Frances Reid

• Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
• Assigned various clients from US, Canada, Europe and Asia, ie Pfizer, Walmart, Pepsi, AstraZeneca, Verizon, GM, AbbVie, Merck, American Eagle, Ford etc.
• Statement received is analyzed to confirm all information matches what we show in our system. From previous audits we can determine how many locations should be included.
• Confirm statement is accounts receivable open statement of account (not closed end statement) which allows me to see everything the vendor has open on my clients account,
• Contact information is important for re-contact if necessary,
• Analyze full statement (s) for discrepancies, non offsetting credits, overpayments, unapplied payments, duplicate payments, credits on account.
• Update any current information that differs from previous information.
• Key each line item, account number, project code, credit date, credit amount,
• Post when completed, if no special instructions and total credits are below $1M you can forward project code to Recovery, they will proceed with collection.
• If credits are over $1M statement must be approved by Audit Advisor for that client.

• Conducted data review and followed standard practices to find solutions.
• Improved overall production efficiency by identifying and resolving quality control issues.
• Provided training to new hires on quality control procedures, fostering a culture of excellence within the team.

Same description listed previously.

There is an explanation.

• Assisted students occupying Aggie Suites with concerns regarding late grants received. Contacting relevant parties to inquire if there was a particular problem causing the delay.

When should we expect arrival of funds.

• Close contact with Student Admissions, Financial Aide, AggieOne Card and Gift Services.
• Processed payments and donations received via phone, hand delivery or mail. Documented account updates.
• Made copies for myself; filed in appropriate folders.
• All original paperwork was taken to Gift Services.
• Prepared cash and check deposits and generated cash receipts to record money received.
• Prior to me going to bank with deposits (3 banks) I would give all receipts to my boss to co-check.
• After deposits - Make Dowty building rounds at University to deliver original paperwork from donations / pick up Foundation business from various offices.
• Maintained up-to-date customer contact information, enabling effective communication regarding account status and payment inquiries.
• Provided exceptional customer service when addressing client inquiries about their account status or billing concerns, building strong, long-lasting relationships.
• Assisted AggieOne Card during student admissions checking accounts and taking photo Id's.
• Contributed to month-end closing procedures by preparing detailed accounts receivable aging reports for management review.