Experience

JZI LogisticSolutions, A RoadOne Company

• United States
• Truck Transportation
• 1 - 100 Employee

• Accounts Receivable Specialist/Import-Export Coordinator

  • Nov 2022 - Present

  AR Specialist/Project Coordinator - Regularly develops new protocols, documentation methods and in-office mindsets to satisfy every unique customer at a one-on-one level. - Has helped recover nearly $3 million through the development of proper tracking techniques to better track down, collate outstanding invoices and get them to the proper contacts at the customer in order to get them paid. - Consults with customers by telephone or email in attempt to determine the reason for overdue payment or payments by reviewing terms of sales, service, and/or contract with the customer. - Records information about the financial status of customers and the status of collection efforts. - Coordinates monthly collection efforts off Accounts Receivable aging and other computerized reports for past due balances. - Works closely with other departments to obtain all needed data to collect on delinquent accounts. Import/Export Specialist - Contacts trucking companies to arrange for pickup of customer’s freight. - Contacts air and ocean carriers to book export shipments. - Contacts outside Customs Brokers to coordinate that import freight is cleared in a timely manner. - Provides the customer with quotations when sales staff is not present. - Contacts present customers who have not shipped regularly to determine shipping status. - Contacts import customers to relay arrival information. - Sets up and maintain customer files.



SunteckttsNYC

• Logistics Coordinator/Account Manager

  • Nov 2020 - Aug 2022

  - Coordinated transportation providers to ensure prompt and proper movement of shipments. - Responded to customer inquiries and referred clients to the proper channels. - Reviewed purchase orders and shipping documents to ensure accuracy. - Made special shipping arrangements as necessary to meet and exceed customer expectations. - Tracked and fixed shipping errors. - Prepared bills and invoices. - Coordinated transportation providers to ensure prompt and proper movement of shipments. - Responded to customer inquiries and referred clients to the proper channels. - Reviewed purchase orders and shipping documents to ensure accuracy. - Made special shipping arrangements as necessary to meet and exceed customer expectations. - Tracked and fixed shipping errors. - Prepared bills and invoices.



Formativ Health

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Patient Access Representative

  • Aug 2019 - Nov 2020

  Handled inbound and outbound calls for health care facilities that are part of Northwell Health. Assisted individuals requesting information regarding patient services and programs. Fulfilled customer needs, resolved issues and ensured customer satisfaction. - Assisted individuals in making appointments for various clinical services. - Identified specific patient needs to determine appropriate appointment type, location, and urgency. - Obtained necessary demographic and insurance information and enters data into department computer system. - Verified insurance coverage and other related data with third party carriers for scheduled appointments/procedures. - Determined if patient required language interpretation, wheelchair and/or transportation accommodations and facilitates scheduling of services. - Communicated clear instructions and education related to scheduled services utilizing appropriate guidelines. - Facilitated appointment requests received through centralized online forum. - Used procedures, policy manuals, knowledge-base and other reference materials to assist in answering various general inquiries and issues. - Triaged specific and complex inquiries to appropriate resource (management, clinical call-center, billing call-center, etc.). - Documented customer inquiries, issues, transactions, and other relevant information into department computer system. - Identified unusual events or consistent problem areas and addresses with management and Suggested methods to simplify, enhance or update procedures.



Magellan Transport Logistics

• United States
• Transportation, Logistics, Supply Chain and Storage
• 100 - 200 Employee

• Logistics, Sales & Operations

  • Apr 2019 - Aug 2019

  Was responsible for supporting the Branch Manager (BM) and Logistics Manager (LM) in the operation of the branch for Magellan Transport Logistics (MTL). - Worked with BM & LM on operations while demonstrating the proper tools and techniques in developing a quality, cost efficient carrier base, along with developing a core, revenue generating customer base. - Promoted and maintained positive relationships with internal MTL personnel, along with external vendors, suppliers, and customers. - Tendered shipments to carriers, while providing the necessary tracing reports to customers and BM. - Trace and track daily shipments to ensure proper pick-up and delivery expectations are met. - Provided back-office support including invoicing customers, approving vendor payments, and ensuring proper receipt of paperwork. - Regular customer and carrier visitations to outline all MTL qualified service offerings. - Generated large carrier base with the corporate beliefs of honesty and ethics. - Assisted in managing all day-to-day operations and sales efforts for branch. - Priced brokerage services based upon knowledge of lane and carrier capacity information while keeping company margin goals within set guidelines. - Negotiated rates and established service expectations with carriers for brokerage services. - Verify carrier qualifications in regard to insurance, operating authority and credit. - Effectively source truckload capacity.



