Accounts Receivable Customer Relations
Resume:
SUSAN A. JOSE
San Jose, CA 95121
Cell Phone 408-***-****
E-mail: ********@*****.***
Public Profile:http://www.linkedin.com/pub/susan-jose/11/b2b/991 Summary of Qualifications
• A dynamic and high profile accounting professional with a thorough knowledge of Accounts Receivable and Credit and Collections
• Strengths include leadership skills and organizational management.
• Detail-oriented, self-motivated and ability to adapt to ever-changing and dynamic environment
• Excellent communication, analytical and interpersonal skills
• Works well with a fast-paced and multiple tasks environment
• Ability to complete projects and meet deadlines on time
• Customer oriented and works well with a team environment
• Maintains a proactive approach in problem solving.
• Computer literate; computer skills include IBM AS400, MS Excel, MSWord, Windows NT, MS Access, TW System, SAP, Agresso, Oracle 1li Financials, QAD System, Great Plains 9, Microsoft AX, Quickbooks, Zuora, NetSuite, Salesforce, Zendesk, NexTech Professional Experience
Cepheid, Inc(rehired) 7/2024- Current
Senior Collections Analyst
• Manage assigned portfolio
• Make daily calls or emails to check for payment status and maintaining customer relations.
• Reconciliation between customer’s payment details against our system report
• Monitoring of outstanding accounts
• Contact delinquent customers to negotiate repayment.
• Review delinquent accounts and propose relevant remedial actions
• Prepare, comment on overdue reports for Management
• Execute ad-hoc tasks assigned by Manager.
• Identifying balances between $0 - $250, over 1 year aged that are uncollectible to be written off.
• Identifying balances over $250, more than 2 years aged that are uncollectible to be written off.
• Identifying balances that should be placed with third-party collections. (NACM).
• Identifying severely aged balances with third-party collections for write-off consideration
• Working with Accounts Payable to process refunds for other collectors. Berman Skin Institute 09/2023 to present
Collections Specialist
• Post Payments/Denials/Co-Pays and Deductibles to patient accounts
• Review and Follow up on remittance advice for payment errors, denials and under payments
• Accurately interpret EOB and collections report
• Initiate charge entries and appeals when necessary
• Follow up on all claims from billing through final resolution
• Prepare/submit medical claims electronically (and when applicable by paper) to government, private pay and commercial insurance carriers
• Identify and resolve any claim delay issues that impact billing and collections
• Resolve credit balances and account issues
• Initiate and track appeals as necessary
• Resolve COB discrepancies
• Post cash and reconcile daily receipts
• Confirm patient insurance verification and eligibility
• Responsible for data entry of daily billing charges from multiple clinics
• Send electronic billing through clearinghouse
• Re-bill and appeal claim based on payer rejections and denials received
• Assist referral department as needed
• Review account status on the aging report. Contact patients directly to resolve overdue accounts
• Perform related tasks and assignments as necessary Cepheid, Inc 09/2021- 8/2023
Collections Analyst
• Manage assigned portfolio
• Make daily calls or emails to check for payment status and maintaining customer relations.
• Reconciliation between customer’s payment details against our system report
• Monitoring of outstanding accounts
• Contact delinquent customers to negotiate repayment.
• Review delinquent accounts and propose relevant remedial actions
• Prepare, comment on overdue reports for Management
• Execute ad-hoc tasks assigned by Manager.
• Fair analytical and decision-making skills.
• Good communication skills to communicate with customers
• A positive attitude - dedicated and committed towards work.
• Good teamwork skills - a team player who collaborates with others to achieve a common goal. Strong accountability; responsible and dependable.
Matterport, Inc.
Senior Credit and Collections Specialist 11/2016-09/2021
• Manage a high volume portfolio using soft collection techniques with a customer focused approach while achieving results.
• Maintain accurate and timely records of interaction; ensure that customers have all open invoices and follow through to resolve.
• Follow up on delinquent accounts for credit hold. Initiate adjustments, credit memos, write-offs or refunds after thorough account analysis and per approved guidelines, to clear open items or billing errors.
