accounts receivable specialist resume example with 20+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
:
Highlights
Complex problem solving
Detail-oriented
Excellent time management skills
Work force management
Computer proficient
Microsoft Office
File/records maintenance
Contract auditing
Excellent work ethic
Excels in team leadership
Strong interpersonal skills
Excellent communicator
Financial records and processing
Contract negotiation/review/drafting
Training and development
Reports generation and analysis
Summary
Experienced manager with excellent client and project management skills. Action-oriented with strong ability to communicate effectively with technology, executive, and business audiences.
Entered all payments and posted to customer accounts. This included payments from ACH, Lockbox, Payeezy, and Wire Transfers.
Created RMA credits, Credits, Debit Memos upon review of request.
Processed credit card payments.
Evaluated open accounts to look for past-due balances and pursue collection strategies.
Worked closely with delinquent account holders to collect and reconcile accounts through approved channels. Performed various accounts receivable functions, including cash receipts posting, updating cash flow reports and researching chargebacks and write-offs.
Performed research and due diligence to resolve issues in a timely manner.
Methodically resolved active claims by analyzing possible discount violations, PODs, shortages, returns and related advertising.
Reviewed credit records to evaluate customer histories.
Reached out to customers to verify information and follow up on issues.
Resolved vendor and employee inquiries about invoices and purchases in a timely manner through research.
Vouchered freight invoice to help accounts payable team.
Pulled requested invoices, statements, and credits for customers or staff.
Reviewed customers and orders that were on credit hold.
Worked with sales team to rectify customer issues due to non-payment.
Reviewed credit applications and set new customers up in system.
Monitored credit limits and determined if limits were appropriate to customer spending and payments.
Office Manager/Customer service, 03/2018 - 08/2018 Blackhawk Bank – Saint Charles, IL,
Oversee office structure and efficiencies. Promote team environment.
Developed retention program to increase employee morale.
Helped develop Process Map or Standard Operating Procedures to increase understanding and training for company positions.
Work with insurance and contractor programs to capture new jobs
Answered all incoming calls along with customer service staff and directed to appropriate people.
Created Work Orders for technicians and scheduled appropriately
Managed all schedules for Regional Managers, Project Manager, First Responders, and technicians.
On call for emergency situations.
Managed on call rotation.
Office Manager/Accounting/Project Coordinator/Receptionist, 11/2017 - 02/2018 Mechanics Bank – Guadalupe, CA, This was a temporary assignment through Robert Half Companies.
Answered all incoming calls and directed to the correct person.
Greeted all persons entering the building.
Ordered all office supplies.
Took care of office equipment and scheduled any maintenance on equipment.
Received all mail, including deliveries from UPS, FED EX, etc., and dispersed to the correct personnel.
Prepared all Fed Ex shipments and dropped off mail at the post office.
Opened and processed all vendor and subcontractor invoices. Date stamped and prepared for approval by project manager.
Entered all overhead, vendor, and subcontractor invoices.
Entered all credit card purchases.
Filed all processed invoices in proper folders.
Reviewed statements and requested missing invoices to process for payment.
Collected partial lien waivers, final lien waivers, subcontractor affidavit, and subcontractor statement of warranty for each subcontractor on all current jobs, and verified for correct information.
Tracked all subcontractor invoicing and payments in excel.
Created all subcontracts. Emailed out for signature and approval from subcontractor. Emailed copies to Project Manager and Superintendent. Filed in proper folders once subcontract was executed.
Audited all subcontractors for proper documentation on file. Requested any missing information including COI's, W-9's and Worker's Compensation Certificates.
Set up all new vendors and subcontractors in company ERP program.
Submitted City Registration documentation to all cities where current projects and future projects were being done.
Notarized all lien waivers being submitted to project owner for payment.
Filed all paperwork in proper folders excluding overhead invoices.
Trained new personnel on company procedures and policies.
Office Manager/Purchasing Manager, 08/2016 - 09/2017 Thales Group – North Kingstown, RI,
Lead 3 direct reports that covered areas in estimating,insurance compliance, accounts payable, accounts receivable, order entry, invoicing,billing,collections, payroll, purchasing, vendor set-up, and project coordination.
Executed lien waivers and AIA forms for payment.
Notarized documents.
Reviewed contracts for new business to make sure contract was fair and profitable. Negotiated any changes that needed made in contract.
Project Coordination including, billing, invoicing, subcontracts, lien waivers, uploading required documents to each job, and budget analysis.
