Senior Billing & Financial Operations Executive

DIANA ANDREA AGUIRRE

Maryland • 240-***-**** • *************@*******.***

SENIOR BILLING & FINANCIAL OPERATIONS PROFESSIONAL EXECUTIVE PROFILE

Senior Billing & Financial Operations Professional with more than 20 years of progressive experience across banking, mortgage lending, legal billing, client finance, accounts receivable, and revenue operations. Proven success managing complex billing operations, optimizing financial workflows, improving billing accuracy, and partnering with cross-functional teams to drive operational efficiency and financial performance. Recognized for quickly learning and leveraging new financial systems and technologies, streamlining billing workflows, improving data accuracy, and collaborating with finance teams, project stakeholders, attorneys, and clients to deliver efficient, high-quality billing operations in fast-paced, deadline-driven environments. CORE QUALIFICATIONS

Billing Operations

Financial Operations

Client Billing & Invoice Management

Revenue Operations

Financial Reconciliation (Accounts Receivable & Accounts Payable)

Billing Audits, Reconciliation & Compliance

Financial Reporting & Data Analysis

Electronic Billing Systems

Advanced Microsoft Excel

Cross-Functional Collaboration

Client Finance

Workflow & Process Improvement

TECHNOLOGY & BILLING PLATFORMS

Legal Billing Platforms

Elite 3E • Aderant • ProLaw • Legal Tracker • TyMetrix • Serengeti • LoanSphere • Black Knight • Tempo • iClear

• MyCase • Qualia • BillBlast

Financial & Business Systems

QuickBooks • SAP • Encompass • Salesforce

Microsoft Office

Excel (Advanced) • Outlook • Word • PowerPoint • SharePoint • Google Workspace AI Productivity Tools

ChatGPT • Microsoft Copilot

Languages

English (Fluent) • Spanish (Fluent)

Professional Experience

Billing Coordinator

RGH Law Firm (Remote) July 2025 – Present

Oversee the complete billing lifecycle for a practice group of approximately 50 attorneys, managing attorney time review, pre-bill preparation, invoice processing, electronic billing submissions, appeals, collections, and payment follow-up.

Review attorney time entries, reconcile billing data, generate pre-bills, coordinate attorney revisions and approvals, and process approximately 100–160 invoices per month while ensuring billing accuracy, financial integrity, compliance, and adherence to client-specific requirements.

Submit electronic invoices through Legal Tracker, TyMetrix, and Serengeti, ensuring compliance with outside counsel billing guidelines, client requirements, and submission deadlines while maximizing first-pass acceptance.

Investigate invoice rejections, prepare billing appeals, coordinate successful resubmissions, and collaborate with client Accounts Payable teams to resolve payment delays, billing discrepancies, and outstanding invoice approvals, supporting timely revenue recovery.

Improved billing operations by implementing a more effective process for monitoring billing deadlines and attorney time entries, enhancing invoice tracking and supporting more accurate, timely billing.

Serve as a primary resource for billing-related inquiries, providing guidance to attorneys and colleagues while collaborating across teams to resolve complex billing issues and strengthen overall billing workflow. Client Finance Associate

HKA Global LLC (Remote) November 2024 – July 2025

Managed the financial administration of approximately 100 active consulting projects across a portfolio of 10 Project Managers, overseeing project setup, billing compliance, pre-bill review, invoice processing, and financial reporting.

Created new matters in Elite 3E, assigning billing rates, Project Managers, and client-specific billing requirements in accordance with executed Engagement Letters, while generating and reviewing pre-bills to obtain Project Manager approvals prior to final invoicing.

Prepared and submitted client invoices through Legal Tracker, TyMetrix, and direct client submission methods, including government contract invoicing, ensuring compliance with contractual requirements, client billing guidelines, and submission deadlines.

Administered invoicing for CAT (Catastrophe) consulting engagements by validating consultant time, reconciling project financial data, resolving billing discrepancies, and ensuring accurate financial reporting.

Monitored Accounts Receivable, collaborated with client Accounts Payable teams regarding payment status, and supported timely collections by resolving billing discrepancies and payment issues.

Improved billing operations by identifying opportunities to enhance invoice tracking and payment monitoring processes, increasing visibility into billing activity, outstanding balances, and overall financial performance. Accounts Payable Specialist

Advantage Solutions (Remote) November 2022 – October 2024

Processed approximately 600 vendor invoices per month, ensuring timely and accurate payment processing while maintaining compliance with company policies and financial controls.