• Review and approve all Enterprise Contracts
• Actively participate in the collections process for SMB SAAS and Enterprise Customers
• Respond to or provide resolution for internal and external customer inquiries within 3 business days using a customer focused approach.
• Ensure the timely collection of Accounts Receivable for assigned accounts using a soft approach, to ensure customer accounts are handled with care and diplomacy.
• Perform daily telephone, e-mail and written contact and repeat with follow-up as needed in a sustained effort, using a Top Dollar Down format, to pursue late payments and to reduce overall past due accounts, in support of corporate goals, standards and objectives.
• Ensure that customers have all invoices and proof of delivery if requested and follow-up for closure of open items in a results oriented manner.
• Negotiate payment plans, settlements and disputes with clients to bring accounts current.
• Research, reconcile, document and recommend solutions to resolve complex customer issues. Zonare Medical Systems, Inc 08/2012 -11/20/16
Senior Credit and Collections Analyst
• Monitor accounts receivables for aged balances and make customer collection calls as needed to slow-pay or delinquent accounts. Work with collection agency as needed.
• Provide customer service regarding collection issues and disputed amounts by resolving client discrepancies/short payments in a timely manner.
• Responsible for monitoring & maintaining cash flow/credit exposure by customer calls, account adjustments, small balance write-offs, customer reconciliations and refunds on researched overpayments.
• Communicate and follow-up effectively with both internal and external customers on a timely basis using Zendesk
• Collection of credit data including but not limited to Experian report and checking trade/media references
• Calls customers, researches billing issues, pulls invoices, and emails/faxes to customer
• Explains bills to customers, answers queries, and researches payment discrepancies. Bayer Healthcare(formerly Conceptus Healthcare, Inc.) 08/2010-08/2012 Senior Credit and Collections Analyst
• Perform commercial credit and financial statement analyses, in establish and maintain reasonable and appropriate credit limits and internal credit ratings
• Provide ongoing support and direction to other Credit and Collection resources in the day-to-day management of specific risk and/or market-sensitive account situations
• Daily monitoring of over limit and past due customer accounts, credit reviews of customers based on company's financial statements and credit reports.
• Monitor aging reports to identify past due accounts, returned checks, and short payments and initiate contact with customer to collect or resolve.
• Monitor aging reports to identify past due accounts, returned checks, and short payments and initiate contact with customer to collect or resolve.
• Maintain current customer credit files, including updating customer information and credit rating data.
• Process credit applications by obtaining a credit report and contacting customer trade/credit and bank references.
• Review accounts over credit limits to prevent blocking of shipments while maintaining acceptable risk levels for the organization.
• Handle incoming phone calls and email correspondence from internal and external customers, assisting them with their questions or requests and/or referring them to other departments.
• Prepare check requests for customer refunds on credit balance accounts.
• Review customer purchase orders for special billing instructions. VNUS Medical Technologies, Inc. San Jose, CA
Senior Credit and Collections Analyst
01/2007 – 07/20/10
• Manage portfolio analysis for weekly and monthly reporting; DSO, Reserves, Aging & highlight reporting.
• Identify business process issues that adversely impact timely collections; escalate as appropriate to mitigate future issues.
• Maintain account information, credit ratings, limits, and collection notes in client data base.
• Manage collections resolution for past due accounts and invoice issues.
• Manage new customer credit worthiness reviews and approvals including establishment of credit terms and limits.
• Manage established customer credit limits and terms; including ongoing risk assessments.
• Analyze client accounts as required; identify and resolve issues in a timely manner.
• Establish new credit and collections processes and procedures as appropriate.
• Manage ongoing customer communications, including account statements and special reports.
• Manage external agencies account assignments and ongoing review.
• Effectively communicate material collectability issues (specific and general) to Finance management.
• Assists with client collections resolution for past due accounts or invoice issues to expedite payments.
• Maintains high quality standards of excellence in assisting clients while resolving account issues.
• Document collection actions and contacts made to clients with past due accounts. Education
Divine Word University
Bachelor of Science in Economics
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