Experience

Gentry Locke

• United States
• Law Practice
• 100 - 200 Employee

• Client Accounts Coordinator

  • Sep 2019 - Present



Rockydale Quarries Corp

• United States
• Financial Services
• 1 - 100 Employee

• Credit and Collections Coordinator

  • Nov 2016 - Sep 2019

  Research credit history and analyze customer financial condition to determine and/or recommend customer credit lines Placement of collections calls and/or correspondence in a fast-past goal oriented collections department Provide customer service regarding collection issues, process customer refunds, process and review account adjustments, resolve client discrepancies and short payments Responsible for monitoring and maintaining assigned accounts Accountable for reducing delinquency for assigned accounts Responsible for both Accounts Payable and Accounts Receivable Utilize third party collections services and attorneys to collect outstanding AR Delivers accurate and timely completion of lien waivers requested by customers Show less



Chubb

• Insurance
• 700 & Above Employee

• Premier/ Agency billing coordinator

  • Mar 2015 - Nov 2016

  • Provide written communication in servicing customer needs as needed or requested to insured’s, agents, brokers and internal staff• Complete disbursements, process receipts and other accounting functions • Process premium analysis on request to bring closure on disputes and/or questions from customer inquiries • Maintain a variety of daily follow-up tasks with internal and external stakeholders, such as:o billing holds o premium and commission disputeso run installment reports and provide pivot tableso collect on aged premium and earned premiumo complete credit disbursements• Process manual billing statements as required and track the information for accountability• Monitor and notify applicable parties for collections of unpaid receivables across multiple lines of business • Provide monthly status reports to manager in support of receivable and analysis reporting including any outstanding delinquent collectible balances, aged and backdated items for assigned brokers/agents• Reconcile premium differences and disputed transactions as requested including research and follow up until balance is resolved• Initiate and review receivable documents throughout the month to ensure all collectible balances and aged items have been addressed and will clear prior to month end closing • Work closely with the Territorial Manager and identified agents in developing and controlling all insured notifications for the FAB5+ special handling for CA agents• Process all manually issued transactions into the TARABS billing system for billing and collections • Process various reports on a daily and/or monthly basis as needed• Provide billing service for the Group Umbrella Policies regardless of segment• Initiate the implementation of new processes to better innovate the workflow in the department Show less

• Billing Specialist

  • Mar 2015 - Jan 2016



SimplexGrinnell

• Operations coordinator

  • Jul 2013 - Mar 2015

  • Responsible for daily coordination of equipment releases, scheduling, as well as project specific invoicing and change orders • Manage Accounts Receivable for Electronic Operations • Responsible for payroll for all operational personnel • Create Certificate of Insurance, Bid Bonds, Performance Bonds, Warranty Letters • Support Operation/Service Manger and Sales Representatives • Submit credit memos, produce lien waivers, and apply open remits • Responsible for daily coordination of equipment releases, scheduling, as well as project specific invoicing and change orders • Manage Accounts Receivable for Electronic Operations • Responsible for payroll for all operational personnel • Create Certificate of Insurance, Bid Bonds, Performance Bonds, Warranty Letters • Support Operation/Service Manger and Sales Representatives • Submit credit memos, produce lien waivers, and apply open remits



Wells Fargo

• Roanoke, Virginia Area

• Collector 2

  • May 2010 - Jul 2013

  • Pursue payments of debt from individuals and businesses • Maintain a constructive relationship with customers • Inform debtors of their obligations • Motivate customers through use of behavioral analytics • Manage risk through continued focus on compliance details • Able to negotiate and make decisions quickly and professionally • Lead Mentor for the Mentor Program (2012-Present) • Mentor for the Overdraft Collections and Recovery Department (2011- Present) • Pursue payments of debt from individuals and businesses • Maintain a constructive relationship with customers • Inform debtors of their obligations • Motivate customers through use of behavioral analytics • Manage risk through continued focus on compliance details • Able to negotiate and make decisions quickly and professionally • Lead Mentor for the Mentor Program (2012-Present) • Mentor for the Overdraft Collections and Recovery Department (2011- Present)



WECCU Credit Union

• Covington, VA

• Teller

  • Aug 2007 - May 2010

  • Process transactions for personal and business members • Maintain and balanced a daily cash drawer • Perform data entry, filing, and clerical duties • Handle large amounts of money • Process transactions for personal and business members • Maintain and balanced a daily cash drawer • Perform data entry, filing, and clerical duties • Handle large amounts of money



Radford University

• United States
• Higher Education
• 700 & Above Employee

• Work Study

  • Aug 2006 - May 2010

  • Organize clerical files • Answer phones and direct them to the designated places • Ensure friendly customer service • Compile, copy, and sort records of office activities, business transactions, and other activities • Organize clerical files • Answer phones and direct them to the designated places • Ensure friendly customer service • Compile, copy, and sort records of office activities, business transactions, and other activities