Katie Liston

• Post Checks, and EFT received from clients to accounts in the company’s ERP system
• Prepares accounts receivable receipts for deposit in company accounts utilizing NetSuite software and electronic check scanner.
• Assists remote Home Care Agencies with credits and collections.
• Initiates Monthly collection Meetings with Upper Management
• Manages and maintains financial records or payments and credits.
• Maintains customer contact database
• Conducts sale of medical equipment via phone, Monitors inventory levels
• Assist customers with order updates and changes on a as needed basis

Completed Investigations and issued updated or corrected reports to clients, ensuring accuracy and compliance

Secured information using telephone, email, web, fax ACRO and E OScar meeting daily production and Quality Control requirements

Researched and updated customer requests for disputed items, duplications and outdated information enhancing client satisfaction

Interpreted Credit reports data and ensured compliance with office policies and customer specific requirements in a fast-paced time sensitive enviromment

• Verifies loan applicant’s employment for various financial institutions. Provides second level verification support to support co-workers.
• Responsible for training new existing employees on Datavisions Lombardi employment verification software.
• Utilizes various Microsoft Office products to track and record verifications.
• Ensures accurate data entry of employment verification date. Responds to customers via phone and email.

• Receive, record, and review documents for accuracy before sending them to the state agencies.
• Request checks to be sent to the appropriate state and county agencies and match them with the documents.
• Prepare documents to be sent out by ups. Make labels for envelopes.
• Answer incoming calls from banks and state agencies.
• Respond to emails from banks and state or county agencies.
• Perform other miscellaneous duties as assigned by management

• Maintain customer accounts by insuring timely processing of invoices.
• Manage delinquent customers to insure proper receipt of payment.
• Maintain professional relationships with customers in regards to their accounts.
• Manage and order general office supplies as needed.
• Responsible for customer records utilizing traditional filing methods and custom proprietary computer software.
• Manage accounts payable and receivable.
• Responsible for incoming and outgoing correspondence.
• Perform other miscellaneous duties as assigned by management.
• Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
• Developed and maintained filing systems, ensuring data integrity and easy access to information.