Experience

SECU Credit Union

• United States
• Financial Services
• 300 - 400 Employee

• Senior Financial Systems Analyst

  • Mar 2023 - Present



Fiserv

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Trade Receivables Analyst

  • Jul 2020 - Present

  Billing Analyst II/Trade receivables Analyst July 2020- present (This job title includes task from previous position)• Respond to daily emails from merchants regarding an remit bill invoice concerns, request, or updates needing to be made. • Handle reconciliation of certain general ledgers within our partners. • Connect and manage vendor portals of merchant wire/ach payments.• Create different processes using Microsoft Access to simplify certain objectives within my team and company. • Review remittance advices on KeyBank lockbox and submit for cash application. • Use oracle system to update invoice retrieval information and add new merchants to the database• Create weekly master invoice spreadsheet for Bank of America partnership with multiple additional information regarding the merchant and the account manager. • Keep weekly to bi-weekly notes from collection efforts for merchant invoices that are 20+ days past due.• Use service point system and excel to work on check request for clients due to overpayment and payment sent to us in error. Show less

• Financial Analyst Professional

  • Mar 2022 - Mar 2023

  Promoted from Trade Receivables Analyst. I have now added month end Buypass experience experience creating finalize invoices, statements, creating general ledgers, editing billing rates, and sending documentation to financial analyst & accountants for review.



Bank of America Merchant Services

• United States
• Financial Services
• 300 - 400 Employee

• Financial Operational Specialist

  • Sep 2015 - Present

  Operation Control Specialist/Remit Billing August 2018- present • Create a weekly Remit Bill collections spreadsheet on a weekly basis and load through SharePoint site. • Provide missing invoices, missing payment info, or specific remit bill spreadsheets to merchants, AM’s, BAMS Executives, and more. • On a daily basis; update notes of past due RB items over 30+ on master spreadsheet. Calls are made and emails are sent clients and AM’s to obtain notes. Average up to 200+ emails/calls a week. • Run statement reconciliation for merchants who merchant services statement do not match up with the remittance invoice. • Track checks through accounts receivable vendor portals or lockbox system and ensure application of payment is done correctly. • Assist co-workers in all different departments with Excel needs or remit billing questions/request. • Add and remove clients from Remit billing to via ACH or vice versa. Client Relations Specialist I position within the company Sept 2016- August 2018 • Reach out to the merchant and ensure that the relationship is going well. • Direct the merchant to the right person if I can’t assist. • Sales portion- offer contract renewals. This has an incentive offers to the merchant and also involves rate reviews/changes. • If a merchant phone number is invalid. Research online for alternative numbers that may be able to reach the merchant and inform them of the false information on file. Client Support Specialist II/ SBS • Handle escalated issues through call center for the merchants and the Business consultant’s such as checking account updates, banking partner Show less



City Electric Supply

• Wholesale
• 700 & Above Employee

• customer service/driver

  • Apr 2014 - Sep 2015

  • Effectively manage large amounts of incoming calls. • Handled complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution. • Prepare and complete orders for delivery or pickup according to schedule. • Perform inventory controls and keep quality standards high for audits. • Operate and maintain preventively the forklifts. • Drive to electrician shops and job sites. Deliver Electric material. • Effectively manage large amounts of incoming calls. • Handled complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution. • Prepare and complete orders for delivery or pickup according to schedule. • Perform inventory controls and keep quality standards high for audits. • Operate and maintain preventively the forklifts. • Drive to electrician shops and job sites. Deliver Electric material.



7-Eleven

• United States
• Retail
• 700 & Above Employee

• Store Manager

  • Aug 2011 - Mar 2014

  Store Clerk/Manager. Clerk for 2 years and then moved up to manager. • Managed daily store operations, supervised employees, Training employees, pay roll assistance, Brinks exchanges and managed inventory. • Ensured sufficient staffing levels to meet the needs of our guests. • Rang customer sales on an electronic cash register. • Recruited, trained, developed and motivated our employees. • Demonstrated leadership and promoted a teamwork-oriented environment setting high standards and modeling behavior for optimum guest service. • Order from beverage and food companies to ensure product mix and inventory levels are properly maintained to increase sales and control inventory restock products. Show less