Evelyn Rodriguez
New York,NY
Summary
Driven Accounts Receivable Collections Specialist resolves past due customer invoices and collects and processes payments. Meets strict deadlines with minimum direction by prioritizing and organizing workload. Proven background overcoming obstacles and obtaining results.
Overview
18
18
years of professional experience
Work History
Client Account Specialist
Fisher & Phillips LLP
Atlanta, GA
07.2019 - 02.2021
- Contacted Clients and attorneys regarding their past due invoices.
- Documented activities through ARCS system and scheduled future action steps and follow-up tasks.
- Demonstrated a successful "hands on" approach to monitor payments from slow paying clients and clients with high volume of invoices and multi-payer arrangements.
- Answered customer questions about problems with their accounts.
- Researched and reconciled invoice payment discrepancies per Aderant with clients' accounts payable departments.
- Contacted insurance companies to check on status of claims payments
- Scanned Bills for sending to clients.
- Met one on one with Attorneys to discuss/review bills.
- Used software tools including: Aderant, ARCS, E-Billing Databases-(E-Billing Hub, Collaborati, Serengeti, Tymetrix 360, Data cert, CounselLink, Bottomline Technologies, Bridgeway, Legal-X(Allegiant Systems, LItigation Advisor-LSS, Legal bill (Novant), Stuart Mae, ONIT Billing point API.
Accounts Receivable Specialist
Freeman Mathis & Gary LLP
07.2018 - 03.2019
- Researched incoming checks, wires, credit cards and Ach payments
- Accurately applied payments to firm invoices
- Posted cash receipts
- Determined and prepared short-payment reports
- Reconciled and prepared daily deposits to firm Operating and IOLTA accounts
- Processed write-offs
- Payment reversals as needed
- Trust and unapplied cash transfers
- Processed refund requests for remaining Trust and client overpayments
- Other duties as required.
Accounts Receivable Specialist (Contract)
Arnall Golden Gregory LLP
Atlanta, GA
10.2017 - 01.2018
- Proactively monitored the collection of assigned Accounts Receivable, to achieve maximum effectiveness and to meet monthly and annual revenue targets
- Met with the assigned Attorneys to discuss and summarize collection tactics and strategies to establish priorities and push for desired results
- Articulated in a calm and professional manner with the AGG internal and external clients when discussing payment due the firm
- Carried out the directives of the Billing Attorneys, COO and Director of Client Financial Services, all that had a role in the collection of the Firm's Accounts Receivables
- Escalated situations involving internal/external clients as appropriate
- Obtained and maintained client information and accurately notated this information in the Aderant Financial system as well ARCS Collection Database.
- Prepared various AR reports from existing systems, (Aderant, Mini soft ARCS) as necessary.
- Prepared various AR spreadsheets as necessary and was involved in AR projects when required.
- Responsible for suggesting, implementing and administering routines that were effectively enhancing the billing and collection/maintenance of the firm's AR.
Collections Specialist
Morris, Manning & Martin LLP
09.2016 - 06.2017
- Responsible for the client collection functions of the Firm.
- Served as the primary point of contact for client collection concerns.
- Ensured clients replenished retainers per firm policy.
- Met one-on-one with partners to discuss/review bills.
- Met and coordinated with other accounting staff.
- Scanned bills for sending to clients.
- Generated monthly statements.
- Processed write-offs once they were approved.
- Communicated effectively with the attorneys and clients to expedite collections of delinquent accounts receivable.
- Maintained/updated collections module of accounting software system.
- Followed-up proactively to achieve resolution on outstanding bills.
- Additional duties as assigned.
Accounts Receivable Assistant
Constangy, Brooks, Smith & Prophete LLP
12.2014 - 09.2016
- Focused in maintaining collections for the firm's E-billed clients.
- Updated collections spreadsheets daily.
- Contacted clients and attorneys regarding their past due E-billing invoices.
- Entered collection updates, notes & activities daily in ARCS..Researched partial payments and followed up.
