Account receivable specialist
Resume:
Champale Viverette
Milwaukee, WI *****
**********@*****.***
Work Experience
Account Receivable Specialist
BakeMark - Menomonee Falls, WI
May 2022 to Present
• Prepares customer checks for posting by sorting in customer number sequence and making photocopies.
• Posts daily cash deposits.
• Prepares calculator tapes on check deposit batches.
• Posts daily customers check payments into the NDS Accounts Receivable system.
• Reviews Bad Credit Report when instructed by the Accounts Receivable Supervisor.
• Issues Delivery Authorization numbers for delivery exceptions when needed.
• Provides customers and Sales Representatives with skipped invoice numbers and amounts.
• Accesses the on-line banking system and prints the daily bank NSF transaction information
• Posts NSF transactions, including NSF fees, into the NDS system. Refers daily NSF activity to the Senior Credit Analyst.
• Communicate effectively and positively to build rapport with customers and Sales Representatives.
• Reconcile research and respond to customer and Sales Representative questions in reference to payment discrepancies, invoice adjustments, deposit postings and terms of payment.
• Prepare written correspondence to customers regarding account status.
• Send invoice copies and proof of deliveries per customer’s request.
• Research and document customer account adjustments, including customer refunds, credit and debit memos and payment applications.
• Document and submit for approval small balances and bad debt adjustments.
• Maintain related files and records in accordance with company practices and regulatory requirement.
• Act as liaison for communications between Accounting, Sales Representatives, other departments, and our customers to provide customer information.
• Provide outside auditors with requested information related to Accounts Receivable and customer account balances.
• Perform other tasks as directed by the Accounts Receivable Supervisor or Senior Account Receivable Specialist
Brookdale Senior Living - Milwaukee, WI
March 2020 to April 2022
• providing customer service and account resolution to Brookdale customers and associates to ensure exceptional service is provided through timely resolution of customer account billing issues
• Researches and resolves billing errors, disputes, cash application, and other issues through regular customer account audits to provide customers and business partners with accurate billing information while maintaining a high level of customer satisfaction
• Resolves account inquiries and escalates unsettled discrepancies to provide timely resolution
• Assists in training associates on Accounts Receivable policies, procedures, and functionality available in company platforms
• Identifies potential customer account issues through review of daily, weekly, and monthly generated reports and queries
• Works to resolves issues timely
Loss Mitigation Specialist
Dovenmuehle Mortgage, Inc. - Milwaukee, WI
December 2017 to March 2020
• Manage cases of loss mitigation loan files within required timelines and protocols. Required to handle an intermediate volume of cases with the ability to identify more complex cases for escalation.
• Evaluate borrower application packages to determine financial circumstances, capacity, and ability to pay.
• Reconcile sources of income, tax returns, balance sheets/statements, and credit reports; evaluate property valuations and/or appraisals to determine beneficiary’s equity position and to ensure adequate collateral of security instrument is maintained. Review title searches for liens, real estate tax information, or other barriers and relay the required steps to the appropriate parties to resolve any issues.
• Negotiate terms with mortgagors, real estate brokers, attorneys, MI companies, government agencies, and clients.
• Complete modification/forbearance calculations for agreements or provide required information to appropriate parties.
• Ensure documentation is accurate prior to submission to appropriate departments in order for them to update Loan Servicing System with modified terms.
• Manage portfolio loans that include client-specific criteria in addition to, but not limited to, no document and full document loans, based on agency guidelines.
• Monitor loans for borrower payment and performance during trial period, forbearance plans, or repayment plan arrangements.
• Demonstrate strong knowledge and adherence to all laws, regulations, and organizational processes Customer Service Representative III
HSA Bank a Division of Webster Bank - Milwaukee, WI October 2014 to November 2017
To provide world-class customer service to our account holders through phone, chats, and e-mail correspondence. Make outbound calls per requests from account holders and employers regarding accounts and contributions. Meet/exceed individual service goals, and demonstrate operational excellence. Proven proficiency in all major skill sets. Demonstrate self motivation, flexibility, problem solving and decision making skills
Answer customers' questions regarding their Insurance deductibles, Insurance benefits, Health Savings Accounts, Health Reimbursement Accounts, Flexible Spending Accounts, Act as an advocate for the customer by submitting feedback through appropriate channels. Consistently meet/exceed all customer service standards.
Model behavior consistent with the Contact Center's customer service standards, policies and procedures.
Other duties as assigned by Supervisor/Manager.
Secretary
Jc Triplett Moving & Storage - Milwaukee, WI
September 2010 to August 2012
General Correspondence- Sending out notices, Responding to notices by mail, telephone, fax & emails Receive inbound telephone calls from clients
Data entry filing scanning
Preparing invoices
Make appointments
Account Receivable- Payroll, Time cards, & employee schedules Prepare contracts for customers benefits and 401k training employee
Skills
• Microsoft office (8 years), SAP (2 years)
• Accounts Receivable
• Financial management system (2 years)
• ServiceNow (2 years)
Assessments
Data entry: Attention to detail — Proficient
July 2022
Maintaining data integrity by detecting errors
Full results: Proficient
Basic attention to detail — Proficient
May 2021
Identifying differences in materials, following instructions, and detecting details among distracting information
Full results: Proficient
Indeed Assessments provides skills tests that are not indicative of a license or certification, or continued development in any professional field.
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