Actively works with Customers and Sales Team to answer inquiries relating to financial contracts and recovery of executed documents.
Ensure executed financial contracts are booked into a system of record, funded and wired in a timely manner.
Maintain accurate administrative records relevant to the transaction, including critical customer and partner information.
Coordinates with cross functional internal teams regarding customer needs and concerns. Communicate updates, processes, requirements and expectations to customers and Sales team as needed
Completes reporting as requested by Management
Execute daily metrics
Ensured the accuracy of customer records in internal systems by updating contact information, payment terms, and other relevant data as needed.
Monitored accounts to verify compliance with payment terms and schedules.
Contributed to a positive work environment by working closely with colleagues across departments to ensure efficient information exchange and collaboration on financial matters.
Managed and responded to correspondence and inquiries from customers and vendors.
Supported month-end closing activities by reconciling accounts, preparing reports, and analyzing trends in account performance.
Accounts Receivable Sr. Associate-End of Lease
Dell Financial Services
2005 - 2020
Create buyouts, returns and extensions for customers.
Act as a liaison with other departments to ensure positive and timely results with Sales, AMS and Logistics.
Maintain accurate files with all information pertinent to the End of Lease transactions.
Ensure all paperwork for the transaction is complete and has received appropriate approvals from all parties.
Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
Operations Specialist - DHS
Dell Financial Services Inc.
01.1999 - 2005
Verify and process customer contracts to release orders.
Act as liaison between customers and sales, order processing, and financial services to resolve status, production, delivery, and billing inquiries. Process customer contacts.
Escalate issues more complex in nature.
Works independently with no instruction on routine work processes and general instructions on new assignments.
Legal Secretary II
Travis County Attorney Office- Environmental Division
01.1996 - 01.1999
Organizes, maintains, and retrieves legal case files. Locates, inventories, labels, files and/or scans incoming documents and evidence. Drafts, prepares, processes legal documents and correspondence. Files legal documents with the appropriate offices.
Responds to inquiries, makes appropriate referrals and takes messages by telephone or from visitors. Transcribes tapes and performs filing, copying and other general secretarial duties. Enter updates and retrieves information using multiple systems and databases. Schedules appointments and maintains calendars and reminder systems.
Acts as liaison between attorneys, courts, witnesses, victims, other agencies departments and the general public. Responds to inquiries from defense attorneys, victims, witnesses, other agencies and the general public regarding the status of cases, child support payments, or the status of contract and opinion preparations. Works closely with other government agencies and law enforcement agencies to facilitate the apprehension of defendants, docketing and prosecution of cases. Provides continuous updates to referring agencies, attorneys and the public concerning case status and disposition. Coordinates witness and attorney travel and lodging arrangements. Orchestrates travel to and from court for time-sensitive trial and grand jury appearances. Contacts criminal justice agencies and other sources to obtain information needed for prosecution of cases.
Education
High School Diploma -
Gonzales High School
Gonzales, TX
05-1994
Skills
Experienced in Microsoft Office applications
Microsoft Teams
Microsoft Email
SharePoint
Odessa Database
SalesForce
Word
Excel
QUALIFICATIONS
Dedicated work ethic, self-motivated and detail oriented
Excellent attitude
Strong Technical knowledge with strong desire for continued learning
Timeline
Accounts Receivable Specialist
Dell Financial Services
01.2020 - 01.2025
Operations Specialist - DHS
Dell Financial Services Inc.
01.1999 - 2005
Legal Secretary II
Travis County Attorney Office- Environmental Division