Summary
Overview
Work History
Education
Skills
Timeline
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Danelle Nelson

Santa Ana,CA

Summary

Accomplished professional seeking career change utilizing my skill set in a role for project management. Expert in planning and client communication, significantly improving portfolio quality and fostering strong customer relationships. Skilled in data analysis and cross-functional collaboration, driving process improvements and efficient collection management.

Offering strong organizational skills and collaborative mindset, eager to develop and grow in project management environment. Brings understanding of business workflows and proficiency in tools like Microsoft office. Ready to use analytical and communication skills in a new role.

Overview

5
5
years of professional experience

Work History

AR Specialist

TriMark
05.2022 - Current
  • Analyzed trends in payment patterns and customer behavior, identifying opportunities for process enhancements that would improve overall AR performance.
  • Coordinated with external collections agencies when necessary, ensuring seamless handoff of delinquent accounts while protecting company interests at all times.
  • Increased customer satisfaction levels by promptly addressing inquiries regarding billing issues or adjustments needed on their accounts.
  • Analyzed, prepared, and issued chargeback notices for payment to prevent third-party collection agency involvement.
  • Identified, researched, and resolved billing variances to maintain system accuracy and currency.
  • Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
  • Managed a high volume of customer accounts while maintaining strict attention to detail, ensuring all transactions were accurately recorded and documented.
  • Assisted in the development of departmental policies and procedures to improve overall efficiency within the AR team.
  • Collaborated with sales teams to ensure proper documentation was provided for accurate invoicing and consistent revenue tracking.
  • Tracked contracts, proposals, and waivers to keep billing accurate and current.
  • Managed efficient cash flow reporting, posted cash receipts and analyzed chargebacks, independently addressing, and resolving issues.
  • Developed strong relationships with clients, fostering open communication channels that facilitated timely payments on past-due balances.

Credit Collection Analyst

Convergint
11.2019 - 05.2022
  • Streamlined the collections process for quicker payment recovery, utilizing effective negotiation techniques.
  • Leveraged negotiation skills to reach mutually beneficial resolutions with customers regarding aged receivables management issues.
  • Improved overall portfolio quality, conducting regular reviews of existing accounts and recommending appropriate actions.
  • Provided guidance on best practices in credit control procedures for both internal teams and external partners involved in billing processes.
  • Reduced delinquency rates by establishing strong customer relationships through clear communication and timely followups.
  • Conducted regular account reconciliations to ensure accuracy of financial data, identifying discrepancies and resolving issues in a timely manner.
  • Collaborated with cross-functional teams for comprehensive client assessments, supporting informed decision making.
  • Collaborated with other teams to identify and mitigate risks impacting organization.
  • Supported the sales team in negotiating favorable terms, balancing business growth and collections effectively.

Education

Bachelor of Science - Finance Real Estate And Law

California State Polytechnic University, Pomona
Pomona, CA
09-1993

Skills

  • Client communication and relationship skills
  • Strategic planning
  • Stakeholder communications
  • Advanced problem solving
  • Document management
  • Budgeting and forecasting
  • Cross-functional collaboration
  • Contract management
  • Processes and procedures
  • Data analysis and review

Timeline

AR Specialist

TriMark
05.2022 - Current

Credit Collection Analyst

Convergint
11.2019 - 05.2022

Bachelor of Science - Finance Real Estate And Law

California State Polytechnic University, Pomona

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Danelle Nelson