Lori Morgan
Dixon,Ca
Summary
Dynamic and detail-oriented professional with a proven track record in operational management and client relations, adept at ensuring seamless daily operations while delivering exceptional campus services. Extensive experience as a Campus Operator has refined the ability to manage complex tasks efficiently. Experience as a Billing Analyst at Communication Resources highlights expertise in handling client inquiries and streamlining billing processes using systems such as Banner and Dafis. Strong analytical skills, meticulous record-keeping, and an unwavering commitment to excellence contribute to consistently outstanding outcomes. Recognized for effective communication, exceptional customer service, and maintaining a positive attitude in fast-paced environments.
Overview
19
19
years of professional experience
Work History
Billing Analyst
Communication Resources, IT, UC Davis
11.1992 - 06.2011
- Analyzed billing discrepancies and resolved issues to ensure accurate invoicing.
- Collaborated with cross-functional teams to streamline billing processes and improve efficiency.
- Managed customer account reconciliations, ensuring timely payment processing and reducing outstanding balances.
- Trained junior analysts on best practices for billing analysis and data management techniques.
- Assisted in the implementation of new billing software platforms, contributing to seamless transitions while minimizing downtime or user errors during adoption periods.
- Determined key areas prime for process improvements.
- Anticipated potential conflicts by proactively reviewing contracts for special billing requirements or provisions outside standard practices.
- Improved billing accuracy by conducting thorough audits and identifying discrepancies in invoice data.
- Identified, researched, and resolved billing variances to maintain system accuracy and currency.
- Computer generated Campus monthly statements to accounting and assisted with related requests for information and clarification. Banner and Dafis..
- Developed and maintained comprehensive documentation for billing procedures and policies.
- Maintained strict confidentiality with all personal data as per company guidelines.
- Enhanced customer satisfaction with timely and accurate billing information, resolving disputes promptly and professionally.
- Managed client relationships effectively, addressing concerns promptly and professionally to ensure continued business partnerships.
- Conducted monthly pre-billing review and data quality analysis to verify complete accuracy of invoices delivered to accounting.
- Functioned as key point of contact for billing data integrity matters for vendors and various internal departments.
- Kept tabs on customer contracts outside typical billing schedule.
- Researched and resolved billing discrepancies to enable accurate billing.
- Worked with multiple departments to check proper billing information.
- Generated monthly billing and posting reports for management review
- Responded to customer inquiries with patience and positivity to establish excellent first impression.
- Participated in professional development opportunities to continuously improve skills relevant to the position's requirements.
- Kept records of calls placed and charges incurred.
Campus Operator
Communication Resources, IT, UC Davis
05.1992 - 11.1992
- Full time answered all incoming calls (Heavy Call Center experience) to campus for question answering, directing callers to correct person or department. QA data for campus directory. Served as the voice for Campus Departments answering service when closed.
- Utilized available technology platforms efficiently to enhance operations within the Campus Operator role daily functions.
- Assisted students, faculty, and visitors with accurate information on campus services and events
- Directed incoming calls to appropriate personnel, reducing wait times and improving overall satisfaction levels.
- Enhanced campus communication by efficiently operating a multi-line phone system.
- Maintained up-to-date knowledge of campus resources to better serve the community
- Directed incoming calls to internal personnel and departments,
Skills
- Support for operational processes
- Strong verbal and written communication
- Telecommunications expertise
- Professional phone communication
- Administrative support
- Billing process administration
- Strong attention to detail
- Effective verbal communication
- Customer service assistance
- Deadline-oriented results focus
- Efficient billing management
Timeline
Billing Analyst
Communication Resources, IT, UC Davis
11.1992 - 06.2011
Campus Operator
Communication Resources, IT, UC Davis
05.1992 - 11.1992