Summary
Overview
Work History
Education
Skills
Timeline
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Jami Wilkerson

Irving,TX

Summary

Competent Accounts Receivable Specialist bringing 13years of experience carrying out all accounts receivable functions in high volume environments looking for new opportunity in accounts receivable. Proficient in tracking payments, resolving billing issues and preparing account statements. Recognized as dedicated professional driven to meet team targets and enhance bottom-line performance.

Overview

19
19
years of professional experience

Work History

Service Admin

Southwest Materials Handling Company
06.2022 - Current
  • Entered Mechanic notes in system for work orders, added mileage and other pertinent information.
  • Scanned work orders in system for accuracy before billing customer.
  • Entered new PM agreements in system as presented by salesman.
  • Called customers to schedule PMs on their equipment.
  • Entered all technician time cards in system daily.
  • Answered inbound calls and created work orders for service calls.
  • Backed up dispatcher on assigning calls to Technicians.
  • Created credit memos as needed and as requested by service manager.



Service Administrator

Equipment Depot
12.2016 - 06.2022
  • Billed all work orders marked complete in system, scanning for accuracy and billed according to customer protocol.
  • Assisted accounts receivable with special billing circumstances with customers using their own portal or 3rd party portal billing.
  • Mailed or emailed customer invoices.
  • Processed all credit memos as requested by service manager and sent to customer.
  • Utilized outside vendors for sublet work as needed, created purchase orders and assisted accounts payable with resolving any aging invoices.
  • Maintained and reconciled all petty cash transactions, reimbursed mechanics and cashed petty cash checks to maintain ongoing balance.
  • Processed credit card payments and emailed customer receipts.
  • Worked closely with salesmen to resolve AR issues related to service invoices.
  • Worked closely with mechanics to manage their WIP.


Accounts Receivable Specialist

Equipment Depot
01.2007 - 11.2016
  • Called or emailed customers regarding invoices 30+ days past due.
  • Resolved issues regarding non payment such as obtaining a PO, issues with Tax, issues with Labor Rate or any other issues that are preventing payment.
  • Worked closely with salesman regarding past due customers and deciding about credit hold.
  • Worked closely with salesman regarding past due rental invoices and filing lien notices with General Contractors.
  • Prepared account documents for sending to outside collections and or legal.
  • Maintained and reconciled petty cash.
  • Processed credit card payments as needed.


Credit Representative

Sunbelt Rentals
11.2004 - 11.2006
  • Answered incoming customer calls and questions regarding invoices.
  • Examined credit updates and evaluated for credit terms and credit limit increases.
  • Managed collection work and contacted customers by phone or email to collect delinquent balances.
  • Replied to vendors regarding customer trade reference requests.
  • Filed lien notices when applicable on construction accounts.

Education

Elementary Education

Mid America Christian College
Oklahoma City, OK

Skills

  • Cash Drawer Management
  • Multitasking and Time Management
  • Manage Correspondence
  • Issue Response and Resolution
  • Administrative Procedures
  • Accounting and Bookkeeping
  • Employee Timesheet Processing
  • Set Appointments
  • Administrative Support
  • Document and File Management

Timeline

Service Admin

Southwest Materials Handling Company
06.2022 - Current

Service Administrator

Equipment Depot
12.2016 - 06.2022

Accounts Receivable Specialist

Equipment Depot
01.2007 - 11.2016

Credit Representative

Sunbelt Rentals
11.2004 - 11.2006

Elementary Education

Mid America Christian College

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Jami Wilkerson