Resume

Sign in

Customer Accounts

Location:
Anaheim, CA
Posted:
December 31, 2020

Contact this candidate

Resume:

Relocation to Anaheim Ca. Please contact Willite Walker 312-***-****

PROFESSIONAL EXPERIENCE

UNDERWRITER LABORATORIES - Northbrook, IL 10/2018 -12/118

Credit & Collections Analyst

Performed B2B collections and accounts receivables functions.

Used Oracle & Cfora. Great Plains used for billing invoices. Also, updated tax information for all companies and requested and saved all new tax information.

Negotiated payments, provided billing statements and invoices.

Accountable for 5031 accounts New Credit extension of Credit Collections on all past due.

Place accounts on holds as well as release credit holds.

Effectively reconciled accounts.

Solely collected 48% ($275K) of "over 365" collection goal amongst 5 collectors.

Created Pro-forma invoices, issued credits, resolved deductions and short payments.

Entered invoicing through various customer's website portal.

Developed and maintained an excel spreadsheet to note conversations, payments and follow-up dates for department.

Established contacts for all vendor accounts.

Reduced billing errors by setting procedures for obtaining correct PO information on required accounts.

Collaborated with parts and service managers to resolve customer disputes and negotiate credit amounts.

WOLTER KLUWER INC 06/2017-10/2018

Accounts Receivable Specialist

Negotiated payments, provided billing statements and invoices.

Accountable for cash receipts including lockbox, wires, ACH, credit cards and live checks.

Effectively reconciled misapplied payments from 2013 through 2016 on over 200 accounts.

Solely collected 48% ($275K) of "over 365" collection goal amongst 5 collectors.

Created Pro-forma invoices, issued credits, resolved deductions and short payments.

Entered invoicing through various customer's website portal.

Developed and maintained an excel spreadsheet to note conversations, payments and follow-up dates for department.

Established contacts for all vendor accounts.

Reduced billing errors by setting procedures for obtaining correct PO information on required accounts.

Collaborated with parts and service managers to resolve customer disputes and negotiate credit amounts.

ADDISON GROUP- CHAMPRO SPORTS, PRIMA POWER 10/2016-06/2017

Collection Specialist

Performed a high volume of commercial collections with a very customer service based approach

Performed Cash applications including ACH/Wire transfers

Processed new account applications

Contacted customers and collected Accounts Receivable via telephone, email, fax or collection letters

Provided recommendations to your immediate supervisor on additional collection action deemed appropriate and necessary to collect past due balances

Coordinated with, and assist Cash Application Representatives on customer cash posting issues and follow up to insure resolution

Acted as a liaison between the customer and the branch to insure that issues and disputes are resolved to the satisfaction of the customer

AMERICAN NEEDLE, TERRY TONS MOVING AND STORAGE, FINANCIAL MANAGMENT SERVICES, VAN RU CREDIT CORPORATION

Collection Specialist (Consultant)

Collections of all 900+ past due accounts

Performed collections for accounts in severe default small accounts and larger accounts

All accounts were brought up to date by the use of e-mails statements invoicing and phone calls

Referrals out to Third party collection agencies as well as legal

Performed write-offs chargebacks credit memo's and reconciliation of accounts

Processed accounts receivable invoices and performed cash applications

Successfully managed 1,000 accounts

Performed reconciliations, deductions, credits, debits, new credit, and extended credit

Managed the commercial collections process for small business

Performed daily bank deposits, credit holds, and releases

Successfully collected on defaulted student loans. Successfully collected $350,000 monthly on a consistent basis.

Performed extensive skip tracing; Contacted borrowers on private school loans.

Communicated with borrowers regarding rehabilitation plans to remove default status and restore credit.

Performed analysis to determine ability to pay.

Managed 600-900 accounts on all business; consistently collected up to $500k monthly.

Maintained monthly quotas and performed skip tracing.

Received new business quarterly.

Skip tracing efforts successfully resulted in locating and collecting accounts for rehabilitation and settlements.

POWER GREAT LAKES, Itasca, Illinois 2010 - 2014

Collection Specialist (Consultant)

Managed a portfolio of 600 commercial accounts (Caterpillar and logistics accounts)

Successfully collected on past due accounts and performed deductions and extensive reconciliations.

Performed holds and releases of 35 accounts daily.

Handled both small and large accounts.

Collaborated with sales and cash applications in an effort to reconcile invoices.

Referred accounts to outside collections and or legal.

Authorized settlements, extended credit

Participated in an ongoing departmental effort to bring all accounts over $15,000 delinquent to resolution.

Updated Microsoft Excel reports daily.

SEKO WORLDWIDE, Schaumburg, Illinois 2003 - 2010

Collection Specialist

Managed a portfolio of 600 accounts. This company was a distributor of Engines & engine parts for Caterpillar.

Collected accounts from business to business for shipments domestic, ocean & air worldwide.

Set up of new credit up to $50k and extended credit for same.

Credit files were updated with Dun & Brad and their bank references.

Performed credits, debits and bankruptcies and referred accounts for settlements and outside collections

Spreadsheet reports were updated.

Reported directly to CFO on all accounts $10k plus over 60+ days and reported on all.

EDUCATION

Oakton Community College

Business Management

SKILLS

SAP, AS400, 10 key, Greats Plains, JD Edwards, Oracle, Microsoft Excel, and Microsoft Word



Contact this candidate