Summary
Overview
Work History
Education
Skills
Additional Information
Personal Information
References
Timeline
Generic

Jenna Kroening

Bemidji

Summary

Results-driven Tax & PO Specialist at Wells Technology Inc, skilled in tax compliance and invoice processing. Proven ability to resolve customer inquiries and enhance accounts receivable processes, demonstrating exceptional attention to detail and effective communication. Adept at managing multiple priorities while maintaining strong customer relations and ensuring timely payments.

Overview

11
11
years of professional experience

Work History

Tax & PO Specialist

Wells Technology Inc
Bemidji
01.2024 - Current
  • Send customer orders and quotes to the appropriate store for processing.
  • Advise the customer if there are any backorders or delays in delivery.
  • Review reports and chase invoices that need a valid purchase order in order to be submitted for payment.
  • Run a weekly report to discover any invoices that have been short-paid for tax. Verify to see if a customer has a blanket tax certificate on file, or if a single tax certificate is needed to clear the tax.
  • Review the weekly report to see if any blanket tax certificates will be expiring in the next 90 days. If so, reach out for an updated certificate.
  • Assist any customers with tax questions.
  • Submit customer invoices on portals, e.g., Ariba and Coupa.
  • Run weekly statements and provide them to customers to show past-due status.
  • File any paper tax certificates in the appropriate locations.
  • Occasionally process ACH, check, and CC payments if help is needed.
  • Contacted customers with delinquent accounts to solicit payment.
  • Run monthly tax audit reports.
  • Create monthly consolidated billing for customers.
  • Remained calm, stayed professional, and provided exceptional service on calls, even when interacting with difficult individuals.
  • Set up new customer accounts

Global Accounts Receivable - Assigned Accounts

Digi-Key Electronics
Thief River Falls
10.2021 - Current
  • Receive payments on accounts and issue receipts as necessary
  • Research delinquent accounts to bring late accounts up to current status
  • Educate customer on keeping their accounts current
  • Determine reasons for overdue payments and negotiate resolutions within guidelines
  • Balance daily receipts, complete necessary forms and submit to corporate accounting as necessary
  • Send requested documents to customers
  • Respond to internal and external partners to understand and address issues and escalate where appropriate
  • Enter and balance accounts receivable on a daily basis
  • Perform customer collection inquiries for past due customers
  • Process past due delayed and scheduled orders prior to shipping
  • Process cred/debit memos
  • Fraud prevention
  • Must maintain a strict standard of confidentiality to ensure that our customers protected information is secure
  • Must be able to navigate a variety of customer facing technology platforms when necessary
  • Develop and maintain a detailed understanding of the business of the assigned accounts, including customers' key initiatives and priorities, and keep cross functional business leaders informed and appropriately involved
  • Solve problems by asking/knowing assigned accounts processes, procedures, etc
  • Be the primary contact for all customers' needs
  • Monitor interactions and profitability activity for each assigned customer
  • Proactively build long term professional relationships internally/externally to help successfully work accounts
  • Educate customer on Digikey services and align with customer needs
  • Actively participate in business communications and departmental initiatives
  • Aware of external changes to business market as well as competitors, customers, supplier public business announcements (ex quarterly financial statements, investor calls, mergers & acquisitions)

Global Accounts Receivable

Digi-Key Electronics
Thief River Falls
08.2018 - 10.2021
  • Research delinquent accounts
  • Bring late accounts up to current status
  • Educate customers on keeping their accounts current
  • Follow up and completion of pending orders
  • Determine reasons for overdue payments and negotiate resolutions within guidelines
  • Expedite billing and collection procedures
  • Enter customer payments by credit card and issue receipts as necessary
  • Send customer statements
  • Perform customer collection inquiries
  • Respond to customer email inquiries
  • Perform customer collection inquiries for past due customers
  • Process past due delayed and scheduled orders prior to shipping
  • Process credit/debit memos
  • Process electronic and paper mail
  • Process delayed and scheduled orders prior to shipping
  • Process all payment type declines
  • Fraud prevention
  • Must maintain a strict standard of confidentiality to ensure that our customers protected information is secure
  • Respond to internal and external partners to understand and address issues and escalate where appropriate
  • Maintain levels of performance as indicated by functional leadership

