Marla Birmingham
Hatboro
Summary
Experienced in a fast-paced office environment, honed organizational and multitasking skills. Demonstrated ability to effectively manage time and resources, maintaining high standard of accuracy. Eager to leverage these skills in new field, contribute to team success, and help achieve organizational goals.
Overview
29
29
years of professional experience
Work History
Family Service Counselor
Whitemarsh Memorial Park
09.2023 - Current
- Sell Pre-need and at-need cemetery arrangements
- Prospect and cultivate leads
- Work with Salesforce to follow up with families, update contact information, keep track of tasks, send emails, maintain notes, and upload quotes
- Educate families on funeral arrangements, burial, and cremation products
- Conduct cemetery tours
- Schedule appointments
- Customer service days where I answer the phones, do lot locations, take first calls, write up work orders, follow up with families when the work is complete, problem-solve, and handle all inquiries
- Responsible for meeting with at-need families to go over arrangements for the funeral service, complete the paperwork that is required, lead the funeral precession, and attend the funeral
- Perform file reviews
- Secure referrals to grow our client base
- Collaborate with teammates to improve productivity, team-building skills, sales techniques, and strategies
- I use Workday, Microsoft Outlook, Word, Salesforce, Webex and scan documents on the copier
Office Administration
Marriage and Family Resource Center
05.2021 - 09.2023
- Company Overview: Remote
- Contacted insurance companies regarding billing disputes
- Scheduled patient appointments
- Conducted patient intake
- Verified insurance
- Sent invoices, collected, and posted copays from patients
- Filled out patient forms and drafted professional letters and reports
- Acted as the liaison between the doctor, attorneys, and insurance companies
- Remote
Paralegal
Catherine Cardozo Esquire
01.2020 - 05.2021
- Drafted legal documents such as divorce complaints, custody modifications, petitions, interrogatories, etc
- Scheduled appointments and conducted intake
- General office duties including mailings, copying, and scanning
- Responsible for collections and making recommendations for a payment plan
- Completed deposition summaries
- Maintained client files and researched missing information
- Answered phones and coordinated information between other attorneys and court personnel
Accounts Receivable
Huntingdon Valley Country Club
06.2014 - 04.2019
- Handled all aspects of member billing confidentially and professionally
- Prepared all member statements, ran month-end reports, and pulled over P.O.S
- Activity for the day
- Prepared check requests for outside services so accounts payable could remit payment
- Researched and investigated all calls and issued credits when necessary
- Posted and applied payments for club members, banquet, catering, and reciprocal clubs
- Allocated where payments were to be applied, posted the payments to the correct accounts, and deposited the money through the remote deposit system with the bank
- Assisted the Controller and CFO in resolving problems and collaborated as a team
- Excel and Jonas software systems were used daily
Law Clerk
Catherine Cardozo Esquire
10.2012 - 12.2014
- Responsible for collections, evaluating clients’ needs, and responsible for making recommendations for a payment plan
- Completed deposition summaries
- Maintained client files and researched missing information
- Answered phones, set up appointments, and coordinated information between other attorneys and court personnel
Part-Time Receptionist
Huntingdon Valley Country Club
07.2013 - 06.2014
- Answered phones, made dining reservations, and transferred calls to appropriate departments
- Greeted members and guests
- Created and printed daily events sheets
- Prepared and applied postage to bulk mailings using a postage machine
- Assisted other departments when needed
Customer Service Representative
CEI Group
09.1997 - 08.2002
- Obtained information from the customer and documented their accident report
- Coordinated scheduling of the towing of vehicles and made arrangements for rental cars
- Worked directly with body shops ensuring prompt repairs of vehicles
- Participated in the call center
Accounts Payable/Receivable
CEI Group
09.1995 - 08.1997
- Worked in a high-pressure billing department where I handled their largest account
- Prepared invoices and ensured that all paperwork was accounted for
- Answered all billing-related questions from clients, shops, and vendors
- Made deposits and reconciled invoices with payments
Education
Forgiveness Life Coach Certificate, Goal Success Life Coach Certificate, Happiness Life Coach Certificate, Life Purpose Coach Certificate -
Transformation Academy
10.2021
Bachelor’s Degree - Labor Studies
Rutgers University
New Brunswick, NJ06.1993
Associate degree - Business Administration
Bucks County Community College
Newtown, PA01.1991
Skills
- Individual counseling
- Client communication
- Professionalism and etiquette
- Teamwork and collaboration
- Customer service
- Accounts receivable procedures
Timeline
Family Service Counselor
Whitemarsh Memorial Park
09.2023 - Current
Office Administration
Marriage and Family Resource Center
05.2021 - 09.2023
Paralegal
Catherine Cardozo Esquire
01.2020 - 05.2021
Accounts Receivable
Huntingdon Valley Country Club
06.2014 - 04.2019
Part-Time Receptionist
Huntingdon Valley Country Club
07.2013 - 06.2014
Law Clerk
Catherine Cardozo Esquire
10.2012 - 12.2014
Customer Service Representative
CEI Group
09.1997 - 08.2002
Accounts Payable/Receivable
CEI Group
09.1995 - 08.1997
Bachelor’s Degree - Labor Studies
Rutgers University
Associate degree - Business Administration
Bucks County Community College
Forgiveness Life Coach Certificate, Goal Success Life Coach Certificate, Happiness Life Coach Certificate, Life Purpose Coach Certificate -
Transformation Academy
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