Verified purchase orders against vendor invoices, researching discrepancies and resolving mismatched documentation to maintain payment accuracy.

Utilized QuickBooks, Microsoft Excel, and internal accounting systems to process invoices, reconcile payment records, and maintain accurate financial documentation.

Partnered directly with vendors to investigate invoice discrepancies, resolve payment issues, and ensure timely resolution while supporting efficient Accounts Payable operations.

Improved payment tracking by developing and maintaining a personal invoice and purchase order tracking system, increasing visibility into outstanding items, streamlining workflow, and supporting accurate month-end financial operations.

Legal Billing Specialist

BWW Law Firm (Remote) July 2022 – September 2024

Oversaw a high-volume legal billing portfolio supporting approximately 20 attorneys across foreclosure and litigation matters, managing the complete billing lifecycle from attorney time review and pre-bill preparation through invoice submission, payment monitoring, collections, and revenue recovery.

Processed 500+ invoices per month, primarily through LEDES electronic billing, while ensuring compliance with client billing guidelines, outside counsel requirements, and lender-specific billing standards.

Administered electronic billing through Legal Tracker, Serengeti, LoanSphere, Tempo, and Black Knight, maintaining billing accuracy, resolving submission issues, and maximizing first-pass invoice acceptance.

Reviewed attorney time entries, supporting documentation, and PTA (Phase, Task, Activity) codes to ensure billing accuracy, appropriate task coding, and compliance with evolving client billing requirements prior to invoice submission.

Investigated invoice rejections, resolved billing discrepancies, coordinated fee approvals, prepared successful invoice resubmissions, and monitored Accounts Receivable activities to support timely collections and revenue recovery.

Developed strong working relationships with approximately 12 lender clients and their billing contacts, collaborating to resolve recurring billing issues, clarify submission requirements, improve invoice acceptance, and serve as a liaison between attorneys, finance personnel, and client representatives. Loan Processor

Paramount Residential Mortgage Group (PRMG) (Remote) July 2021 – November 2022

Managed a pipeline of approximately 75–85 residential mortgage loans per month, overseeing each file from application through closing while ensuring compliance with investor guidelines, regulatory requirements, and funding deadlines.

Processed Conventional, FHA, VA, USDA, and HUD loan products, reviewing documentation, clearing underwriting conditions, and ensuring complete, accurate loan files prior to final approval.

Collaborated daily with Loan Officers, Underwriters, Title Companies, Insurance Companies, borrowers, and lenders to obtain documentation, coordinate closing requirements, resolve outstanding conditions, and facilitate timely loan funding.

Served as the primary point of contact for borrowers, providing loan status updates, requesting documentation, and delivering responsive customer service throughout the mortgage process.

Maintained an average loan closing timeline of approximately four weeks or less by proactively monitoring loan milestones, coordinating with all parties, and minimizing processing delays.

Successfully guided complex loan files through closing by resolving documentation issues, verifying Desktop Underwriter (DU) findings, and ensuring compliance with investor, regulatory, and agency lending guidelines. Loan Processor

The Money Store (Remote) October 2020 – July 2021

Processed residential mortgage loans from application through closing, ensuring complete and accurate documentation while maintaining compliance with investor, regulatory, and underwriting requirements.

Collaborated daily with Loan Officers, Underwriters, Title Companies, Insurance Companies, borrowers, and lenders to satisfy underwriting conditions, obtain required documentation, and facilitate timely loan approvals and closings.

Reviewed loan documentation, performed Desktop Underwriter (DU) findings, and ensured compliance with FHA, VA, Conventional, and government lending guidelines prior to underwriting and final approval.

Obtained insurance verification, title documentation, payoff statements, and other required documentation to support timely loan funding and successful closings.

Managed multiple loan files simultaneously while maintaining accuracy, meeting production deadlines, and providing responsive communication to borrowers throughout the mortgage process. Legal Billing Specialist

Rosenberg & Associates, LLC February 2017 – October 2020

Managed the complete legal billing lifecycle for approximately 60 attorneys, overseeing attorney time review, pre- bill preparation, invoice generation, LEDES electronic billing, collections, and Accounts Receivable follow-up while processing approximately 300–600+ invoices per month.

Administered electronic billing through Legal Tracker, Serengeti, Elite, Aderant, LoanSphere, Tempo, Black Knight, iClear, and ProLaw, ensuring compliance with lender billing guidelines, outside counsel requirements, and client-specific billing standards.

