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accounts receivable receptionist office clerk resume example with 13+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
  • :
Professional Summary

Highly organized Accounts Receivable Clerk with excellent written and verbal communication skills. Specializes in recording financial transactions with advanced Microsoft Dynamics Navision and Yardi proficiency. Quality focused and committed to approaching tasks with an attention to detail. Ability to multi-task and make well thought out decisions.

Skills
  • Yardi
  • Kronos
  • Microsoft Word
  • Microsoft Excel Spreadsheets
  • Microsoft Dynamics NAV
  • Organizational skills
  • Accounts Receivable
  • Payroll
  • Attention to detail
  • Financial Ledgers
  • Quick learner
  • Strong Leadership Skills
  • Employee Scheduling
  • Multi-tasking
  • Payment Coordination
  • Excellent customer service
  • Team player
  • Office Administration
  • Time Management
  • Accounts Payable
  • Employee training
  • Alphabetized Filing
  • Bank Reconciliation
  • Inventory
  • Retail sales
  • Merchandising
  • Past Due Account Management
  • Preparing Statements
Work History
Receptionist, Accounts Receivable, 07/2020 - Current
Tommy Bahama San Jose, CA,

• Answer 3 line phone, transfer phone calls, take messages or send to voicemail

• Date stamp and fill out business office invoices with proper GL codes, description and total

• Separate all payables into batches to be input into Yardi with proper date, GL code, description, total. Then attach corresponding invoices to each entry

• Assist with monthly invoice accruals and credit card reconciliation

• Assist with vendor set up, call vendors as needed for updated certificate of insurance, W9

• Greet all visitors and residents with a warm greeting and approachable demeanor

• Maintain an organized AP filing system

• Schedule resident visitation as well as hair salon appointments

• Order all office supplies, as requested

• Assist with front desk training

• Create welcome signs and greet all potential prospects of the community

• Respond to emails as needed

• Mail & email resident monthly billing. Fax appropriate invoices to long term insurance

• Assist with follow up calls for podiatry services and ensure residents arrive for appointments

• Assist visitors and residents with use of Accushield Kiosk sign in and out process

