Financial Processing SupervisorFeb 2014 to Current GreatCall － San Diego, CA
Lead a team of financial analysts by providing clearly defined expectations on a daily, weekly, and monthly basis and track performance to exceed a 100% performance rate each week Maintain guidelines, implement new processes, and collaborate with other departments, including the customer service department and billing department, to improve invididual productivity, team efficiency, and customer satisfaction Perform tracking and analysis on monthly reports which include incentive reporting, monthly statistic reporting, backlog reporting, lockbox reconciliation, suspense account reconciliation, and chargeback reconciliation Additional duties include hiring and resolving internal and external customer escalations Motivate analysts in personal/professional development and provide coaching on time-management skills, critical thinking skills, and other various skills to increase performance and job satisfaction.
Accounts Receivable SpecialistOct 2012 to Feb 2014 Ashford University － San Diego, CA
Analyze approximately 30 accounts per day, by reviewing the ledger card in its entirety, and document the most accurate calculation on an excel aging report Verify financial aid documents for future Title IV funding and pro-actively follow-up with students regarding missing documents or balances due Time management skills used to ensure all daily goals and deadlines are met throughout the day.
Activities may include the aging report submission, 30 accounts reviewed, a minimum of 20 outbound calls, all activities cleared in Cvue system, and e-mails and voicemails returned within the same day Ability to multi-task between multiple software applications to verify students personal information and to provide students with the most accurate information on finances Collaborate with the student advisor team to ensure students have met the financial aid requirements in order to proceed with their program of study Mentor new and tenured employees and assist manager with coaching employees on team metric goals as well as creating a 360 feedback survey Graduate and treasurer of the Future Leaders Program which promotes emotional intelligence and self-awareness.
Financial Consultant Support SpecialistFeb 2012 to Sep 2012 USE Credit Union － San Diego, CA
Increased monthly sales by an average of $100,000 by following up with previous appointments and calling members daily to set future appointments for finance advisor Notified the executive team of any increases or decreases in sales by completing the monthly excel worksheet for the qualified referral report and sales report Utilized time-management skills for extensive daily duties which included completing new application paperwork, opening accounts on BranchNet, and answering incoming calls Acted as a liaison between the credit union members and the outside financial vendors Provided exceptional service by building rapport and understanding clients financial needs.
Financial Services ManagerJun 2009 to May 2011 University of Phoenix － Phoenix, AZ
Exceeded goals by analyzing account receivable trends and taking self- initiative to implement strategies for decreasing 60-91 days old balances Motivated a team of eight finance advisors in a call center environment to reach quarterly progress plans, including career progression Consistently exceeded customer satisfaction surveys from a team of eight advisors by achieving a 90% or higher rating Provided personal and professional coaching to develop behaviors and skills of advisors Multi-tasked and met daily deadlines including the completion of reports due, administrative duties, adjustment tickets and contacting escalated students Collaborated with the academic and enrollment department to help improve team cohesion Created development strategies for each advisor, as well as the finance department, as leader of the senior and executive finance advisor team.
Senior Finance CounselorApr 2007 to Jun 2009 University of Phoenix － Phoenix, AZ
Exceeded accounts receivable goals by being proactive on reports and calling an average of 100 students per day in regards to documents needed or the delinquent process Divisional Specialist which included mentoring finance advisors on a weekly basis Provided excellent service to an average of 400 student accounts by meeting individualized needs of degree seeking students Met daily deadlines on reports due by focusing on time management skills Improved quality assurance calls by implementing coaching strategies from manager Thorough knowledge of Title IV funding, Department of Education regulations, financial aid eligibility, academic progression, and internal software applications including PeopleSoft, Oracle, and SharePoint.
Data Input ProcessorSep 2005 to Apr 2007 Wells Fargo Bank － Chandler, AZ
Performed operational tasks which include processing payable and receivable adjustments.
Maintained strict data entry deadlines and accuracy goals by being sufficient in 10-key pad.
Strong organizational skills required to sort adjustment cases.
Bachelor of Arts, FinanceApril 2014Ashford University, Forbes School of Business － San Diego, CAFinance
Series 6, Series 63, and Life and Health licenses
10-key pad, academic, account reconciliation, accounts receivable, administrative duties, billing, call center, coaching, interpersonal skills, credit, critical thinking, clients, customer satisfaction, customer service, data entry, finance, financial, Financial Analyst, hiring, Leadership, ledger, Mentor, mentoring, Excel, Outlook, Power
Point, SharePoint, Word, Oracle, Strong organizational skills, Organizational, PeopleSoft, processes, progress, quality assurance, rapport, reporting, sales, surveys, Time management, time-management, Type