Reconciled customer accounts, resolving discrepancies and maintaining accurate financial records.
Collaborated with internal teams to streamline billing procedures and enhance operational efficiency.
Analyzed aging reports to identify overdue accounts and implement collection strategies.
Ensured the accuracy of customer records in internal systems by updating contact information, payment terms, and other relevant data as needed.
Monitored accounts to verify compliance with payment terms and schedules.
Contributed to a positive work environment by working closely with colleagues across departments to ensure efficient information exchange and collaboration on financial matters.
Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
Account Manager
Commercial Funding
Salt Lake City
08.2017 - 11.2021
Main contact for 40 Accounts with 5 million in business
Prepared and processed ACH and wire payments daily
Manage client contracts, monitor credit limits and monthly minimum fees
Process chargebacks of overdue invoices
Receive and process invoices and other documents
Process and mail check and ACH payments for transportation brokerages
Minimize risk by verifying documents
Cultivated strong client relationships to enhance account retention and satisfaction.
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Office Manager/Head Dispatch
Tetra Logistics /Baker Trucking
08.2016 - 02.2017
Scheduled and coordinated truck shipments
Addressed issues during transit
Tracking and tracing of shipments and drivers
Received paperwork for brokered loads and invoiced to factoring company
Determined credit worthiness for new customers
Filled out carrier packets for new customers
Approved new clients and trucking companies for business
Senior Account Manager
Tetra Capital
Cottonwood Heights
03.2013 - 08.2016
Maintained 45 accounts totaling 2 million in business
Prepared and sent out invoices
Received paperwork from clients
Funded all clients on daily basis
Made collection calls keeping aging at 30 days
Built relationships with clients retaining business
Kept chargebacks to a minimum
Determined credit worthiness of new customers on Ansonia and D&B
Trained new employees
General Merchandise Manager
Dick's Market
Bountiful, UT
01.2008 - 08.2012
Trained employees on the importance of customer service
Merchandised department for maximum sales
Ordered product for department while staying within budget
Managed a team of 18 people within four departments
Developed strategies to increase gross margin and maintained highest growth in the region 2009 - 2011
Developed employees for management positions
Certified in receiving
Ordered and merchandise the seasonal in candy aisle