Outside Sales Support, Bookkeeper & Accounts Receivable Specialist

Kacie Martinez

***** **. *********** ****** ******, CA, 94560

Phone: 510-***-**** E-Mail: ******@***.*** [KM]

Experience

Matheson Tri-Gas Inc. Newark, CA June 2023 - Present

-Outside Sales Support

• Existing customer sales & service support

First line of contact for customer needs

Wallet Share & Up sell gains (utilizing the Matheson Sales Model growth planning matrix)

Sustained relationship Marketing & awareness of promotional campaigns

Technical solution provider

“Maintenance” – admin pricing, set-up, etc.

Recurring Order getting

Order entry

Billing disputes/credits/returns/a-r

Setting appointments for new product demonstrations

• Proposals/Quotes

• Contacting “lost” business to recapture

• Telemarketing to targets

Matheson Tri-Gas Inc. Newark, CA August 2019 – June 2023

-Accounts Receivable Representative

• Review credit worthiness of existing customers and obtain credit information on new customers. Recommend changes in extension or reduction of credit/terms.

• Utilize my judgment in scheduling collection and follow-ups on delinquent accounts while maintaining detailed, neat, and accurate credit files.

• Respond to all customer inquiries both verbal and written. Investigate and resolve payment discrepancies and disputed billings/misapplied payments.

• Apply payments to customer accounts as directed.

• Accept, authorize and apply credit card payments and transaction with confidential and accurate application as directed.

• Heavy phone contact and correspondence with customers, sales force, and branches to ensure open lines of communication and updates on delinquent accounts.

• Perform other projects and duties as assigned.

2

MCC Financial Services, Inc., San Jose, CA August 2014 – August 2019

- Tax Preparer/Bookkeeper/Loan Processor

• Process tax returns for individuals as well as corporations and partnerships

• Process information supplied by clients and in return provided profit and loss statements with which to complete tax returns and other financial statements.

• Maintain close relationship with clients to ensure trust and provide stability to all clients regarding financial needs.

• Assist in processing home loans and refinances from start to finish for all clients.

• Collection of all payments in a timely manner.

World Savings/Wachovia/Wells Fargo San Leandro, CA. January 2004 – August 2014

-Quality Assurance Analyst 2 August 2007 – August 2014

• Analyze quality trends on operational initiatives for Short Sale, Deed-In-Lieu and Real Estate Owned Departments.

• Conduct Analysis on complex business processes.

• Develop metrics and track performance of Quality Assurance training initiatives.

• Assisted in the development and implementation of departmental procedures, policies and controls to maintain the accuracy and efficiency of processes.

• Facilitated operational process reviews.

• Conduct regular Quality Council meetings to add, revise, clarify or retire program questions.

• Developed and tested data application for quality testing in REO Quality Assurance department.

• Worked with in-house counsel reviewing internal information in order to draft disclosure letters to potential buyers of Wells Fargo owned properties.

-Loan Processor/Loan Closing Specialist January 2004 – August 2007

• Verified and entered loan application information for mortgage loans while ensuring accuracy of information.

• Reviewed residential loan application files to verify that application data was complete and met established standards.

• Obtained all documents from broker/borrower to satisfy all conditions set by underwriter.

• Worked with Quality Review team to ensure data was correct in order to produce accurate loan documents.

• Ensured that any/all issues were cleared so that the file would close in timely manner to the satisfaction of all parties.

• Developed existing broker relationships, and built new ones, to ensure future business possibilities. 3

Education:

* James Logan High School Union City, CA

-High School Diploma, General Education

* Chabot Community College Hayward, CA

-AA Degree, General Education

* University of California, Santa Barbara Goleta, CA

* California State University, Hayward Hayward, CA

* DeVry University Fremont, CA

September 1989–June 1993

September 1993–June 1995

September 1995–February1997

September 1997–June 1998

August 2014–June 2016

-Bachelor’s Degree of Technical Management with an emphasis in Accounting. Graduated Summa Cum Laude

Professional Summary:

- Proficient computer skills in Word, Excel and PowerPoint

- 10 key proficient

*References available upon request.

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