Joann Moreira Email & Phone Number

As an Accounts Receivable Manager since 2017, I oversee all aspects of the company's receivables process, from bank account reconciliation to invoicing. I serve as a crucial link between our agents and vendors, ensuring accurate billing and timely payments for projects ranging from $10,000 to $5 million. My responsibilities also include managing delinquent accounts and negotiating resolutions for outstanding debts. Additionally, I conduct audits on work licenses and registrations to uphold the company's compliance standards and ensure proper authorization for our operations.

Proficiently coordinated personal appointments and face-to-face meetings with clients across Florida, ensuring smooth scheduling and effective communication. Conducted thorough client consultations to gather essential information pertaining to personal injury, workers' compensation, and property damage cases. Skillfully facilitated the collection of client signatures for company retainers, adhering to legal and procedural requirements with precision and professionalism.

Professionally facilitated client appointments alongside paralegal support, ensuring efficient scheduling and seamless communication. Proficiently guided clients through the completion of legal forms, offering valuable assistance and expertise. Provided Spanish translation services for legal documents, enhancing accessibility and comprehension for diverse clientele. Diligently managed and organized case files to streamline workflows and maintain meticulous documentation. Offered comprehensive assistance to clients in accessing and completing necessary legal paperwork, fostering clarity and confidence throughout the process.

Juris Doctor Candidate, 2L

Women And Gender Studies Minor

Bachelor Of Arts - Ba, Political Science And Government