Jose Gerardo Morales Carrizales
Guadalupe,N. L.
Summary
Experienced debt collections and accounts receivable professional adept at negotiating repayment plans and reducing bad debt. Proven track record in managing aged accounts. Hardworking employee with customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
5
5
years of professional experience
Work History
Collections Agent
Schneider Electric
Apodaca, N. L.
07.2018 - 09.2021
- Negotiated payment plans with customers to ensure timely repayment of debt.
- Recovered lost revenue by persistently reaching out to customers with past due accounts and upcoming due invoices.
- Implemented effective measures for handling delinquent accounts, escalating issues when necessary, and adhering to all relevant federal and state debt collection laws as well as tax regulations.
- Prepared reports summarizing collection activity for management review.
- Ensured accurate documentation of collections, customer contact attempts, and account updates in the database system.
Data Content Coordinator - E-Media (Automotive)
Epicor Software Corporation
06.2016 - 07.2018
- Analyzed and cleaned raw automotive data as Data Coordinator, following a specific and extensive process.
- Analyzed web analytics data to identify areas of improvement in content performance.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Trained employees on best practices and protocols while managing teams to maintain optimal productivity.
Education
High School Diploma -
Iowa Central Community College
Fort Dodge, IA01-2003
Some College (No Degree) - Business Administration
Universidad EDEC
RevolucionSkills
- Telemarketing
- Collections-management
- Intermediate Office Skills
- Service
- Sales environment
- Project Management Assistant
- Microsoft Office
- Word
- Excel
- PowerPoint
- SAP Operations System
- Oracle
- Great people skills needed to confront people about past-due payments
- Understanding of the operations of a multi-line phone system
- Excellent accounting skills needed to determine accounts payable payment options
- Exceptional mathematics skills needed to perform calculations and give estimates
- Organized and thorough in all account records and data entry
- Finance
- Billing practices
- Outbound Calling
- Collections regulatory guidelines
- Billing and collections best practices
- Delinquent account management
- Collections process improvement
- Aged account reporting
- Billing Procedures
- Accounts receivable specialist
- Excellent customer service skills
Languages
English
Native/ Bilingual
References
Olga Puga
- olga.puga@se.com
- +52 81 745 0572
Timeline
Collections Agent
Schneider Electric
07.2018 - 09.2021
Data Content Coordinator - E-Media (Automotive)
Epicor Software Corporation
06.2016 - 07.2018
High School Diploma -
Iowa Central Community College
Some College (No Degree) - Business Administration
Universidad EDEC
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