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Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
Summary

Dedicated and an accomplished background in financial services, specializing in equipment leasing operations, collections and logistics. Goal and result oriented. Strong leadership, project management, self-starter and driven to provide superior customer service.

Precise, detail-oriented [Job Title] with sound judgment and decision-making skills. Experienced in A/P processes and managing vendor relations.Quality-focused accounting professional with over [number] years processing invoices, managing vendors and auditing expense reports.Self-motivated [Job Title] offering a strong work ethic and determination to complete tasks in a timely manner. Accurate and detail-oriented with extensive bookkeeping and clerical knowledge.Detail-oriented [Job Title] who keeps entries up-to-date daily. Dedicated to providing current state-of-accounts reports to inform cash flow management decisions.Seasoned [Job Title] with [Number] years experience managing accounting needs across multiple platforms. Advanced technical knowledge, including [Software program].

Highlights
  • Expert in customer relations
  • Accounts receivable professional
  • Complex problem solving
  • Excellent managerial techniques
  • Accounting operations professional
  • SEC and call reporting
  • Strong communication skills
Accomplishments

Sales

  • Consistently generated additional revenue through skilled sales techniques.

Customer Service

  • Researched, calmed and rapidly resolved client conflicts to prevent loss of key accounts.

Customer Assistance

  • Worked with company systems such as Live Support and diligently completed all assigned tasks, working overtime as needed.

Exceeded corporate target for customer satisfaction for [number] months in a row.Researched and resolved billing problems that had been previously missed.

Experience
Senior Account Manager, 10/2000 to 05/2015
AdpFort Lauderdale, FL,
  • Successful Portfolio Manager overseeing collection activity for a variety of vendor programs with various contract terms.
  • Submitted proposals, negotiated sales, settlements, payoffs, buyouts.Reviewed clients' accounts and results regularly to determine whether life changes, economic developments or financial performance indicated a need for plan revision.Received superior customer service satisfaction scores for 8 consecutive quarters.Maintained confidentiality of bank records and client information.Monitored risk accounts on a weekly, monthly, quarterly and annual basis.Communicated regularly with management regarding portfolio performance and new loan transaction quality.
  • Approved rebill, credit generation, prorated billing.
  • Responsible for identifying, communicating and implementation of process improvements that will drive improved profitability, productivity and customer satisfaction.
  • Executed refinance and restructure contracts/payments, bill of sales, lien release.Verified details of transactions, including funds received and total account balances.
  • Calculated figures such as discounts, percentage allocations and credits.
  • Suggested process improvements to secure prompt and regular receipts for the organization.
  • Deposited third party checks, as well as monthly reserve transfers.
  • Rectified escalated accounts payable issues from employees and vendors.
  • Mitigated portfolio losses and increase revenue.
  • Strong analytics and solid decision making.
  • Established solid rapport with all levels of management, external, sales, vendor partner and customers.
  • Created new Standard Operating Procedures allowing analyst to disseminate.
  • SME (Subject Matter Expert) of contract language for stages of delinquency for effective collection of past due, property taxes bankruptcy.
  • Team player, motivated employees, reviewed and coached/ trained staff on contract requirements and collection activity.
  • Assisted with all levels of management.
  • Excellent communications skills, express clear and concise objective, goals, and action plans with stakeholders to simplify complex situations.
  • Embrace challenges, strong work ethics, and high energy.
  • Confer with Compliance and Legal with escalated collection issues to protect company interests and reputations.
  • Adhering and enforcing program agreement, amendments and contracts.
  • Managed assigned portfolio regions, cure delinquency.
  • Coordinated collection efforts with other division to maximize collection activity.
  • Creative problem solver, anticipated and identified customer needs to facilitate a quick solid resolution and influenced customer behaviors.
  • Reviewed inventory reports, assessed damages billed and pursued with collection.
  • Repeatable and reliable friendly customer service while compliant to business, federal and state requirements.
Sr. Compliance Licensing/ Registration lead, 11/1996 to 10/2000
American Skandia LifeCity, STATE,
  • Managed Variable life and Securities license vertical - licensed, appointment and sponsored broker dealers, brokers, and agents to solicit variable life and security products.
  • Conducted Semi/Annual seminars of compliance and insurance licensing procedures and requirements.
  • Solid relationships with broker Dealers, back offices, agents to transfer prior business to be managed by our services.
  • Responsible for 25 staff verified and approved application and licensing credentials for us market.
  • Delegated territory assignments for better sales concentration.
  • Implemented processes and procedures amended compliance structure, streamlined process.
  • Adhered to NASD, SEC and state licensing requirements, performed background checks, fingerprinting.
  • Issued/revoked/reinstated licenses Enforced and reviewed all Continuing Education requirements, resolved compliance, and licensing issues.
  • Revoked or approved commission payouts.
  • Approved and processed disbursements via check/wire instructions.
  • Processed surrenders and account liquidations.
  • Set up month automatic disbursement for clients and family after approval/validation.
  • Board Chair for incentive committee and awards commit to award success, service levels and performance improvements.
National Collection Specialist, 04/1988 to 05/1996
Pitney Bowes Incorporated, , US
  • Nationwide collections of Government, State and major accounts throughout the United States.
  • Strong acumen of government leasing structure, bids, purchase orders and fiscal cycles.
  • Special handled and manually billed account monthly as need to control delinquency.
  • Rebook deals to adhere to contract changes authorized and agreed to by all parties.
  • Exceeded expectation of collections Maintained bad debt ratio of 8% or less.
  • Successfully negotiated delinquent balances, restructures, refinancing and credit extensions.
  • Repossessed equipment, service and supply holds, performed write offs and agency referrals.
  • Withheld commission/rescinded commissions.
  • Coordinated approval processes of all accounts payable invoices.Researched and resolved billing and invoice problems.
  • Renegotiated payment terms with dozens of suppliers.
Education
Bachelor's degree: Finance and Business Administration Marketing, Expected in 1998
Sacred Heart University - Fairfield, CT
GPA:

Finance, Business Administration and Marketing

Skills

analyst, agency, billing, communications skills, concise, contracts, Creative problem solver, credit, clients, customer satisfaction, customer service, decision making, Government, insurance, inventory, Legal, market, processes, proposals, express, quick, rapport, sales, Securities, seminars, settlements, taxes, Team player, validation

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Resume Overview

School Attended

  • Sacred Heart University

Job Titles Held:

  • Senior Account Manager
  • Sr. Compliance Licensing/ Registration lead
  • National Collection Specialist

Degrees

  • Bachelor's degree

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