Data Entry Credit Card

Name: David D Shaffer

Phone No: 469-***-****

Email Id: ************@********.*** or

***************@*****.***

Linkin Link: https://www.linkedin.com/in/david-shaffer-2b08a4252/

Available Start Date: ASAP

Location: Dallas, Texas – 75287

Summary:

Over 30 years of industry experience with 25 Years in Billing, Credit & Collection, and Credit Card

Well-versed with cash flow and RCBS Process Cycle.

Experienced in leading teams in multiple disciplines.

Extensive experience in Reimbursement Validation.

Worked with clients on an end-to-end basis under various profiles and work orders to ensure the execution of assigned duties with the highest standards.

Extensive experience in documenting calls and communicating with stakeholders and the organization.

Complete understanding of policy making, coverage, and marketing.

Professional Experience:

Genpact Corporation, Richardson – Texas Feb2024 – Present

Dispute Resolution Coordinator, Credit Card Analyst

Handle Inbound and Outbound Calls with Credit Card Customers

Work with Customers to resolve disputes and handle collections with customers

Deal with fraud and other issues to help customers keep their cards current.

Intuit Software/People Make Us, Plano – Texas Oct 2023 – Jan 2024

Credit/Collections Officer with Intuit QuickBooks

Managed the data entry function via QuickBooks.

Carried out Payroll Processing between the company and clients/consultants.

Ensured availability of funds to be disbursed on all stipulated timelines.

Carried out daily data entry functions for cash flow on QuickBooks.

Managed cash posting function on the employer’s side.

Handled Collections on returns that happen when a client's Payroll Direct Deposits are NSF.

Take both Inbound and Outbound Calls and work with Payroll Customer Support to resolve the Clients' problems.

TATA Consulting Services/Transamerica INS, Plano – TX Dec 2022 – Oct 2023

Customer Service Representative

Well-versed with principals of RCBS Business Cycle.

Managed billing functions related to cash flow.

Handle payment processing between the company and client/ consultants.

Working with policyholders and addressing their queries about their policies.

PM AM Corporation, Dallas – TX Oct 2022 – Dec 2022

Customer Service Representative

Resolve problems at the customer’s end related to day-to-day operations with exceptional corporate communication.

Managed mail handling and data entry functions related to communication between clients and stakeholders.

Held a public sector position working with customers and their alarm systems in Cities nationwide.

Ultimate Staffing/Citi Bank, Irving – TX May 2022 – Oct 2022

Bank Lockbox Technician

As Bank Lockbox Technician, processed applications for Public Sector Clients.

Validated transaction of data and information related to the day-to-day operation.

Scanned the information into the Citi Bank System, form where the information was sent to the client.

Mail handling of communication between multiple stakeholders related to daily processes.

MCI/Valor (VIP), Dallas – TX Nov 2021 – Mar 2022

Collections Representative, Credit Card Analyst

Managed cash posting function on the employer’s side.

Used the feature of RCBS in daily operations.

Contact customers that our clients have placed with Valor to collect Credit Card balances

Managed the communication between clients and credit card companies

EXPO Home Improvement, Carrollton – TX Jun 2021 – Sep 2021

Outbound Call Center Representative

Scheduling and office management.

Data entry function related to regular operations.

Set appointments for the Sales Representative to discuss Options and Pricing

for home improvement projects.

Baylor Scott & White/Collabera, Dallas – TX Apr 2021 – May 2021

Customer Service Representative for Information Center

Managed corporate communication for all Baylor Scott & White Hospitals in Texas

Data entry function of floor operations daily.

Office Management and document scanning, uploading, and organizing.

Assisting emergency services in coordinating services such as Code Blue.

United Health Care/Optum360/Robert Half, Irving – TX Mar 2021 – Apr 2021

Patient Advocate for John Muir Health System

Work with patients to set appointments for Urgent Care Clinics.

Managed end-to-end calls and provided resolution to clients under various categories on a case-to-case basis.

Lloyd Agencies/American Income Life, Dallas – TX Jul 2020 – Dec 2020

Life Insurance Agent

Worked with clients to help them with their Life and Health Insurance Policies.

Policy Management and expansion of outreach.

Understanding the needs of the customer and pitching them the appropriate plan.

Questpro/Maximus/Louisiana Workforce Commission, Dallas – TX May 2020 – Jul 2020

Customer Support Counselor

Work with clients to help them get Unemployment Benefits because of Covid-19.

AmerisourceBergen/MMC Group, Frisco – TX Jan 2020 – Feb 2020

Customer Support Counselor (GSK PAP)

Worked to help change the existing database to Salesforce and complete all client records to complete any missing information.

