Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Kaitlyn Wilsey

Lakewood,CO

Summary

Precise and engaging Billing Specialist executes flawless invoicing for products and services. Consistent high-achiever leverages computerized invoicing tools to streamline processes. Dedicated to employing innovative and traditional practices to collect past-due receivables.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Billing Specialist

Envestnet Financial Technologies, Inc.
Denver, CO
11.2022 - Current
  • Generated periodic reports summarizing account balances and collection activities.
  • Answered customer invoice questions and resolved issues discovered during invoicing and collection process.
  • Processed and sent invoices, adjustments and credit memos to customers.
  • Completed billing audits in identified timeframes to report and investigate findings.
  • Performed accurate and fully compliant monthly closing processes, accruals and journal entries.
  • Received contracts from sales team and created accounts and subscriptions in NetSuite for billing.
  • Generated manual monthly and quarterly billing files/trackers in Excel for import into Oracle.
  • Audited change orders submitted for pricing changes.
  • Audited contract renewal pricing entered by peers.

Data Accounting Specialist

Covius, LLC
Glendale, CO
02.2020 - 06.2022
  • Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
  • Communicated with vendors and clients to facilitate timely payments and reduce outstanding accounts receivable.
  • Received payments from customers via cash, check and credit cards to pay company invoices.
  • Processed and sent invoices, adjustments and credit memos to customers.
  • Established, enforced and optimized billing procedures to streamline operations and minimize aging balances.
  • Prepared balance sheet reconciliations for review by management team.
  • Managed intercompany transactions and reconciled all intercompany accounts each month.

Financial Services Specialist

Nordstrom Card Services
Centennial, CO
04.2019 - 04.2020
  • Assessed individual clients' financial situations to develop strategic financial planning solutions from approval/denial for credit request.
  • Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
  • Monitor multiple databases to keep track of information available regarding customers portfolio and business interest with credit accounts
  • Planned and executed payment plan of action.
  • Accept more than 100 incoming calls per day to assist with credit applications and/or routine account maintenance
  • Collect customer payments, educate clients on billing cycle information and requirements.

Member Advocate

Credit Union of Colorado
Parker, CO
03.2016 - 04.2019
  • Passionately connect with people, building trust and rapport, providing a level of expertise that delivers enriched member experience by facilitating the best and most important solutions for members.
  • Harmoniously collaborate with teammates and company employees to demonstrate member focus.
  • Maintain a deep knowledge of financial products and services including; deposit accounts, consumer loans, mortgage loans, and self-service products.
  • Prepared automotive title documentation for both lien perfection and total loss guarantees to release title liens as well as mortgage origination and closing..
  • Understand and translate credit bureau and consumer reports for history of trades, bankruptcies, collections, and public records to foresee judgement of consumers' character and financial disposition for approval of services, loans or refer for debt management.
  • Comply with regulatory requirements including Bank Secrecy Act, Anti-Money Laundering, OFAC, USA Patriot Act, Privacy Act and Community Reinvestment Act.

Education

Bachelor of Science - Computer Science And Programming, Cybersecurity

Colorado Technical University
Colorado Springs, CO

Some College (No Degree) - Accounting

Colorado Mesa University
Grand Junction, CO

Psychology

Barton Community College
Fort Riley, KS

Skills

  • Payment posting
  • Invoice Processing
  • Claims Processing
  • Contract Preparation
  • Accounts receivable expertise
  • Collections
  • Customer Engagement
  • Discrepancy Resolution
  • Netsuite, Great Plains, Oracle, Workday, Intacct, Microsoft Office Suite, Episys, Google Sheets, Salesforce
  • Responsible and Trustworthy
  • Strong Written and Verbal Communication
  • Organization
  • Detail Oriented
  • Deadline Driven

Certification

  • Mortgage Originator- ID #: 1480712- 06/09/2016
  • Colorado Credit Insurance Provider- ID#:481401281-06/23/2016-03/31/2020
  • Colorado Notary Public- 04/06/2017-04/08/2020

Timeline

Billing Specialist

Envestnet Financial Technologies, Inc.
11.2022 - Current

Data Accounting Specialist

Covius, LLC
02.2020 - 06.2022

Financial Services Specialist

Nordstrom Card Services
04.2019 - 04.2020

Member Advocate

Credit Union of Colorado
03.2016 - 04.2019

Bachelor of Science - Computer Science And Programming, Cybersecurity

Colorado Technical University

Some College (No Degree) - Accounting

Colorado Mesa University

Psychology

Barton Community College

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Kaitlyn Wilsey