Sales Customer Service
Resume:
JERRY A. MARSHALL
*****************@*****.***
SUMMARY OF QUALIFICATION
•Over 7 years of experience working as an Accounts Receivable/Credit/Billing and Collection Specialist
•Experienced in handling all accounts receivable functions, ACH/EFT bank deposits, Cash Application,
•A computer-literate individual with extensive software experience, especially proficient in Excel spreadsheets, V-lookup, pivot tables and Word processing, also with working knowledge with SAP, Sales Force, and NetSuite, and computer savvy. Reconcile client’s accounts, research unapplied cash.
•Strong understanding of basic accounting principles and applications.
•Flexible team player with the ability to prioritize and juggle multiple concurrent projects
•Proven relationship-builder with excellent interpersonal skills and strong customer service skills.
•Resourceful team player who excels at building trusting relationships with customers and colleagues.
•Experienced customer service collections in all industries (commercial and consumer accounts)
PROFESSIONAL EXPERIENCE:
Fleetwash, Trans Clean, Water Pressure, Inc.-Fleet washing Company February 2020- April 2020
Collection Specialist (Full time temp position)
I made customer service collection calls which resulted in resolving dispute(s) and discrepancies, while I built and maintained solid customer business relation to assure remittance(s) in a timely fashion.
Assigned National account with multiple locations, large and small balances and over 1,000 accounts
Reconciling accounts, researching payment(s) and applying funds on accounts to close open invoice(s).
I reduced the company’s bad debt exposure, while bring customers into company compliance.
Liaise with Client Relationship Managers and other departments/entities to ensure invoices are in line with client agreements.
Process credit card remittance via email & phone payments
Last Chance Funding Group, LLC -Cash Advance Company November 2019- January 2020
Sr. Resolution Specialist Full Time Temp position)
Inbound & outbound B2B Collection calls, (70-80) calls daily, maintained daily log of collection activities in salesforce. Continuous communication with in-house Attorneys
Utilizing effective communication skills to negotiate settlements, reestablish payment plans, place holds and/or pause on accounts. Negotiate cash out, renewals and refinancing of cash advances.
Review credit reports, bank statements Recommend UCC filing, Liens, Restraints and filing proof of claims for bankruptcy cases.
Implemented Skip tracing strategies, assets location & judgment enforcement.
Day & Nite / All Service, K.I.M. Refrigeration, Inc.-HVAC, Co. May 2019 – September 2019
Accounts Receivable / Collection Specialist (Full time temp position)
Maintaining client relations, while bring clients into company compliance to reduce bad debt exposure.
Preparing write offs, bankruptcy proof of claims, credit memos, Vendor invoicing portal
Reestablish payment schedules to meet credit terms, placing and removing clients from credit hold status, processed credit card remittances via phone and email.
Effective communication with Sales Representatives, Department Heads and Clients via email and phone and answered inquires via email and phone in a timely manner.
Reconciling major high-volume accounts, research payment(s), created manual invoice(s),
Aging reports, meeting end of the month deadline and submit projection reports to CFO
Jerry Marshall – Page 2
Columbus, BCF & Associates, Inc. – NY, NY-Collection Agency November 2018 – April 2019
Collection Specialist (commission)
Third party collection, maintained 659 accounts and updated client’s portfolios
Resolved billing discrepancies, Collection calls 40-50 calls daily
MediaRadar, Inc. – NYC, NY-Internet Sales Ads Enablement Co. November 2017 – March 2018
Collection Specialist and Billing Analyst (Full time temp position)
Created manual invoices from contracts and renewals, billing for over 700 clients
Cash application, processing credit card payment via phone (Square up software)
Handle high volume accounts- portfolio of $2 million plus
Collection calls to reduce accounts receivable and meeting deadlines.
Resolved billing disputes, discrepancies and reconcile accounts
Answered inquires via email and phone in a timely manner.
Prepared “Final Demand” letters and forwarding accounts to third party collection agencies upon my recommendation.
Effective communication with sales representatives and clients. Negations of payments, settlement agreements and installment agreements.
Temporarily employed with said company in 2014, 2016 & direct employed (temp status) 2017
Tech Brief Media Group, Inc. – NYC, NY-Media Publication Co. September 2016 – June 2017
Sr. Accounts Receivable / Collection Analyst / Billing
Full charge Account Receivable functions, Daily functions with accounting knowledge
Cash application, processing credit cards payments, electric bank deposits, general ledge posting of overpayments, short payments and posting prepayments. Reconciliation of accounts, process customer refund, monthly manual invoicing. Create excel batches from bank ACH/EFT deposits and bank reconciliations
Collection calls to reduce accounts receivables, analyzed aging reports, write off to 3rd party collection agency and/or attorney. Handled a portfolio of 1,200 accounts
Credit and/or debit memos, daily cash flow report. Preparing manual invoices from insertion orders
Generating invoices for the beginning and end of the month billing, handling billing issues and inquires. Generated over 900 invoices.
Answer inquires via email and phone in a timely manner. Resolve disputes and discrepancies and conduct research to make sure advertisements were placed and ran, reviewing insertion orders.
Constant and effective communication with sales reps. and department managers
Creations by Eve - Union City, NJ-Small Boutique Retail Company March 2016 – August 2016
Sr. Accounts Receivable Analyst (Freelance)
Reduce client’s (consumer/commercial) accounts receivable using collection expertise.
