Workforce Development & Recruiting Liaison (8 words)

WENDY SOLERA

Professional Summary

Seasoned Billing Specialist & Executive Assistant with extensive experience in processing invoices, preparing documentation, maintaining understanding of accounting practices, researching/resolving discrepancies, following SOP's, and managing special projects. Substantial experience in accommodating special needs, collaborating with cross-functional teams, managing cash payments/supplier reports, resolving customer issues, and completing project deliverables. Continually exceeds expectations by building strong relationships and works well with people at all levels of the organization including management, staff, and clients.

Skills

Processing Invoices & Preparing Documentation

Maintaining Understanding of Accounting Practices

Resolving Internal & External Customer Issues

Researching Discrepancies & Creating Resolutions

Managing Cash Payments & Supplier Reports

Collaborating with Cross-Functional Teams

PIC,ITranz,,WCA, Adobe, outlook

Meeting & Accommodating Special Needs

Demonstrating Awareness of Policies & Procedures

Reviewing Invoices & Following SOP's

Managing Projects & Completing Deliverables

Promoting Continuous Quality Monitoring

Excellent Verbal & Written Communication

Teams software

Technical Skills

Microsoft Office Suite, Encompass 360, E-Drawer, IRM Mortgage Program, QuickBooks, Salesforce

Work History

Relationship Manager

UTA United Tranz Actions — 03/2024- present

Actively establish and maintain positive relationships with existing clients by providing exceptional customer service, listening to their needs, and addressing concerns.

Manage client accounts and act as the key point of contact for the company.

Conduct in-depth market research and analysis to understand client needs, preferences, and industry trends.

Collaborate across departments including sales, marketing, and product development to ensure client satisfaction.

Generate new business and revenue opportunities through cross-selling and upselling.

Export/Import Logistics Coordinator 10/2021 to 02/2024

MBR Industries

Communicating with overseas agents to ensure proper pre-alerts/documentation according to company requirements.

Strategically receiving orders and container information from sources such as Sales, Shippers, and other agents.

Overseeing shipment information, ensuring bookings are made on time and in accordance with shipping instructions.

Efficiently processing applications, preparing documentation for suppliers, and researching discrepancies in invoices.

Implementing organizational, communication, and problem-solving skills to ensure goals/requirements are met.

Preparing import/export shipment documentation including Cargo Manifest, packing lists, and certificate of origin.

Resolving issues, maintaining thorough understanding of accounting processes, and matching reports to invoices.

Analyzing all information/data in an efficient manner to reduce complexity and implement actionable improvements.

Customer Service/Billing Specialist 06/2014 to 10/2021

Reladyne Corp, LLC

Answered over 80 calls per day, addressed customer inquiries, solved problems, and provided new product information.

Processed/oversaw orders over $50K and conducted bi-weekly walk-throughs with managers to discuss concerns.

Managed local and international deliveries and coordinated with freight forwarders to expedite international shipments.

Served as primary technical expert for assessing customer needs and recommended solutions to generate $2M in sales.

Researched discrepancies in invoices and coordinated with managers to ensure the proper treatment of each discrepancy.

Streamlined procedures, applied cash management strategies to meet deadlines, and ensured the accuracy of documents.

Oversaw large projects along with collaborating with cross-functional teams to establish organizational strategies.

Worked with all levels of management to ensure that appropriate processes/controls were established and documented

Executive Administrative Assistant 05/2006 to 04/2014

Bridgeview Mortgage Corporation

Processed HR benefit forms, deposited incoming cash, and aided the Vice President and 16 Loan Officers with tasks.

Strategically tracked insurance forms, input payment/usage data, and created ad-hoc reports for open/close leases.

Influenced high prioritization of initiatives, aligning experiences across channels and touchpoints to ensure best results.

Spearheaded the organization and ordering of office supplies and equipment to ensure company supply needs were met.

Performed a variety of clerical duties including filing, copying, organizing documentation, and reviewing all reports.

Efficiently composed and proofread business memos, letters, or reports to ensure error-free communication efforts.

Developed various spreadsheets to track, analyze, and report performance metrics for management teams to review.

Demonstrated the ability to work efficiently and accurately to ensure the flow of various organizational strategies.

Education

Queens Borough Community College – 1998

Associate degree, Business

Executive Administrative Assistant 05/2006 to 04/2014

Bridgeview Mortgage Corporation

Processed HR benefit forms, deposited incoming cash, and aided the Vice President and 16 Loan Officers with tasks.

Strategically tracked insurance forms, input payment/usage data, and created ad-hoc reports for open/close leases.

Influenced high prioritization of initiatives, aligning experiences across channels and touchpoints to ensure best results.

Spearheaded the organization and ordering of office supplies and equipment to ensure company supply needs were met.

Performed a variety of clerical duties including filing, copying, organizing documentation, and reviewing all reports.

Efficiently composed and proofread business memos, letters, or reports to ensure error-free communication efforts.

Developed various spreadsheets to track, analyze, and report performance metrics for management teams to review.

Demonstrated the ability to work efficiently and accurately to ensure the flow of various organizational strategies.

Education

Queens Borough Community College – 1998

Associate degree, Business

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