening to the team's suggestions

Counsel the team, encourage teamwork, and offer redirection and recognition when appropriate

Fast-paced, deadline-oriented environment

Weekly payroll, timecard approval, scheduling vacation, and personal time through Workday

Conduct re-training on key billing functions with individual Billing Specialists on probation

Maintain accurate records of customer billing requirements

Maintain various production and quality reports, daily, weekly, and monthly

Data entry and auditing of complex bills of lading

Human Resources Supervisor, Southeastern Freight Lines, NV Nov 2007- Dec 2018

Lead human resource operations, supporting team members company-wide. Manage full employee lifecycle, including recruitment, interviews, hiring, onboarding, training, development, and separation. Oversee benefits, workers’ compensation, FMLA, unemployment, timecards, weekly payroll, and quarterly pay adjustments through management systems. Responsible for record-keeping of employees’ personnel files.

Transformed hiring processes, redesigning postings, maximizing online job sites, and connecting with college job boards to bolster recruitment efforts and build a robust pipeline of highly qualified candidates

Owned the talent acquisition and onboarding process for the entire company, coordinating pre-hire screenings, managing documentation, coordinating with IT for account services, delivering multi-week onboarding and training, and providing coaching until full transition to new roles

Conducted all new hire orientation

Improved company culture by writing and distributing a quarterly newsletter featuring wellness tips, employee highlights, and more. Planned employee relations activities, including company picnics, quarterly dinners, and wellness activities

Ensure quality and compliance, conduct record and process audits, and implement corrective actions

Boosted productivity and revitalized underperforming team members within three months by analyzing performance to uncover gaps, implementing 1:1 coaching, and conducting training reviews to strengthen capabilities

Responsible for annual benefit administration, providing materials, orientations, summary plan descriptions upon open enrollment, workman’s compensation, and FMLA tracking. High level of confidentiality

Coordinate daily benefits processing

Expense reconciliation and accounts payable

Oversee maintenance of employee files, update employee payroll records

Processed unemployment claims and handled appeals.

Providing exit documents upon employee resignation

Audit & Training Supervisor: Onboarding New Hires, Southeastern Freight Lines, NV Nov 2007-Dec 2018

Conducted recruitment, interviewing, and testing to select qualified applicants for the billing trainee position. Trained and administered follow-up with each Billing Trainee to ensure as many trainees met the qualifications of a Billing Specialist within 90 days

Conducted numerous three-week training classes for Billing Trainees

Provided 1 on 1 training when Billing Trainees were struggling and provided problem-solving suggestions

Motivated Billing Trainees by designing and implementing incentives and establishing realistic individual goals based on performance indicators. Provided daily communication

Worked closely with the auditing team, promoting teamwork, providing guidance, and ensuring equitable disbursement of workload

Experience With:

Computer proficiency in Microsoft Office and advanced systems (Excel, Word), Microsoft 360, ADP payroll system, Kronos, Citrix platform, Jira, Workday, Google Suites, employee pay changes, vacation, personal time, and benefits. Mac proficient, CallRail, and Hummingbird software.

Education

Associate of Applied Science in Business and Medical

Grossmont College, El Cajon, CA

People Are Our Business – Human Relations Leadership Development Seminar

Southeastern Freight Lines, Henderson, NV

Business Relations and Employee Relations Certificate

Soaring Eagles, Henderson, NV

Quality Achiever Award

Southeastern Freight Lines, Henderson, NV

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