Julia Loehlein
Glenmoore,PA
Summary
Dynamic Credit & Collections Specialist with 5 years of corporate collections experience, leveraging 20+ years of customer service expertise. Skilled in maximizing recovery efforts, ensuring accurate resolution, and delivering exceptional user service. Proficient in MS Office Suite and CRM systems, with strong communication skills and a positive, collaborative attitude. Quick learner, team player, and detail-oriented problem solver.
Overview
21
21
years of professional experience
Work History
Collections & Credit Specialist
Allied Resources Group
Exton, PA
03.2023 - 04.2024
- Oversaw accounts receivable portfolios using NetSuite and Monday.com for two companies, managing 200+ client accounts and $175 million in billing volume
- Improved cash flow by reducing accounts receivable aging over 30 days by 24% within the first six months
- Discovered and rectified billing errors and allocation discrepancies, leading to the retrieval of over $43,000 in funds
- Implemented Dun & Bradstreet credit monitoring software for proactive credit assessment of new and prospective customers, enhancing risk management across the customer base
- Authored and implemented company-wide collections policy, enhancing financial efficiency and reducing outstanding debt
- Generated and issued invoices for 2 subsidiaries using Coupa, Ariba, and OpenInvoice portals
- Assisted in the preparation of legal documents, such as demand letters and complaints to initiate legal actions related to collections
- Resolved discrepancies and open balances with clients by researching staffing activity within internal technology and vendor management systems
- Maintained accurate and complete records in the CRM system to ensure the accuracy and completeness of collections activities and customer interaction documentation
- Prepared weekly accounts receivable and aging reports.
Collections and Customer Service Representative
Meridian Equipment Finance
Exton, PA
08.2021 - 03.2023
- Conducted daily reviews of delinquency reports in Aspire, promptly contacting customers via phone and email to address overdue payments
- Managed portfolio of $162M in billings for 2,500 customers
- Sent invoices, dunning letters, and statements to customers
- Maintained meticulous notes in Aspire of all collections related activity and customer interactions
- Collaborated closely with external law firms and repossession companies to manage collections issues involving legal proceedings
- Monitored ongoing litigation and judgements
- Maintained relationships with insurance company, brokers, and vendors
- Effectively communicated with sales, credit, and operations departments to assist in company related workflows and systems use
- Negotiated payment arrangements for delinquent customers to ensure favorable outcomes
- Processed payments over the phone
- Delivered exceptional first-line customer support by promptly responding to inquiries, providing timely information, and resolving billing and payment disputes.
Office Administrator
Serrala Solutions
Malvern, PA
04.2019 - 07.2021
- Managed approximately $27M in billings for 165 B2B SaaS customers annually
- Collected over $3M in 90 + day delinquent payments in first 6 months
- Contacted customers with past due invoices to resolve payment and billing disputes and enact prompt solutions
- Enhanced collections efficiency by mandating upfront collection of payment information by sales team, leading to improved payment timeliness
- Prepared weekly AR reporting for VP of Finance and Controller
- Collaborated with Account Executives and Project Managers to clarify billing disputes and resolve payment issues related to customer's cloud service subscriptions
- Basic knowledge of SAP, Salesforce, and Ariba
- Served as first level resource for various departments regarding accounts receivable and HR matters
- Onboarded and trained new employees on office procedures, travel booking, and expenses.
Constituent Service Coordinator
Office of Senator John Rafferty
Pottstown, PA
01.2003 - 11.2018
- Utilized strong interpersonal communication and problem-solving skills to maintain positive relationships with elected officials and community leaders
- Conducted in-depth investigations from unusual and nontraditional sources to solve constituent problems
- District liaison for Senator to multiple state agencies with a focus on transportation and public utility matters
- Set priorities and goals for district staff to achieve the highest level of customer service possible
- Managed 4 District Representatives who each handled more than 100 cases per year
- Drafted Senator's external correspondence to constituents and state agencies
- Managed constituent databases and correspondence systems to track inquiries, responses, and follow-up actions.
Education
Bachelor of Arts in Communication Studies -
West Chester University
Skills
- A/R Processes
- Credit Analysis
- Relationship Management
- Billing
- Microsoft Office / Excel
- Customer Service
- Problem Solving
Core Strengths And Capabilities
- A/R Processes
- Credit Analysis
- Relationship Management
- Billing
- MS Excel - Intermediate
- Multi-tasking
- Customer Service
- Problem Solving
Timeline
Collections & Credit Specialist
Allied Resources Group
03.2023 - 04.2024
Collections and Customer Service Representative
Meridian Equipment Finance
08.2021 - 03.2023
Office Administrator
Serrala Solutions
04.2019 - 07.2021
Constituent Service Coordinator
Office of Senator John Rafferty
01.2003 - 11.2018
Bachelor of Arts in Communication Studies -
West Chester University