Accounts Receivable Specialist
Resume:
Chanta R. Coleman
Dallas, Texas 75243
Skills & Abilities
•13+ years knowledge in Lockbox ACH Wires and Live Checks
•Outstanding skills in meeting set goals and deadlines
•High written and oral communication skills
•Sound interpersonal and organizational skills
•Exceptional proficiency in MS Office and Excel
•Software: AR Match, Wide Orbit, OSI Traffic, Nemo, High Radius, SharePoint, Great Plains, BFS Online, MS Office, and Excel, CRM, Image Right, AR, AIM System.
Experience
Luminator Technology Group (Temp Assignment)
July 2024 – September 2024
Accounts Receivable Specialist
•Perform accounting functions for financial statement accounts, with a focus on financial operations activities related to purchasing, accounts receivable, and asset management.
•Locate and notify customers of delinquent accounts by mail, telephone, or email to solicit payment.
•Locate and monitor overdue accounts, using computers and a variety of automated systems.
•Ensure that systems, policies, and procedures adhere to company bylaws.
•Ensure that the accounts receivable and the financial obligations are met efficiently, accurately, and timely.
•Arrange for debt repayment or establish repayment schedules, based on the customer's financial situation.
•Advise customers of necessary actions and strategies for debt repayment.
•Perform business-to-business collections of outstanding receivables.
•Research and resolve disputes, billing errors, payment issues, and debit memos.
•Process credit holds on past due invoices and inactivity.
•Provide invoices, packing slips, statements, W-9 per request.
•Generate accounts receivable monthly statements along with backup invoicing.
•Process adjustments, credit memos, or debit memos.
•Reconcile general ledger receivable accounts.
•Prepare and process journal entries.
•Manage an international portfolio of accounts including multi-currency invoice.
•Communicate with colleagues on financial accounting and reporting matters.
•
Bass Underwriters
February 2023 - February 2024
AR Agent Liaison (Accounts Receivable Specialist)
•Contact agents for payment prior to initiating direct notice of cancellation of a policy.
•Sent earned premium letters for policies that are cancelled.
•Research checks posted incorrectly by the Cash Team.
•Handle incoming calls, emails and faxes from agents in regards of information if payments were received, if policy is up for Cancellation, if the agent wants to make a payment on the Insured's account.
•Work closely with the supervisor regarding past due items. 90+ Spreadsheet
•Spoke with Finance Company Directly in regards to Policy Premium Info for approval to finance the policy.
•Handle Company Payables calls/emails – spoke with agents on policies which demand immediate payment to avoid an accounting hold.
•Prepare Return Premium payments to the Agent/Finance Companies as needed when working the aging.
•Request Notices of Cancellation for unpaid policies. Generated from our DNOC Report on the 15th of each month.
•Post agent and finance company checks, wires, and ACHs
•Rescind paid policies after the policy was issued a Notice of Cancellation.
•Email Statements and Late Notices to agents.
•Prepare Daily Cash Report to balance our Cash Payments that were received via lockbox.
•Review Producer Payable Report
Union Standard Insurance Group
September 2019 - December 2021
Account Service Representative (Billing Department)
•Coordinate Billing Functions and perform a variety of tasks.
•Handling payments (Lockbox, Epay and Epay IVR) and updating financial records.
•Responsible for accurate and timely billing of over 3,000 clients each month utilizing Berkley Billing, BPMi Underwriting Applications and Content Navigator software.
•Handled invoice billing complaints and discrepancies, issuing credit memos when necessary.
•Research and reconcile customer accounts/invoices to ensure accurate and timely billing.
•Prepared summary sheets and manual invoicing whenever necessary.
•Assisted clients with collection of payments from outstanding accounts receivable on a monthly basis.
•Answered customer questions and solved problems according to Union Standard standardized procedures.
•Recorded details of customer interactions such as inquiries, complaints, comments or actions taken.
