Joseph B. Oliver
Rochester,NY
Summary
Knowledgeable financial professional with solid background in billing/accounting processes with experience in risk management. Demonstrates strong attention to detail and possess flexibility to adapt to changes while maintaining an accurate work product.
Overview
9
9
years of professional experience
Work History
Billing Clerk - Default Services
Woods Oviatt Gilman LLP
01.2019 - Current
- Execute billing/accounting tasks such as, but not limited to: batch/manual invoicing, account reconciliation, accounts receivable and payable duties, invoice adjustments/resolutions, daily cash allocation, incoming/outgoing wires/ACH transactions, fee requesting/approvals, drafting reports for management and obtaining tax documents for vendors
- Generate and provide financial documents related to mortgages in default such as payoff or reinstatement letters. Create a forecast of fees/costs based on stage of file. Handle any correspondence with defendants, outside counsel or court.
- Meet client, court or investor guidelines and expectations and update respective systems with same. Assist with preparation of client or investor audits.
Credit Specialist
Paychex Inc
11.2017 - 12.2018
- Reviewed payrolls to mitigate risk. Obtained and reviewed credit reports, credit references, credit documents and financial statements to mitigate risk within processing payrolls
- Works with banking partners to authenticate banking info and ensure funds availability for credit
transactions and also reviews and interprets credit reports. (Equifax, Experian, LexisNexis, TLO) - Assisted with implementation and set up of the Paychex Promise service from Pilot stage to National Product and was utilized as an escalation contact for Paychex Promise payrolls
IT Help/Walk Up Desk Attendant
The College At Brockport State IT Department
01.2016 - 12.2017
- Enhanced student or staff satisfaction by providing efficient and friendly service at the front desk with problem solving technological issues
- Troubleshoot basic issues in person or with call in users.
- Organize walk ups/calls into a ticketing system or answer/solve any questions or problems immediately if
possible.
Financial Services Representative Intern
MassMutual
06.2017 - 08.2017
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Called up to 100 prospective clients per week in attempt to set up in person meetings to assist in financial planning for individuals/entities.
Education
Bachelor of Science - Finance
SUNY The College At Brockport
05-2018
Skills
Billing/Accounting
Risk Management
Problem Solving
Time Management
Timeline
Billing Clerk - Default Services
Woods Oviatt Gilman LLP
01.2019 - Current
Credit Specialist
Paychex Inc
11.2017 - 12.2018
Financial Services Representative Intern
MassMutual
06.2017 - 08.2017
IT Help/Walk Up Desk Attendant
The College At Brockport State IT Department
01.2016 - 12.2017
Bachelor of Science - Finance
SUNY The College At Brockport
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