Boca Raton Quality Assurance
Resume:
Resolve
Listen
Connect
Juli Christina Andersen
Walterboro, SC
29488
ad5vz3@r.postjobfree.com
RESUME
Juli A
Objective:
To apply my personal and professional attributes of being a critical thinker, accurate, efficient, organized, dependable, decisive, trustworthy, and extremely dedicated to a position in which I can make an impact. Professional Experience
Member Experience/Retention 3/16/19-12/13/19
MDVIP, Inc. Boca Raton, FL
Administrative Responsibilities
• Performed a variety of administrative tasks, including departmental logs, spreadsheets and reports.
• Processed member cancellations and reinstatements.
• Accurately documented all phone call and processing actions in member files.
• Researched and resolved member issues and account adjustments. Inbound/Outbound Activities
• Service MDVIP member/doctors through responding to inquiries, problems and concerns through telephone, email and written correspondence.
• Assisted other areas within the contact center to manage call volumes and complete calling campaigns.
• Assisted members/ physicians with MDVIP general website support. Quality Assurance
• Demonstrated a professional and positive demeanor in responding to all telephone and written inquiries.
• Achieved above quality monitoring scores and productivity measures, as determined by call center management.
• Demonstrated organizational values and adhered to departmental policies and expectations, including dependability and adherence to work schedule.
Dispute Resolution and Negotiation
• Performed general research and problem resolution in accounting system and other databases.
• Researched missing member payments.
• Quickly gauged audience and evaluate how to effectively communicate to gain trust in conflict resolution to “save” a membership by solving an issue or finding a solution that works for all parties.
Credit Card Collector 9/27/16-3/15/19
MDVIP, Inc. Boca Raton, FL
• Contacted members with past due balance due to credit card or ACH declines via telephone or email.
• Resolved billing errors internally or provide detailed information to members who do not believe they owe a balance.
• Researched missing or misapplied member payments. Business to Business Collections/FSR 12/14/2015-3/31/2017 Office Depot Global HQ, Boca Raton, FL
• Managed and reduced debt of over 1,500 tier 1 national accounts and sub accounts including AT&T, Kellogg’s, Comcast, Eli Lilly, AARP, Mercy Hospital Group, and their consignee’s.
• Researched, mis applications, applying, refunding, or escheating unallocated payments.
• Reconciliation of accounts to identify patterns or new trends in purchasing vs. payments to ensure the customer is paying within terms. This often entailed movement of funds between sister accounts, or consignees of sub accounts due to billing set up errors or customer error.
• Worked directly with the customer and Office Depot National Sales Directors, Operations Directors, and the Billing Department when changes or corrections are necessary and providing reconciliation materials to prove there is a discrepancy in what is currently place.
• Followed up with the customer confirming there are receiving correct billing and collecting any outstanding payment.
• Provided billing and payment, or proof of delivery information to auditors, management upon request or as part of special projects.
• Hosting or attending meetings for new account set up or existing account issues.
Food and Beverage Accounting/Cost Control 6/2013-4/2015 Boca West Country Club, Boca Raton, FL
Accounting duties include, but are not limited to:
• Review for accuracy, and code all internal invoices, bid exceptions, debits, and credits created by the Procurement Department of all daily food and beverage invoices. This process involves comparing the vendor invoice to the invoices and credits created internally via Food Trak software, uploading the Food Trak file to the interface program; and finally create A/P file in AS400.
• Research, compile back up, attain proper departmental approval and coding of large and small capital invoices for event, and operations vendor invoices submitted by multiple departments.
• Enter operations vendor invoices into spreadsheets of all F&B, P.O.S.; “Member consumption”, and Banquet events.
• Maintain and update all daily “Member Food Returns” report for each restaurant.
• NOTE: All data compiled is manually entered onto various spreadsheets, and is submitted on a daily, weekly, quarterly, and annual basis to the Staff Accountant, Controller, Director of Finance, Board Members, and outside auditors.