Global Sales Representative

Digi-Key Electronics
Thief River Falls
10.2017 - 08.2018
  • Provided excellent customer service by responding promptly to inquiries and requests.
  • Strengthened traceability by developing organizational filing systems for shipping and order fulfillment records.
  • Resolved discrepancies in order processing by coordinating with customers and vendors.
  • Ensured accurate completion of paperwork associated with each order including customs documents.
  • Informed customers by mail or telephone of unit prices, shipping dates, and anticipated delays.
  • Communicated with current customers regarding backorder availability, future inventory and special orders.
  • Protected clients' rights by maintaining confidentiality of personal and financial information.
  • Assisted customers with inquiries related to product availability or changes in order status.
  • Reviewed customer orders to ensure accuracy of product, quantity and pricing.
  • Coordinated with warehouse personnel regarding shipping schedules for timely delivery.
  • Answered customers' questions about products, prices, and availability.
  • Communicated with customers to assist with order placement and offer updates on status and shipping.
  • Assisted with customer requests and answered questions to improve satisfaction.

Optician

Sanford Eye Center
Thief River Falls
09.2016 - 10.2017
  • Verify that finished lenses are ground to specifications
  • Measure clients' bridge and eye size, temple length, vertex distance, pupillary distance, and optical centers of eyes, using measuring devices
  • Heat, shape, or bend plastic or metal frames to adjust eyeglasses to fit clients, using pliers and hands
  • Assist clients in selecting frames according to style and color, and ensure that frames are coordinated with facial and eye measurements and optical prescriptions
  • Maintain records of customer prescriptions, work orders, and payments
  • Recommend specific lenses, lens coatings, and frames to suit client needs
  • Instruct clients in how to wear and care for eyeglasses
  • Sell goods such as contact lenses, spectacles, sunglasses, and other goods related to eyes in general
  • Determine clients' current lens prescriptions, when necessary, using lensometers or lens analyzers and clients' eyeglasses
  • Show customers how to insert, remove, and care for their contact lenses
  • Obtain a customer's previous record, or verify a prescription with the examining optometrist or ophthalmologist
  • Order and purchase frames and lenses
  • Perform administrative duties such as tracking inventory and sales, submitting patient insurance information, and performing simple bookkeeping
  • Repair damaged frames
  • Arrange and maintain displays of optical merchandise
  • Make patients appointments
  • Answer customers' questions about products, prices, availability, product uses, and credit terms
  • Recommend products to customers, based on customers' needs and interests
  • Estimate or quote prices, credit or contract terms, warranties, and delivery dates
  • Consult with clients after sales or contract signings to resolve problems and to provide ongoing support
  • Prepare drawings, estimates, and bids that meet specific customer needs
  • Check stock levels and reorder merchandise as necessary
  • Open and Close cash bags, performing tasks such as counting money, separating charge slips, coupons, and making deposits
  • Clean shelves, counters, and tables

Personal Banker

Northern State Bank
Thief River Falls
06.2014 - 09.2016
  • Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds
  • Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips
  • Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines
  • Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents
  • Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank
  • Order a supply of cash to meet daily needs
  • Receive and count daily inventories of cash, drafts, and travelers' checks
  • Prepare and verify cashier's checks
  • Sort and file deposit slips and checks
  • Carry out special services for customers, such as ordering bank cards and checks
  • Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits, and mail deposits
  • Arrange monies received in cash boxes and coin dispensers according to denomination
  • Resolve problems or discrepancies concerning customers' accounts
  • Receive mortgage, loan, or public utility bill payments, verifying payment dates and amounts due
  • Explain, promote, or sell products or services such as travelers' checks, savings bonds, money orders, and cashier's checks, using computerized information about customers to tailor recommendations
  • Obtain and process information required for the provision of services, such as opening accounts, savings plans, and purchasing bonds
  • Monitor bank vaults to ensure cash balances are correct
  • Compute financial fees, interest, and service charges
  • Inform customers about foreign currency regulations, and compute transaction fees for currency exchanges

