Summary
Overview
Work History
Education
Skills
Desired Occupation
Desired Salary
Desired Job Location
Job Skills
Typing Speed
Availability
Accomplishments
Certification
Languages
Websites
References
Timeline
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Kelly Hoss

Kelly Hoss

AR Billing/Collections/ Escrow Specialist
Houston,TX

Summary

Highly Motivated Accounts Receivable Specialist ready for new position where Billing and Collections expertise and driven professional with unique talents will be appreciated and utilized. Committed to improving company by improving user ratings and customer satisfaction. Outstanding leadership and management skills manage and delegate tasks to team of 4+ employees. Proactive and analytical with over 6 years of progressive experience as AR Coordinator in Property Management and several positions within the Title/Escrow Real Estate Industry.

Overview

2
2
Certification
6
6

Years of Unique Professional Experience

22
22
years of professional experience

Work History

Jr GL Accountant

RISE AMG
Houston, TX
04.2024 - Current
  • Learned and adapted quickly to new technology and software applications.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Adaptable individual with exceptional interpersonal skills and talent for building relationships. Known for delivering outstanding service and enhancing client satisfaction. Focused on fostering positive interactions and creating collaborative environment.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Versatile professional with strong problem-solving skills and history of adapting to diverse challenges. Applies innovative solutions and technical expertise to deliver exceptional results. Committed to streamlining processes and advancing organizational objectives.

AR Coordinator / Legal Liaison

FirstService Residential
Houston, TX
04.2023 - 02.2024
  • Ran several different reports, reviewed to identify locate customers with delinquent accounts and notify by mail, certified mail, or potentially sending homeowner's to the Attorney's office that represented the HOA for Collections
  • Duties include receiving payment and posting amount to customer's account, preparing statements and letters, working with operations, GL team, and keeping records of collection and status of accounts
  • I also ran LF/FC charges every month for my portfolio
  • I also, addressed, collaborated, communicated, and researched several other aspects of the entire AR structure within the company.
  • Managed accounts receivable accounts, including invoicing, collections and reconciliations.
  • Reviewed customer contracts to ensure compliance with payment terms.
  • Investigated and resolved billing discrepancies in a timely manner.
  • Maintained accurate records of all transactions in the company's accounting system.
  • Researched and analyzed past due balances to identify potential issues or trends.
  • Developed strategies for improving collection processes and reducing bad debt exposure.
  • Provided support to internal stakeholders regarding accounts receivable related inquiries or requests.
  • Worked closely with sales team to ensure customer orders are processed accurately and promptly.
  • Coordinated with customers via phone calls, emails, or letters in order to collect outstanding payments.
  • Processed refunds and credits as necessary based on customer requests.
  • Performed monthly account reconciliations ensuring accuracy of data entered into the system.
  • Performed day-to-day financial transactions, including verifying, classifying, computing, posting and recording accounts receivables' data.
  • Facilitated payment of invoices due by sending bill reminders and contacting clients
  • Received and input receivables payments in compliance with internal financial procedures.
  • Generated financial statements and reports detailing accounts receivable status.
  • Upheld strict quality and accuracy standards through daily process adjustments.
  • Summarized receivables by maintaining invoice accounts and coordinated monthly transfers to accounts receivable accounts.
  • Delegated work to staff, setting priorities and goals.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Coordinated with other supervisors, combining group efforts to achieve goals.
  • Researched and prepared reports required by management or governmental agencies.
  • Coordinated communications between teams to ensure accurate information was shared in a timely manner.
  • Conducted research into customer needs and preferences in order to develop solutions that meet their requirements.
  • Responded promptly to queries from customers or other stakeholders regarding services provided.
  • Maintained up-to-date records of all interactions with customers or clients.
  • Streamlined operations to achieve new efficiencies, improve on-time collections and reduce invoice processing time by 10%.
  • Utilized document management system to organize company files, keeping up-to-date and easily accessible data.

