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Billing Associate Resume Example

Resume Score: 100%

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BILLING ASSOCIATE
Summary
To secure a challenging position that will capitalize on my more than 18 years of Billing/ Collections, Customer Service, and Administrative experience. AREAS OF SKILL Assessing Customer Needs Billing Customer Service Collections Maintaining files Reconciliation Introducing New Products Accounts Payable/Receivable Loans/ Lending Products General Ledger
Highlights
  • Cash handling
  • MS Excel expert
  • Detail-oriented
  • Cash flow analysis
  • Expert in MS Office Suite
  • Analytical
Accomplishments
Was responsible for collections on outstanding accounts receivable by making outbound calls to clients, cleared disputes through credit process, and updated month end balance with current status
Experience
Billing Associate
January 2014 to January 2015
CO-OP FINANCIAL SERVICES - Rancho Cucamonga, CAPrepared data load spreadsheets for loading into SQL database related to switch and supported activities for various client groups of CUSO's, Resellers, Principle, Network Access and Shared Branching clients. Assisted in editing client invoices and reviewed trends to ensure accuracy, efficiency and consistency. Was responsible for collections on outstanding accounts receivable by making outbound calls to clients, cleared disputes through credit process, and updated month end balance with current status. Prepared upload for ACH debits and credits and submitted them for Management review. Assisted with aging reconciliation, performing customer account analysis as required ensuring subsidiary ledger balances to the general ledger. Calculated the quarterly incentives due to business partners based on current agreement. Provided resolution to high volume client inquiries in a timely manner along with excellent customer service. Assisted in month end closing, as required. Evaluated different kinds of products, supported services, and transaction types to ensure a smooth billing process. Assisted in special pricing and product fees by having a strong knowledge of contracts, products and services.
Billing and Collections Specialist
January 2008 to January 2012
CUNA MUTUAL GROUP - Fort Worth, TXProvided guidance and assistance to customers by explaining product guidelines, verified information, responded to inquiries and provided follow-up support to customers as needed. Took lead role in resolving product related issues identified in assigned client accounts and engaged company personnel with the expertise/knowledge required to effectively address the issues identified. Served as the first point of contact from Credit Unions and internal customers regarding customer calls that required deep product/system knowledge and research. Assisted Generalists in resolving complex and escalated inquiries. Performed other duties like balancing daily lockbox deposits, bill settlement, work disputes, and refunds by ensuring accuracy and completeness, initiated settlement of premium and refunds through Corp. Web EFT system, to include inter company transfers. Transactional type processing of customer requests (i.e., cancellations, reinstatements, ACH setups). Performed accounting duties such as daily reconciliations, conducted all "out of balance research" to include member and credit union accounts, as well as monthly general ledger reconciliations. Was responsible for accounts receivable, soft collections, and follow ups for both current and new assigned customer accounts. Maintained individual performance targets, quality standards and service levels on responses to customer requests/inquiries. Performed routine clerical duties as necessary such as typing, maintaining electronic documentation, copying, and similar functions. Was responsible for general cross functional communications with system service groups. Developed and maintained professional working relationships with the Credit Unions. PROJECT MANAGEMENT: Deputed by CUNA Mutual to travel to India on the EXL Services Project. Supported the EXL Services team during their classroom training on the Billing Processes and during the nesting period. Provided support and training during the shared work and live production work. Participated in the daily debriefs for questions, concerns, system problems and other production related issues. Resolved such issues with support from the onshore Headquarters Billing team. Ensuring that the production work was being done in a consistent way and with minimal errors. Also worked with the SME's in EXL Services to resolve the errors in QA auditing and advised ways to decrease those errors by following certain guidelines and procedures.
Treasury Management Support Specialist
January 2013 to January 2013
CITIZENS BUSINESS BANK - OPERATIONS CENTER - ONTARIO, CAACH approvals and Over limit verification of ACH and Wire transfers done by customers. Automated Clearing House Files and Funds transfers (payroll, tax and payment files) Managing customer accounts by updating company database as per the requests of the customers and clients. Resolving customer issues by research and modifications. Scanning documents, digitalizing the requests and modification's into the company database.
Education
Bachelors : TeachingSt. Xavier's College - Calcutta University - Calcutta, BANGLA, INSt. Xavier's College - Calcutta University, India Bachelors in Teaching
Bachelor 's : EducationLoreto College - Calcutta University - Calcutta, BANGLA, INLoreto College - Calcutta University, India Bachelor 's in Education TECHNICAL AND COMPUTER PROFICIENCY: Excellent knowledge of all Window related programs like Microsoft Word, Access, Power Point, Excel, Dos, Blue Zone Main Frame, Webeft, IVPA, Billit, Billpro, Business Objects, People Soft, Etools., Falcon Fraud Manager, E Access, Softrax, Monarch, Great Plains etc.
Languages
English, Hindi, Bengali, and Urdu
Skills
Accounts Receivable, Billing, Collections, Credit, General Ledger, Customer Accounts, Accounting, Accounts And, Auditing, Clerical, Copying, Credit Union, Documentation, Eft, Lockbox, Project Management, Qa, Qa Auditing, Reconciliations, Soft Collections, Training, Typing, Ups, Clients, Database, Access, Account Analysis, Associate, Closing, Contracts, Customer Account, Customer Service, Invoices, Outbound Calls, Pricing, Receptionist, Reconciliation, Retail Sales, Sql, Accounts By, Payroll, Scanning, Treasury Management, Dos, Excel, Falcon, Great Plains, Microsoft Word, People Soft, Teaching, Word
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Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • CO-OP FINANCIAL SERVICES
  • CUNA MUTUAL GROUP
  • CITIZENS BUSINESS BANK - OPERATIONS CENTER

School Attended

  • St. Xavier's College - Calcutta University
  • Loreto College - Calcutta University

Job Titles Held:

  • Billing Associate
  • Billing and Collections Specialist
  • Treasury Management Support Specialist

Degrees

  • Bachelors : Teaching
    Bachelor 's : Education

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