• Provide assistance to the Business Office Director

• Other duties, as assigned

  • Kept reception area clean and neat to give visitors positive first impression.
  • Wrote professional business documents, such as assisting with resident leases & rental increases
Accounts Receivable & Payable, Receptionist, 11/2014 - 07/2020
Kelly Container, Inc City, STATE,
  • Answer 7 line phone, transfer phone calls, take messages or send to voicemail
  • Provide financial information to ownership by researching and analyzing accounting data and customer file
  • Generated invoices in Microsoft Dynamics upon receipt of billing information and tracked collection progress
  • Represent the company in a professional manner & give excellent customer service to all potential clients and all vendors, etc
  • Sign for all incoming packages, as well as organize outgoing shipments
  • Create a weekly check deposit
  • Reconcile daily credit card receipt journals & apply all payments
  • Open all mail, separate all invoices from checks & date stamp
  • Maintain a neat A-Z filing system
  • Scan/ fax and send, respond to dozens of daily emails
  • Handle any requests for company W9, banking info, tax ID numbers, etc
  • Billing and collections via email, phone and mail, while logging all attempts to collect
  • Take credit card payments over the phone and deduct payments from customers balance
  • Maintain a detailed aged inventory report of all invoices and payments made
  • Organize payment schedules for past due customers
  • Create individual files for each rental and sale client and maintain all signed paperwork and important documents
  • Ordering of all weekly office and shop supplies
  • Daily use of Microsoft Dynamics NAV, Microsoft Word , Microsoft Excel, Trello
  • Collaborated with clients to address questions, obtain documentation and ensure accuracy of all accounts
  • Responsible for all vendor set-up paperwork
  • Overseeing weekly office tasks and following up on pending orders
  • Document any notes to client/ customer accounts
  • Maintain Trello updates to keep track of progress on open orders
  • Created plans with owner to remedy financial discrepancies and reconcile issues with accounts receivable records
  • Reviewed account documentation for over 1700 accounts and rectified issues
  • Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
  • Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Generated financial statements and reports detailing accounts receivable status
  • Entered vendor invoices requiring payment and disbursed amounts via check or advised ownership of needed bank transfers
  • Generated accounts payable reports for management review to aid in financial and business decision making.
  • Provided vendors payment status for invoices approaching NET30 payment terms
Operations Supervisor/ Key Carrier/Payroll , 09/2009 - 06/2017
Ocean State Jobbers, Inc. City, STATE,
  • Received five promotions while employed with the company and numerous Employee of the Month awards
  • Kept business operations moving smoothly by drafting sales reports, coordinating staff schedules and managing opening and closing procedures
  • Educated customers about product and service offerings, special deals and newly released offerings to help each person make informed choices
  • Manage office supplies, vendors, organization & upkeep, file paperwork.
  • Greet numerous visitors including, vendors, customers and interview candidates.
  • Organize new hire paperwork, assist in the onboarding process & the training of new associates & promotion processes.
  • Collection calls for any bounced checks. Handle any paperwork for local police department regarding any unsuccessful collections
  • Answer a 2-line phone, transfer phone calls & take messages as needed. Handle customer complaints & returns.
  • Reply to numerous incoming emails throughout the day, send outgoing emails, answer surveys that are due, scan paperwork, enter medical documentation.
  • Payroll for 30 hourly associates and edit any discrepancies in timecards while in the process of doing their weekly payroll.
  • Create a weekly schedule for all hourly associates
  • Hold keys to the building, open & or close the store as the manager on duty. I would have to supervise all associates, cash out all registers, reset office safe funds, set our store alarm.
  • Assist with unloading of pallets off trucks then break down merchandise, per department.
  • Handle money on a daily basis & protect all company assets.
  • Provide outstanding customer service
  • Microsoft word/ Microsoft excel
  • Oversaw employee scheduling, inventory replenishment and other daily functions to maintain smooth operational flow and address surprise issues head-on.
  • Maintained focus during busy times and delegated tasks to employees to keep business running smoothly
  • Collection calls for any bounced checks. Logged all attempts at collecting
  • Organized paperwork to file with local police department for any unsuccessful attempts at collecting bounced check fees & payments
  • Processed employee W-9 and I-9 forms and managed benefits and leave time.
  • Reviewed personnel records to determine names, rates of pay, occupations of new hires and changes in wage rates.
  • Updated employee files with new details such as changes in address or salary levels.
  • Maintained employee privacy and protected payroll operations by keeping all information confidential.
  • Adjusted employee tax status along with information regarding withholding.
Waitress/ Bartender, 04/2010 - 04/2011
Frankie’s Firehouse City, STATE,
  • Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
  • Maintained order efficiency and accuracy through clear communication with kitchen staff, earning numerous recommendations from satisfied customers.
  • Cleaned or coordinated cleaning of indoor dining spaces, placed trash in receptacles and replenished supplies.
  • Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
  • Monitored guests for intoxication and immediately reported concerns to management, contributing to safe and welcoming environments for all patrons.
  • Applied communication and problem-solving skills to resolve customer complaints and promote long-term loyalty.
  • Collected credit card, cash and gift certificate payments and dispensed change for cash transactions.
  • Greeted new customers, discussed specials, took drink orders and built immediate positive connections with guests.
  • Inspected dishes and utensils for cleanliness, sending back to be washed again when necessary.
  • Performed complete opening, closing and shift change duties to keep restaurant working efficiently and teams ready to meet customer needs.
  • Managed accurate register and produced daily sales reports backing up inventory usage numbers.
Cashier, 05/2007 - 09/2007
J’s Rainbow Seafood & Ice Cream City, STATE,
  • Processed POS transactions, including cash and credit purchases or refunds.
  • Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
  • Operated cash register for cash, check and credit card transactions with 100% accuracy.
  • Assisted customers by answering questions and fulfilling requests.
  • Checked bills with counterfeit pens and examined coins to spot and refuse foreign currency.
  • Cleaned equipment and tables to provide excellent cleanliness to our customers
Shift Supervisor/Sales Associate, 09/2005 - 12/2007
Dunkin Donuts City, STATE,
  • Evaluated employee skills and knowledge regularly, providing hands-on training and mentoring to individuals with lagging skills.
  • Responded to and resolved customer questions and concerns.
  • Worked with team members to improve performance
  • Handled money on a daily basis, including but not limited to setting cash registers, closing them out at the end of shifts and evenly distributing tip money
  • Responsible for protecting all company assets
  • Help assist in preparing food and ensure all customer orders are made correctly and to their satisfaction
  • Maintained a clean work environment
  • Delegated tasks, as needed
  • Responsible for scheduling bank runs for deposits
  • Oversee and supervise up to 6 team members during a shift
  • Helped store management meet standards of service and quality in daily operations.
Education
: , Expected in 2008
-
Woodsville High School - Woodsville, NH,
GPA:
Status -

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Resume Overview

School Attended

  • Woodsville High School

Job Titles Held:

  • Receptionist, Accounts Receivable
  • Accounts Receivable & Payable, Receptionist
  • Operations Supervisor/ Key Carrier/Payroll
  • Waitress/ Bartender
  • Cashier
  • Shift Supervisor/Sales Associate

Degrees

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