Anma Athar

• Managed the end-to-end cancellation lifecycle for ensuring accurate refund calculations, credit memo, and invoice creation, working side by side with finance cases and churn cases.
• Handled 100+ customer emails weekly, coordinating closely with Accounts Receivable and Collections teams to resolve case updates, invoice queries, and cancellations, thereby boosting team productivity and billing precision.
• Streamlined accounts receivable processes using technology (Salesforce, Sage Intact, Excel) for improved contract management, billing, and customer communication, leading to increased operational efficiency.

(Self - employed business consultant for personal family start-up.)

• Developed business strategies and operational frameworks.
• Drove marketing initiatives through social media platforms and in-person campaigns.
• Innovated inventory management processes, designed the store layout, optimizing the product display, handled shipment coordination and accounts payable.

• Reviewed and reconciled customer accounts to ensure accuracy of invoices and payments.
• Maintained accurate records of all account receivable activities, utilizing Salesforce, Sage Intact, Yaypay and Microsoft Excel.
• Monitored overdue accounts daily, generated past due notices, and contacted delinquent customers via phone or email.

• Worked to meet or exceed targets as defined, coded and processed with accuracy into required formats.
• Kept optimal quality levels to prevent critical errors and support team's performance.
• Completed coverage by delivering policies, compiled and verified data with high efficiency

• Networked to increase client base and encourage existing clients to expand financial portfolios, built rapport and maintained productive relationships with internal and external clients
• Assisted customers with setting up or closing accounts, created innovative financial solutions to meet customer needs and provide competitive edge.
• Increased sales by offering consultation on products and services and applying customer service and upselling techniques.

• Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
• Conducted day to day operations with high accuracy (branch opening/closing procedures), balanced Vaults, /ATMs/ TCRs, assisted with monthly branch audits, balanced GL and Dual-Controls.
• Educated clients on current promotional offerings and products using persuasive selling tactics.