Escrow Assistant/Officer

TEXAS AMERICAN TITLE
The Woodlands, TX
08.2013 - 10.2014
  • I worked at the Title Commitment desk, as the escrow assistant to the branch manager, as well as two additional high volume Closers
  • I obtained my Escrow License and Notary Public in under 6 months
  • I worked on resale and refinance transactions
  • I had to leave due to having cancer, but I love this field and all it entails.
  • Assisted customers with the escrow process, including answering questions and providing documentation.
  • Reviewed title reports to ensure accuracy of information before closing.
  • Resolved issues related to escrow accounts by communicating with customers and lenders.
  • Coordinated with attorneys, lenders, buyers, sellers, title companies, appraisers, insurance agents, surveyors and others involved in the transaction.
  • Collaborated with team members to ensure all aspects of an escrow are completed accurately.
  • Acted as liaison between title companies, lenders and buyers and sellers throughout the escrow process.
  • Notarized documents when necessary during the course of a transaction.
  • Ordered demands, HOA statements, evidence of insurance and other required documents.
  • Facilitated clear and effective communication between brokers, borrowers and lenders.
  • Reviewed and interpreted buyer, seller and lender instructions to assess escrow requirements.
  • Put together closing statements for buyer and seller review.
  • Answered customer questions to maintain high satisfaction levels.
  • Created spreadsheets in Microsoft Excel for record-keeping and reporting.
  • Developed and implemented policies and procedures to ensure compliance with government regulations.
  • Provided guidance to team members on how to effectively complete tasks within established timelines.
  • Developed strategies for improving operational efficiency while reducing costs.
  • Participated in regular meetings with upper management regarding progress updates on current initiatives.
  • Resolved conflicts between employees or departments that arose due to misunderstandings or miscommunication.
  • Maintained positive working relationship with fellow staff and management.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Organized client meetings to provide project updates.

Subdivision Escrow Assistant/JR Escrow Officer

FIRST AMERICAN TITLE COMPANY OF NEVADA
Las Vegas, NV
11.2004 - 03.2006
  • Worked With The American West New Home Escrow Team
  • Managed, Maintained, Troubleshot and Repaired Escrow Files With Issues
  • Opened Files and Deposited Escrow Funds
  • Maintained and Figured Files
  • Worked With Lenders and Builders on Questions or Concerns that Arose
  • Signed Loan Documents with Borrowers
  • (Comprehensive Knowledge of Loan Documents) Packaged Loan Documents and Sent by Runner System/Overnight Back To the Lender
  • Funded Files with Lender.
  • Assisted customers with the escrow process, including answering questions and providing documentation.
  • Prepared forms for real estate transactions such as deeds, mortgages, and other legal documents.
  • Reviewed title reports to ensure accuracy of information before closing.
  • Resolved issues related to escrow accounts by communicating with customers and lenders.
  • Ensured compliance with state laws and regulations regarding real estate transactions.
  • Coordinated with attorneys, lenders, buyers, sellers, title companies, appraisers, insurance agents, surveyors and others involved in the transaction.
  • Provided customer service through phone calls or emails promptly and professionally.
  • Drafted settlement statements for review by both parties prior to closing.
  • Collaborated with team members to ensure all aspects of an escrow are completed accurately.
  • Acted as liaison between title companies, lenders and buyers and sellers throughout the escrow process.
  • Monitored progress of each transaction from beginning to end ensuring timely completion.
  • Notarized documents when necessary during the course of a transaction.
  • Ordered demands, HOA statements, evidence of insurance and other required documents.
  • Facilitated clear and effective communication between brokers, borrowers and lenders.
  • Reviewed and interpreted buyer, seller and lender instructions to assess escrow requirements.
  • Put together closing statements for buyer and seller review.
  • Scheduled and coordinated delivery of security certificates to and from companies and customers.
  • Reviewed and verified documents to ensure compliance with laws, regulations, and contractual provisions.
  • Prepared escrow instructions for title companies or attorneys regarding the purchase of real estate properties.
  • Monitored closing activities to ensure timely completion of all transactions.
  • Issued checks from escrow accounts according to instructions provided by clients or lenders.
  • Managed multiple files simultaneously while ensuring adherence to deadlines.
  • Verified legal descriptions of properties prior to closing escrow accounts.
  • Ensured that all parties involved in a transaction were properly represented before any funds were released from an escrow account.
  • Coordinated with title companies or attorneys when preparing documents needed for closings.
  • Gathered information necessary for processing transfers including deeds, mortgages, titles and encumbrances.
  • Collaborated closely with lending officers throughout the loan approval process.
  • Reviewed contracts, commitments and orders to prepare for closing and assembled documents to prepare files and facilitate smooth final transactions.
  • Oversaw complete real estate closing process and adhered to all related process guidelines, company standards and title requirements.
  • Prepared reports for customers with delinquent and irreconcilable accounts.

