Customer Service Sales

Stacy Meier

**** **** **., *** ******, TX ***** . 469-***-****

********@*****.***

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Summary

Collection Analyst with over 10 years of administrative experience. Areas

of expertise include conflict resolution, negotiation, and credit risk

assessment. Proven ability to handle difficult customer interactions with

tact and diplomacy, meet collection department goals and objectives.

Detailed oriented with strong problem-solving skills, professional

communication, interpersonal and teamwork skills.

PROFESSIONAL EXPERIENCE

SENIOR STRATEGIES TAX ADVISOR, Carrollton, Texas September

2007 - Present

Administrative Assistant Supervisor,

. Process insurance and investment applications

. Scheduled client appointments

. Maintain all client profiles on Microsoft Excel.

. Generated accounting reports and expense reports

. Executed general office skills

. Prepared all necessary information for the processing of individuals

taxes

. Produce PowerPoint slide presentations regarding the companies marketing

and advertising

. Effectively and completely handle all customer/broker inquiries

. Managed the team's calendar, meetings, travel arrangements, and

phone

. Supervised, trained and evaluated employees

. Performed all A/P and A/R duties

CADBURY SCHWEPPES, Plano, Texas October 2000- August

2007

Customer Service representative for National Accounts March 2004-

August 2007

. Prepare account analysis to identify problematic accounts and provide

suggestions for or resolve resolution

. Advise supervisor/manager of status of high level accounts and collection

activity of portfolio in which I

develop action plans to resolve the issues

. Perform account reconciliations and generation of manual and web

invoicing

. Communicate with various business units including Field Sales, Marketing

Funds, AP, American IT and Cash

applications in order to optimize and resolve outstanding issues and

customer disputes

. Identify and research open payments on accounts.

. Maintain extensive knowledge of the National accounts for Carbonated

Beverage Tea, and Fountain

. Assisted management with streamlining the Indirect and Direct possesses,

making department procedures more

accessible within a desktop manual

. Identify and research all open payments, misapplied payments, over pays,

deductions and short pays on accounts

. Maintained the highest level of customer service by exploring the

leadership imperative

. Ensured accuracy on order entry, miscellaneous billings, and returns

. Conducted routine customer call to inform customers of current and past

due items

. Process Sales order Reversals to customer accounts.

. Identify and research open payments on accounts.

. Collected payment for accounts receivable portfolio, exceeding target

each period

. Trained and mentored over 10 + new collections reps to ensure they are

comfortable and competent on their roles.

. Perform account reconciliations and generation of manual and web

invoicing

Senior Credit Analyst for Fountain Foodservice October

2000- March 2004

. Provided and performed complete A/R functions

. Performed extensive account reconciliation

. Extensive experience with dispute management

. Collected all payments for accounts receivable portfolio, exceeding

target each period

. Provided Management with updates on past due accounts with a solution on

how to collect it

. Pulled D & B reports to verify if a company was worthy of a credit limit,

granted credit terms and limits on new

accounts, credit extensions, and place credit holds, send accounts to

collections with agencies or attorneys

. Successfully carried out special projects as they were assigned in the

time frame set forth

. Trained new team members on system, and A/R policy and procedures

. Reviews orders prior to shipment, either approving or holding based

on account being current or not

. Pulled daily aging report

. Processed all request for Proof of deliveries

. Processed all open tickets for billing in a timely manner

. Researched, verified and processed all open credits

. Researched and applied unallocated cash

. Researched, verified and processed all valid deductions, over pays and

short pays

. Provided great customer service to my customers, field sales, management

and bottlers

. Maintained up to date documentation on all collection activities

. Researched and reconciled customer accounts on all past dues

. Achieved the lowest percentage of "uncollectibles" (accounts referred to

Legal Dept. or collection Agencies)

TRAVELERS INSURANCE, CO, Dallas, TX April 1996 - January

1998

Premium Audit Examiner/Processor

. Reviewed policyholder reports to insure that the proper premium has been

reported

. Provided extensive customer service

. Liaison between the insured and the agent

. Compiled all necessary information and typed vouchers after they were

properly updated

. Decided to add additional class codes to policy and or pay disputed

claims as necessary

. Key decision maker in deciding to add additional class codes to policy

and or pay disputed claims as necessary

. Reviewed and processed claims

PROFESSIONAL DEVELOPMENT AND EDUCATION

Attended Brookhaven Community College, Associates degree May 2009

Computer Proficient: SAP . Getpaid . Nads System . EDI . NT MS Office

(Word, Excel, PowerPoint, Lotus, Outlook, and MS Internet Explorer).

Peachtree 6.0 and higher . Six Sigma training White Belt Certified .

Diversity training . Customers talk C2C training . 10 Key by touch

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