Conducted a comprehensive firm-wide billing audit that identified systemic billing discrepancies and partnered directly with firm leadership to redesign billing workflows, establish standardized attorney billing procedures, and improve overall billing operations.

Developed firm-wide billing guidelines and standardized attorney billing practices, improving billing consistency, strengthening invoice tracking, and ensuring attorneys were accurately compensated for lender work.

Monitored Accounts Receivable, researched outstanding balances, resolved payment delays, partial payments, and invoice discrepancies, while building strong relationships with lender billing contacts to improve collaboration, streamline issue resolution, and increase invoice acceptance.

Identified recurring billing error patterns, implemented corrective measures, and significantly reduced invoice rejections by improving billing accuracy and compliance with lender-specific billing requirements.

Served as the firm's primary legal billing resource, providing guidance on attorney billing procedures, electronic billing platforms, and client requirements while training and cross-training team members on specialized litigation billing processes to ensure business continuity.

Loan Processor

BancStar Mortgage June 2016 – December 2016

Managed a pipeline of approximately 25–30 residential mortgage loans, overseeing each file from application through closing while ensuring compliance with lending requirements, investor guidelines, and closing timelines.

Processed FHA and Conventional mortgage loans, reviewing documentation, coordinating underwriting conditions, and ensuring complete, accurate loan files prior to final approval.

Collaborated with Loan Officers, borrowers, and Title Companies to obtain required documentation, resolve outstanding conditions, and facilitate timely loan closings.

Utilized Encompass to manage loan files, monitor processing milestones, maintain accurate documentation, and support compliance with investor and regulatory requirements.

Built a strong foundation in end-to-end mortgage processing by adapting to multiple lending guidelines, expanding prior banking experience into full-cycle loan administration and client relationship management. Senior Teller & Relationship Banker

BB&T (now Truist) April 2008 – June 2016

Supervised daily teller operations for a team of approximately six tellers, providing operational guidance, transaction oversight, coaching, and regulatory compliance to support efficient branch operations.

Managed high-volume cash operations by balancing the branch vault and teller cash drawers, maintaining accountability for $500,000–$1.5 million daily and contributing to branch cash operations exceeding $2 million on high-volume business days.

Prepared the branch for internal and corporate audits by maintaining accurate cash controls, operational documentation, and regulatory compliance, contributing to successful audit outcomes.

Trained and mentored newly hired tellers by developing step-by-step training guides and reference materials that improved onboarding consistency, operational efficiency, and employee development.

Delivered relationship-focused banking services by assisting customers with account maintenance, complex financial transactions, loan referrals, and banking solutions while resolving account discrepancies through collaboration with internal departments.

Recognized for exceptional attention to detail, operational accuracy, and leadership while progressing from Relationship Banker to Senior Teller with increasing operational and supervisory responsibilities. Relationship Banker

Provident Bank August 2007 – April 2008

Assisted approximately 60 customers daily, processing a wide range of personal banking transactions while delivering accurate, efficient, and customer-focused service in compliance with banking policies and procedures.

Processed cash transactions, deposits, withdrawals, cashier's checks, wire transfers, account maintenance, and new account services while consistently balancing cash drawers to a zero-dollar variance.

Supported both personal and commercial banking clients by processing financial transactions, assisting with loan applications, and utilizing internal banking systems to maintain accurate customer records and ensure regulatory compliance.

Strengthened foundational knowledge of retail banking operations, relationship banking, cash management, and financial services while developing strong customer service, operational accuracy, and financial transaction management skills.

Junior Bank Teller

Bank of America January 2005 – August 2007

Processed daily banking transactions, including cash deposits, withdrawals, check cashing, and account maintenance while ensuring accuracy, regulatory compliance, and adherence to banking policies and procedures.

Balanced cash drawers, reconciled daily transactions, and maintained strict accountability for cash handling, financial controls, and the safeguarding of sensitive customer information.

Assisted customers with routine account inquiries, financial transactions, and loan application referrals, delivering professional customer service while supporting efficient branch operations.

Successfully completed Bank of America's Associate Management and Fundamentals Training Program, establishing a strong foundation in banking operations, financial compliance, customer service, and cash management.

EDUCATION

Associate of Arts in Criminal Justice

Montgomery College

PROFESSIONAL DEVELOPMENT

SAP

Data Analytics

Audit & Due Diligence

Artificial Intelligence for Business Productivity

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