Denise Bernal
Houston,TX
Summary
Hardworking AR Collections/ Cashiering Specialist offering 20 years of experience in Financial Services. Solid team player with upbeat, positive attitude and commitment to providing excellent customer service. Proficient in data entry and payment processing, problem resolution, payment application issues . Friendly multitasker with in-depth knowledge of collection operations. Dedicated employee with strengths in customer service.
Overview
14
14
years of professional experience
Work History
AR Collections /Credit Application Processor
Sooner Pipe LLC - Contract
Houston , TX
2023.09 - 2024.04
- Processed credit application information into established software system.
- Verified customer identity, income, and employment details.
- Performed data entry of financial information into database.
- Identified and resolved customer payment discrepancies.
- Negotiated payment plans with customers.
- Maintained accurate records of all collection efforts in the database system.
- Reviewed and updated credit limits for customers as needed.
- Followed up with customers via phone, email or mail regarding past due accounts.
- Provided excellent customer service when interacting with clients over the phone or in person.
- Researched account discrepancies between customer's records and company records.
- Assisted in setting up new accounts for customers and ensuring that all documentation was received.
AR Collections / Billing
CSI - Contract
The Woodlands , TX
2023.04 - 2023.07
- Performed follow-up calls to collect past due amounts from customers.
- Negotiated payment arrangements with delinquent customers in accordance with company policy.
- Analyzed aged accounts receivable reports to identify trends in collections activity.
- Responded promptly to customer inquiries about their accounts via phone or email.
- Worked closely with other departments within the organization to resolve billing issues quickly and efficiently.
- Investigated complaints concerning billing errors or discrepancies and provided resolution recommendations.
Senior Cashiering Specialist
Lloyd's Register
Houston , TX
2010.03 - 2022.05
- Built and maintained working relationships with peers and upper management
- Resolved customer problems by investigating issues, answering questions, and building rapport
- Managed daily cash entry for 34 internal business streams
- Completed daily upload of bank statements and incoming checks
- Created posting documents for attachment to system entry
- Collected remittance documents for attachment to system entry
- Completed in bank deposits for in house receipts for month end clearance
- Assisted AP with payment approval and release
- Maintained daily deadlines
- Assisted in credit card processing and application
- Completed monthly bank reconciliation for 34 business streams
- Assisted in training of new employees
- Managed 200+ Customer Accounts, Reduced customer debt and maintained KPI to 90 days.
Education
High School Diploma -
Sam Houston
05.1982
Skills
- Mentoring and Coaching
- Documentation and Reporting
- Attention to Detail
- Staff Training
- Time Management
- Verbal and Written Communication
- Issue Resolution
- Reliable and Responsible
- Work Task Prioritization
- Payment Processing
- Application Review
- Document Verification
- Financial Analysis
- Credit evaluations
- Account Reconciliation
- Problem-solving aptitude
Timeline
AR Collections /Credit Application Processor
Sooner Pipe LLC - Contract
2023.09 - 2024.04
AR Collections / Billing
CSI - Contract
2023.04 - 2023.07
Senior Cashiering Specialist
Lloyd's Register
2010.03 - 2022.05
High School Diploma -
Sam Houston
Similar Profiles
Lacee ProulxLacee Proulx
Armed Security Supervisor at Alied Universal/ Sooner PipeArmed Security Supervisor at Alied Universal/ Sooner Pipe
Pauline LangPauline Lang
MISCELLANEOUS EXPERIENCE at ContractMISCELLANEOUS EXPERIENCE at Contract
Tomas SanchezTomas Sanchez
Freelance Illustrator at ContractFreelance Illustrator at Contract