Jeannine Phillips

Reduced delinquency rates by consistently monitoring and analyzing customer accounts.

• Improved collections efficiency with timely follow-ups on overdue invoices.
• Negotiated payment arrangements, ensuring prompt payments from customers.
• Streamlined internal processes to enhance theeffectiveness of the collections team.
• Developed customized solutions for clients facing financial difficulties, minimizing losses for the company.
• Collaborated with sales and accounting departments to resolve billing disputes promptly.
• Managed a portfolio of high-risk accounts, reducing potential bad debt writeoffs.
• Maintained accurate records of all collection activities, supporting data-driven decision-making processes.
• Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
• Processed payments and applied to customer balances.
• Maintained high volume of calls and met demands of busy and productive group.

• Manage catering department
• Assign tasks to a team of cooks and servers and make sure those tasks are completed according to client specifications
• Ensure exemplary guest service through all forms of banquet service, carving stations, bartending, running food during events, buffets, plated, replenishing product and supplies in compliance with event standards
• Ensure that events are properly equipped and executed by transporting, pulling, setting up and breaking down, as well as returning equipment to designated storages in compliance with event standards and instructions
• Perform side work by helping to provide a safe and clean work environment
• Clean, organize and restock equipment/product returning from catering events
• Understand safety responsibilities as well as environmental laws by following established procedures, policies, training and involvement activities
• Perform other duties that could be assigned.

• Create orders in customer specific accounting software system for incoming projects
• Invoice orders timely and accurately in accordance with company price list
• Works with customers to minimize aged balances
• Assists customers with billing inquiries and discrepancies
• Prepared weekly & monthly aging review reports
• Assists with monthly & quarterly end close
• Month end journal entries
• Ensure unbilled and deferred revenue is tracked & reconciled
• Notarize legal documents.

• Daily processing of invoices
• Prepare web-based customer invoices
• Research and resolve billing and invoice problems
• Assists customers with billing inquiries and discrepancies
• Communicates with customers regularly, documenting conversations for follow up and review
• Research and resolve customer payment discrepancies
• Manages the daily credit hold process
• Code & obtain approvals for AP invoices and input into accounting system
• Process weekly AP check runs
• Notarize legal documents.

• Maintain legal and regulatory compliance of the Annual & Quarterly Financial Statement filing
• Assist in preparing the Financial Reporting GAAT & STAT filings
• Coordinate regulation of multistate insurers and to comply with the uniform financial reporting by insurance companies developed by the NAIC (National Association of Insurance Commissioners)
• Maintain statutory financial information in statutory reporting system software
• Ensure Certificates of Authority fees, state filing fees & other regulatory fees are current & paid through company specific accounting software
• Notarize legal documents.