Account Clerk Iii
Fresno, California, United States
Used e-Reports and Peoplesoft to create journals to disburse accounts receivable funds on a daily, weekly, and monthly basis to separate accounts.Used e-Reports and Peoplesoft to ensure that the payments received are recorded in the system.Provided support in the training of new employees to office policy.Provided customer service in a high-pressure, fast-paced environment via phone, face-to-face, and digital communication.Provided leadership for team-created improvements and collaborated with key stakeholders to provide trouble-shooting techniques and technical upgrades for the department.Integrated with key external stakeholders to achieve effective communication on time-sensitive taxpayer concerns.Operated key maintenance procedures on the database to ensure an accurate reflection of multi-million-dollar operations.Provided project coordination, research, and analysis to help ensure prospective operations software was properly vetted and aligned with key stakeholder requirements.Supervised daily, weekly, and monthly routine operations to certify that key quality metrics were met for incoming, outgoing, and anomaly transactions.Helped to create and transition the hard copy refund slip process into a fully digital process that allowed for read-only or read-and-edit permissions for those that required them.Created documentation and communication of key procedures and practices regarding critical department functions. Collaborated on updates and adjustments to procedures over time.Navigate multiple databases fluently in computer navigation and toggling while confidently and compassionately engaging with the caller to resolve inquiries in a timely, high-quality manner.
