Open to opportunities

Karla Morales

@karlamorales1

I coordinate accounts receivable, installations, reporting, and customer payments.

At NG Windows, I moved from call center and installation coordination into accounts receivable, where I record credit card, financing, and check payments in QuickBooks and Salesforce. I also create client statements and reports that help balance collections work across specialists.

I've coordinated installers and service technicians, scheduled sales meetings and installations, and built reports for operational tracking. My background also includes customer service and insurance support at Allstate, along with training in QuickBooks Enterprise and Foundations of Data Analytics.

Experience

Work history, roles, and key accomplishments

Current

Accounts Receivable

Current

NG Windows

Jan 2026 - Present (8 months)

Processed payments and recorded transactions in Quickbooks and Salesforce. Created reports to track orders and worked with sales and production teams to manage financing applications and final payments.

Quickbooks Salesforce Accounts Receivable Reporting Customer Service

Call Center and Installation Coordinator

NG Windows

Jan 2023 - Jan 2026 (3 years)

Scheduled sales meetings and coordinated installations with installers and service techs. Built reports to track ETAs and payouts, and handled service and installation calls.

Salesforce Scheduling Coordination Reporting Customer Service

Contracted Assistant Coordinator

Remote

Jan 2022 - Jan 2023 (1 year)

Worked on captions for videograms and moved files from Asana to client folders. Performed audits of client social media and compiled market research on marketing opportunities.

Asana Social Media Market Research Audit File Management

Administrative Intern

Joie de Vivre Counseling and Therapy

Jan 2021 - Jan 2022 (1 year)

Answered phone calls to set appointments and wrote weekly blog posts. Assisted the CEO with research and collected referrals using therapist search engines.

Customer Service Research Writing Referral Management

Senior Customer Service Representative

Allstate Insurance

Jan 2017 - Jan 2022 (5 years)

Processed payments, followed up on late payments, and updated remit reports. Managed customer policies, assisted with claims, and provided excellent service to customers.

Customer Service Payment Processing Policy Management Claims Sales

Education

Degrees, certifications, and relevant coursework

Georgia State University

Bachelor of Arts, Psychology and Sociology

Activities and societies: Tutored psychology students to improve their writing skills for research papers; member of Psi Chi, The International Honors Society for Psychology.

Earned a Bachelor of Arts in Psychology and Sociology from Georgia State University in 2017.