Onboarding Specialist Customer

CARRI L. COX

***** **** **** **, *************, TX 77363

832-***-**** ********@*****.***

I am an accounting professional with over twenty-five plus years of experience in advanced skills sets and work as a team player who thrives in high pressure atmospheres. Always willing to learn and grow as a confident person. Looking for a career with a company who promotes advancement and success. Skills

• Proficient in SAP

• Excel/ MS Word

• A/R and A/P

• Windows

• Peachtree

• X-3 accounting system

• Cforia

• Expertise in invoicing and payment transactions

• Account reconciliation

• Financial reporting

• Financial assistance

• Intuit QuickBooks Specialist

• Strong skills in MS Access

• Performance acceleration

EXPERIENCE

8/2023- 4/2024

CUSTOMER ONBOARDING SPECIALIST

PARTNERSHIP EMPLOYMENT- UNITED SITE SERVICES- Temporary Assignment The Customer Onboarding Specialist is responsible for overseeing the credit risk management of United Site Services customers. The Specialist in this role is responsible for researching, verifying, and evaluating customers' credit worthiness and the risk it could bring to the company. The Customer Onboarding Specialist will set up and maintain the process for all account approvals, monitoring, reporting, and maintaining the Customer Master. This position will have the opportunity to gain exposure to multiple areas of the organization over time and will interact cross-functionally with various departments. Analyze credit worthiness of all current and prospective business customers Obtain, investigate and analyze credit data and records (Equifax, DNB, Customer Financials, etc.…) Work with other credit representatives to exchange credit information Ensure adherence to company credit policy standards, procedures, regulations, and laws Create, maintain and organize customer credit files Develop solid relationships with sales and finance to provide guidance with risks on potential new customers and existing customers

Maintain the security and confidentiality of pertinent information and records Participate in special projects

Perform additional duties as assigned or directed

ADDITIONAL KNOWLEDGE, SKILLS, AND ABILITIES

Demonstrate exemplary service and professionalism to customers both external and internal Excellent written and oral communication skills and ability to tailor communication to the audience Ability to deal with problems involving several concrete variables in standardized situations Strong analytical and decision-making skills

Ability to multi-task and manage competing deadlines Excellent time management skills

Well organized and able to work under timelines and constraints. Analytical and process oriented

Excellent PC proficiency (data entry, Microsoft Office suite) Knowledge of Microsoft Navision, Salesforce, and Tower is a plus 04/2022 TO 09/2022

Temporary Assignment

ACCOUNTING SPECIALIST

ARC REALTY COMPANY- HOUSTN, TX- temporary assignment Entered invoices into QuickBooks for processing, ACH setup for transfer payables, answered vendor questions and problem solving, electronic matching of vendor invoices. Setup payables on a weekly basis for over 100 vendors, input account information for check processing, monthly reconciling of banking and credit card statements. Daily reporting of financials and many other accounting duties upon request from management. 09/2017 TO 12/2021

ACCOUNTING SPECIALIST

SHRIEVE CHEMICAL, LLC- THE WOODLANDS, TX

Credit applications for vendors, enter electronic, manual invoices and non-commercial invoices. Process payments for checks, wires, and ACH for all open invoices. Bank run for manual deposits, handle vendor calls, and resolve discrepancies, balance daily payables reporting and manage outstanding checks. Review monthly aging report, process merchant credit cards, daily adjustments from customer service. Balance invoices, receivables, and daily reports. Scanning, copies, and filing. Post totals to the banking system, email daily payment totals and any other projects that are needed to report to management. 05/2016 TO 09/2017

ACCOUNTING SPECIALIST/ AR/AP/PAYROLL

ROBERT HALF/ ACCOUNTTEMPS- THE WOODLANDS, TX

Full cycle accounting specialist. Assisted in vendor maintenance, coding, filing and matching invoices in the designated systems. Reviewed account balances for payment reconciliation, daily recordkeeping, kept up client accounts and problem solving. As well as other accounting and administrative duties as needed. 01/2015 TO 05/2016

OFFICE MANAGER- AP/ AR/ PAYROLL

RIGHT OF WAY MAINTENANCE EQUIPMENT COMPANY- CONROE, TX A/P, A/R, filing, phones, complete HR duties, pricing, dealing with CPA on tax preparation, invoicing, bill set-up and accounts, spreadsheets, reconcile accounts, payroll & pay weekly bills. 01/2010 TO 10/2014

RAILROAD PRICING AGENT

SUN COAST RESOUCES CO, INC.- HOUSTON, TX

Data Entry, utilize SAP to bill and price invoices, maintain Excel spreadsheets for inventory verification and RECONCILIATION maintain customer's invoicing and BOL's in web-based application. Respond to emails and handle internal calls. Coordinate with team members to identify and improve expected processes and procedures. Review daily logs to ensure accuracy, put invoices and codes online, issue data for reports, apply daily information to spreadsheet, maintain correct data for managers, price to release invoices for payables and researched data for certain records.

07/2002 TO 08/2008

EXECUTIVE/ HR ASSISTANT

LANDSDOWNE MOODY CO., INC

Phone skills, detailed messaging, coordinate area meeting and company events, expense reports, filing, data entry, information logging, marketing and advertising, new employee hire and termination processing packages, employee insurance and retirement coordination, payroll processing, travel arrangement, customer service, record keeping, meeting dialog, organized sales database, pricing management, managed company licenses, assistant to executive management staff, as well as many other administrative HR duties as needed. EDUCATION

HIGH SCHOOL GRADUATE

UNITED STATES AIR FORCE- SURGERY TECHNITION- HURLBURT FIELD, FL PERSONAL REFERENCES

Brandy Garver- 832-***-****

Katie Taylor- 713-***-****

Tina McKnight- 281-***-****

Contact this candidate