Collection Specialist

HOUSEHOLD CORPORATION
Las Vegas, NV
01.2004 - 02.2004
  • Went Through Four Weeks of Training
  • Collected Payments on Delinquent Credit Card Accounts.

TSG Title Officer Assistant

STEWART TITLE COMPANY
Las Vegas, NV
04.2003 - 11.2003
  • Worked on Foreclosure Files in The Title Department
  • Opened Orders
  • Pulled Chains
  • Searched and Printed Necessary Documents
  • Did Date Downs Every Morning
  • Checked the Bankruptcy Website
  • Handled all Customer Service Questions
  • Tremendous Filing
  • In the Release Department I Handled the Data Entry on Partial Releases
  • Release Checklists.
  • Analyzed title reports to identify any liens, encumbrances, or other restrictions on properties.
  • Prepared preliminary title reports for review by clients and attorneys.
  • Performed post-closing quality control reviews of transactions to ensure accuracy of paperwork filed with local government offices.
  • Created and maintained database of all title documents for each transaction.
  • Conducted property searches to determine legal ownership of properties.
  • Issued commitment letters outlining the terms of a title insurance policy.
  • Researched public records to provide accurate information about titles and related matters.
  • Analyzed survey maps to verify boundary lines of properties in question.
  • Identified potential issues that could affect the transferability of titles.
  • Maintained current knowledge of applicable regulations governing the issuance of title insurance policies.
  • Participated in continuing education courses related to Title Officer duties and responsibilities.
  • Ordered title reports for issuing title insurance, identified and resolved title defects and satisfied existing liens and encumbrances against property or principals.
  • Posted and tracked titling transactions and completed month-end accounting reports.
  • Notified Title Officer of possible delays and issues.
  • Communicated with lenders, buyers, sellers, and agents regarding title services and policies.
  • Negotiated with parties involved in a real estate transaction to resolve disputes over titles.

Collection Associate

Sallie Mae
Las Vegas, NV
09.2002 - 01.2003
  • Went Through Six Weeks of Training
  • Went To Seminar 'Seven Habits of Highly Effective People'
  • Collected on Delinquent Student Loans
  • Learned Important Customer Service Skills
  • Held the Top Collector Title For Four Months In a Row.
  • Developed and implemented collection strategies to increase payment rates.
  • Conducted outbound calls to delinquent customers in order to negotiate payment arrangements.
  • Maintained accurate records of customer interactions and account statuses using computer software systems.
  • Provided information on payment options, such as installment plans, to help resolve customer delinquencies.
  • Reviewed customer accounts for accuracy and completeness of data entry into the system.
  • Resolved billing disputes with customers in a timely manner.
  • Negotiated settlements with customers who are unable or unwilling to pay full balance due.
  • Processed incoming payments from customers via check, money order or electronic funds transfer.
  • Assisted customers with online payments using secure web portals.
  • Followed up on past due accounts through letters, emails or phone calls according to company policy.
  • Ensured compliance with all applicable laws related to debt collections practices.
  • Participated in training sessions and meetings related to collections policies and procedures.
  • Provided feedback on process improvements that could improve productivity or efficiency.
  • Remained calm, stayed professional and provided exceptional service on calls, even when interacting with difficult individuals.
  • Processed payments over phone and set up recurring drafts.
  • Secured payments by following up with customers which disregarded promise to pay.
  • Arranged for debt repayment or established repayment schedules based on customers' financial situations.
  • Reviewed accounts to determine payment plan compliance.
  • Advised customers of necessary actions and strategies for debt repayment.
  • Met demands of busy collections group by performing high volume of daily calls.
  • Interviewed customers to determine reasons for delinquency, source of income and next pay date to build solutions for financial issues.
  • Assisted borrowers to qualify for rehabilitation or consolidation of debts or loans.
  • Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
  • Answered customer questions regarding account discrepancies or problems.
  • Accepted and processed customer payments and applied toward account balances.
  • Recorded information about status of collection efforts.
  • Spoke with customers to learn reasons for overdue payments and to review terms of credit contract.
  • Performed administrative functions for assigned accounts, recorded address changes and purged records.
  • Arranged debt repayment or established schedules for repayment based on customer's financial situation.
  • Advised delinquent customers on strategies for debt repayment.
  • Negotiated credit extensions and waivers when necessary.

