Kathleen Travis

Accounts Receivable Specialist at Paul Davis Restoration
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Contact Information
us****@****om
(386) 825-5501
Location
Omaha, Nebraska, United States, US

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5.0

/5.0
/ Based on 2 ratings
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Sarah Ellsworth-Sanchez

During the 5 years I worked with Kathleen as well as the time that I managed her , she always approached her accounts taking care to provide great customer service. She was always to resolve any issues as enthusiastic to resolve any issues as quickly as possible in an effort to preserve the customer relationship. Kathleen always got along great with other team members working her accounts independently requiring little to no supervision. I would consider her an asset to any team.

Alma Rogers

I worked with Kathleen Travis for 11 years, 8 with Cox Communications a, which she was my trainer on that job. She is very proficient, professional, detail oriented, very dedicated and knows her job well. She would be perfect for the job because she is meticulous with whatever she does and she does it with excellence.

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Experience

    • United States
    • Consumer Services
    • 1 - 100 Employee
    • Accounts Receivable Specialist
      • Dec 2020 - Present

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Collections Specialist
      • Sep 2011 - Present

      Responsible for performing a variety of collection activities for assigned clients ensuring client's account status is maintained at established terms and at established credit limit while remaining consistent with West's corporate policies, procedures, and philosophies; participate in the activities associated with a variety of departmental projects; establish and maintain a professional relationship with internal/external customers, team members and department contacts. Perform a variety of collection activities ensuring adherence to corporate and department policies and procedures and established deadlines while being conscious of customer satisfaction and retention * Maintain strict adherence to client confidentiality standards and departmental collection policies and procedures when making contact with clients * Utilizing a strong customer service focus, advise customers on available payment alternatives and provide basic problem resolution * Establish rapport with clients in order to facilitate collection of accounts receivable * Follow-up with clients when payments are not received in a timely manner to confirm that payments are being processed and/or expedited * Assist in continuously monitoring assigned accounts to ensure that clients maintain acceptable status level within pre-established terms and credit limits * Escalate to supervisor or lead any situation outside the employee's control that could adversely impact the services being provided * Assist in developing, preparing and updating collection reports * Conduct research and compile data for report preparation, identifying and resolving any discrepancies with data * Maintain accurate records regarding the status of collections on accounts, including documentation of all calls according to department policies and procedures Show less

    • United States
    • Telecommunications
    • 700 & Above Employee
    • Collections Specialist
      • 1987 - Jul 2011

    • Collections Specialist
      • Jul 1987 - Jun 2011

      ACA Collections Specialist

Education

  • Josephs College of Beauty-Lincoln
    Cosmetology, Cosmetology/Cosmetologist, General
    1983 - 1984
  • Benson High School
    General, ACA certtified 7-03-2003
    1980 - 1983

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