Jomary Velazquez
Philadelphia
Summary
Billing professional with 8 years of experience in invoicing, account reconciliation, and financial reporting. Skilled in managing high‑volume billing, resolving client discrepancies, and ensuring compliance with company policies. Proficient in QuickBooks, Excel (v‑lookups, pivot tables, formulas), and Microsoft Office. Bilingual in English and Spanish, with strong communication and organizational skills. Recognized for time management, accuracy, and the ability to learn quickly with minimal training.
Overview
11
11
years of professional experience
Work History
BILLING COORDINATOR → BILLING SUPERVISOR
GREEN AND SPIEGEL U.S, LLC
06.2022 - Current
- External Client Communication: Document all correspondence (calls, emails, memos) with external clients; send monthly reporting and reminder statements; act as account manager for large corporate clients; identify and resolve invoicing issues and discrepancies promptly to ensure client satisfaction; maintain documentation of collection efforts; provide timely updates on collection activity via weekly A/R reports.
- Internal Client Communication: Hold regular training sessions and update meetings with legal staff on billing procedures to ensure adherence to policies; maintain ongoing communication with staff to resolve complaints/concerns; coordinate with Canadian Finance team to resolve issues and address concerns; promote awareness of collecting outstanding monies.
- Accounting Support: Ensure adherence to Accounts Receivable procedures; liaise with Canadian accounting department to finalize monthly payroll and banking records; process HR-related and sensitive vendor invoices; monitor credit card accounts and pay balances; oversee banking system alerts and approve outgoing payments.
- Supervisory Duties: Supervise a team of 2–3 billing coordinators; act as back-up during peak periods; assign and monitor billing tasks to promote efficiency within the team.
- Authorization & Security: Full access to billing systems, reporting dashboards, and client account histories; assist in configuring billing templates and automation tools; authorized to approve payment/invoicing adjustments and resolve disputes up to $15,000 (above requires Managing Partner approval).
BILLING AYALYST
INDEPENDENCE BLUE CROSS (AMERIHEALTH ADMINISTRATORS)
09.2018 - 06.2022
- Responsible for performing the invoicing, reconciling and maintenance of self funded customer accounts
- Perform Self-Funded Billing Account Maintenance, Invoicing, and Cash Application as directed by the Supervisor
- Participate in continuous process improvements efforts
- Prepare ACH request forms for automated payment customers
- Responsible for ensuring the assigned portfolio of customer accounts are maintained and reconciled on a weekly and monthly basis
- Responsible for reconciling claims data to billing totals, and billing totals to accounting (general ledger)
- Responsible for cash application at the invoice level for assigned customer accounts
- Document specific customer issues (over/under payments, setup issues, etc.)
- Escalate setup and billing issues to appropriate levels of management
- Coordinate with Corporate Accounting on resolution of general ledger posting errors
WORKFORCE ADVISOR/CASE MANGER
PA CAREERLINK NORTH
12.2015 - 09.2018
- Served as a case manager for assigned participants and assisted them in becoming job search ready and job ready through the amelioration of personal challenges, including needed supportive services such as childcare, transportation, work clothing and counseling. Developed individualized job search plans for each participant and provided follow up services regarding employment, retention and termination and maintained the integrity of all customer information.
- Key Accomplishments:
- Provided excellent, prompt and supportive customer service to participants through maintaining a working knowledge of state and program regulations.
- Contributed to accomplishing center-wide program specific performance metrics and success indicators.
TELEPHONE SERVICE REPRESENTATIVE
BODEK & RHODES
09.2014 - 12.2015
- Performed order/quote taking and processing from customers by telephone. Utilized effective cross selling and up-selling techniques to achieve personal/company goals.
- Key Accomplishments:
- Effectively handled customer service issues such as returns, issuing credits, and processing replacement orders while delivering high quality service.
- Demonstrated accuracy in processing supporting sales documents, orders or requests, and in providing price quotes, products and other information to customers.
Education
Bachelor of Arts - Business Administration
Eastern University
05.2016
Associates - Accounting
Eastern University
12.2013
Skills
- Excellent Communication Skills
- Strong Organizations Skills
- Data Entry
- Great time Management
- Detail Oriented
- Microsoft Office, Excel, Power Point
- Multitasking and organization
- Attention to detail
- Audit procedures
- Collections
- Invoicing expertise
- Billing systems and software
Languages
Spanish
Professional Working
Timeline
BILLING COORDINATOR → BILLING SUPERVISOR
GREEN AND SPIEGEL U.S, LLC
06.2022 - Current
BILLING AYALYST
INDEPENDENCE BLUE CROSS (AMERIHEALTH ADMINISTRATORS)
09.2018 - 06.2022
WORKFORCE ADVISOR/CASE MANGER
PA CAREERLINK NORTH
12.2015 - 09.2018
TELEPHONE SERVICE REPRESENTATIVE
BODEK & RHODES
09.2014 - 12.2015
Associates - Accounting
Eastern University
Bachelor of Arts - Business Administration
Eastern University