Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Kristi Jacobs

Horseshoe Bay,TX

Summary

Meticulous Accounting and Administrative Associate with practical knowledge of daily accounting tasks and procedures. Consistently delivers superior performance. Highly organized self-starter with the ability to strategize and prioritize effectively, enabling efficient completion of multiple tasks. Thrives in fast-paced environments, excels in handling complex customer issues, and promotes positive experiences. Efficiency-driven, with a team-oriented mentality, and dedicated to ensuring customer satisfaction.

Overview

11
11
years of professional experience

Work History

Senior Customer Relations Specialist

Arrive Logistics, Inc.
09.2020 - Current
  • Manages 190+ customer accounts with an average open balance of $15M to ensure payment is made within agreed upon pay terms and any issues or discrepancies are resolved timely.
  • Serves as primary A/R contact for customers and my assigned sales team consisting of 20+ employees.
  • Creates streamlined accounting processes to ensure customer needs are met and accounts are functioning properly.
  • Trains and assists other CRS' and Clerks on specific account requirements and processes.
  • Utilizes Excel and NetSuite daily for tracking, reporting and ensuring customer accounting preferences are up to date and accurate.
  • Creates a weekly Aging Report consisting of all active Customer accounts within our assigned group, with a total open balance of $15M, on average.
  • This report is shared with over 30+ employees to manage and track invoice discrepancies, payment issues, unapplied customer payments, week over week metrics, increases/decreases in open balances, etc.
  • Ensures Business Development Reps and Operations are reviewing and resolving any action items/issues.
  • Helps create and maintain process SOP's.
  • Researches short and overpayments, misapplied funds, payment errors, unapplied cash, etc., and works closely with the customer, Business Development Reps and the Cash Applications team to resolve errors.
  • Resolves escalations and discrepancies to settle & invoice loads promptly.
  • Responds to internal and external emails and calls timely.
  • Creates, reviews, and shares Customer Aging Statements with assigned customers weekly or as needed using customer required excel or google sheets formats.
  • Works closely with Business Development reps and Carrier Reps/AP on document collection.
  • Averages less than 1.5% of total aging in 61+ days past due.
  • Works to improve customer satisfaction by addressing concerns promptly and providing effective solutions.
  • Develops training materials to enhance the skills of new Customer Relations Specialists and Clerks.

Program Assistant

Enloe Medical Center
03.2018 - 09.2020
  • Provided secretarial and administrative support to the Chief Information Officer and the Information Services department including, but not limited to arranging meetings, interviews, conferences, and similar proceedings, preparing agendas, taking and transcribing minutes.
  • Worked closely with Human Resources, Employee Health, Directors, and Managers in the hiring process of new employees and consultants.
  • Managed EMR access requests from Inpatient or Outpatient clinic employees.
  • Provided administrative support to department leadership, streamlining daily operations through efficient task prioritization and delegation skills.
  • Reviewed accuracy and processed Confidentiality Agreements.
  • Answered, screened and redirected incoming calls to appropriate parties.
  • Assisted with and coordinated special projects as assigned by the Directors/Managers.
  • Worked independently to prioritize and manage multiple priorities in a fast-paced environment.
  • Approved Capital Requests with the advisement of Management.
  • Responsible for maintaining an orderly work environment that supports the smooth operation of the Information Services department.
  • Relieved the CIO, IS Management, and IS staff (130+ employees) of clerical matters such as mail distribution, reception and filing, and preserves the confidential nature of items in which I have knowledge of.
  • Coordinated all travel and registrations for training sessions and conferences around the country.
  • Worked closely with the Executive Assistants of Senior Leadership (CEO, CFO, CMIO, etc.) with the coordination of critical meetings on a daily basis.
  • Assisted the IS department with the implementation of the Epic EMR System.
  • Volunteered at the Enloe Foundation Golf Tournament each year.

Accounting Manager

Tandem Logistics, Inc.
03.2013 - 08.2017
  • Managed and oversaw the daily operations of the Accounting Department.
  • Worked with Sales Executives with the onboarding of new Customers.
  • Performed all credit checks and granted credit to Customers upon careful review and evaluation.
  • Verified AP contact info was accurate to ensure Customer invoices were submitted to the appropriate party.
  • Monitored credit risks - performed credit increases/decreases for Customers after careful examination of pay history, open invoice total, and the review of unbilled sales orders.
  • Collections - Examined the Accounts Receivable Aging Report and made appropriate collection calls/emails to ensure payment was received within pay terms.
  • Managed the Credit Insurance policy and the reporting of monthly past dues of the insured Customers.
  • Reported monthly A/R Data to the Credit monitoring agency.
  • Managed the progress of invoices submitted to collections.
  • Maintained the Company A/R goal of 85-90% current at any given time.
  • Uploaded and processed all Carrier invoices on a daily basis and ensured all required PODs and receipts were included.
  • Processed all Carrier 'Quick Pays' via Comdata Express Code within 24 hours of receipt of a complete invoice.
  • Oversaw the Carrier Onboarding Process - ensured new Carrier partners were set up after all required documentation had been obtained.
  • Ensured freight charges were accurate and proper approvals had been obtained prior to billing Customers.
  • Created and uploaded Freight Bills in 7 different Customer TMS systems.
  • Handled all Customer and Carrier related inquiries regarding payments, invoices, disputes and/or freight claims.
  • Worked with Brokers, Sales, and Customer Service to resolve Customer related issues.
  • Screened and processed all Vendor invoices and employee expense reports.
  • Accurately applied daily ACH payments based on remittance details received by Customers.
  • Recorded cash receipts, applied all incoming checks to open invoices, and made online bank deposits using a digital check scanner.
  • Processed Carrier and Vendor payments with bi-weekly check runs.
  • Created Training Modules for each process within accounting.
  • Handled the tracking and renewal for most service providers (insurance, phone, postage meter, lease agreements, etc.)
  • Monitored office supply levels and reordered as necessary.
  • Kept a well-maintained office and ensured the janitorial service provider is meeting all expectations.
  • Received 'Employee of the Year' Service Excellence Awards in 2015 and 2016.

Education

Austin Community College
Austin, TX

High School Diploma -

Pflugerville High School
Pflugerville, TX
05.2002

Skills

    • Oracle NetSuite
    • ArriveNow Logistics Software
    • Google Sheets
    • Microsoft Office
    • Peripheral Devices
    • EPSi Budgeting and Planning
      • Infor Cloudsuite Healthcare
      • McLeod Software System
      • 60 WPM Typing
      • Training and mentoring
      • Solid Oral and Written Communication Skills
      • Strong Personal and Professional Character

References

Debra Boyer

Blood Donor Recruitment Coordinator

Baylor Scott and White Medical Center

254.247.2752


Christopher Webb

Director, Technical Infrastructure

Enloe Medical Center

530.519.5587


Tony Evans

Vice President & Chief Information Officer

Valley Presbyterian Hospital

310.498.6200


Cindy Rogers

Department Assistant

Enloe Medical Center

530.680.2430


Amie Meaux

Former Customer Relations Team Lead

Arrive Logistics, Inc.

979.203.4785

Timeline

Senior Customer Relations Specialist

Arrive Logistics, Inc.
09.2020 - Current

Program Assistant

Enloe Medical Center
03.2018 - 09.2020

Accounting Manager

Tandem Logistics, Inc.
03.2013 - 08.2017

Austin Community College

High School Diploma -

Pflugerville High School

Similar Profiles

CREATE PROFILE
Kristi Jacobs