Post Job Free
Sign in

Accounts Receivable Quality Assurance

Location:
Charlotte, NC
Posted:
December 18, 2024

Contact this candidate

Resume:

TARA ARTIS

Charlotte, NC *****

252-***-****

**** *********** ** ********* **, 28262

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

SUMMARY

To secure a position that will allow me to apply the knowledge and skills, which I have acquired to enhance the day-to-day activities at your company.

SKILLS

Team Building

Detail-Oriented

Quality assurance

Organizational development

Adaptable to Changing Conditions

Oracle/Cforia Experience

Conflict resolution

Recruiting

Strategic Planning

Time management and scheduling

Complex Problem Solving

Microsoft Package

EDUCATION AND TRAINING

BACHELOR OF SCIENCE: BUSINESS Completed 11/2023

University of Phoenix Online, Phoenix, AZ

GPA 3.70

Certificate in Project Management Completed 07/2022

University of Phoenix Online, Phoenix, AZ

GPA 3.83

EXPERIENCE

Caesarstone/TalentBridge

Charlotte, NC

AR Receivable /Collections Specialist 12/2023 to Present

Gather and verify invoices for appropriate documentation prior to payment

Maintain accounts receivable records to ensure aging is up to date, credits and collections are applied, uncollectible amounts are accounted for, and miscellaneous differences are cleared

Perform daily cash management duties, including the recording of bank deposits, updating and distribution of cash receipt logs, and posting of cash to the accounts receivable sub-ledger

Monitor and collect accounts receivable by contacting clients via telephone, email, and mail

Prepare analytical and ratio analyses relevant to A/R so management can gain a better understanding of how collection efforts are progressing

Support other accounting and finance team members, inventory management, and cost accounting

American Tire Distributors/Robert Half

Huntersville, NC

Credit & Collections Specialist 11/2022 to 12/2023

Maintain contact with Distribution Centers, filed sales, and customers in credit analysis, collection effort, dispute resolution credit limit reviews for existing accounts

Inbound and outbound calls regarding credit and collection

Reviewing orders on credit hold from assigned Distribution Centers, and releasing orders within the parameters of the Credit Policies and Procedures

Assist the Regional Credit & Collection Manager in monitoring accounts for potential problems and in collections activity for assigned Distribution Centers.

Experience with large ERP systems (e.g., Oracle and/or SAP with workflow tools) and intermediate Microsoft Excel functionality (e.g., pivot tables, look-ups, etc.)

Document all customer contact and collection efforts within Oracle as well as processes and practices

Bank of America

Charlotte, NC

Senior Customer Service Specialist 04/2022 to 08/2022

Delivers a positive client experience on the phones based on enterprise Client Care pillars – Take Ownership, Act with Empathy, Make it Easy, Get it Right and provides the extra patience, kindness and sensitivity needed

Gains a full understanding of the client’s perspective and needs with inquisitive conversation while simultaneously showing empathy and building rapport and trust

Gains a full understanding of the Bank’s options for meeting the client’s needs by researching the client’s full bank relationship and product/procedure reference material using multiple systems

Provides a recommended course of action that is compliant with all guidelines and in the client’s best interest

Maintains adherence to service level agreements and all laws, rules and regulations

JP MORGAN CHASE/ADECCO

Charlotte, NC

IHA Recruiter 11/2021 to 03/2022

Develop creative recruiting strategies to attract qualified candidates to meet customer demands

Excelling in a fast paced, collaborative environment that requires accuracy, multitasking and effective communication

Source, screen, and identify qualified candidates for temporary, temporary to hire, or seasonal opportunities.

Determine applicant qualifications by interviewing applicants, analyzing responses, verifying references, comparing qualifications to job requirements

Build a high number of applicants by flexing resources through sourcing methods, job boards, technology tools and social media

Process fingerprinting and background checks

WELLS FARGO

Charlotte, NC

Customer Success Specialist 10/2019 to 10/2021

Receive and process chats, calls, and/or emails to answer customer questions, address their concerns and help them with a particular product or service

Excelling in a fast paced, collaborative environment that requires accuracy, multitasking and effective communication

Maintain customer records by updating account information

Acknowledging and resolving customer complaints

Process fraud and non-fraud claims

Navigating multiple computer systems; researching and assessing customer needs and offering appropriate solutions

Communicating and coordinating with colleagues as necessary

Other duties as assigned

WELLS FARGO

Charlotte, NC

Retirement Service Center Representative 02/2018 to 10/2019

Providing educational guidance on how much to save, investment options, plan provisions, and overall financial health

Enrolling customers in their retirement plan

Processing transactions (loans, withdrawals, rollovers, etc.)

Assisting customers with online access

WELLS FARGO AUTO

Winterville, NC

Customer Service Representative 06/2014 to 01/2018

Responsible for routine inquiries from external customers regarding financial services

Providing feedback to new hire team members during chair sides, sends team performance reports with motivation and feedback

Provided assistance with title information, taking payments, helping maneuver through eservices, and assisting with the set-up of loan information such as ALP and due date change forms

Perform extensive research to resolve complex customer problems

Handles customer inquiries and processes customer transactions while navigating multiple system screens and accurately documenting the account

Maintain a Call Quality score of 99 or higher, service a minimum of 100 calls per day, with Wrap-up time below .25



Contact this candidate