ASHLEY LEMOS
Santa Ana
Summary
Detail-oriented and highly organized Accounts Receivable Specialist with excellent experience in managing invoice processing, payment collections, and account reconciliation. Proven track record of improving cash flow, and maintaining positive client relationships. Proficient in systems such as QuickBooks and Excel. Adept at identifying discrepancies and implementing process improvements to optimize receivables management.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Executive Assistant/Accounts Receivable
The Retention Group
06.2024 - Current
- Responsible for overseeing daily operations and administrative support to ensure smooth functioning of the office
- Manage office operations, including answering phones, responding to emails, and greeting visitors
- Coordinate administrative tasks, including invoicing, billing, and bookkeeping using QuickBooks
- Managed executive calendars, scheduled meetings, and coordinated travel arrangements to ensure seamless operations.
- Manage over 300 customer accounts, processing $100,00k+ in monthly revenue
- Streamlined office operations by implementing effective systems and procedures for improved efficiency.
- Implemented automated reminders, improving collection efficiency by 25%.
Office Administrator/Social Media Management
The House Heroes
02.2022 - 06.2024
- Directed daily operations and administrative support to optimize office efficiency.
- Oversaw office operations, including phone management, email correspondence, and visitor reception.
- Streamlined administrative operations by coordinating invoicing, billing, and bookkeeping tasks using QuickBooks.
- Formulated and upheld office policies and procedures to ensure alignment with organizational goals and standards.
- Oversaw management and posting of engaging social media content across all platforms.
- Executed follow-up communications with clients to secure outstanding documentation.
- Executed general office duties, including filing, faxing, photocopying, and scanning documents.
Customer Service Agent
Loan Simple, Inc.
08.2020 - 02.2022
- Responsible for providing excellent service to customers by handling mortgage related inquiries and resolving issues in a timely and professional manner
- Managed appointment setting and calendar maintenance for myself and other executives
- Followed up with clients for any missing documentation and to further gain rapport
- Called 100-400 Incoming marketing warm leads a day, providing information, and leading them to a loan application
- Performed general office duties, including filing, faxing, photocopying, and scanning documents.
- Coordinated office operations, including ordering supplies and managing office equipment.
Education
BACHELOR'S DEGREE - PSYCHOLOGY
California State University
Fullerton05.2018
ASSOCIATE'S DEGREE - PSYCHOLOGY
Fullerton College
05.2016
Skills
- Prioritizing
- Invoice and Billing Management
- Writing
- Proofreading
- Editing
- Social Media Management
- Excel
- PowerPoint
- MS Word
- Sales Force
- Excellent Decision Making
- Calmness
- Attention to Detail
- Executive support
- Administrative support
- Office management
- Strong problem solver
- Customer Service-oriented
- Invoice processing
- Phone etiquette
- Social media management
Certification
NMLS, 1950223
Personal Information
Title: Accounts Receivable Specialist
Timeline
Executive Assistant/Accounts Receivable
The Retention Group
06.2024 - Current
Office Administrator/Social Media Management
The House Heroes
02.2022 - 06.2024
Customer Service Agent
Loan Simple, Inc.
08.2020 - 02.2022
BACHELOR'S DEGREE - PSYCHOLOGY
California State University
ASSOCIATE'S DEGREE - PSYCHOLOGY
Fullerton College