Customer Liaison

• Mar 2023 - Present

Credit Specialist

• Jul 2021 - Mar 2023

Review new customer prospects for credit. Set up accounts deemed credit worthy upon review of customer financials. Audit new orders against purchase orders and contracts to ensure proper documentation has been provided. Accurately record incoming payments and enter them into the accounting system. Research any payment shortages and overages and rectify any discrepancies. Review new customer prospects for credit. Set up accounts deemed credit worthy upon review of customer financials. Audit new orders against purchase orders and contracts to ensure proper documentation has been provided. Accurately record incoming payments and enter them into the accounting system. Research any payment shortages and overages and rectify any discrepancies.

Accounts Receivable Specialist

• Oct 2018 - Jul 2021

Process incoming payments and apply to customer accounts. Research any payment discrepancies. Release new orders from credit hold based on account status and credit limit. Invoice customers for new machinery per quoted terms. Contact customers regarding account status. Work closely with salesperson, sales director, and credit manager regarding past due accounts. Create credits for returns, rebates, and disputed service. Set up new customer accounts Process incoming payments and apply to customer accounts. Research any payment discrepancies. Release new orders from credit hold based on account status and credit limit. Invoice customers for new machinery per quoted terms. Contact customers regarding account status. Work closely with salesperson, sales director, and credit manager regarding past due accounts. Create credits for returns, rebates, and disputed service. Set up new customer accounts

Collections Specialist 2016-2018 Controlling Representative Settlement Group 2007-2016

• Oct 2007 - Aug 2018

Reconciled customers’ receivable accounts. Researched credits and short payments on invoices. Attended monthly meetings with credit manager, commercial managers, and directors to discuss solutions on how to assist customers with delinquent accounts and new business opportunities. Partnered with cash application team to assist with electronic payment applications and applications of miscellaneous funds. Maintained consistent communication with customers to collect outstanding funds while resolving issues and disputes. Utilized multiple systems to research and reconcile short payments and unapplied cash. Worked closely with customer service representatives, salesperson, and credit manager to exhaust all collection efforts before turning over to bad debt. Received, processed, and deposited checks, totaling over $20,000,000 weekly. Collected on over 900 milling customers weekly from more than 38 locations in the U.S. and Canada while maintaining the accounts 95% current. Accurately posted unidentified checks to correct customer accounts. Assisted corporate accounts receivable in processing unidentifiable cash and properly applying to customer accounts. Reconciled bank lockbox account, including non-identified customer payments. Used multiple systems to apply payments received and deposited into banking system for 19 grain elevators and various milling locations. Handled large deposits, including $12,000,000 in one day. Show less

Accounts Payable/Receivable

• Feb 2006 - Sep 2007

Monitored status of accounts receivable and payable to facilitate efficient processing. Liaised with vendors and customers to resolve discrepancies. Communicated with suppliers to reconcile invoice payments. Processed all incoming and outgoing invoices and payments. Investigated and resolved internal accounting variances. Worked with customer and warehouse to verify claims of items not received. Monitored status of accounts receivable and payable to facilitate efficient processing. Liaised with vendors and customers to resolve discrepancies. Communicated with suppliers to reconcile invoice payments. Processed all incoming and outgoing invoices and payments. Investigated and resolved internal accounting variances. Worked with customer and warehouse to verify claims of items not received.

Office Manager

• Mar 2004 - Aug 2005

Received all incoming rental payments and posted to renters’ accounts. Collected on all past due rent. Created deposits for incoming payments. Paid all mortgages and other utilities as needed on 75 rental units. Scheduled maintenance and inspections as needed on units. Verified rental contracts and ran credit checks on potential renters. Created profit and loss spreadsheets for all units. Set up and installed QuickBooks and entered all information on homes and renters into system. Received all incoming rental payments and posted to renters’ accounts. Collected on all past due rent. Created deposits for incoming payments. Paid all mortgages and other utilities as needed on 75 rental units. Scheduled maintenance and inspections as needed on units. Verified rental contracts and ran credit checks on potential renters. Created profit and loss spreadsheets for all units. Set up and installed QuickBooks and entered all information on homes and renters into system.

Routing Creator

• 2002 - 2004

Created service call routes for service technicians. Verified customers were available for service, received parts if needed, and rescheduled when necessary. Created service call routes for service technicians. Verified customers were available for service, received parts if needed, and rescheduled when necessary.

Accounts Payable Specialist

• 1999 - 2001

Processed all invoices for payment upon completion of projects. Created payments. Assisted receivables specialist with posting payments and creating invoices for customers. Processed all invoices for payment upon completion of projects. Created payments. Assisted receivables specialist with posting payments and creating invoices for customers.

Accounts Payable/Receivable

• 1997 - 1999

Created invoices for customers upon completion of advertising. Received incoming mail for distribution. Processed invoices and created payments to advertising outlets upon completion of contracts Created invoices for customers upon completion of advertising. Received incoming mail for distribution. Processed invoices and created payments to advertising outlets upon completion of contracts

Accounts Payable Specialist,

• 1995 - 1996

Processed invoices for outside stores. Worked with store managers on all incomplete invoice information. Reconciled store ledgers. Processed invoices for outside stores. Worked with store managers on all incomplete invoice information. Reconciled store ledgers.

Accounting Representative

• 1994 - 1995

Processed invoices for all customers and created payments. Reconciled bank accounts. Applied payments to customer accounts. Processed invoices for all customers and created payments. Reconciled bank accounts. Applied payments to customer accounts.

Accounts Payable

• 1992 - 1994

Retrieved payment reports, paid invoices for selected customers, and mailed all payments created in the department as scheduled. Created journal entries for any invoice offsets. Performed other duties as requested. Retrieved payment reports, paid invoices for selected customers, and mailed all payments created in the department as scheduled. Created journal entries for any invoice offsets. Performed other duties as requested.