See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Rachel Andrex is a skilled administrative professional with experience in switchboard operations, receptionist duties, and strategic financial planning. She has worked in various roles, including billing specialist, receptionist, and financial advisor, and has a strong educational background in political science and general studies.

Experience

    • Billing Specialist
      • Aug 2019 - Feb 2021

      • Reviewed waste manifests. Approved line-item charges on each manifest for billing.• Completed monthly customer reports on waste volume.• Generated and reviewed monthly invoices. Prepared and mailed all invoices for assigned customers. • Answered customer phone calls and emails regarding bill...

    • Billing Specialist
      • Apr 2019 - Jul 2019

      • Reviewed waste manifests. Approved line-item charges on each manifest for billing.• Completed monthly customer reports on waste volume.• Generated and reviewed monthly invoices. Prepared and mailed all invoices for assigned customers. • Answered customer phone calls and emails regarding bill...

    • Receptionist and Accounts Payable
      • Dec 2017 - May 2019

      • Answered and directed incoming phone calls. Warmly and professionally greeted visitors. Received and distributed incoming mail. Generated shipping labels for outbound UPS and FedEx packages. • Received and processed invoices using QuickBooks and Fishbowl. • Assisted the purchasing departme...

    • Legal Processor - Loss Mitigation and Mediation Team
      • Sep 2016 - Jul 2017

      • Answered incoming department phone calls. • Recognized patters in a rapid paced work environment. Quickly identified non-standard circumstance and evaluated for potential issues. Critically analyzed complex and atypical files as necessary to address uncommon questions. Followed up as necessary. • Received borrower’s disputers of debt and requests for payoff and reinstatement information. Requested payoff and reinstatement figures needed from clients to prepare quotes to borrowers. Prepared outbound payoff quotes and reinstatement quotes. • Received reinstatement and payoff funds. Confirmed funds received were for full and correct amounts needed. Forwarded funds to clients.• Provided detailed file level fees and cost analysis upon request. • Worked within client systems processing time sensitive instructions including holds, sale postponements, and close/bill instructions. • Received information regarding bankruptcy filings. Ran and evaluate pacer reports. Prepared and filed suggestions of bankruptcy with the court. • Provided detailed analysis and training examples of company fee structure.• Processed borrower requests for mediation and evaluated timeline requirements. • Compile pre-mediation filings per company policy, client directive, and legal requirements. • Assist other departments as requested.

    • Billing Team Lea
      • Jan 2013 - Sep 2016

      • Supervised the staff of the billing department. Provided training in all aspects of the billing process. Distributed the billing workload to billing processors in a manner which is equitable and effective. Monitored performance and addressed issues. Scheduled billing processors and approved requests for time-off. • Maintained a record of client’s billing policies and procedures. Instituted and upheld company policies and procedures. Developed training materials based on company policies. • Addressed client inquiries daily on submitted invoices. Responded quickly and effectively to procure payment. Tracked client feedback on invoicing and noted patters which may require a change in billing policies and procedures. • Ran reports from the case management system for unbilled charges. Noted patters and addressed problems to minimize appearance of charges on unbilled reports. • Completed daily discrepancy analysis on invoices created. Track and address any issues with billing processor’s invoice submission.

    • Receptionist
      • Nov 2010 - Jul 2012

      • Aptly follow complex office protocol & procedures. • Train & manage junior receptionists.• Receive print log & deliver incoming referrals. • Receive sort and deliver all incoming mail.• Receive log & deliver incoming faxes & overnight packages. • Escort process servers to...

    • Registered Representative
      • Jul 2010 - Nov 2010

      • Schedule and keep face-to-face meetings with clients and prospects. • Develop custom tailored financial strategy as suitable and appropriate for each individual. • Accurately convey investment advice while staying within industry parameters on acceptable communication methods and disclosure r...

Education

  • 2006 - 2009
    University of Maryland Baltimore County
  • 2004 - 2008
    Frederick Community College

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles