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Customer Service Account Manager

Location:
Jacksonville, FL
Salary:
48000
Posted:
July 23, 2023

Contact this candidate

Resume:

Vickie McBride

Account Manager

Jacksonville, FL 32254

adyg9n@r.postjobfree.com

904-***-****

I am looking to expand my skill set and education obtained into a position. Willing to relocate to: Jacksonville, FL - -

Authorized to work in the US for any employer

Work Experience

Account Manager

Bright star Financial Group - Jacksonville, FL

August 2020 to Present

Resolve customer delinquencies and ensuring customer goals of establishing or re-establishing credit are met through timely payments.

Process on time payments

Contact the customer and follow up with the status of the account. Collect accident information if applicable.

Insure the customer has full coverage insurance on the vehicle. Provide organizational skills, clear written and oral communications skills. Answer inbound/outbound calls daily from the customers. Client Services Specialist

Adecco - Jacksonville, FL

January 2020 to July 2020

Managing a portfolio of Health care and other business clients that hired personnel to work for them.

Provide them with invoices showing the hours and time frame our personnel worked for them

Approving all new assignments.

Following up with clients through email and phone contact for a status of the invoiced amount.

Sending out invoices weekly with timesheets and expenses to the client.

Monitoring the client's account for delinquency.

Answer all clients requests in a timely manner. Adhere to all guidelines.

Reconciling customer’s accounts.

Resolving discrepancies such as short pays, credits, and deductions. Account Receivable Analyst

Graham Personnel Services - Bethesda, MD

August 2019 to December 2019

As an accounts receivable analyst my responsibilities are to

Ensure accurate customer contact information prior to contacting the customers on their accounts for a payment status on outstanding invoices.

Being able to maintain detailed account information including accurately notating customer accounts in the AS 400 system.

Responding to customer inquiries through phone, e-mail, etc., in a timely and professional manner.

Managing and researching customer accounts to make sure the customer has been contacted after the invoices exceed 30 days without payment.

Communicates with agents and other outside parties regarding payment inquiries and discrepancies.

Reviews the invoices for accurate rate and billing amounts. Answer all inbound calls and make outbound calls to the customers on their accounts.

Receptionist

Ashco Inc - Jacksonville, FL

March 2019 to July 2019

Answers all incoming calls.

Recruiting individuals to fill current openings.

Assists the accounting department with completing spreadsheets and timesheets.

Assists the legal department.

Keeping track of office equipment.

Ordering supplies for the office.

Providing excellent customer service.

Preparing and updating spreadsheets.

Assisted the President, Vice President and Chief financial officers with various accounting tasks. Fraud Analyst I

CIT BANK - Jacksonville, FL

April 2018 to December 2018

Reviews daily alerts in fraud detection systems and recommend appropriate follow-up (ie. Place holds, create a fraud case, complete Questionable Activity Report, terminate banking relationship or continue monitoring)

Reviews and work daily alerts including, but not limited to,

Returns Deposit Items, ACH transactions, Anomalous wire activity.

Interacts with Bank Operations Dept. And retail banking center employees in identifying fraud detection/trending issues.

Makes recommendations to management on improvements of policies and procedures

Handles a high volume of customer's requests through inbound and outbound phone calls as well as email. Maintains daily and weekly cases.

AML Analyst

Citibank

August 2016 to January 2018

Reviewed money laundering alerts in Actimize worked opened cases when necessary for investigation.

Identified and reported unusual and suspicious activity under the requirements of the Bank Secrecy Act.

Conducted alert investigation using global standard policies, procedures and systems aimed at meeting internal and external regulatory requirements.

Collected KYC information on the customer(ss) and gathered and analyzed KYC documentation in accordance with regulatory policy requirements.

Identified red flag alerts and escalated to management.

Operated within agreed business Service Level Agreements (SLAs) and confidentiality standards advocating for the business in matters relating to Compliance and/or Audit.

Performed ongoing enhanced due diligence on all high-risk accounts and maintained appropriate documentation and controls.

Participated in several ad hoc projects.

Composed narrative and dispositions for all cases. Education

Bachelor's in Criminal Justice

Everest University-Jacksonville - Jacksonville, FL August 2002 to June 2005

Associate in Paralegal Studies

Keiser University- - Jacksonville, FL

Skills:

Portfolio Management,

Microsoft Office, Accounts Receivable,

Microsoft Excel,Customer Service,



Contact this candidate