Education

High School Diploma -

BRADSHAW MOUNTAIN HIGH SCHOOL
06.2001

Skills

  • Verbal Communication
  • Payment tracking
  • Dispute Resolution
  • Invoice Processing
  • GAAP knowledge
  • Collections expertise
  • Research skills
  • Account Analysis
  • Account updating
  • Billing automation
  • Invoice statements
  • Account Reconciliation
  • Transaction Processing
  • Customer Relations
  • Report reviewing
  • Accounts Receivable
  • Statement preparation
  • Collections experience
  • Database Administration
  • Data Entry
  • Report Preparation
  • Administrative Management
  • Project Coordination
  • Attention to Detail
  • Team building
  • Cross-Functional Collaboration
  • Motivational Leadership
  • Analytical Skills
  • Problem-Solving
  • Strategic Planning
  • Professional Demeanor
  • Leadership Development
  • Documentation and Recordkeeping
  • Microsoft Office
  • Team Leadership
  • Teamwork and Collaboration
  • Time Management
  • Interpersonal Skills
  • Quality Assurance
  • Reliability
  • Data retrieval systems
  • Performance Improvement
  • Problem-solving abilities
  • Phone and Email Etiquette
  • Effective Communication
  • Adaptability and Flexibility
  • Organizational Skills
  • Handling Complaints
  • Decision-Making
  • Analytical Thinking
  • Customer Service Management
  • Multitasking
  • Task Prioritization
  • Self Motivation
  • Excellent Communication
  • Report Writing
  • Customer Service
  • Goal Setting

Desired Occupation

  • Billing and Posting Clerks
  • Accounts Receivable Specialist
  • Billing/Collections Specialist
  • Escrow Assistant

Desired Salary

$21.75 hourly (Approx. $45,000 annually) or more

Desired Job Location

  • Houston, TX, Harris County
  • Hybrid
  • Onsite
  • Remote

Job Skills

33 skill(s)

Typing Speed

39-45 WPM

Availability

Immediate

Accomplishments

  • Employee of the Month.
  • Standout achievement award for Creating SOP for ordering HOA info.
  • Awarded for continuously seeking/achieving new knowledge/training/certificates (ie. Escrow License, Notary Public, and more) in less than year of employment. -TATCO

Certification

  • Escrow Officer License (2014-2015)
  • Notary Public (2014-2016)

Languages

English
Native/ Bilingual

Websites

References

References available upon request.

Timeline

Jr GL Accountant

RISE AMG
04.2024 - Current

AR Coordinator / Legal Liaison

FirstService Residential
04.2023 - 02.2024

Escrow Assistant/Officer

TEXAS AMERICAN TITLE
08.2013 - 10.2014

Subdivision Escrow Assistant/JR Escrow Officer

FIRST AMERICAN TITLE COMPANY OF NEVADA
11.2004 - 03.2006

Collection Specialist

HOUSEHOLD CORPORATION
01.2004 - 02.2004

TSG Title Officer Assistant

STEWART TITLE COMPANY
04.2003 - 11.2003

Collection Associate

Sallie Mae
09.2002 - 01.2003

High School Diploma -

BRADSHAW MOUNTAIN HIGH SCHOOL

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Kelly HossAR Billing/Collections/ Escrow Specialist