Marisa Rodriguez
Glendale
Summary
Sharp Accounts Receivable Specialist with extensive experience in accounting, auditing, and cash management. Expert in accurately and efficiently executing time-sensitive processing and reporting of regulatory-compliant financial documentation. Adept team leader and employee trainer with outstanding communication abilities. Successful in aligning cross-functional objectives to facilitate productivity and ensure on-time project completion.
Overview
9
9
years of professional experience
Work History
AR Specialist
Hensley Beverage Company
Phoenix
04.2024 - Current
- Followed up on past due accounts to ensure timely collection of funds.
- Reconciling accounts for accurate financial records, generating invoices
- Researched discrepancies between customer payments and open invoices.
- Collaborated with sales team to resolve billing issues promptly.
- Assisted in preparing reports for account aging analysis regularly.
Sales Service Merchandiser
Hensley Beverage Company
Phoenix
12.2023 - 04.2024
- Stock and rotate cold shelf/cooler with products from display inventory
- Fill shelves and displays with products in a manner that is organized and neat
- Refill/rebuild backstock, shelves and displays; prefill and build displays for weekly ad set-up
Lead Teller Supervisor
America first credit union
Tempe
11.2022 - 12.2023
- Answer questions, resolve more complex problems and oversee balancing
- Make judgements for tellers, within limits of authority, pertaining to cashing and/or accepting checks or drafts
- Assists in providing leadership to personnel through effective objective setting, delegation, and communication.
- Assists in conducting meetings to inform and train.
- Prepares closing documents necessary for booking and funding new loan business
- Responsible for receiving, reviewing and processing applications for loans
Secretary/ Receptionist
Caliber Towing
Phoenix
11.2021 - 08.2022
- Processed invoices and managed billing inquiries efficiently.
- Maintained organized records of incoming and outgoing communications.
- Assisted in processing payments and handling customer inquiries effectively.
- Handled incoming calls and provided exceptional customer service to clients.
Collections specialist
Discover
Phoenix
05.2020 - 05.2021
- Recorded and updated customer personal accounts with accurate contact information.
- Took inbound and outbound calls
- Assisted customers with credit card solutions and/or payments
- Communicated effectively with clients to negotiate payment arrangements.
- Accommodated to customers needs
Independent insurance agent
World financial group
Phoenix
07.2019 - 08.2020
- Conducted telephone appointments with prospective clients to build rapport and sell insurance services.
- Prepared documents such as applications, endorsements, renewals, cancellations, or other forms required by law or company procedures.
- Provided customers with information regarding plan features, pricing, and availability.
- Advised clients on suitable insurance products and coverage options.
- Conducted policy reviews to ensure compliance with current regulations.
- Developed customized insurance plans based on client assessments.
- Delivered presentations to educate clients about insurance benefits.
Lead teller
Wells Fargo
Phoenix
07.2017 - 07.2019
- Support customer engagement by processing and sharing digital solutions
- Interact with customers to build relationships to provide best customer service
- Complete transactional and operational tasks efficiently to minimize risk and follow policy and procedure
Education
HIGH SCHOOL DIPLOMA -
Apollo High School
Phoenix, AZSkills
- Customer care services
- Customer service leadership
- Accountability
- Adaptability
- Bilingual (Spanish, English)
- Effective communication
- Attention to detail
- Client communication
- Research and due diligence
Timeline
AR Specialist
Hensley Beverage Company
04.2024 - Current
Sales Service Merchandiser
Hensley Beverage Company
12.2023 - 04.2024
Lead Teller Supervisor
America first credit union
11.2022 - 12.2023
Secretary/ Receptionist
Caliber Towing
11.2021 - 08.2022
Collections specialist
Discover
05.2020 - 05.2021
Independent insurance agent
World financial group
07.2019 - 08.2020
Lead teller
Wells Fargo
07.2017 - 07.2019
HIGH SCHOOL DIPLOMA -
Apollo High School