•Work Refund report to distribute refunds to clients based on Cancellation of Policy, Overpayment and Endorsement Credits on policies.
Builders First Source
November 2015 – December 2018
Cash Applications Coordinator (Accounts Receivable)
•Assure timely and accurate applications of customer payments (ACH, Wires, Checks)
•Account reconciliation of client’s accounts that are in dispute. (Accounts Receivable)
•Small Balance Write Offs
•Bad Debt Write Offs
•Large volume of cash posting via Lockbox Wires and ACH for Major Home Builder Markets
(Atlanta Southeast Group Texas and Florida) $1Million up to $4 Million a day
•Process large volume of A/R Refunds due to overpayments.
•Process large volume of Inventory Clearings to the General Ledger for all building products between store locations.
•Reconciliation of posted cash for balancing.
•Month End, Quarter End and Year End Reporting.
•Audit Reporting for Audit Control.
Coleman Brothers Transportation
August 2014 – November 2015
Office Manager (Accounts Payable,Billing,Accounts Receivable, Payroll)
•Helped the company get freight contracts with Shippers to run loads regionally and OTR (Over The Road)
•Prepare billings statements to Freight Brokers for completed loads.
•Frequent contact with Accounts Payable regarding paper work (Lumper Receipts and Bill of Ladings to ensure proper payment will be received by the Broker.
•Ensure timely payments for cut off for payables.
•Processed payroll for four employees
•Run reporting on Pre-Trip inspections on employees Semi Trucks.
•Helped the company save money on fuel, by dispatching loads under 40,000 lbs.
•Review invoices for appropriate documentation prior to payment.
•Perform invoice and general ledger data entry.
•Execute credit card and bank account reconciliation.
•Generate purchase orders when necessary.
•Obtain and print signatures on all checks.
•Assist senior financial officers as needed.
•Processing invoices reviewing invoices and statments or accuracy and completeness.
•Reconciling accoutns maintaining records of outstanding payables.
•Monitoring ezxpenses tracking financial transactions.
•Resolving discrepancies or issues.
•Writing reports ensuring accuracy of financial documents for tax, auditing and payment purposes.
Belo Corp
September 2007 – March 2014
Accounts Receivable/Cash Applications Specialist
•Daily Cash Posting of 6 Belo Television Stations.
•Maintain accuracy and integrity of the Accounts Receivables sub ledger for Portland and Charlotte television accounts $800,000 up to $6,000,000 a day.
•Create and update various reports for tracking utilizing OSI Traffic and Wide Orbit System.
•Accurately perform various adjustment transactions in OSI Traffic and Wide Orbit System (debit and credit adjustments, account transfers).
•Research, analyze and resolve internal and external customer issues. (Refund request inquiries, account statement requests, reconciliation of accounts, and billing information).
•Daily application of prepayment applications, process NSF requests, entered short pay requests for clients that had discrepancies with service orders.
•Helped the company save money by going paperless when printing reports while reconciling our Cash Receipts.
TXU Energy (formely TXU Electric & Gas)
July 2000 - September 2007
Energy Assistance Representative (Customer Service)
•Received inbound calls from Profit and Non Profit Agencies for placing pledges on customer's accounts that were at risk of losing Electricity Service.
•Granted extensions on customer's accounts to give the agencies enough time to approve financial assistance for their clien'ts that are at risk of service disconnection.
•Provided detail billing and account information to the agencies in regards to how much is past due on the account, when was the last payment made on the account, when is the disconnection date.
•Post Cash payments received from the agencies to the accounts that were needed to be paid based on the pledges that were made.
•Processed pledge request via fax and email as well.
•Issued reconnect orders on customer's accounts once we received payment on the account for the policies that were disconnected for non payment.
Education
Business & Management Center High School Dallas, Texas (Diploma) Psychology-Business Principles Dallas, Texas (El Centro)
Licences
Life Accident Health and HMO License (2024)
Texas All Lines Adjuster License (2017-2022)
Contact this candidate