Cost Control duties include, but are not limited to:
• Create new monthly Inventory template for entering of hard count product into the Food Trak software program, totaling approximately
$200k-$300k (approximately 60,000 items).
• Perform a physical hard count of all product Club wide, all kitchens, bars, Central Storeroom, etc.
• Entering all physical hard count of all inventory items into Food Trak.
• Review, print, compile and distribute all location/profit center inventory extension reports for departmental managerial review.
•Once inventory extension reports have been reviewed for all Profit Centers and locations within them; make any corrections as necessary, enter data into EOM spreadsheet and submit final version linked to weekly, monthly, and annual reports.
• Create in Food Trak all daily kitchen to kitchen, and bar to bar transfers, which are handled and tracked separately from Storeroom to kitchens and bar transfers.
• Verifying correct quantity and item/specs (via daily Food Trak transfers) of all requisition forms used by over 30 profit centers for
“daily orders” submitted to the Procurement Department for Central Storeroom disbursement.
• Make necessary inquiries to Procurement Manager or other department head if something is questionable on daily all transfers created by the Procurement Department to disperse to Profit Centers, making corrections to each “transfer” as necessary.
• Create daily Food Trak transfer activity report; separating specific items tracked for gratis and/or other GL purposes. ·
• Manually enter all product movement by Procurement Department disbursement via daily transfer activity report into GL spreadsheet linked to weekly, monthly, and annual reports.
• Working with the Executive Chef and the Procurement Manager; research and update Food Trak to remove obsolete items; and add new items to ensure the correct items/specs are counted at month end.
• NOTE: All data compiled is manually entered onto various spreadsheets, and is submitted on a daily, weekly, quarterly, and annual basis to the Staff Accountant, Controller, Director of Finance, Board Members and outside auditors.
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Accounts Receivable Coordinator 1/2008-1/2012
Global Tower Partners, Boca Raton, FL
• Reduced aging report and unallocated cash of receivables to meet and often exceed monthly targeted goals.
• Primary account for 3 years was AT&T. I maintained and decreased client/lessee specific account balance aging spreadsheet by an average of 78% per month.
• Created and maintained excellent and productive working rapport with accounts payable counterpart for AT&T, as well as all other tenants/lessee’s assigned to my portfolio.
• Prepared weekly and monthly reports on outstanding account balances for entire portfolio approximately 12,000 leases (AT&T; midsize, & “Mom and Pops”).
• Created and worked daily from aging report for all tenants to ensure collections of all monthly and quarterly lease payments are paid within terms, via contact by phone, email and other means as necessary.
• Resolved customer account issues, including investigating and resolving issues regarding unapplied cash, account detailed reconciliations on customer accounts to review with management in monthly account reviews.
• Reviewed and researched customer lease data as needed, using a combination of paper files and digital library after M&A acquisition and in normal day to day research for reconciliations.
• Created payment plans when necessary, and process for approval. · Prepared default letters and disconnect requests with proper approval, working with the Legal Department, Operations Department, and field reps through fruition.
• Worked internally with appropriate departments as needed for research and resolution of various billing/collections issues.
• Documented the status of customer account information by updating notes and maintaining follow up dates in Great Plains and on running account spreadsheet.
• Assisted with various collections related special projects and reporting as requested.
• Assisted in coding millions of dollars in unidentified monthly tenant payments made via wire and manual checks, EFT, lock boxes, etc. to ensure correct account posting.
Education:
Associate of Arts Degree, Broward Community College, 1986 Associate of Arts Degree, The Art Institute of Fort Lauderdale, 1993 Skills:
• Microsoft Office Suite
• Outlook
• Excel
• Microsoft Dynamics Great Planes
• Various CRM applications
• VMS/client portals
• Conflict resolution
• Critical thinking and listening.
• Create and maintain relationships.
• Negotiation and problem
resolution.
• AS400
• QuickBooks
• Food Trak
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