Accounts Receivable Clerk - Peak One Administration - Post Falls, Idaho
(2023-01 - 2026-08)
- Confirmed that clients are set up with Peak One to retrieve invoices, see accounts, and balances and make payments
- Sent WCC disbursement emails weekly
- Assisted senior accountant with scanning COBRA mail and sending outstanding checks
- Emailed COBRA statements and reconciled COBRA Carrier statements upon receipt
- Reviewed and approved billing adjustments
- Managed and handled customer service issues related to billing over the phone and email
- Processed incoming checks from sales invoices through check scanner and processed bank deposited into QuickBooks and Great Plains
- Updated working spreadsheets for collection calls and emails on client accounts
- Collected payments from clients and supported collection efforts by analyzing client account activity
- Verified fees, and contact information for client renewals for billing purposes, signed off on client renewal sheets
- Produced and sent invoices to clients
- Updated employee IDS and COBRA data entry
- Reconciled company balance sheet accounts monthly
- Sent QuickBooks links and invoices to clients monthly
- Informed clients of our new accounting systems and collected contact information in summer 2023
- 2160 COBRA premium reconciliation project
- Processed incoming ACH payments
Seasonal Welcome Center Front Desk Agent - Sea Pines Resort LLC - Hilton Head Island, South Carolina
(2022-06 - 2022-09)
- Registered and checked guests in. Explained resort amenities to guests and answered questions.
- Settled guest charges, collected payments and checked them out.
- Completed inventory of guests supplies.
- Made Wi-fi cars, registration cards, stuffed and checked guests' packages.
- Communicated guest's issues to pool companies, maintenance, or housekeeping.
- Documented significant issues into computer for maintenance, property manager, housekeeping, front desk managers and front desk staff.
- Communicated with housekeeping, owners' services, and maintenance to make guest's stays satisfying.
Instructional Assistant, 7th Grade - John F. Kennedy Middle School - Redwood City, California
(2021-09 - 2021-10)
- In class tutor for a special education student who suffered from Pediatric Stroke.
- Assisted the teacher with other students.
Seasonal Administrative Assistant - Sensiba San Filippo, LLP - San Mateo, California
(2020-01 - 2020-03)
- Assembled tax returns and reviewed for document and meta-data accuracy.
- Completed accounting data entry.
- Updated client billing and documentation/appointments.
- Edited and corrected client database. Organized over 30 client folders.
- Sent and distributed mail.
- Maintained office and kitchen supplies.
- Scanned and prepared documents to send to clients.
- Used Microsoft Office and Excel spreadsheets, and used Adobe to converted documents to PDFs.
Seasonal Retail Sales Associate - Macy's - Stanford, California
(2017-09 - 2017-12)
- Assisted customers with selection of size or brand of clothing.
- Processed customer transactions at the register. Completed end-of-day cash reconciliation.
- Ordered clothes for customer home shipment and assisted customers on the phone.
- Resolved customer complaints and concerns.
