Elaine Poe
St Louis,MO
Summary
Accomplished finance professional with a proven track record at CARDTRONICS LLP, adept in SAP and Excel, significantly reduced outstanding receivables by 50% through strategic collections and process optimization. Demonstrates exceptional analytical skills and a commitment to enhancing operational efficiency.
Overview
28
28
years of professional experience
Work History
Securities Operations Specialist
Wells Fargo Advisors
St. Louis, MO
08.2022 - 09.2024
- Investigated financial resources and creditworthiness through creates, closures, and final reviews to establish a loan product. Responsible for imaging and day-to-day tasks as requested by management.
Account Receivables
American Railcar Industries
St. Charles, Mo
01.2019 - 01.2020
- Invoice Coding
- Collections on all past due accounts
- Processed cash application via lockbox and mail
- Prepared spreadsheet for all aging accounts
- Retrieved remittances to apply as indicated
- Assisted as needed to Staff Accountants, Sr
- Accounts, Treasury
- Assisted with repair to ensure all documents went through approval process for payment
AR Specialist/AP Clerk
Marcone Appliance LLC
St. Louis, Mo
12.2012 - 10.2018
- Collections on past due accounts for 60,90 and 120 days open receivables
- Processed monthly auto payments in authorized net access
- Applied credits, reconciled accounts by region
- Processed credit limit increases on all qualified account holders by using a standard formula for approval
- Performed audit for tax certification for all noncompliant accounts
- Handled incoming calls to resolve account holds, address changes, unapplied checks, references and account changes
- Assist personal account manager for the NE region for account resolution
- Processed drop ship invoices via Data Serv prior to billing
- Responsible for all send out of weekly checks for US and Canada
A/R Analyst /Cash Management
CARDTRONICS LLP
Houston, TX
06.2008 - 05.2011
- Processed cash applications via lockbox and mail
- Uploaded daily deposit through NETSTAR
- Scanned checks via anytime deposit to bank
- Applied cash, posted payments to open invoices, completed bank deposit on all cash applications
- Invoiced 300-400 invoices monthly through service call billing on all sales equipment, service and supplies
- Prepared and invoiced 100 monthly invoices for Bank Branding All Point, Master Card, CVS, Chase, Walgreens, Winn Dixie, using data from excel spreadsheet provided by account managers
- Set up scheduled payment in Great Plains to run according to terms via ACH
- Processed credit card payment for equipment sales, service and supplies
- Performed QC check to ensure the accuracy of each invoice by reviewing original agreement to establish terms and amount billed
- Processed write-off upon completion of investigation
- Processed credit and debit memo’s
- Determined history of outstanding credit, i.e
- Overpayment, misapplied payment and issued refund where appropriate
- Initiated month-end close making sure all cash and credit card payments are applied as indicated
- Posting of all write-offs, debit and credit entries
- Making sure all bank deposits are completed and posted
- Reconciled all variances reported by GL group locating the misapplied entry, checking the amount applied against the amount deposited and re-applying the variance through cash applications
- Once totals are verified and deposits match cash entries
- Posted all entries in Great Plains
- Managed a routine check run for A/P to upload checks for merchant commissions
Collections Specialist
CARDTRONICS LLP
Houston, TX
11.2004 - 06.2008
- Collections on past due accounts, from current to 180 days on equipment, service and supplies
- Contacted customer by phone, email and written correspondence
- Worked closely with Sales and Regional Account Manager to determine current status of accounts
- Ran a weekly smart list and a monthly aging to determine outstanding receivables
- Initiated ACH process on all authorize accounts for non-payment
- Prioritized accounts and work flow to meet management goals
- Reduced 50% of outstanding receivables by cash and credit card payments, ACH, unapplied cash, commission deductions
- Reduced the amount of write offs by 80% initiating an invoice verification process
- Managed a returned check project and determined resolution to make sure every merchant received his or her earned commission
- Handled incoming calls regarding merchant commissions, settlement issues to include regulation E claims and submissions of overpayment and underpayment of ATM withdrawals
Vendor Coordinator
STEWART MORTGAGE INFORMATION
Houston, TX
08.2002 - 02.2004
- Determined status of orders
- Examined title orders for accuracy to verify ownership
- Searched via internet for current and previous deeds of ownership
- Contacted the courts and Tax Assessor’s office for missing information
Document Clerk
LOCKE LIDDELL & SAPP LLP
Houston, TX
07.2001 - 06.2002
- Prepared new files for incoming cases
- Indexed trial files on existing cases
- Performed weekly conflict checks on mediation and trial calendar
- Made routine calls to court for trial settings, transfer or changes
- Performed file maintenance
- Assisted paralegal and attorneys as requested
Client Service Representative
QUEST DIAGNOSTIC LABORATORIES
Houston, TX
08.1996 - 06.2001
- Received incoming calls through call center to assist clients with test results
- Handled complex resolutions for test/specimen in question
- Called all abnormal and stat results to physician or staff
Education
Sociology - Minor: Social Work
LINCOLN UNIVERSITY
Jefferson City, MOSkills
- Proficient in MS Word
- Excel Proficiency
- Great Plains Knowledge
- Experienced in SAP
- Express Payment Processing
- Beta
- Data Serv
Timeline
Securities Operations Specialist
Wells Fargo Advisors
08.2022 - 09.2024
Account Receivables
American Railcar Industries
01.2019 - 01.2020
AR Specialist/AP Clerk
Marcone Appliance LLC
12.2012 - 10.2018
A/R Analyst /Cash Management
CARDTRONICS LLP
06.2008 - 05.2011
Collections Specialist
CARDTRONICS LLP
11.2004 - 06.2008
Vendor Coordinator
STEWART MORTGAGE INFORMATION
08.2002 - 02.2004
Document Clerk
LOCKE LIDDELL & SAPP LLP
07.2001 - 06.2002
Client Service Representative
QUEST DIAGNOSTIC LABORATORIES
08.1996 - 06.2001
Sociology - Minor: Social Work
LINCOLN UNIVERSITY
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