Customer Service Data Entry

REFILWE (RE) STEFFEN

**** ****** **** *****, **********, NC 27410

**.*******@*****.*** 336-***-****

•Objective: Obtain a full or part-time administrative, data entry, clerical, receptionist, collections, or A/R support position.

Key Strengths: Attention to details and focused. Efficient, self-motivated and dependable. Worked remotely. Track record of exceptional productivity & documentation. Works well independently. Adapts easily to new systems and environments. Cordial and an excellent team member. Strong communication skills and provides excellent customer service.

Skills: Microsoft Word, Excel (Ability to formulate/create complex reports), Microsoft Windows, SAP, ORACLE (Ebs & Oracle Service Cloud), Salesforce, Spectrum, AX, OMNIS, PeopleSoft, AS-400, Publisher, Outlook, PowerPoint, ACS, CCS & CASSWORKS.

PROFESSIONAL EXPERIENCE

•Terra Nova 1/2024 – 3/2024 (Temporary Assignment)

Collections

•Proactively monitored collections, including providing customer statements when necessary and following up on past due accounts.

•Emailed & called customers requesting payments. Provided and requested W-9 forms and payments options including ACH, checks and other electronic methods.

•Maintained data and records of all contact information. Updated and corrected emails and phone numbers of clients. Updated and documented all correspondence for tracking purposes of interactions, contract reviews, and system updates.

•Received, researched, and resolved a variety of internal and external inquiries concerning account status including communicating the resolution of discrepancies to appropriate parties.

•Collaborate with customers, third-party vendors and team members to resolve billing errors, credits, payables, and collections.

•Collaborate with management and sales associates to ensure accuracy.

•In conjunction with finance leadership, assist in ensuring compliance with accounting policies.

•Mood Media 6/2022 – 11/2023

Collections Specialist (Remote)

•Managed accounts receivables aging to the acceptable level identified by management.

•Made collections calls and e-mailed collection letters while meeting required daily quotas.

•Submitted invoices & statements to customers. Requested payments & respond to clients’ account inquiries.

•Released credit holds & Negotiate payment arrangements.

•Researched other account information such as refunds, credit memos inquiries.

•Expedited information for misapplied & unapplied payment to Cash Services.

•Researched and communicated with various departments to answer questions, discrepancies, disputes, billing errors, and service issues that clients may have.

•Maintained the integrity of the clients’ database through thorough documentation.

•Identified and reported aging accounts for escalation to the Collections Supervisor and designated Collections Leader. Also reported any existing or potential financial instabilities.

•Sent portal invitations & portal guide for clients preferring online payments or autopay for monthly recurring invoices.

•Processed timely credit card payments.

•Processed account cancellations, updated billing address, email contacts & phone numbers for existing & new ownership accounts.

•Camco Manufacturing 9/2021 – 4/2022

Accounts Receivable (Temporary Assignment)

•Prepared, posted, verified, and recorded customer payments and transactions related to accounts receivable.

•Ran monthly statement. Submitted invoices to customers.

•Maintained and updated customer files, including name or address changes, mergers, or mailing attentions.

•Drafted correspondence for standard past-due accounts and collections, identified delinquent accounts by reviewing files, and contacts delinquent accountholders to request payment.

•Created reports regarding the current status of customer accounts as requested.

•Researched customer discrepancies and past-due amounts with the assistance of the Collections Manager and other staff.

•Collaborated with the Collections Manager to reconcile accounts receivable on a periodic (at least bimonthly) basis.

•Assisted Accounting Manager in reconciling revenue accounts each month.

•Created new accounts. Filed and retrieved documents for accounts receivable department as needed.

•Relayed information changes to appropriate staff.

•Applied electronic payments.

•Hafele America 8/2014 – 6/2021

Credit Assistant/Collections/Accounts Receivable

•Place collection calls to past due accounts to release or hold orders. Identify late paying customers based on past due aging report customer accounts showing 15 days past due. Negotiate payments. Submit customer accounts to Credit Manager to review for increases in credit limit. Request credit references & deposits for large orders that exceed credit limit.

•Maintain documented agreements & track communication with delinquent customers prior to sending demand letters.

•Notify credit card customers regarding payment for back ordered items.

•Initiate requests of credits for duplicated invoices & adjusted prices.

•Furnish invoice copies, statements in Excel format & proof of delivery documents by fax or email to customers as requested.

•Report accounts which appear to be developing into collection problems to Credit Manager.

•Perform daily departmental functions such as customer order approvals, collections phone calls, etc., which are necessary for the overall efficiency of the department.

•Axchem USA 10/2010 – 4/2014

Receptionist

1st contact for clients, visitors & salesmen in Greensboro office.

Accounts Payables & Accounts Receivables

•Assign GL codes & update invoice data on AX program

•Processed salesmen’s Expense Reports.

•Payment inquiry on invoices & expense reports on AX.

•Set up new vendors.

•Month end closing on Omnis & AX

Accounts Receivables

•Set up new customers

•Processed the last phase of invoicing. (Reviewed product, price, quantity, freight & other charges.)

•Issued credit memos & debit memos for corrections.

•Issued Monthly Reports – Aged Open Items & Sales Analysis Reports for all salesmen.

•Weekly collections on delinquent accounts.

•Daily & Monthly closings

EDUCATION

•Skidmore College, Saratoga Springs, N.Y. B.A. Major in Psychology; Minor in Business Administration.

•Padworth, Burghfield Common, Berkshire, England, U.K. A-Levels in Economics, Art, and Statistics.

•Fluent in Sotho, Zulu, Xhosa, and English. Educated in the U.K. (England), the U.S., and South Africa.

• References Available Upon Request

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