Julie Andersen
Thornton,CO
Summary
Utilized extensive experience in customer service and collections to drive client satisfaction and improve recovery rates.
Overview
25
25
years of professional experience
Work History
Collection Specialist/Analyst
Swisslog Healthcare
01.2021 - Current
- Responsible for working 4 document types; Parts, Service, Contracts and Projects
- Persistent collections through email, telephone, portals, InContact and other communication methods to correspond with customers on resolving outstanding AR balances and updating detailed communication in Collections Management
- Collaborate with internal departments to resolve outstanding AR balances to improve processes and strong customer relationships
- Regularly manage Credit Holds and Hard Credit Blocks
- Research and reconcile customer accounts and outstanding balances
- Process refunds, write-offs, and other miscellaneous accounting entries
- Worked with Management to provide audit support and bad debt analysis
- Research customer’s misapplied payment/s and post correctly to clear account
- Prepare reports for attending weekly meetings to discuss accounts in 90-120+ buckets
- Current with all necessary training, laws, regulations, and standards
- Monthly reporting to show money collected, accounts updated, and meeting the teams overall DSO goal set by the companies AR standards for collections
- US South East Region & international accounts
Account Manager
Vortex Doors
01.2016 - 01.2021
- Dailey reviewed and analyzed AR aging reports
- Collected on over 125 invoices per week to Improve 90-120+ delinquent accounts to current, which improved cash flow
- Handled all customer complaints, and discrepancies through researching documentation when service were provided
- Organized weekly meetings with Operation and Division managers to better facilitate communication, and resolve disputes with customers
- Portal billing through Ariba, Coupa, and CorrigoPro
- Implemented all Service Centers to send invoices by email, which reduced cost across the company
- Approved, and in put time cards for over 25 employees
- Per Colorado State law; processed judgements and filled liens, "Business to Business" due to nonpayment
- Filled and purged all customer information, handled all cash flow in the office, processed all credit card payments and helped the front office with overflow of incoming service calls
Loan Document Specialist II
Wells Fargo
01.2013 - 01.2016
- Exceeding set standards for the department in call quality, account quality, accounts worked, and customer care
- Responsible for reviewing bankruptcy accounts, applying correct bankruptcy codes, updating credit reporting accurately, and processing letters to avoid automatic stay
- Ability to work at a fast paced dead line driven environment to meet department guidelines set by federal, and state bankruptcy laws
- Responsible for reviewing and recommending foreclosure, repossession, or outside action
- Per the attorney, and Bankruptcy court request; provided answers, expectations, and documentation in order for our customer to keep their home
- Proven ability to multitask and meet deadlines while maintaining good oral and written communication skills while working alone or in a team environment.
- Excellent adaptability for all changes to federal and state laws, regulations, and standards
- Home Equity Bankruptcy
Loan Document Specialist II
Wells Fargo
01.2016 - 01.2016
- Processing and approving automotive loan applications for funding
- Worked with Dealerships and Sales Department to gather any missing financial information and to discuss any funding issues and resolution
- Confirmed customer information to assist in credit reporting
- Dealer Services
Loan Document Specialist II
Wells Fargo
01.2009 - 01.2013
- Gathered needed financial information from our customer in order to offer a settlement or adequate repayment on their Short Sale, Foreclosed, or Charged Off home loan
- Evaluate customers income and debt analysis according to private investor guidelines
- Strong problem solving and analytical skills
- Responsible to gather financial information, and documentation for updating credit reporting accurately
- Exceeded and maintained targeted goals working and updating accounts in a timely manner while maintaining high call quality, and account quality scores
- Exceeded and maintained “Net $Collected” set through company standards
- Provided strong customer service on inbound calls for the department, and routing other calls accordingly
- Stayed current with all laws, regulations, and standards
- Home Equity Recovery
Collection Representative
JolasLaw Firm
01.2006 - 01.2009
- Certified with Federal and State laws
- Exceeeded and maintained high performance collection efforts
- Worked with client service representatives to meet adequate payment arrangements or settlement of the debt
- Assisted in training new employees
- Strong time management and organizational skills with ability to multi-task
- Ability to read and analyze various reports, including but not limited to sales, time, and loss prevention
Collection Representative
IC System
01.2001 - 01.2006
- Exceeeded standards for dollars collected every month
- Worked Consumer, Medical, and Target Credit Card debt
- Mentored and trained new employees
- Skip tracing and research
- Strong customer service skills
Education
Liberal Arts
North Iowa Area Community College
Skills
Assisted in generating SAP aging reports to support sales teams Aided in managing accounts receivable processes using GetPaid, Ariba, and Coupa Utilized intermediate Excel skills to analyze data and streamline reporting Supported compliance with government and private investor guidelines, including HAFAs, HAMPs, 2MP, Fannie Mae, and Freddie Mac regulations Collaborated with capital markets teams to manage Wells-owned assets
Awards
Wells Fargo Home Equity Bankruptcy; “Shared Success Award” in recognition of teamwork and partnership across Wells Fargo – nominated by my leadership team, and voted on by my peers, and Wells Fargo Home Equity Recovery; several “Service Excellence Award” for Top Quality and Collection Performer of the month
Timeline
Collection Specialist/Analyst
Swisslog Healthcare
01.2021 - Current
Account Manager
Vortex Doors
01.2016 - 01.2021
Loan Document Specialist II
Wells Fargo
01.2016 - 01.2016
Loan Document Specialist II
Wells Fargo
01.2013 - 01.2016
Loan Document Specialist II
Wells Fargo
01.2009 - 01.2013
Collection Representative
JolasLaw Firm
01.2006 - 01.2009
Collection Representative
IC System
01.2001 - 01.2006
Liberal Arts
North Iowa Area Community College