Brooke Jackson
Collections and Billing Specialist
Magnolia,United States
Summary
Detail-oriented Billing and Collections Specialist with over 15 years of experience in accounts receivable and office management. Proven track record in managing portfolios, implementing automated systems to reduce late payments, and ensuring timely collections. Skilled in account reconciliation, financial reporting, and customer communication. Demonstrated leadership in managing teams and enhancing operational efficiency. Looking to leverage expertise in a hybrid work environment. Authorized to work in the US for any employer.
Overview
14
14
years of professional experience
Work History
Billing and Collections Specialist
Totalcx
05.2022 - Current
- Creating invoices, collection, account reconciliation, daily deposits. Spreadsheets, commission reporting
- Managed a portfolio of accounts, ensuring timely collection of outstanding payments
- Implemented automated reminder system for past-due accounts, resulting in a reduction in late payments
- Managed accounts receivable and payable, reconciling discrepancies and resolving billing issues
- Communicated effectively with clients regarding their billing statements and payment options
- Tracked outstanding balances and followed up with customers for prompt payment collection
Office Manager/Accounts Receivable
Texas Fence
08.2018 - 12.2022
- Customer service resolving issue that may arise, apply payment to invoicing, invoicing, collection, liens against property, lien release, contracts placement, accounts payables, time management, spreadsheets, monthly meeting aging A/R
Office Manager Account Receivable
NewLuxe
06.2016 - 08.2019
- Maintain records of financial transactions by establishing accounts; posting transactions; ensure legal requirements compliance.
- Establish operation standards for cost control, waste reduction, quality, and safety.
- Obtain and maintain a thorough understanding of the financial reporting and general ledger structure.
- Ensure an accurate and timely monthly, quarterly and year end close.
- Ensure the timely reporting of all monthly financial information.
- Process payroll in a timely and accurate manner, and maintain all related records.
- Develop and maintain filing system and procedures for record retention, protection, retrieval, transfer, and disposal.
- Pay supplier invoices in a timely manner
- Take all reasonable discounts on supplier invoices
- Pay any debt as it comes due for payment
- Monitor debt levels and compliance with debt covenants
- Issue invoices to customers and ensure timely payment
- Collect sales taxes from customers and remit them to the government
- Ensure that receivables are collected promptly
- Record cash receipts and make bank deposits
- Conduct a monthly reconciliation of every bank and credit card account
- Conduct periodic reconciliations of all accounts to ensure their accuracy
- Maintain the petty cash
- Issue financial statements
- Provide information to the external accountant who creates the company's financial statements.
- Assemble information for external auditors for the annual audit
- Calculate and issue financial analysis of the financial statements
- Maintain an orderly accounting filing system
- Maintain the chart of accounts
- Maintain the annual budget
- Calculate variances from the budget and report significant issues to management.
- Keep management informed by reviewing and analyzing special reports; summarizing information; identifying trends.
- Provide clerical and administrative support to management as requested
- Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.
- Achieves financial objectives by preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective action.
- Establish, monitor, and maintain procedures/office administrative systems
- Prepare letters, tax forms, presentations and reports
- Supervise and monitor the work of and delegate tasks to clerical and administrative staff
- Manage and monitor office and departmental budgets
- Maintain personnel records
- Monitor and enforce performance standards to ensure high-levels of service, quality and customer satisfaction.
- Interact with customers and vendors to develop and maintain a favorable public image.
- Troubleshoot and report all equipment problems, violations or substandard practices to Supervisor immediately.
- Promote good public relations and handle complaints and concerns.
- Comply with and keep abreast of developments in federal, state, and local legal requirements by studying requirements; enforcing adherence to requirements; filing rep
Customer Service Manager
AGI Arrow Glass Industries
01.2011 - 12.2016
- To secure a position in Customer Service as a Manager or CSR where my background, strengths and desire to succeed can be used to further the goals of an organization.
- Manufacturer of shower doors and mirrors.
- Managed the daily workflow and departmental interaction of 8 CSR's.
- Hired, reviewed, trained, initiated corrective action, disciplined and terminated CSR's
- Reviewed and compared all in-coming measures against purchase orders and bids
- Scheduled installations and services
- Resolved conflict as concerns arose between CSR's and builders or homeowners
Skills
- Billing
- Accounts Receivable
- Spreadsheets
- Reconciliation
- Accounts Payable
- Time Management
- Corrective Action
- Accounting
- Administrative Skills
- Customer Satisfaction
- Financial Reporting
- Financial Statements
- Financial Transactions
- General Ledger Account
- Product Pricing
- Purchase Orders
- Accounting Software
- Communication Skills
- Customer Relationship Management (CRM)
- Data Entry
- Detail Oriented
- Leadership
- Team Lead/Manager
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft Word
- Office Management
- Intuit Quickbook
- Credit and Collections
- Past Due Accounts
- Accounts Receivable Management
- Problem Solving Skills
- Liens
- Resolve Customer Issues
- Payroll Administration
- Customer Relation
- Customer Service Management
- Conflict Resolution
- Calendar Management
- Goal oriented
LANGUAGES
English - Intermediate
Timeline
Billing and Collections Specialist
Totalcx
05.2022 - Current
Office Manager/Accounts Receivable
Texas Fence
08.2018 - 12.2022
Office Manager Account Receivable
NewLuxe
06.2016 - 08.2019
Customer Service Manager
AGI Arrow Glass Industries
01.2011 - 12.2016
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