Modis

• Switzerland
• IT Services and IT Consulting
• 700 & Above Employee

• Manager of Resource Development

  • Aug 2018 - Mar 2019

  - Full life cycle recruiting.- Assesses the candidate’s technical skills and ability to fit the environment.- Develops strategies to find qualified candidates for assigned requirements through internal database, external job boards, and additional resources.- Accountable for full life cycle IT Recruitment focusing on the placement of Qualifying Candidates ranging from Software Developers, Network Engineers, Business Analysts, Project Managers, Program Managers, Dev ops, Application Developers, Scrum Masters, Graphic Designers, DBA's, Quality Assurance Engineers, UX/UI Designers, Technical Writers, Agile Coaches, Java Developers and many others.- Maintains records in our databases.- Utilizes Salesforce, Linkedin Recruiter, Bullhorn, Facebook, and other social media outlets. - Providing top level candidates to companies across the US. - Providing streamline processes for internal teamwork.- Providing guidance to team members & assessing data and analytics for internal processing. - Taking candidates through entire streamlined process in the most efficient and organized process.

• National Talent Recruiter

  • May 2018 - Jan 2019

  - Full life cycle recruiting.- Assesses the candidate’s technical skills and ability to fit the environment.- Develops strategies to find qualified candidates for assigned requirements through internal database, external job boards, and additional resources.- Accountable for full life cycle IT Recruitment focusing on the placement of qualifying candidates ranging from Software Developers, Network Engineers, Business Analyst, Project Managers, Program Managers, Dev ops, Application Developers, Scrum Masters, Graphic Designers, DBA's, Quality Assurance Engineers, UX/UI Designers, Technical Writers, Agile Coaches, Java Developers and many others.- Maintains records in our databases.- Utilizes Salesforce, Linkedin Recruiter, Bullhorn, Facebook, and other social media outlets. - Providing top level candidates to companies across the US. - Providing streamline processes for internal teamwork.- Providing guidance to team members & assessing data and analytics for internal processing. - Taking candidates through entire streamlined process in the most efficient and organized process.



Tax Defense Network, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Tax Analyst

  • Oct 2017 - Feb 2018

  - Developed plans of action alongside concerned taxpayers resolve their tax debt at both the federal and state levels. Helped every step of the way to institute these plans to ensure that the taxpayer was taking the most effective path toward clearing their tax debt while allowing them to still live a cost-conscious life style. - Handled complex financial analysis tools to ascertain the best options for resolution and negotiation with the IRS and state revenue departments. - Worked in a high-energy, team-oriented environment to ensure the best service to clients.



Merrill Lynch

• United States
• Financial Services
• 700 & Above Employee

• New Hire Phone Representative

  • Mar 2017 - Sep 2017

  Assist plan participants with managing their long-term incentive accounts granted to them by their employers. Use extensive knowledge of the inner workings of the stock and equity business to properly educate participants and faciliate the proper application of earned stock awards toward their futures. -Educate plan participants in all options available to ensure that they make the best decision for their situation. -Use multiple complex computer systems in tandem to provide efficient and effective information to plan participants. -Work within a team environment, using chain of command to resolve issues and deliver a satisfactory conclusion to any roadblocks that a plan participant may encounter.



Coverall Health-Based Cleaning System

• United States
• Facilities Services
• 1 - 100 Employee

• Operations Manager/Trainer

  • Aug 2012 - Mar 2017

  Lead trainer for every franchise-owner that came through our system. Tasked with developing the curriculum, implementing the plan to its greatest possible effectiveness, and making and instituting changes when necessary to solidify the curriculum’s effectiveness. Manage 60+ franchise owners in operations and business development in health-based cleaning solutions for commercial and medical facilities with annual sales of $2 million and 300+ customers in Northeast Florida. - Solely developed a custom curriculum used to teach every franchisee that signed on with our system, including: o point-by-point financial advice to ensure they would stay fiscally positive as they built up their client base. o Cradle to Grave customer service techniques to be used to maintain a satisfactory experience for their clientele. o Exhaustive training for all of their Coverall-provided cleaning equipment, including extra training classes for any extra equipment they would purchase either through our financing or from outside sources. - Facilitate training to franchise owners for Coverall business processes and cleaning processes including: o Customer account management. o Trademarked CORE4 cleaning system, Bloodborne and airborne pathogen certification, Tailored cleaning processes for terminal cleaning and hospital-grade cleaning, OSHA MSDS. - Provide customer relationship management between franchisee and its customers, troubleshooting customer concerns. - Mentor franchise owners based on customer feedback to maintain positive customer relationships and ensure brand excellence by setting and monitoring performance standards. - Collaborate with management and sales teams to develop strategic plans and initiatives to drive sales and growth for the company. - Lead project team to develop company-wide process improvement strategies to achieve high franchisee productivity using limited resources.



Sunteck, Inc.

• United States
• Freight and Package Transportation

• Broker

  • May 2011 - Aug 2012

  - Manage deals with sub-contracted truck drivers to ensure timely deliveries and customer satisfaction. - Make quick decisions for financial business growth for both the company and drivers. - Manage deals with sub-contracted truck drivers to ensure timely deliveries and customer satisfaction. - Make quick decisions for financial business growth for both the company and drivers.