Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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JANE HALL

WHITMAN,USA

Summary

Experienced Accounts Receivable Specialist with 20+ years of experience in fast-paced environments with credit and collections industries. Successful in reducing delinquencies with strategic approaches to customer service. Balanced assessor of account health specializing in devising creative solutions to unprecedented discrepancies.

Overview

24
24
years of professional experience

Work History

Cash Application Specialist

RoadOne IntermodaLogitics
04.2024 - Current
  • Reconciled payment discrepancies by investigating and resolving issues efficiently.
  • Managed customer inquiries related to payments, providing prompt resolution and maintaining satisfaction levels.
  • Supported credit control efforts by accurately applying payments against outstanding invoices, reducing delinquency rates.
  • Filed reports and posted daily batches in system.
  • Applied cash and wires to corresponding customer accounts based on remittance details provided by customers.
  • Maintained thorough documentation of all cash applications, ensuring a clear audit trail for financial review purposes.
  • Handled account payments and provided information regarding outstanding balances.
  • Processed cash applications with high accuracy, ensuring timely posting to customer accounts.
  • Optimized the use of ERP systems for more efficient cash application management.
  • Identified and communicated customer payment discrepancies and worked directly with collections team for research and resolution.
  • Maintained accurate records of customer payments.
  • Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.

Accounts Receivable/Accounts Payable Clerk

W. T. Hight Co.
04.2023 - 02.2024
  • Posting customer payments by recording cash, checks and credit card transactions.
  • Monitoring customer accounts for nonpayment issues and taking corrective action when necessary.
  • Creating new vendor accounts and maintaining existing ones within the accounting software program.
  • Ensuring timely collection of outstanding balances from customers.
  • Resolving any discrepancies with vendor accounts or internal departments regarding invoicing issues.
  • Preparing daily bank deposits for cash receipts.
  • Providing administrative support to Accounts Payable and Receivable staff as needed.
  • Maintaining accurate records of invoices, debits and credits.
  • Updating customer account information as needed in order to maintain accuracy of records.
  • Used accounting software to enter and post accounts receivable documents.
  • Completed outbound collection calls and sent emails to encourage customer payment of overdue invoices.
  • Processed customer credit applications for management review to promote increased product sales and growth of customer base.
  • Received and recorded cash, checks and transfers.
  • Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.

Tax Preparer Assistant

Riverbank, Inc.
01.2021 - 12.2022
  • Organized files in an orderly fashion both electronically and physically according to established procedures.
  • Input data into the company's software for preparation of returns.
  • Assisted tax preparers in gathering and organizing client documents.
  • Prepared 1040EZ, 1040A and 1040 forms as well as supporting schedules A, B and C accurately and efficiently.
  • Provided customer service support by responding promptly to inquiries from taxpayers or other stakeholders regarding their accounts or filings.
  • Verified accuracy of calculations on all prepared documents.
  • Reviewed completed tax forms to ensure accuracy and completeness.
  • Answered questions from clients regarding their specific tax situation.
  • Corresponded with clients via email or phone to obtain additional information needed for filing taxes.
  • Developed tracking reports to keep management informed of due and past due vendor invoices.

Accounts Receivable Specialist

Emerson Swan, Inc.
09.2009 - 02.2020
  • Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
  • Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
  • Managed efficient cash flow reporting, posted cash receipts and analyzed chargebacks, independently addressing and resolving issues.
  • Prepared and mailed invoices to customers, processed payments and documented account updates.
  • Liaised with other departments to investigate and resolve order or invoice-related issues.
  • Notated customer account regarding credit history, dates contacted and other relevant information to keep accurate records.
  • Refined existing processes to optimize accounts receivable and collection efforts.
  • Reconciled accounts receivable ledger to account for and properly post payments.
  • Monitored customer account details for non-payments, delayed payments and customer disputes.
  • Verified discrepancies to resolve vendor billing issues.
  • Generated financial statements and reports to detail accounts receivable status.
  • Entered client details and notes into system for interdepartmental access and review.
  • Located customers with overdue accounts and solicited payment in compliance with fair debt collection practices.
  • Handled high volume of in-bound calls pertaining to reconciliation of delinquent accounts.
  • Processed tax exempt certificates, coupons and vendor credit inquiries.
  • Analyzed, prepared and issued chargeback notices for payment to prevent third-party collection agency involvement.
  • Presented audit findings to accounting manager after reviewing results and paperwork.

Accounts Receivable Clerk

Nelco Products, Inc.
01.2002 - 02.2009
  • Reconciled accounts receivable ledger to verify payments and resolve variances.
  • Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
  • Processed bill reminders and consulted with third-party collection agency to resolve past-due customer accounts.
  • Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
  • Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
  • Made outbound calls to vendors and customers to discuss and resolve account needs.
  • Submitted cash and check deposits and generated cash receipts to record money received.
  • Responded to inbound inquiries regarding accounts and payments.
  • Researched and resolved customer claims related to shortages, discount violations and returns.
  • Handled high volume of in-bound calls pertaining to reconciliation of delinquent accounts.
  • Processed tax exempt certificates, coupons and vendor credit inquiries.
  • Managed efficient cash flow reporting, posted cash receipts and analyzed chargebacks, independently addressing and resolving issues.

Education

Business Management

Massasoit Community College
Brockton, MA
01.1989

High School Diploma -

Stoughton High School
Stoughton, MA
06.1971

Skills

  • Account Auditing
  • Federal Regulation Compliance
  • Cash Application
  • Record Reconciliation

Additional Information

  • I possess excellent communication, organizational and computer skills.
  • In addition, my husband and I operated MBA Auto Body in Holbrook, MA from 1987 thru 2008. During this period, I handled all financial responsibilities for the business including: payroll, benefits, A/P & A/R, as well as bank reconciliation and quarterly taxes.

Timeline

Cash Application Specialist

RoadOne IntermodaLogitics
04.2024 - Current

Accounts Receivable/Accounts Payable Clerk

W. T. Hight Co.
04.2023 - 02.2024

Tax Preparer Assistant

Riverbank, Inc.
01.2021 - 12.2022

Accounts Receivable Specialist

Emerson Swan, Inc.
09.2009 - 02.2020

Accounts Receivable Clerk

Nelco Products, Inc.
01.2002 - 02.2009

Business Management

Massasoit Community College

High School Diploma -

Stoughton High School

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