Kathrine Escoto
Canyon Country,CA
Summary
Dynamic and detail-oriented professional with a proven track record at Paramount Exclusive Insurance Services, adept in accounts management and fostering client relations. Leveraged expertise in data collection and active listening to enhance decision-making processes and community engagement. Achieved significant improvements in cash flow and customer satisfaction, showcasing a proactive mindset and reliability.
Overview
8
8
years of professional experience
Work History
Accounts Receivable Specialist
Paramount Exclusive Insurance Services
06.2021 - Current
- Prepared, create, and emailed invoices to customers, processed payments, and documented account updates.
- Followed up overdue payments and payment plans from clients to establish good cash flow.
- Monitored accounts to verify compliance with payment terms and schedules.
- Utilized Microsoft Excel, Salesforce and Epic software to manage invoices and payments.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Reviewed accounts on weekly basis to assess aging and pursue collection of funds.
- Managed to stay on top over thousands of accounts and policies
- Developed and maintained positive relationships with clients to maximize collections.
- Negotiated payment arrangements with customers to establish timely receipt of payments.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Matched purchase orders with invoices and recorded necessary information.
Bookkeeper
Escoto & Associates
10.2019 - 06.2021
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Reconciled and corrected issues with financial records.
- Posted daily receipts and payments in accordance with corporate protocols.
- Established QuickBooks accounting system to reflect accurate financial records.
- Managed and maintained over 50 accounts
- Identified accounting errors when cross-referencing documents and database information.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
Peer Leader
Higher Ground
10.2016 - 03.2019
- Managed individuals to help understand and overcome personal, social or behavioral problems affecting educational or vocational situations.
- Delivered supportive and knowledgeable counseling to students with academic or personal concerns
- Built relationships with others based upon trust and honesty by using active listening and dynamic communication skills.
- Monitored youth behavior and offered guidance and support for positive change.
- Supervised youth in engaging environment to promote security and safety for all ages.
- Demonstrated positive influence to children by acting appropriately, being respectful to others and actively listening.
Education
Bachelor of Arts - Sociology
University of Irvine
Irvine, CA2019
Associate of Arts - Sociology
College of The Canyons
Valencia, CA2016
Skills
- Nonprofit experience
- Data Collection
- Community Engagement
- Problem-Solving
- Attention to Detail
- Active Listening
- Proactive mindset
- Reliability
- Customer and client relations
- Decision-Making
Timeline
Accounts Receivable Specialist
Paramount Exclusive Insurance Services
06.2021 - Current
Bookkeeper
Escoto & Associates
10.2019 - 06.2021
Peer Leader
Higher Ground
10.2016 - 03.2019
Bachelor of Arts - Sociology
University of Irvine
Associate of Arts - Sociology
College of The Canyons
Similar Profiles
Ruzan Ter-nshanyanRuzan Ter-nshanyan
Sales Agent at Paramount Exclusive Insurance ServicesSales Agent at Paramount Exclusive Insurance Services
Omar Sanchez-BarreraOmar Sanchez-Barrera
Account Manager at Paramount Exclusive Insurance Services, Inc.Account Manager at Paramount Exclusive Insurance Services, Inc.
Ankush KumarAnkush Kumar
Senier Manager (Team Leader) at Paramount Health Insurance services pvt LtdSenier Manager (Team Leader) at Paramount Health Insurance services pvt Ltd