Experience

Pro Grace Dentistry

• Canada
• Medical Practices
• 1 - 100 Employee

• Finance Manager

  • Sep 2020 - Present

  Collection on overdue accounts Contacting patients on overdue payments via phone, text, email and letters. Contacting insurance provider on outstanding claims. Processing payments from insurance providers and patients. Sending files to a collection agency. Backup for the front desk, taking calls, following AHS Covid guidelines, checking patients in. Collection on overdue accounts Contacting patients on overdue payments via phone, text, email and letters. Contacting insurance provider on outstanding claims. Processing payments from insurance providers and patients. Sending files to a collection agency. Backup for the front desk, taking calls, following AHS Covid guidelines, checking patients in.



Aerotek Recruiting Agency

• Collection Analyst – contract Suncor Energy

  • Jun 2019 - Sep 2019

  • Collection on Downstream Wholesale accounts and Petro Super Pass accounts • Contacting customers via phone and email on overdue accounts • Investigating accounts with credits due to double payments, invoices being merged or credit invoices, contacting the client on the credits and providing backup. • Working off the daily worklist to make sure the accounts are worked daily • Setting up account disputes • Uploading Invoices onto customer’s system • Sending copy of invoices, statements and backup to customers when requested • Helping customers with any inquires they may have or statement of account Show less



Bank of Montreal

• Canada
• Investment Management
• 1 - 100 Employee

• Western Risk Management

  • Oct 2008 - Jul 2015

  Account Manager /Western Risk Manager (2008-2015) Bank of Montreal – Calgary, AB • MasterCard, All Line of Credits, Personal and Vehicle Loans • Collecting monthly targets on amounts collected, accounts worked, accounts brought up to date and calls made. In doing so I was able to help other team members which I was awarded a Bravo. • Collection and updating of client information, contacting client for arrears, arranging payment plans or request restructure of accounts, escalating issues for legal or write-offs. Show less

• Account Manager

  • 2004 - 2008

  P&C Support Officer (2004-2008) Bank of Montreal – Calgary, AB • AB, MB, BC, SK Government Documents, Bank Confirmations and various duties. Locating client, processing and submitting payments for requirements to pay, maintenance enforcement, garnishee summons and data requests. • Preparing Manitoba Commissioner of Oaths renewals. • Collection on NSF cheques. • Processing transactions for trust accounts, travelers’ cheque’s, and bank confirmations. • Assisting branch clients with any questions daily. • By having the processing in one location it removed some or the work load at the branches, which enable the branch to focused more on the client. Show less