Beatrice Harris-Smith
LITTLE ELM
Overview
12
12
years of professional experience
1
1
Certification
Work History
SR. CREDIT COLLECTIONS SPECIALIST
McKesson Pharmaceutical Company
Irving, TX
02.2014 - Current
- Managed collections process for outstanding accounts, ensuring timely resolution of customer disputes.
- Analyzed account statements and payment histories to identify trends in delinquency rates.
- Developed strategies for improving collection efficiency and reducing aging receivables.
- Collaborated with cross-functional teams to enhance billing processes and customer communications.
- Evaluated credit risk assessments to determine appropriate collection actions for high-risk accounts.
- Exceeded personal collection targets consistently while maintaining high levels of customer satisfaction throughout challenging negotiations.
- Improved cash flow for the company through timely collection of outstanding receivables and efficient management of credit terms.
- Facilitated cross-department collaboration to address and resolve complex billing issues that contributed to delayed collections efforts.
- Managed a diverse portfolio of accounts across various industries, ensuring accurate assessment of credit risk and timely collection efforts.
- Assisted legal counsel in preparing documentation for litigation proceedings involving delinquent accounts when necessary.
- Enhanced customer relations by providing professional assistance in resolving billing disputes and negotiating payment plans.
- Contributed to improved cash flow by promptly addressing overdue accounts with effective negotiation skills and payment arrangements.
- Called customers by telephone to collect past due invoices, verify accuracy of charges or to correct account errors.
- Negotiated to collect balance in full.
- Trained new team members on scripts, company services, and collection strategies.
- Researched accounts and completed due diligence to resolve collection problems.
Education
Taylor Business Institute
ILSkills
- Goal oriented
- Credit analysis
- Debt negotiation
- Skip tracing
- Collection strategies
- Collections
- Account reconciliation
- Credit and collections
Accomplishments
- Achieved [Result] by completing [Task] with accuracy and efficiency.
- Documented and resolved [Issue] which led to [Results].
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Supervised team of [Number] staff members.
- Collaborated with team of [Number] in the development of [Project name].
- Achieved [Result] through effectively helping with [Task].
Certification
- [Area of certification] Training - [Timeframe]
Operational Excellence
- 1. MONTHLY DSO EQUAL TO OR LESS THAN .030(A. Maintain with minimal adjustments; B. Collects Unearned discounts/service charges and escalate as applicable;C. Immediately identify, communicate and resolve skipped invoices;D. Actively provide feedback on debit only greater than 60 day items and actively engage in resolution of open items in this category.)
- 2. Minimize Bad Debt (A. Proactively follow up on items in the 1-30 category, to avoid excessive aging and potential bad debt)
- 3. Leverage Six Sigma to improve working capital, EBIT, and revenue generation (A. Come up with one process improvement and implement with the goal to reduce past due receivables, reduce dispute resolution cycle time.)
- 4.) Update and document SOP's as applicable.
- DDSO
- Q1 - .004
- Q2 - 0.013
- Q3 - 0.012
- Jan - 0.013
- Met objective. Maintained Tenet accounts by calling to discuss issues that are delaying payments and sending spreadsheets and past due invoices to customers daily for collection. Reached out to Tenet Surgery Centers and Imaging Center A/P in order to update contact information and collect past due balances. Tenet divided into two A/P centers. Collected $1.2M in past due residuals on Tenet accounts.
- Processed VA Open market credit card accounts every Monday and maintained these accounts. Researched any debit /credit memos with discrepancies and missing information that would prevent customers from getting credits pushed back to their credit cards.
- Prepared weekly and maintain the Zee Medical account. This account was sold no longer part of Mckesson as of 09/01/15.
- Collected and maintained Omnicare and Heartland accounts until their purchased by CVS and accounts were transitioned to new team.
- Maintained and updated SOPs.
- Worked with customer CHN Holding Group and Emanuel MC sending them weekly spreadsheet of accounts, to help them eliminate past dues invoices before EOY 2015, these are accounts that mail in checks.
Leverage Technology and Reporting
- Support Efforts related to SAP/other modernization of AR system functionality(FSCM etc) (A. Attend and contribute to all meeting/training, involving new AR system functionality. Provide feedback.)
- Attend biweekly One with One with Supervisor Lori Ross.
- Attended MFC Strategy update meeting.
- Attended AR department meetings.
- VA Open Market training.
- Attended all Town hall meetings.
- Attended Cross Functional Team training meeting with Jennifer Horton and Minesha Asundi in October2015.
- Attended POD Query Training In January 2015.
Ensure Workforce Success
- 1. ILEAD Rollout (A. Participate in ILEAD activities. B. Incorporating ILEAD values into AR culture)
- 2. IDP Management( A. Ensure one of your development plans is ILEAD related. B. Ensure IDP's are completed by due date. C. Provide one documented report out of IDP progress quarterly)
- 3. VOC (A. Ensure high standards of customer service and responsiveness. B. Monitor through upcoming Dispute Cycle Time Reports as applicable. C. Attend Customer Service Refresher Training)
- 4. Deliver Business Writing (A. Attend business writing course)
- Participated with Service Pro Refresher training class.
- Completed Business Writing and Grammar courses.
- Participated with ILead tree and board in November 2015.
- Participated with QTC customer service week.
- Presented BIZ report, demonstrating Tenet greater than 60 days past due.
Deliver on Priorities Related to AR Strategy Alignment
- Ongoing collaboration with internal partners (BU's, credit, CP, MPS&A, Canada, MSH,MPB)
- Attended Service Pro huddle.
- Collaborated with Donna Taylor to create Tenet Automated statement, this automatically generated open items report from SAP to excel spreadsheet to send to customers quickly.
- Community Day - Giving comfort
- Participated with Webcast for Brief Lesson on Imposter Fraud
- Attended Treasury 101 with Chris Ginieczki meeting.
- Participated with Veteran's day ceremony, sang US anthem with Grethel Berry and Timothy Cross.
- Trained and worked closely with Bea Catton regarding CVS/Omnicare transition over to Courtney Voirin team.
- Participated with department Thanksgiving & Christmas celebrations.
Languages
English
Timeline
SR. CREDIT COLLECTIONS SPECIALIST
McKesson Pharmaceutical Company
02.2014 - Current
Taylor Business Institute