Successful at completing accurate work under tight deadlines. Knowledgeable about generating invoices, processing payments, and updating digital records. Ability to increase the cash application volume while maintaining accuracy.
Overview
7
7
years of professional experience
Work History
Engagement Specialist
Startek (National Grid)
Columbia, SC
05.2024 - 12.2024
Supported National Grid customers via Startek service channels to enhance customer satisfaction.
Facilitated customer understanding of outage updates and service restoration processes.
Resolved billing, payment, and account questions using CRM records.
Calmed difficult conversations through clear, professional communication.
De-escalated difficult conversations with clear, professional communication.
Reviewed customer details to confirm service changes and account updates.
Established strong relationships with community leaders through consistent engagement and support.
Credit and Collections Specialist
ABX Innovative Packaging
Charlotte, NC
11.2021 - 04.2022
Managed maintenance of over 500 customer accounts, ensuring accurate billing and timely payment collection.
Reconciled accounts receivable ledger to verify payments, resolving variances to maintain accurate financial records.
Investigated daily variances and corrected errors to resolve discrepancies.
Calculated discounts, percentage allocations, and credits while implementing process improvements to ensure timely and consistent cash flow.
Responded to inbound inquiries regarding accounts and payments.
Submitted cash and check deposits and generated cash receipts to record money received.
Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
Accounts Receivable Specialist
Robert Half (ABX)
Charlotte, NC
06.2021 - 11.2021
Processed a large-scale payment application of $3.5 million for customer accounts.
Streamlined cash application process, resulting in reduced processing time.
Record and apply payments to customers' accounts per remittance.
Prepared invoices to customers, processed payments, and documented account updates.
Identified, researched, and resolved billing variances to maintain system accuracy and currency.
Researched and resolved customer claims regarding shortages, discount violations, and returns to ensure accurate billing.
Executed customer credit transactions to maintain account integrity.
Responded to inbound inquiries regarding accounts and payments.
Collaborated with departments to secure approvals and documentation for business transactions.
Financial Aid Counselor II
Johnson C Smith University
Charlotte, NC
07.2020 - 06.2021
Managed caseload of 800 students, delivering personalized guidance and support throughout their financial aid process.
Counseled clients on financial health, addressing excessive spending and borrowing to promote better financial decisions.
Explained very technical financial information to applicants in easy-to-understand language.
Identified tailored solutions for customers facing credit issues, enhancing their financial stability.
Financial Aid Counselor
Claflin University
Orangeburg, SC
11.2017 - 07.2020
Managed caseload of over 300 students, delivering crucial financial aid assistance to support their educational goals. student caseloads.
Reviewed financial aid appeals, determining outcomes for award packages to ensure fair distribution of resources.
Designed financial aid reward packages, aligning contents with individuals' monetary and logistical needs.
Counseled students and parents about financial aid options and program details.
Provided financial aid counseling to enrolled and prospective students.
Guided individuals through the financial aid application process. complete physical and electronic paperwork such as FAFSA.
Communicated with prospective students to illustrate available financial aid opportunities.