LTCG/Aerotek Inc, Plano, TX Oct 2019 – Dec 2019

Customer Claims Support Representative

Assisted Clients with Claims that they are filing for reimbursement.

Helped clients with queries about their policies.

AXS/Cornerstone Staffing, Dallas – TX Oct 2018 – Apr 2019

Customer Service Representative

Answered inbound calls from customers who are placing orders for events.

Assisted with answering questions about seating, and different levels of packages.

Upsold parking packages with ticket sales.

Assisted with other questions or concerns as needed.

Nebraska Furniture Mart, The Colony – TX May 2016 – Sep 2018

Electronics Salesperson, Flooring Service Coordinator

Sold small electrical appliances, computers & printers.

Collaborated with customers to help them make good decisions on their purchases.

Customers called in with problems on all custom products such as Flooring, kitchen, and bathrooms collaborated with customers to resolve problems.

Walmart, Dallas – TX Sep 2013 – May 2016

Electronics Sales Associate

On-field sales experience of electrical appliances of various categories.

Collaborated with customers to help them make informed decisions on their purchases.

Fry's Electronics, Irving – TX Oct 2012 – Jan 2013

Appliance Salesperson

On-field sales experience in large and small Kitchen Appliances.

Caregiver for Wife Feb 2009 – May 2012

Caregiver's Wife was extremely ill and required 24-hour daycare until she passed away in 2012.

LaQuinta Inns & Suites, Irving – TX May 2008 – Dec 2008

Senior Revenue Analyst, Credit and Customer Service Manager

Analyzed and recommended changes in the Process of Bad Debt Reconciliation for both Company Owned and Franchise Hotels

Worked to get the credit function centralized in the Corporate Office.

Greatly improved the process of reducing the backlog of past-due invoices in Accounts Payable.

Drive Financial/Santander Consumer Services, Dallas, TX Dec 2004 – May 2008

Resolution and Repossession Coordinator

Promoted to the Repossession Resolution Department to bring accounts current for customers whose cars had been repossessed.

Promotion was based upon demonstrated listening skills and maintaining positive customer relationships.

Citi Financial Services Firm, Part of Citigroup, CitiFinancial, Garland – TX Mar 2002 – Aug 2004

Branch Manager

Directed staff engaged in opening new loans and collection of delinquent accounts.

Fostered development of staff through training and career development.

Mastered Maestro operating system employed by the company in less than 45 days.

Improved the performance and profitability of the branch from a loss of $250,000 in 2001 to a profit in 2002

Approved all loans both consumer and business

The Serco Company, Carrollton – TX May 2001 – Dec 2001

Credit and Collections Manager

$150M/Year Manufacturing Firm of Warehouse Dock Levelers, Division of SPX Corporation

Collaborated with the IT department to upgrade and customize JD Edwards operating system to improve the efficiency of the credit department.

Improved Collections from less than 25% to more than 60% of the outstanding receivables balance in less than 60 days based on improved collections procedures setup and improved productivity of the collection staff.

Reconciled severe problem accounts and collaborated with the customers to improve customer relations and improved the resolution of problem accounts.

Improved the DSO that dropped from 91 days to less than 60 days in under 90 days.

REXEL Datacom, Dallas – TX May 1992 – Jan 2001

Corporate Credit & Collections Manager

Recruited and organized a centralized credit department to enable the department to support the rapid growth of the company.

Developed a complete policies and procedures manual for the operation of the department to support the daily operations of the department.

Assigned the staff to manage the investigation and verification of the financial status of new customers' accounts.

Coordinated the staff in the identification and resolution of problem accounts.

Reviewed collection reports to ascertain the status of the accounts receivable balance outstanding and to continually evaluate the effectiveness of current collection policies.

Established programs and procedures which resulted in the reduction of DSO from 79 to 39 days.

Motorola Communications and Electronics, Houston, TX Jan 1978 – Mar 1991

Credit & Customer Service Manager

Organized the division from the start.

Managed over 28 people in this capacity.

Most successful division in the history of Motorola Communications Division.

Reviewed all accounts and approved all new accounts.

Education:

University of North Texas, Denton – TX 1971 - 1977

BBA in Business Administration, Production Management and a minor in accounting

University of Houston, Houston, TX 1984 - 1987

Post Baccalaureate 16 HRS toward MBA.

Skills

Five9

JD Edwards

Zoom

Salesforce

Epic

PeopleSoft

Microsoft Word, Excel, PowerPoint, Teams

Corel Word Perfect

Quicken

Open Office system.

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