Financial Operations Accounts Receivable

ERICA BEACH

Marietta, GA ***** 678-***-**** *************@*******.*** www.linkedin.com/in/erica-beach-b81b45131/ Financial Operations Specialist A/R Management Loan Processing Procurement Coordination Strategic financial operations professional driving accuracy, efficiency, and client-centered solutions across loan processing, A/R management, and procurement support. Proven expertise in accelerating A/R recovery, resolving credit discrepancies, and optimizing revenue cycles for operational excellence. Skilled in procurement coordination, vendor management, and payment workflows to strengthen financial operations. Dedicated to cross-functional collaboration, compliance, and delivering measurable improvements in financial service quality. CORE COMPETENCIES

● Accounts Receivable Management

● Loan Application Processing

● Procurement Support

● Credit Collections

● Claims Resolution

● SBA Loan Guidelines

● Financial Data Analysis

● Customer Service Excellence

● Invoice Management

● Payment Reconciliation

● Team Coordination

● FDCPA Compliance

● Vendor Communication

● Client Relationship Building

● Revenue Cycle

Optimization

KEY VALUE OFFERINGS

Skilled in A/R management, payment posting, delinquency recovery, credit balance resolution, and reconciliation practices that strengthen cash flow and operational accuracy.

Proficient in end-to-end loan processing, client eligibility assessment, SBA compliance standards, and tailored loan structuring to drive timely funding approvals.

Expert in credit risk evaluation, negotiation of repayment plans, dispute resolution, and maintaining compliance with financial regulations to mitigate exposure and protect assets.

Experienced in supporting procurement workflows, vendor communications, purchase order coordination, and payment processing to optimize financial operations and vendor relationships. PROFESSIONAL EXPERIENCE

Small Business Administration (SBA Contract) Remote Apr 2022 – Present Loan Processing Specialist

● Process and evaluate SBA personal and business loan applications, ensuring accurate financial assessments and compliance with federal guidelines.

● Collaborate across internal departments to support procurement documentation, vendor payment processing, and financial workflow improvements.

● Draft tailored justifications and complete loan packages, achieving a 95% first-pass approval rate.

● Recommend loan structures aligned with applicant eligibility and financial needs, enhancing funding turnaround times.

● Strengthened client satisfaction by improving applicant communication processes, resulting in a 15% increase in positive feedback scores.

PCS Retirement Marietta, GA Mar 2021 – Apr 2022

Customer Service Representative

● Provided account guidance and technical support to participants across 401(k), 403(b), 457, and IRA plans, resolving inquiries and login issues.

● Facilitated participant loans and processed hardship withdrawals, ensuring compliance with plan rules and regulatory standards.

● Updated client profiles, account details, and contribution records with precision while maintaining strict confidentiality.

● Created detailed account statements and reports, consistently surpassing service and delivery objectives.

● Delivered step-by-step digital navigation assistance, enhancing participant access to account management platforms.

● Built trust through empathetic communication, resulting in improved participant satisfaction and retention rates. Thrive Skilled Pediatric Care Marietta, GA Sep 2020 – Mar 2021 Accounts Receivable Clerk

● Reviewed and processed insurance claims, improving documentation accuracy and reducing claim turnaround time by 30%.

ERICA BEACH Page 2

● Resolved outstanding credit balances and coordinated closely with A/R teams to execute payment adjustments, write-offs, and financial reconciliations.

● Conducted detailed analysis of medical records and Explanation of Benefits (EOBs) to support accurate audit preparation, billing corrections, and compliance reporting.

● Strengthened insurer relationships by following up on claim statuses, improving reimbursement turnaround by 15% and minimizing payment delays.

● Prioritized and processed a high volume of patient claims and financial transactions, consistently surpassing departmental KPIs for processing speed and accuracy.

● Maintained detailed, up-to-date account notes in patient records, improving internal communication flow across billing, A/R, and audit teams.

Wolters Kluwer Kennesaw, GA Jan 2020 – Sep 2020

Accounts Receivable Clerk

● Resolved billing inquiries for tax software clients, providing guidance on payments and account updates.

● Received, processed, and posted customer payments with 100% accuracy, ensuring timely revenue recognition.

● Investigated and resolved account discrepancies, leading to a 25% improvement in billing accuracy and client satisfaction.

● Maintained comprehensive records of customer transactions, invoices, and payment histories to support internal audits.

● Prepared monthly statements, account summaries, and internal reports for finance and operations teams.

● Completed ongoing professional development courses to enhance knowledge of billing systems, tax software, and customer service best practices.

State of Georgia Georgia Nov 2017 – Apr 2019

CAPS Scholarship Administration Specialist

● Processed childcare scholarship applications and verified eligibility through employment and education checks.

● Responded to parent and provider inquiries, offering guidance on program requirements and eligibility rules.

● Assisted families in accessing childcare services using early care knowledge and community resources. Lending Point - Kennesaw, GA Apr 2016 – Nov 2017 Accounts Receivable Clerk/Client Representative

● Assisted clients in securing personal loan options by assessing financial needs, discussing loan terms, and facilitating application processing with high accuracy.

● Negotiated payment plans and resolved account discrepancies while ensuring regulatory compliance.

● Delivered excellent client service across 100+ daily interactions, consistently exceeding sales and service targets while safeguarding sensitive customer information.

EDUCATION

Bachelor of Science in Business Management DeVry University - Marietta, GA CERTIFICATIONS

Agile Innovation and Problem-Solving Skills edX Apr 2025 Applied Scrum for Agile Project Management edX Mar 2025 Sprint Planning for Faster Agile Team Delivery edX Mar 2025 ADDITIONAL EXPERIENCE

Client Service Representative Alorica - Kennesaw, GA Sep 2015 – Apr 2016 Accounts Receivable Clerk/Collections Agent Trident Asset Management - Marietta, GA Jan 2015 – Sep 2015 Accounts Receivables/Collections Specialist Brew Law Firm (Temp) - Marietta, GA June 2014 – Jan 2015 Home Care Manage Albany Advocacy Resource Center Inc. - Albany, GA Oct 2010 – May 2014 Accounts Receivable Clerk/Collector AutoMaxx - Albany, GA Sep 2009 – Oct 2010 TECHNICAL SKILLS

Brightree MAXSTAR SUCCESS Platform KOALA GEORGIA GATEWAY COMPASS Microsoft Office Suite

(MS Excel, MS Word, MS Outlook) SAP Salesforce Oracle Microsoft Dynamics

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