- Submitted appeals through each E-Billing database which resulted in additional payments to the firm revenue
- Processed write-offs once they were approved.
- Retrieved A/R invoices from Elite upon request.
- Analyzed client E-billing guidelines and insured time entry compliance.
- Assisted the Accounts Receivables Specialist with other ad hoc duties and reports.
Collection Analyst
Kramer Levin Naftalis & Frankel LLP
New York, NY
10.2007 - 08.2014
- Analyzed client receivable inventory, by aging categories, and developed collection programs including invoice spreadsheets, follow-up phone calls and monthly reminder letters.
- Demonstrated a successful "hands on" approach to monitor payments from slow paying clients and clients' with high volume of invoices and multi-payer arrangements.
- Responsible for handling daily collection activities for multiple billing partners with receivables in excess of $40 million.
- Documented activities through ARCS system and scheduled future action steps and follow- up tasks.
- Researched and reconciled invoice payment discrepancies per Elite system with clients' accounts payable departments.
- Updated weekly expected payment report showing clients, invoices, and payment dates.
- Distributed report to CFO and Collection Department to assist with monthly revenue targets and projections.
- Participated in extensive firm-wide year-end collection campaign programs.
- Tracked actual quarterly payments vs Client fee targets for individual billing partners, and prepared status reports for weekly management meetings.
- Identified "missed collection opportunities" by client and reviewed schedules with Director of Billing and Collections in connection with monthly management and inventory analysis reports.
Collection Manager
Open Systems Technologies, Inc
New York, NY
11.2005 - 09.2007
- Responsible for all aspects of recruiting firm's collection programs including notifications to clients of past due receivables over 30 days
- Extensive contact with clients via phone, emails and reminder letters to achieve collection goals
- Prepared daily status reports summarizing collection activities and identifying problem accounts
- Held weekly status meetings with CFO and Billing Supervisor
- Supervised 1 coordinator
- Worked closely with CFO to coordinate payment strategies and analyze problem and/or disputed accounts
- Responsible for maintaining current database of client contact and address information
- Reviewed daily application of client checks and wire transfers to ensure accuracy of accounts receivable inventory.
Office Manager
Columbia University Medical Center
New York, NY
03.2001 - 10.2005
- Managed all aspects of department's administration including patient appointments, coordination of meetings, patient correspondence and organization of routine reports submitted to doctors.
- Liaison with doctors and pharmaceutical representatives.
- Provided support for patient information requests including billing in compliance with HIPPA.
- Held Administrative Assistant, positions prior to promotion to Office Manager.
Education
No Degree - Communications
City College of New York of The City University of New York, The
No Degree - Liberal Arts And General Studies
Hostos Community College
The Bronx, NYHigh School Diploma -
John F. Kennedy High School
New York, NY08.1984
Skills
- Creative Problem Solving
- Precision and Accuracy
- Attention to Detail
- Accounts Receivable
- Customer Relations
- Proactive and Self-Motivated
Languages
Spanish
Timeline
Client Account Specialist
Fisher & Phillips LLP
07.2019 - 02.2021
Accounts Receivable Specialist
Freeman Mathis & Gary LLP
07.2018 - 03.2019
Accounts Receivable Specialist (Contract)
Arnall Golden Gregory LLP
10.2017 - 01.2018
Collections Specialist
Morris, Manning & Martin LLP
09.2016 - 06.2017
Accounts Receivable Assistant
Constangy, Brooks, Smith & Prophete LLP
12.2014 - 09.2016
Collection Analyst
Kramer Levin Naftalis & Frankel LLP
10.2007 - 08.2014
Collection Manager
Open Systems Technologies, Inc
11.2005 - 09.2007
Office Manager
Columbia University Medical Center
03.2001 - 10.2005
No Degree - Communications
City College of New York of The City University of New York, The
No Degree - Liberal Arts And General Studies
Hostos Community College
High School Diploma -
John F. Kennedy High School