Customer Service Management

EDWIN NAZAIRE

*** **** *** **** ( Manalapan NJ **726 ( 732-***-**** (

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

PROFESSIONAL EXPERIENCE

AT&T

October 2007- October 2009

Middletown, NJ

Credit Analyst

. Responsible for Billing Production and Operations Management

. Support special projects as it pertains to revenue initiatives and/or

associated collections activity

. Customer setup, table maintenance, rates/factors and pre-bill mail out

validation

. Usage management and UMIU/drop records cleanup

. Responsible for all areas of credit and collections with more then 1,000

accounts

. Business to Business Collections and Billing Inquiry/Dispute

Management/Settlements

. Examine journal vouchers, general ledgers reconciliation's, and numerous

analyses including P&L variance aging

. Financial reporting, reserves/contra-revenue calculations and sub-ledger

management

. Support AT&Ts internal Broadband/Media-One revenue sharing transfer in

select markets

. Support all aspects of billing output, dispute management and collections

for associated invoice cycles and encompass 1,2500 BANs monthly

AMERIPRISE FINANCIAL

October 2005- October 2007

Red Bank, NJ

Financial Advisor

. Assisted clients in portfolio diversification and retirement planning

. Created business plans and monitor status to increase revenue from

targeted market

. Presented new products and services to clients in a professional manner

while emphasizing benefits and features

. Closed sales based on my recommendations

. Sought out new customers by prospecting, opened new accounts and

cultivated leads into actual business

. Discussed financial planning, products and services with clients, and

performed transactions

. Maintained and serviced a client base while monitoring business results

MERRILL LYNCH

September 2003-October 2005

Toms River, NJ

Financial Advisor

. Discussed clients' life goals and objectives and leveraged the power of

Merrill Lynch to develop effective financial plans

. Maintained open communication across diverse teams to provide a broad

range of services to clients

. Participated in training and development throughout career to continually

improve ability to provide the best advice and service for clients

. Developed exceptional client advisory services in the investment process,

balance sheet management, estate planning, and other competencies to

serve a broader range of clientele

. Met and exceeded individual objectives that helped meet and beat branch

goals

. Researched and analyzed client portfolios

. Analyzed the risk and credit worthiness for possible new accounts

. Interfaced with the sales departments to provide value added information

for the accomplishment of their business goals

. Devised a regular customer contact schedule, set deadlines for statement

and invoice receipts delivery, and investigated archived invoices to

settle long-term customer credit disputes

. Generated monthly close of client's financial statements

. Analyzed and maintain all independent accounts on a 6 month basis to

identify trends and possible risk and assigned appropriate credit limits

EQUISERVE

April 2001-August 2003

Jersey City, NJ

Account Manager - Stock Options and Employee Stock Purchase Plans

. Increased client satisfaction and company revenue by providing

specialized reports.

. Developed and implemented new procedures that allowed different

departments to communicate more fluidly

. Worked with the marketing team to acquire new clients such as

Overstock.com and The Clorox Company

. Liaison between clients/EquiServe departments/vendors in carrying out job

responsibilities

. Maintained regular schedule of pro-active client contact and visitation

to ensure long term retention and enhance and strengthen the

EquiServe/Client relationship

. Ensured that all services/products are delivered in a timely,

professional and high quality manner

. Interpreted business processes and identified control points to ensure

Sarbanes-Oxley compliance

. Oversee and managed A/P, A/R and Credit Dept's

. Collaborated with VP to update the general ledgers and journal entries

submissions

. Followed up and answered all financial questions and e-mails

. Reviewed weekly time reports and submitted to payroll

. Investigated all customer charge backs

. Developed new finance procedures for PO's, A/P, A/R and Credit

. Assisted in month end closing reports

. Set up and reviewed all new vendor credit requests through Experian

UBS PAINEWEBBER

February 2000- April 2001

Secaucus, NJ

Stock Plan Administrator

. Performed client account reconciliation and maintenance of client

databases

. Responsible for importing and exporting of client databases

. Transferred optionee information to clients in a timely manner

. Assisted in the implementation of innovative business development

programs

. Analyzed daily and weekly financial reports

. Tracked Sales Allowances

HOFFMANN-LA ROCHE INC.

January

1999 -February 2000

Nutley, NJ

Order Support Specialist

. Responsible for providing customer service support on various products

. Effectively and efficiently handled customer transactions

. Consistently followed up on commitments on a timely basis and

appropriately identified and escalated unresolved issues

. Maintained effective working knowledge of collection processes

. Provided routine customer service billing support including, but not

limited to: Handling collection issues, pro-rates, issuing credits,

handling changes of service, and confirming delivery appointments

. Participated in the analysis, development, debugging, modification, and

enhancement of forms and reports of Order management, Purchase order and

Inventory in Oracle Application

. Consistently and accurately documented to databases as required

LICENSES

Life and Health Insurance Producer

EDUCATION

Kean University, New Jersey

Bachelor of Science in Marketing and Management, 1999

Avtech Institute of Technology, New Jersey

Cisco Certified Network Associate and Project Management

COMPUTER SKILLS/SOFTWARE

HTML, Cisco Routers, Ethernet Switches, Oracle E-Business Suite (EBS),

TCP/IP, Cabling, LAN/WAN design and troubleshooting, Equity Edge 2.3, RUMBA

6.0, EOWin 3.71, MS Word 2007, MS Excel 2007, MS Access, MS Project,

Windows XP, SAP 3.1H, PeopleSoft 8

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