Accounts Receivable duties including posting payments and depositing checks.
Account manager for Dealer Sales. Direct contact for dealer customers. Handled accounts from initial sale to data entry and delivery.
Oversaw production and workflow of the entire ESW process. Created new processes to alleviate bottle necks in work flow. Developed weekly reporting to show activity and progress. This report helped identify problem areas to prevent bottle necks.
HR responsibilities that included running adds for open positions, screening, interviewing, and E- Verify.
Executed semi annual and annual employee reviews. Developed critical goals to increase efficiency.
Ordered office supplies when needed and tracked on ESW budget.
Created reports to track negative job margins, back charges, gross margin to help increase profitability.
Developed Access Database program to increase order entry efficiency and accuracy.
Developed weekly reporting to show activity and progress. This report helped identify problem areas to prevent bottle necks.
Purchased material for all residential projects. Negotiated prices with vendors to increase bottom variable margin on projects.
Executed month end procedures including inventory and auditing.
Executed year end procedure including inventory and auditing.
Submitted and tracked all Contractor Registrations per city and project. Requested COI and city bonds for city compliance on contractor registrations.
Executed year end procedure including inventory and auditing.
Executed year end procedure including inventory and auditing.
Personal Banker, 12/2014 - 08/2016 Lennar – Scottsdale, AZ,
Developed the annual branch business plan for maximum profitability and effectiveness.
Actively recruited and oversaw training for all new branch employees.
Increased core deposit growth by 220% of annual goal.
Adhered to all federal and state compliance guidelines for retail mortgage lending.
Received an internal audit score of 95%.
Analyzed applicants' financial status, credit and property evaluation to determine feasibility of granting loans.
Determined rate locks, issuance of disclosures and overage and underage and fee waivers.
Educated customers on the variety of loan products and available credit options.
Provided financial analysis reports of commercial real estate, borrower's financial statements, lease reviews and market research.
Continued education on current banking products and services
Provided expert financial advice on mortgage, educational and personal loans.
Exceeded quarterly sales goals
Dealer Development Manager, 07/2013 - 04/2014 Engineering / Remediation Resources Group – Sacramento, CA,
Produced new revenue streams for new and used car dealerships through the sales of extended service plans.
Developed avenues to increase vehicles sales with CARS.com, AutoTrader, Craigslist, Ebay, Free Classified, and lot presentation.
Networked with Floor Plan Companies to increase auto dealers sales potential.
Developed and implemented sales strategies.
Worked with financial institutions to provide lending for the dealerhsips.
Developed business relationships with General Motors and Ford dealerships within assigned territory to increase accessory and website purchases.
Consulted with General Motors and Ford Zone teams in Northeast Ohio to leverage accessory sales and local marketing groups.
Supplied training sessions with sales staff on Insignia Website and accessory sales.
Met with Dealer Principal, General Manager, Operations Manager, Sales Manager, Used Car Manager, Parts Manager, Service Manager to show increase in revenue for all departments.
Developed productive relationships with key account holders.
Maximized operational effectiveness across territory
Established clear lines of communication between business and clients.
Reviewed and renegotiated key contracts.
Supervised local managers.
Designed employee motivation strategies and contests.
Analyzed sales statistics.
Drove sales growth in Northeast Ohio.
Identified prospective customers using lead generating methods and performing an average of 60 cold calls per day.
Developed tool to track and monitor personal sales opportunities, deals in progress and finished contracts.
Accomplishments
Managed a successful sales team of 55+ members who consistently exceeded sales goals by 40% each month. Ranked 4th out of XXX Territory Sales Managers.
Sales Leader Council Member that developed new sales strategies for the market and team members.
Presidents Club Member for surpassing all measured categories including sales, gross margin, e-commerce, payroll, and percent to target.
E-commerce Development team that designed the online ordering website for commercial customers.
Quality Control Member which maintained superb standards of delivered product.
NMLS Licensed
Notary Public
Education
Bachelor of Science: Business- Marketing, Expected in 2007 - South University - Independence, GA GPA: Status -
Business- Marketing
Life/Health License: Insurance, Expected in 1996 - AD Banker - Independence, Ohio GPA: Status -
Skills
SFA, Excel, including Pivot Tables and V Lookup, Microsoft Word, Adobe, Blue Beam, Power Point, Access Database, Sage, Infor Citrix, Infor Syteline, ADP, Alldata, Mitchell.
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