Anna Fallas
Aurora,CO
Summary
Dynamic Sr. Accounts Receivable / Credit Specialist at Insight Investments, Corp., adept at credit analysis and debt negotiation. Enhanced customer satisfaction by resolving disputes and tailoring payment solutions, contributing to a significant reduction in bad debt write-offs. Proven relationship management and problem-solving skills drive successful outcomes in collections and credit evaluations.
Overview
20
20
years of professional experience
Work History
Sr. Accounts Receivable / Credit Specialist
Insight Investments, Corp.
02.2018 - Current
- Assisted in processing credit applications to ensure timely approvals.
- Reviewed customer credit histories for risk assessment and decision-making.
- Collaborated with team members to streamline data entry processes.
- Provided support in resolving customer inquiries regarding credit terms and policies.
- Increased customer satisfaction, resolving disputes and offering payment solutions tailored to individual needs.
- Monitored client abilities and account information to determine appropriate credit approval decisions.
- Investigated and evaluated customers for creditworthiness and potential risk factors.
- Managed collections processes, ensuring timely resolution of overdue accounts.
- Contacted customers to discuss past-due accounts and negotiated payment plans.
- Monitored customer accounts for payment delinquency and initiated collection efforts.
- Responded to customer inquiries and provided detailed account information.
- Researched accounts and completed due diligence to resolve collection problems.
- Negotiated to collect balance in full.
- Collaborated with sales teams to ensure proper credit evaluation, contributing to a reduction in bad debt writeoffs.
Sr. Collections Representative
Beckman Coulter
06.2016 - 02.2018
- Managed high-volume collections, ensuring timely account resolution and minimizing delinquency rates.
- Resolved complex customer disputes through negotiation and problem-solving techniques, maintaining positive client relationships.
- Contacted customers to discuss past-due accounts and negotiated payment plans.
- Established relationships with customers to encourage payment of delinquent accounts.
- Negotiated payment plans with customers to prevent accounts from entering collections.
- Identified and contacted customers with overdue accounts to address payment status.
- Maintained consistently high success rate of collecting on overdue accounts.
- Developed strong relationships with customers to foster timely payments and account resolution.
- Leveraged strong communication skills when corresponding with customers, resulting in higher payment commitment rates.
Sr. Accounts Receivable/Credit Specialist
Sage Software
05.2006 - 06.2016
- Managed customer accounts, ensuring accurate billing and timely payments.
- Collaborated with sales team to resolve credit-related inquiries and disputes.
- Performed semi-annual account credit limit reviews and credit increase review requests from financial service and sales teams.
- Reduced past due balances and bad debt by coordinating collection efforts with customer service, sales and billing departments.
- Analyzed credit applications to assess risk and determine approval status.
- Monitored client abilities and account information to determine appropriate credit approval decisions.
- Increased customer satisfaction, resolving disputes and offering payment solutions tailored to individual needs.
Education
High School Diploma -
Saddleback High School
Santa Ana, CASkills
- Telephone and email etiquette
- Effective communication
- Relationship management
- Credit analysis
- Debt negotiation
- Goal oriented
- Team collaboration
- Organizational skills
- Problem-solving abilities
- Attention to detail
- Teamwork and collaboration
- Customer service
Languages
English
Native or Bilingual
Timeline
Sr. Accounts Receivable / Credit Specialist
Insight Investments, Corp.
02.2018 - Current
Sr. Collections Representative
Beckman Coulter
06.2016 - 02.2018
Sr. Accounts Receivable/Credit Specialist
Sage Software
05.2006 - 06.2016
High School Diploma -
Saddleback High School