Detail-oriented specialist skilled in document management, customer communication, and billing problem resolution. Proven ability to resolve discrepancies and maintain positive client relationships.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Document Collections Specialist
TFund Capital Corp.
Remote
03.2024 - Current
Review and verify title documents for accuracy and completeness.
Ensure proper documentation is collected, processed, and filed in compliance with company policies and legal requirements.
Work with lenders, dealerships, and state agencies to obtain missing or corrected title documents.
Process title transfers, lien releases, and ownership changes efficiently.
Maintain accurate records of title status and updates in internal systems.
Contact customers regarding past due title transfer completion.
Investigate and resolve titling issues.
Collaborate with internal departments to ensure timely resolution of title document discrepancies.
Update and maintain customer accounts with title status information through our LMS & LOS software system.
Prepared, generated, and distributed invoices to customers, processed payments via Stripe, and updated relevant account information on Netsuite.
Investigated and resolved discrepancies in billing to ensure accurate cash flow management.
Managed the posting of ACH/WIRE/Credit Card payments to customers' accounts, totaling approximately 30-80 payments each day.
Established communication with clients with outstanding accounts to develop payment plans and explore restructuring options.
Reconciled bank accounts on a monthly basis.
Utilized Microsoft Excel, Google Sheets, and Oracle software, including Netsuite, to oversee the invoicing and payment processes.
Cultivated positive relationships with clients to facilitate successful collections.
Pursued delinquent payments and payment plans from clients to maintain optimal cash flow.
Provided support to the finance department by addressing high-volume Zendesk tickets from customer inquiries.
Generated invoices based on billing information and tracked progress on collections.
Matched purchase orders with invoices and recorded pertinent details.
Store Manager
The UPS Store #4432
Miami
03.2016 - 12.2020
Coached sales associates on product specifications, sales incentives, and selling techniques, leading to a significant increase in customer satisfaction ratings.
Successfully managed store employees in a fast-paced environment through proactive communication and positive feedback.
Managed inventory control, cash control, and store opening and closing procedures.
Set effective store schedules based on forecasted customer levels, employee knowledge, and service requirements.
Monitored scheduling, expenses, and purchases to ensure adherence to quarterly budget.
Scheduled and led weekly store meetings to discuss sales promotions and new inventory, encouraging employee input on concerns.
Fostered a collaborative and efficient work environment, promoting team performance and success.
Established and enforced security policies, effectively reducing incidents of loss or theft.
Document Control Specialist/quality Assurance Assi at Capps Manufacturing IncDocument Control Specialist/quality Assurance Assi at Capps Manufacturing Inc