Call Center Accounts Receivable

GLORIA RODRIGUEZ

Phone Number: 561-***-**** Email: ********@*******.***

PROFILE

Hello there, I'm a result-driven professional with a talent of administrative operations, bookkeeping, and navigating CRM systems with ease. I thrive on resolving conflict and elevating customer experiences. With over 10 years of tax return experience, 5 years of bookkeeping alongside extensive in office management and call center experience, I bring a comprehensive skills set to every role. Recently, I earned certifications as an H&R Block tax preparer and QuickBooks Online ProAdvisor level 1& 2, showing my commitment to continued education and professional growth. I am adept at providing meticulous and accurate financial services to support small business growth, ensuring their financial health and helping them achieve their goals. EXPERIENCE

COORDINATOR / LOGISTICS & CLIENT SERVICES- BECTON DICKINSON — 11/2001 - 04/2023

• Entered and reconciled large volumes of financial and shipping data across multiple systems (SAP, Manhattan)

• Prepared and verified audit documentation to ensure compliance with accounting standards.

• Tracked orders, invoices, and billing issues; escalated discrepancies for resolution.

• Generated detailed reports supporting management reviews and vendor payments PROPERTY MANAGER — DTH MANAGEMENT - 10/2018 - 08/2021

• Managed accounts receivable by collecting rent, posting tenant payments, and reconciling balances.

• Prepared monthly financial and occupancy reports for ownership.

• Maintain accurate leasing contracts, and property records.

• Overall vendor invoices, payment, and expense tracking to stay within budget. OFFICE MANAGER/ TAX PREPARE - TAX ADVANTAGE — 01/2011 - 03/2017

• Prepared over 100 tax returns annually, ensuring compliance and maximizing deductions.

• Entered client financial data into QuickBooks and TaxAct for record keeping and reporting.

• Supported payroll services for small businesses, including wage calculations and tax withholdings.

• Maintained organized client files and financial records while ensuring confidentiality. CUSTOMER SERVICE REPRESENTATIVE- TELEPERFORMANCE — 2008 - 2009

• Handled billing inquiries and assisted with client account management.

• Educated customers on coverage and payment responsibilities.

• Maintain accurate account notes for financial tracking and compliance. FRAUD CUSTOMER SERVICE REPRESENTATIVE- CONVERGYS — 2006 - 2008

• Investigated and resolved, billing discrepancies and fraud/related financial issues.

• Documented adjustments, credit, and corrections into customer accounts.

• Supported service ticket tracking, and insured accurate reporting. EDUCATION

UNIVERSITY OF TEXAS AT BROWNSVILLE — CRIMINAL JUSTICE - 2009 -2010 QUICKBOOKS ONLINE PROADVISOR — LEVEL 1, 2 & PAYROLL QUICKBOOKS ONLINE - INTUIT BOOKKEEPING CERTIFICATION SKILLS

Accounts Payable & Accounts Receivable Bank Reconciliation Payroll Processing Support Expense Tracking & Budget Monitoring Tax Preparation Assistance Financial Reporting & Recordkeeping Quickbooks Online & Excel Scheduling & Calendar Management Data Entry & Database Management Bilingual: English & Spanish Tenant & Client Relations MS Office Suite (Excel, Word, Outlook, PP) SAP/Manhattan Systems Cloud Collaboration Tools ( Google Workspace, Zoom Teams)

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