Lauren Polson
Accounts Receivable Analyst at Weber, Inc.- Claim this Profile
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Experience
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Weber, Inc.
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United States
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Machinery Manufacturing
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100 - 200 Employee
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Accounts Receivable Analyst
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Jun 2022 - Present
Kansas City, Missouri, United States -Manage the company’s AR responsibilities -Meet with other departments, CFO and Controller to assist in collections and reporting -Maintain supporting documentation for all accounts -Analyze and verify information by creating spreadsheet reports -Collect down payments and final payments on projects -Learn AP and provide support as needed -Control the debit/credit & cash applications process -Continue to build customer relationships -Provide accounting support for… Show more -Manage the company’s AR responsibilities -Meet with other departments, CFO and Controller to assist in collections and reporting -Maintain supporting documentation for all accounts -Analyze and verify information by creating spreadsheet reports -Collect down payments and final payments on projects -Learn AP and provide support as needed -Control the debit/credit & cash applications process -Continue to build customer relationships -Provide accounting support for Accounting Manager and Month End process -Set up customers within the payment portals -Issue and follow up with statements -Customer Resolutions Show less
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Americo Financial Life and Annuity
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United States
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Financial Services
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300 - 400 Employee
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Senior Operations Support Services Representative
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Feb 2022 - Jun 2022
United States
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Operations Support Services Representative
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Apr 2021 - Feb 2022
Kansas City, Missouri, United States Complete searches for policies and index documents to other departments for processing. Create policies for new applications and deposit checks received through mail. Update information in administrative systems for policy holders and agents. Process and re-mail letter correspondences. Diverse individual and team projects assigned weekly. - Implemented procedure to department process for efficient processing and reduce workload - Top ranked performer in department with quality… Show more Complete searches for policies and index documents to other departments for processing. Create policies for new applications and deposit checks received through mail. Update information in administrative systems for policy holders and agents. Process and re-mail letter correspondences. Diverse individual and team projects assigned weekly. - Implemented procedure to department process for efficient processing and reduce workload - Top ranked performer in department with quality rating average of 98% - LOMA Certificate FLMI Level 1: Insurance Fundamentals
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PF Holdings LLC
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Real Estate
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1 - 100 Employee
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Office Administrator
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Apr 2018 - Mar 2020
Overland Park, Kansas, United States Provided comprehensive administrative support to both colleagues and clients. Managed payroll and performed additional wage related duties. Scheduled freight deliveries and submitted claims to vendors. Updated company website content and engaged with customers on social media platforms. Responded to customers queries and settled discrepancies. - Retained over $18K in annual sales by addressing and resolving client issues - Successfully reduced data entry and document errors by 92%
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Office Assistant
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May 2017 - Apr 2018
Overland Park, Kansas, United States Answered and directed phone calls and responded to emails. Performed data entry tasks through utilizing Furniture Wizard and Excel. Prepared invoices, processed payments, and compiled feedback reports. Balanced cash drawer, handled cash, and completed bookkeeping duties. Developed and maintained positive customer relationships. - Delivered customer support through effective written and verbal communication. - Boosted sales closing rate by 21% through integrating finance options… Show more Answered and directed phone calls and responded to emails. Performed data entry tasks through utilizing Furniture Wizard and Excel. Prepared invoices, processed payments, and compiled feedback reports. Balanced cash drawer, handled cash, and completed bookkeeping duties. Developed and maintained positive customer relationships. - Delivered customer support through effective written and verbal communication. - Boosted sales closing rate by 21% through integrating finance options for customers.
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Big Bob's Outlet
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United States
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Retail
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Office & Sales Assistant
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Jun 2014 - Mar 2017
St Joseph, Missouri, United States Supported General Manager with daily store operations. Greeted customers, answered queries, provided information on products, and promoted store specials. Reviewed data and updated system, replenished stock, organized displays. - Implemented new document process which reduced load out times for customers.
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Education
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Park University
Bachelor of Science in Business Administration, Finance, General -
Platte County High School
High School Diploma, 3.9