Jennifer Barkley

Escondido, CA ad0lij@r.postjobfree.com 760-***-****

Credit/ Accounts Receivable Specialist

Highly analytical credit specialist with a thorough knowledge of accounting, billing and collections systems, processes, and best practices.

Proactive accounts manager combining financial management skills with the ability to make sound decisions regarding the proper handling of customer accounts and assigning credit limits.

Experience credit specialist able to function by improving procedures and controls. Proven ability to determine root cause of issues and recommend viable improvements.

Skills

*Accounts Receivable *Billing & Collections *Invoice Statement. * Credit Analyst

*Bank Deposits *Transaction Processing *CustomCommunication

*Tech Skills: Advanced user of Oracle, Excel, Outlook, Word, ER, Sargent, and working knowledge of Great Plains, Donor Perfect, and Sage.

Professional Experience

Oak Grove Center February 2022 - Current

Accounting Technician

Managed Care accounts (Insurance, School District’s, and State and County)

Invoicing school district for both residential room, insurance companies, and county and state for Room and Board.

Invoicing school district for Residential Education

Processing credit card charges

Processing checks and cash application

Working knowledge of Donor Perfect and Sage

Robert Half October 2021- February 2022

Assigned to Rancho Santa Fe Association

Accounting Assistant/ Clerk

Work with Title companies to provide escrow documents related to properties for sale

Reviewing, reconciling and entering Reciprocal Billing/Charging

Create, Mail, and email Monthly Statements mailed/emailed by the 5th business day of the month

Reconcile and prepare aging reports – establish Past Due, Collections Letters, suspensions, etc.

Annual billing for member groups

Posts member payments by recording cash, checks, and credit card transactions

Posts revenues by verifying and entering transactions

Responsible for collecting and depositing miscellaneous deposits

Deposits (Members Accts.), from mail or “otherwise”

Talent Zonk. June 2021 – October 2021

Assigned to Hawthorne Cat covering while someone was on medical leave

Accounts Receivable/Cash Application

Processing invoices/receipts

Applies customer payments.

Researches and solves payment discrepancies.

Caliber Home Loans May 2020 – April 2021

Loss Mitigation Underwriter had to leave to care for ill family member

Reviews/analyzes loan files submitted for borrowers to ensure file meets loan program requirements.

Analyze loan application, credit profile/report(s), debt and assets, income/financial statements, loan values/loan-to-value ratios, appraisal reports, collateral and supporting documentation.

Identifies/calculates loan risk of loss.

Responsible for reviewing all loan applications for compliance with Caliber Funding's underwriting, investor.

Pirch October 2019 – March 2020

Accounts Receivable / Accounts Payable Laid off due to Covid

Handles customer accounts in their entirety, including following up via email and phone, as well as sending statements and late notices

Works closely with sales and service departments regarding the delivery of customer orders, payment arrangements, and collection efforts, including analyzing payment status, credit worthiness and terms

Prepares daily deposit and prepare cash reconciliation report

Ensures all preliminary lien notices and releases are being sent in a timely manner and that all open balances are supported with lien rights

Treasury management, including bank and credit card reconciliation

Fluid Components International January 2018 – October 2019

Accounts Receivable/ Senior Credit Specialist Left so I could learn A/P

Analyzing and granting credit by pulling credit reports, collection of trade references to analyze credit worthiness of customers.

Contacting customers in regards to past due invoices or pending order/s

Maintain effective and constructive working relationships with others both internally and externally so disputes can be done in a timely manner

Process and issue credit memo’s

Review all orders and set up new accounts with a credit limit in a timely manner

Upload invoices to customer’s portals

Various Temp Assignments July 2017 – December 2017

DJO Global September 2016- June 2017

Accounts Receivable/ Credit Specialist II The department moved to India

Assigned a territory to build relationships with customers in order to keep accounts within credit standards.

Review all orders on under 10k on credit hold in assigned territory to determine the financial risk of releasing the orders.

Review postings, adjustments, analyzing and reconciling accounts in assigned territory.

To collect, review, postings, adjustments, analyzing and reconciling more complex transactions to ensure data is accurate and current.

Responding to customer’s requests, inquires and resolving issues in a timely manner

National Pen/ Goldstar/ National Design May 2009 – September 2016

Accounts Receivable/ Credit specialist / Collections The department move to TN

Receive inbound and outbound collection calls on accounts to obtain payment investigate, and resolve disputes.

Perform research and account reconciliations where necessary to obtain resolution and payment(s) on account(s) to minimize bad debt write-offs and Days Sales Outstanding.

Review credit held accounts on new orders and advise the customer on required established terms to obtain and hold outstanding credit.

Record payments and maintain account receivable records

Process payments (checks, wires, credit card payments, etc.) and post the transactions into Oracle

Respond and complete Service Request inquiries for refunds, credits, charge backs and general questions from internal and external customers

National Design/ Goldstar/ Atlas Credit and Collections

Representatives were assigned accounts to build relationships with customers in order to maintain customers in good credit status.

Credit status included emailing invoices, credit memos, receiving payment information through phone, emails and faxes.

Reviewed and contacted credit held accounts and re-established credit terms.

Programs Used

I have worked on Jonas, Er, Sargent, Great Plain/ CRN, Syteline, Oracle, ATG (Oracle based sales platform,, GetPaid, Microsoft Office, Word, Excel, LSAMS, Quest, Fortraxs, Cold (OnDemand Client), Lotus Notes, CUBS, AS400 Terminal, and QuickBooks.

Education

Bachelor of Arts from National University, San Diego, CA

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