Finance professional with strong analytical skills and proven track record in managing and optimizing accounts receivable processes. Adept at leveraging financial software to streamline operations, enhance accuracy, and boost collections efficiency. Known for fostering team collaboration and adapting to evolving business needs, ensuring reliable and impactful results. Skilled in data analysis, problem-solving, and maintaining client relationships.
Overview
15
15
years of professional experience
Work History
Account Receivables Analyst (REMOTE)
Landstar Transportation
10.2022 - 01.2025
Proactively use multiple resources to research, resolve and respond to complex customer issues by gathering information, analyzing kldata and determining root causes
Perform in-depth customer payment analysis and account reviews to identify actions required to resolve outstanding receivables or disputed items
Produce custom monthly account status and KPI reports for customers and internal management
Utilize SAP By Design system, and Blue TMS reporting to properly identify account status
Communicate with customers, providing detailed information, such as shipment detail and customer requirements to resolve payment delays
Reduced collection time for outstanding invoices by closely monitoring aged accounts and maintaining frequent communication with clients.
Participated in the month-end close process, ensuring accurate reporting of accounts receivable balances and timely submission of data for financial statements.
Collected, compiled and analyzed data to prepare customer invoices per contractual requirements.
Analyzed aging reports to identify trends and patterns causing missed collections.
Supported internal and external audits by providing necessary documentation and insights related to accounts receivable transactions and processes.
Performed thorough account reconciliations to locate discrepancies and ensure accuracy in company records, avoiding costly errors down the line.
Membership Service Customer Service Expert
Sam’s Club
07.2022 - 11.2022
Providing exceptional customer service to our valued members
Responsible for providing exceptional customer service, responding to member inquiries, and resolving any issues or concerns they may have
Implement and enforce company policies and procedures to ensure compliance
Handle member inquiries and complaints in a timely and professional manner
Continuously seek opportunities to improve processes and procedures to increase efficiency and productivity
Respond to member inquiries via phone, email, and in-person
Signing up Members with new and renewed memberships and credit card applications
Led team meetings to discuss ongoing challenges and develop innovative solutions for improved results.
Enhanced customer satisfaction by promptly addressing and resolving issues.
Managed high-stress situations with professionalism, maintaining composure while providing exceptional service under pressure.
Title Analyst Team Lead and SME (REMOTE)
J.P Morgan Chase Bank, NA
06.2018 - 06.2022
Communicate effectively with Mortgage Bankers, Settlement Agents and County Tax Collection officials to ensure accurate documentation is ordered in a timely matter for Purchase and Refinance transactions
Correspond verbally or written with Settlement Agents and Attorney offices to obtain corrections needed for Title and/or closing documents
Well versed in reviewing the following documents to ensure accuracy per state and government guidelines (Title, Appraisal, Trust Estate, LLC, and Power of Attorney)
Reduced errors in title reports by implementing a rigorous quality control process.
Scanned individual titles to determine restrictions such as delinquent taxes.
Streamlined processes for faster title research and analysis, resulting in improved project timelines.
Assisted clients in resolving complex chain-of-title issues, enabling successful real estate transactions.
Searched multiple public and private land records throughout various county systems to abstract key information pertaining to specific properties.
Conducted extensive due diligence investigations for high-value transactions, minimizing risk exposure for clients.
Trained new staff members on industry standards and best practices, improving overall team performance.
Provided support to colleagues during periods of high workload, ensuring consistent service levels for clients.
Closing Coverage Specialist
J.P Morgan Chase Bank, NA
05.2013 - 06.2018
Responsible for covering all roles in the Mortgage Banking Closing Department
Having the ability to step in at a moment’s notice to complete any role in anyone absence or where extra help is needed
Reviewed, reconciled and approved the finalization of HUD-1/Closing Disclosures which ensured accuracy and guideline compliance for conventional and Government programs
Reviewed and sent out closing instructions, HUD-1’s/Closing Disclosures, and loan documents in accordance to the TRID regulations
Able to work in a fast-paced environment by ensuring transactions were scheduled, wires sent and funded in a timely matter
Implemented new training programs for staff, leading to higher employee retention rates and better overall performance.
Sr Administrative Assistant
J.P Morgan Chase Bank, NA
03.2010 - 05.2013
Manage the coordination and logistics of both internal and external meetings
Organize all aspects of internal and external events, including catering and transportation
Process invoices and T&E expense claims for team members, ensuring all policies are followed and items are processed within provided guidelines
Produce high quality emails and messages to individuals at all levels of the organization
Maintain department documents, including current organizational charts and Executive Bio’s
Handle regular activities without prompting, and advise in advance with issues or delays
Assist in editing spreadsheets and presentations, including printing and binding, for client meeting
Kept files and records in content management systems such as MS SharePoint, EXCEL and others.
Served as a reliable point of contact for both internal and external stakeholders, demonstrating strong problem-solving skills to address any issues that arose.
Supported project teams in achieving their goals through proactive assistance with research, data analysis, and report preparation.
Maintained personal schedule, professional calendar, and individual appointments for senior staff members.
Improved team productivity by effectively coordinating schedules, meetings, and travel arrangements for senior executives.
Facilitated successful events, including conferences and workshops, through meticulous planning, coordination, and execution of logistics.
Education
BACHELOR OF ARTS - BIOLOGY
Edward WAters Univeristy
05.2005
Skills
Excellent Oral and Written Communication
Detail Oriented and Organized
Critical Thinking and Problem Solving
Reporting
Accounts receivable software
Payment negotiations
Invoice processing
Cash application
Dispute resolution
Teamwork and collaboration
Customer service
Time management
Attention to detail
Multitasking Abilities
Team collaboration
Decision-making
Customer relations
Microsoft office
Timeline
Account Receivables Analyst (REMOTE)
Landstar Transportation
10.2022 - 01.2025
Membership Service Customer Service Expert
Sam’s Club
07.2022 - 11.2022
Title Analyst Team Lead and SME (REMOTE)
J.P Morgan Chase Bank, NA
06.2018 - 06.2022
Closing Coverage Specialist
J.P Morgan Chase Bank, NA
05.2013 - 06.2018
Sr Administrative Assistant
J.P Morgan Chase Bank, NA
03.2010 - 05.2013
BACHELOR OF ARTS - BIOLOGY
Edward WAters Univeristy
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