I worked as a remote customer service agent contracted out to a national bank that issued debit cards for unemployment benefits during COVID-19. My duties were to answer telephone calls and be able to navigate several different platforms to address customer concerns and questions about different types of product/service options, rules, and restrictions regarding the use of UE debit cards and be able to troubleshoot any problems clients were having with their cards. I also assisted customers with initial setup, change of address, balance inquiries, and technical issues.

Delivering pizzas to make ends meet.

Full scale accounts payable: Paid vendors by monitoring discount opportunities; verified federal id numbers; scheduled and prepared checks; resolved purchase order, contract, invoice, or payment discrepancies and documentation; insured credit is received for outstanding memos; issued stop-payments or purchase order amendments; verified subcontractor AIA requests for payment; recorded entry information into Master Builder software; charged expenses to accounts and cost centers by analyzing invoice/expense reports; liaison between subcontractor and project manager regarding payment conflicts, verified vendor accounts by reconciling monthly statements and related transactions; calculated and reported sales tax on taxable items for Virginia, Maryland, West Virginia and Washingon, D.C.; assisted with month end closing, as well as year end closing, responsible for document control; updated job knowledge by participating in educational opportunities, as well as, many other responsibilities. Human resources: processed insurance forms, liaison between employees and insurance companies, field employee questions and concern regarding health care.

Calling clients, resolving billing issues, sending updated bills, correcting addresses, tracking results.

Solely responsible for all accounts receivable, billing and collections. Review, edit, and verify daily invoicing/billing, as well as create retainer bills. Collection activities: daily phone calls to delinquent clients, dunning notices, statements, and research of delinquent accounts. Responsible for weekly analysis of collections received and progress report to president, as well as weekly reports to partners of the firm of collection balances related to their individual clients. Process daily cash receipts entailing properly applying cash receipt to correct account and invoice, daily deposit, daily accounts receivable report, and daily cash balance report for president and controller. Responsible for journal entries for cash receipts and cash disbursements, as well as keeping track of COBRA payments, personal Fed Ex reimbursements from employees, etc. Responsible for setting up new clients in to system; as well as keeping track of referral bonus spreadsheet for employees responsible for bringing new clients. Responsible for setting up new employees, and their security access of firm accounting software. Responsible for training of all new employees on “time entry” module, averaging ten new hires per month. Lastly, available at all times to partners and clients for constant questions and research requests, as well as gathering and organizing account receivable information for presentation to president and partners.