Margarita Lopez
Tucson
Summary
Accounts Receivable Specialist with extensive experience in managing collections and billing processes. Demonstrates strong customer service and communication skills to resolve inquiries effectively. Proven track record in developing training materials that enhance team performance and operational efficiency.
Overview
18
18
years of professional experience
Work History
Portal Associate
JF Petro Group
Tolleson
05.2024 - Current
- Executed daily data entry for all sales portal accounts, ensuring accuracy and timely updates.
- Tracked consolidated sales accounts, processed billing post-shipment, and summarized billing information for clarity.
- Cultivated strong customer relationships through attentive and friendly service, enhancing customer satisfaction.
- Developed training materials for onboarding new team members effectively.
- Addressed invoicing errors by communicating with sales representatives to ensure accurate submissions.
Credit & Collections
JF Petro Group
Tolleson
10.2017 - 05.2024
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews
- Made decisions and recommendations about extending lines of credit
- Reviewed customer files on a regular basis to make sure receivables were in sound condition
- Reduced overdue accounts through effective reconciliation of customer billings and statements
- Temporarily suspended accounts with overdue payments to mitigate credit risk
- Secured necessary financial documents from customers to assess creditworthiness
- Processed payments and applied to customer balances
- Supervised accounts receivables clerks, team of three
Billing Coordinator
ANS Distributing, LLC
Tolleson
08.2014 - 10.2017
- Processed over 500 invoices daily
- Established invoicing procedures with accounting staff and contracts department to enhance billing operations
- Sent invoices via mail, fax, email or online means
- Submitted invoices through third party billing
- Streamlined account management for major customers by consolidating special accounts
- Corrected any pricing or sales tax errors
- Responded to inbound inquiries regarding accounts and payments
- Communicated with vendors and customers to vendors and customers to discuss and resolve account needs
- Disbursed petty cash by recording entries and verifying documentation
Accounts Payable Specialist
ANS Distributing, LLC
Tucson
08.2008 - 08.2014
- Processed invoices and journal entries accurately, minimizing discrepancies
- Generated and submitted invoices based upon established accounts receivable schedules and terms
- Submitted invoices promptly to secure terms discount
- Contacted vendors and customers to verify information and resolve client issues
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable
- Entered numerical figures into the accounting system for accurate record-keeping. using 10-key calculator to compute data quickly
Education
GED -
Las Artes Youth Art Program
Tucson Associate of Applied Science - Accounting
Maricopa Community Colleges - Rio Salado Community College
Tempe, AZSkills
- Credit
- Credit checks
- Credit reports
- Credit report retrieval
- Collections
- Account reconciliation
- Payment processing
- Data entry
- AP/AR management
- Audit coordination
- Closing processes
- Onboarding coordination
- Customer relationship management
- Performance tracking
- Team collaboration
- Problem solving
- Adaptability
Timeline
Portal Associate
JF Petro Group
05.2024 - Current
Credit & Collections
JF Petro Group
10.2017 - 05.2024
Billing Coordinator
ANS Distributing, LLC
08.2014 - 10.2017
Accounts Payable Specialist
ANS Distributing, LLC
08.2008 - 08.2014
GED -
Las Artes Youth Art Program
Associate of Applied Science - Accounting
Maricopa Community Colleges - Rio Salado Community College