Alicia Chism Carter
Humble,Texas
Summary
Analytical Accounts Receivable Manager with successful career supervising personnel, including training, work allocation and problem resolution. Skilled in financial statement preparation, general ledger activities, accounts receivable processing and collections. Effective leader with 15 years of hands-on experience in Engineering and Service industry.
Overview
15
15
years of professional experience
Work History
Accounts Receivable Supervisor
SESCO Cement
2022.11 - Current
- Resolved accounts with late or skipped payments by contacting account holders or delegating to accounts receivable clerks.
- Set goals for accounts receivable team of 8 clerks and developed strategies to meet goals.
- Resolved complaints from clients and customers and fielded overall company reviews.
- Conducted census, financial and insurance reports of payors to determine necessary actions for overdue or credited accounts.
- Verified discrepancies and resolved clients' billing issues
- Processed incoming payments in accordance with established financial policies.
- Prepared bills receivable, invoices and bank deposits.
- Posted customer payments by recording cash, checks and credit card transactions.
- Reconciled daily AR ledger and verified proper posting.
- Updated aging reports based on daily audits.
- Completed daily process adjustments to maintain accuracy.
- Managed 600 accounts worth $26 million while supervising team of 8 clerks and 400 lower-level accounts.
Accounts Receivable Manager
LJA Engineering, Inc
2019.08 - 2022.11
- Trains and mentors’ staff on AR procedures in all departments
- Conduct credit checks on new and potential clients
- Created and implemented AR procedures
- Monitor’s invoicing and collection processes
- Prepares monthly reports on collections for CEO and CFO
- Negotiates with clients in non-payment cases
- Updates receivables by coordinating and monitoring daily sales order processing and bank remittance transactions
- Assigns tasks to accounts receivable team in agreement with accounting department’s goals
- Prepares and file liens on properties
- Administers all account receivables for portfolio and maintain a reserve for debt and third-party collections
- Supervises efficient working of account receivable staff and provide required assistance.
- Completed daily process adjustments to maintain accuracy.
- Updated aging reports based on daily audits.
- Posted revenues by verifying and entering transactions from lock box and local deposits.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Resolved escalated customer issues and boosted retention rates by 25%.
Accounts Receivable Manager
Servpro of the Woodlands
2018.01 - 2019.08
- Maintain accurate records in QuickBooks
- Create financial reports and perform analysis
- Maintain tax, insurance, and compliance requirements
- Prepare all customer invoices, statements, and customer communication
- Prepare and file liens on properties
- Ensure timely collection of payments
- Negotiate with clients in non-payment cases
- Set objectives that align with accounting department's goals
- Trained and coached collections, cash applications and accounts receivable staff
- Assist sales team to ensure finance and sales numbers are reconciled
- Handled customer requests and resolved problems, including all disputes, changes and credits on customer invoices
- Approved and process agency placements, and bad debt write offs
Asset Recovery Officer
First Community Credit Union
2015.10 - 2018.01
- Perform due diligence on all delinquent accounts by practicing proper collection procedures as described in policies
- Practice timely follow-up procedures to ensure most effective collection activity
- Advise members of their responsibility to repay loan accounts according to original agreements
- Monitor activity on delinquent accounts by reviewing reports daily
- Prepare necessary documents for repossession of delinquent collateral loans
- Assists collection clerk with sale of repossessed vehicles
- Preparation of legal documents; work with Credit Union Attorney in preparation of legal filings
- Promote product and services of credit union
- Coordinates and mails correspondence to members including delinquency letters and notices
- Handles incoming mail and works return mail items on daily basis
- Performs duties relating to Bank Secrecy Act including monitoring for and reporting suspicious activity to appropriate personnel
- Keep VP of Collections advised of any unusual occurrences
- Upload and manage company invoices to various invoice portals
Senior Support Specialist
J.P. Morgan Chase
2012.09 - 2015.10
- Collect indirect auto loans, by locating and contacting existing and new customers about their delinquent accounts
- Handle inbound calls from existing customers to assist them with various inquiries and update their information on file
- Handle complicated skip-trace assignments, assess severity of delinquency, and make judgment based on firm's established criteria
- Research and understand customer transactions using various customer account platforms to come up with solutions to resolve their delinquency
- Negotiate payment arrangements with customers on high-balance accounts and high-risk delinquencies, as well as offer suggestions to customers on how obligation can be met and propose alternative payment methods
- Analyze data to identify patterns and compare customer’s payment history to determine whether account should be submitted for repossession
- Exceeds established daily, weekly, and monthly performance objectives for delinquency, credit losses, collection calls, as otherwise established by management
- Function as backup team leader by helping to train junior staff members, review their work and help resolve complex problems
Commercial Credit Analyst
ProConsulting Services Inc
2011.02 - 2012.09
- Answered incoming calls, as well as make outbound calls regarding problems with commercial accounts
- Utilized all available tools to verify customers information when on phone
- Advised customers of necessary actions and strategies for repayment, based on customers' financial situations
- Reviewed commercial loan documentation and prepared file for underwriters
- Resolved customer complaints and inquiries
- Analyzed customers’ payment patterns on credit bureau to determine loan eligibility
- Performed credit reviews on corporations to assess financial conditions.
Collections Representative
United Recovery Systems, LP
2008.09 - 2010.09
- Reviewed information given by clients of customers overdue accounts
- Placed phone calls, sent invoices, or emailed customers to remind them of account contracts, payments due dates and amounts owed
- Filed customer information according to urgency of account
- Prepared delinquent account reports for management
- Answered customer inquiries about account status
- Assessed individual circumstances and decided upon appropriate course of action of customers ‘accounts
- Resolved inconsistencies and prepared adjustments
- Handled 100 outbound and inbound calls daily with goal of collecting owed debt
Education
College Degree - Accounting
University of Houston-Downtown
Skills
- Accounts Receivable
- Account Reconciliation
- Credit Analysis
- Accounting Investigations
- Sage 300 Mastery
- Financial Records and Reporting
- Account and Ledger Reconciliations
- Monthly Reconciliations
- Invoice Statements
- Financial Reporting
- Billing and Collections
- Aging Balance Management
- AR Reporting
- Leadership
Timeline
Accounts Receivable Supervisor
SESCO Cement
2022.11 - Current
Accounts Receivable Manager
LJA Engineering, Inc
2019.08 - 2022.11
Accounts Receivable Manager
Servpro of the Woodlands
2018.01 - 2019.08
Asset Recovery Officer
First Community Credit Union
2015.10 - 2018.01
Senior Support Specialist
J.P. Morgan Chase
2012.09 - 2015.10
Commercial Credit Analyst
ProConsulting Services Inc
2011.02 - 2012.09
Collections Representative
United Recovery Systems, LP
2008.09 - 2010.09
College Degree - Accounting
University of Houston-Downtown
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