Activities Director/HR

Greenleaf Senior Living
Thief River Falls
02.2015 - 08.2016
  • Review time sheets, work charts, wage computation, and other information to detect and reconcile payroll discrepancies
  • Process paperwork for new employees and enter employee information into the payroll system
  • Verify attendance, hours worked, and pay adjustments, and post information onto designated records
  • Compute wages and deductions, and enter data into computers
  • Process and issue employee paychecks and statements of earnings and deductions
  • Keep track of leave time, such as vacation, personal, and sick leave, for employees
  • Compile employee time, production, and payroll data from time sheets and other records
  • Distribute and collect timecards each pay period
  • Issue and record adjustments to pay related to previous errors or retroactive increases
  • Conduct verifications of employment
  • Complete time sheets showing employees' arrival and departure times
  • Plan and schedule programming and event coverage, based on broadcast length, time availability, and other factors, such as community needs, ratings data, and viewer demographics
  • Establish work schedules and assign work to staff members
  • Coordinate activities between departments, such as news and programming
  • Confer with directors and production staff to discuss issues such as production and casting problems, budgets, policies, and news coverage
  • Identify and recruit potential volunteer workers
  • Implement program plans by ordering needed materials, scheduling speakers, reserving space, or handling other administrative details
  • Operate office machines, such as photocopiers and scanners, facsimile machines, voice mail systems, and personal computers
  • Answer telephones, direct calls, and take messages
  • Maintain and update filing, inventory, mailing, and database systems, either manually or using a computer
  • Communicate with customers, employees, and other individuals to answer questions, disseminate or explain information, take orders, and address complaints
  • Open, sort, and route incoming mail, answer correspondence, and prepare outgoing mail
  • Type, format, proofread, and edit correspondence and other documents, from notes or dictating machines, using computers or typewriters
  • Complete work schedules, manage calendars, and arrange appointments
  • Deliver messages and run errands
  • Inventory and order materials, supplies, and services
  • Collect, count, and disburse money, do basic bookkeeping, and complete banking transactions
  • Complete and mail bills, contracts, policies, invoices, or checks
  • Train other staff members to perform work activities, such as using computer applications

Education

High School Diploma -

Lincoln High School
Thief River Falls, MN
05.2014

Skills

  • Detail Oriented
  • Excel
  • Microsoft Word
  • Organizational Skills
  • Word
  • Banking
  • Accounts Receivable
  • Payroll
  • Invoice processing
  • Tax compliance
  • Accounts receivable
  • Payment processing
  • Purchase orders
  • Customer inquiries
  • Data analysis
  • Effective communication
  • Attention to detail
  • Problem solving
  • Time management
  • Customer relations
  • Conflict resolution

Additional Information

Patient, Hard-working, Detail Oriented, People Person, Strong Work Ethic, Able to multi-task, Experience in Microsoft Word and Excel, Organizational Skills

Personal Information

Work Permit: Authorized to work in the US for any employer

References

References available upon request.

Timeline

Tax & PO Specialist

Wells Technology Inc
01.2024 - Current

Global Accounts Receivable - Assigned Accounts

Digi-Key Electronics
10.2021 - Current

Global Accounts Receivable

Digi-Key Electronics
08.2018 - 10.2021

Global Sales Representative

Digi-Key Electronics
10.2017 - 08.2018

Optician

Sanford Eye Center
09.2016 - 10.2017

Activities Director/HR

Greenleaf Senior Living
02.2015 - 08.2016

Personal Banker

Northern State Bank
06.2014 - 09.2016

High School Diploma -

Lincoln High School

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Jenna Kroening