Built and/or repaired client relationships.
Investigated and resolved account discrepancies and disputes.
Post payments to accounts, process credit card payments, bank deposits, General ledger
Implemented new policies, procedures & updated computer system.
Negotiated payment installments and settlements. Verify and analyze credit risk and extension of credit.
Initiate litigation proceedings and filing Proof of Claim in bankruptcy proceedings.
Perform strong follows up on delinquent accounts. Asset location and skip tracing.
Jerry Marshall – Page 3
Account Receivable Analyst-Temp Positions w/ Robert Half/KForce agencies February 2014 – March 2016
Handle all accounts receivable functions including but not limited to: payment receipts, cash applications, check deposits, process payment(s) through credit card and/or ACH, update customer’s accounts.
Yext, Inc. - NYC, NY- Directory websites throughout the internet company-(Temp position 4 months)
Extremely good at analyzing and resolving billing issues.
50-65 Resolutions / collection calls daily.
Aging reports to analyze and resolve delinquency issues and to assist in year-end closing
I reconcile accounts. Prepared write off accounts and forwarding accounts to collection agencies.
H. Bloom, Inc. - New York, NY- Internet Flower Company-(Temp position 11 months)
Determined credit limits by reviewing client’s financial statements, determined credit holds and release of credit hold status.
Process chargebacks, issue credit memos, reconciliations.
Monitor daily wire reports and process check deposits electrically.
Handle a portfolio of 800 plus outstanding accounts
Maintained general ledger, Analyze and resolve contractual disputes and/or discrepancies.
Write off account and/or forward to attorney or third party collection agencies. .
MediaRadar, Inc. - New York City, NY- Internet Sales Ads Enablement Co. (Temp position 6 months)
Maintain client relations while collection of outstanding invoices for an internet media company.
Investigate and resolve billing and contractual disputes and discrepancies.
Reconcile accounts and perform strong follow up work on delinquent accounts. Post payments
Negotiate payment installments and set up recurring payment status.
Make recommendations to write off accounts and/or forward accounts to third party collection attorney and/or agencies.
Thomas Publishing Company - NYC, NY-Internet Media / Publication Company-(Temp position 4 months)
Analyze credit data and financial statements to determine the degree of risk involved in extending credit or placing a potential client on pre-paid status.
Determine and make recommendations to place a client on “hold status” due to delinquency history/issues.
Perform reconciliation and review aging report, while maintaining customer-client relations.
Prepared manual invoices.
Investigate and resolve billing and contractual disputes and discrepancies.
Maintained constant communication with Sales Representatives.
Negotiate payment installments and settlements.
Perform strong follows up on delinquent accounts.
Process payments by phone and email and make 50-75 outbound calls a daily.
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Jerry Marshall – Page 4
Alden, Curtis & Michael’s Ltd (ACM) - New York, NY/Queens, NY September 2001 – February 2014
Collections Specialist / Collection Supervisor
Perform worldwide collections of commercial and consumer accounts for all industries.
Supervise a team of 11 Debt Collectors and maintained all staff in compliance with FDCA for a collection agency.
Evaluate staff productivity and assisting in staff productivity and training new employees.
Investigate and resolve account discrepancies and resolved disputes.
Reduce client’s accounts receivable. Dunning for clients and resolution/collection calls
Implement procedures and policies and initiated ideas for company’s improvement or growth: such as payments by phone (electronic debiting) ACH/EFT, vericheck (checks processed in office), credit and debit cards.
Working knowledge of P&L and reconciliation transactions. Portfolios consist of active and write off accounts.
I handled and resolved all bad check accounts.
Negotiate payment installments and settlements. Status report on collections efforts.
Recommend accounts for litigation, handled summons and complaints documents and Submitting of Proof of Claim in bankruptcy proceedings.
Responsible for the timely and accurate billing of services.
Investigate fraud accounts, background research, asset locations. Skip tracing
EDUCATION:
Hofstra University - Uniondale, NY-Bachelor’s Degree Business Administration (BBA), Major: Finance, Minor: Marketing. Business training-American Management Association-Certificate in Management training.
Computer Skills: Vendor’s invoicing Portal, File Vison software, Sampro, DB Analytic program, Intuit QuickBooks Pro, 2012, 2014, Sage/MAS 90 & 100, SAP, NetSuite & NetSuite cloud, Onsip, Funding Gate, FreshBook, Bill software for processing Credit card payments, Windows & Vista, Proficient in Excel spreadsheets, V-lookups, pivot tables and Word, Zora, and Admin, Dashboard software, Oracle Financial software, Dynamics GP, Solomon Computer Systems, Leasetek, Sales Logic, Microsoft Outlook, Navision Computer System. A/S 400, AccuTerm collection System. Fair Debt Collection Laws (FDCL) and Knowledge of UCC, Google Drive, Google Mail, Salesforce, LexisNexis (Accurint), Intelius, Checkmate, Spokeo, Dun & Bradstreet, Square Dashboard, Invoice Sherpa, fog Creek software, computer phone Bria, Control Center4, Google Hangout. CBos, CRM, FDR-1st Data program, GoDaddy, Asana.
MILITARY:
U.S. Army, Europe, Frankfurt Germany. SGT. Platoon Leader – Mobile Communication Specialist (72E)
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