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Service Representative Accounts Receivable

Location:
Lincoln, CA, 95648
Posted:
December 02, 2016

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Resume:

Amanda S. Markell

**** ******** *****

Lincoln, CA 95648

916-***-****

acxqrb@r.postjobfree.com

Professional Experience

Syntrol, 2016- Present

Contract Underwriter

-Underwrite purchase agreements and other contract documents to ensure terms and conditions are satisfied.

-Assess the adequacy of internal controls used to ensure compliance standards are met, to mitigate contract risk, and to protect against fraud.

-Lead initiatives to improve communication with business partners and to improve internal procedures.

-Serve as subject matter expert for financing requirements of a large pool of business partners.

-Monitor status queues and take measures to bring contracts to closure.

-Perform a detailed analysis of various queues and present findings to management.

Accomplishments include developing a system of internal controls used to reduce input errors and fraud, developing a compliance program to ensure customers’ agreements are documented and recorded properly, and streamlining the review process for purchase agreements.

M3 Financial Management, 2015- 2016

Account Manager

-Manage client relationships and relationships with third-party vendors.

-Communicate with clients’ customer base concerning research inquiries.

-Manage accounts payable, accounts receivable, and payroll operations.

-Track financial information for financial reporting and analysis purposes.

Accomplishments include streamlining billing processes, improving accounts receivable turnover, improving communication between parties, and assisting with the migration clients’ internal systems to QuickBooks Online.

First Tech Federal Credit Union, 2012 - 2015

Loan Processor

-Perform analysis of credit applications and prepare lending documents for funding.

-Coordinate the disbursement of loan proceeds for a wide variety of products.

-Analyze collateral documentation to ensure legal requirements are met.

-Communicate with credit applicants throughout the lending process.

Accomplishments include introducing more efficient procedures for processing loan applications, improving communication between the various processing phases, and maintaining a high level of performance as shown through highly rated annual reviews and the assignment of training duties for new personnel.

The Golden 1 Credit Union, 2011 - 2012

Call Center Representative

-Provide both members and internal customers with outstanding service.

-Assist members with general banking needs and process basic financial transactions.

-Research and resolve member issues using a variety of resources.

-Advertise and promote financial products and services to members.

Accomplishments include further developing communication and customer services skills.

Sacramento Credit Union, 2008 - 2011

Loan Service Specialist/ Member Service Representative

-Oversee collection department activities.

-Compile data and prepare reports for management.

-Perform asset valuation and negotiate terms for satisfying delinquent accounts.

-Assist members with general banking needs and process basic financial transactions.

-Advertise and promote financial products and services to existing and potential members.

-Perform additional branch functions as necessary to forward the mission and goals of the credit union.

Accomplishments include streamlining internal reporting processes, and maintaining a high level of performance as shown through highly rated annual reviews.

Sacramento Credit Union, 2005 – 2008

Consumer Loan Processor

-Process applications for consumer and secondary real estate loans.

-Perform preliminary review of loan files to verify accuracy of loan documents.

-Work with branch staff to communicate loan status and arrange for loan signings.

-Establish new accounts and fund new loans.

-Train new team members.

Accomplishments include improving internal review processes, improving communication between lending and front-office personnel, and maintaining a high level of performance as shown through highly rated annual reviews and the assignment of training duties for new personnel.

Education

College of Career Training, 2003

Certificate of Completion for Physical Therapy Aide

Victory Christian School, 2002

High School Diploma

Other skills include:

-Knowledgeable of a wide array of operational areas in the fields of banking and finance.

-Experience with various banking software applications and ERP systems.

-Extensive experience reviewing various types of reports and analyzing data for various purposes.

-Excellent analytical, interpersonal, presentation, verbal and written communication skills.

-Ability to effectively manage time and complete multiple tasks with minimal guidance.



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