LANCE POLITE
Stone Mountain,GA
Summary
Results-driven Accounts Receivable Specialist with extensive experience at Bank of America, specializing in collections management and fraud investigation. Achieved significant reductions in delinquency rates through exceptional communication and diligent account oversight. Proficient in Oracle and Microsoft Excel, utilizing strong analytical skills to enhance financial reporting and optimize payment processing workflows.
Overview
17
17
years of professional experience
Work History
VMS REVENUE SPECIALIST
Insight Global
Dunwoody, GA
08.2023 - Current
- Managed the resolution of vendor problems.
- Proactively prevented issues through remote oversight and software management.
- Decreased account delinquency through efficient problem-solving techniques.
- Administered payment systems effectively.
- Investigated discrepancies in billing with attention to detail.
- Monitoring customer accounts and following up on overdue payments.
- Ensuring copies of every invoice.
- Created monthly reports summarizing billing activities.
- Managed financial transactions effectively.
- Allocated remits to relevant customer accounts or invoices with precision.
- Matched payments with corresponding receivables efficiently.
- Responded promptly to client inquiries about their account balances or payment arrangements.
AR Specialist
Expeditors International
Ellenwood, GA
09.2022 - 08.2023
- Weekly contact with each customer on overdue invoices and current invoices
- Update AR log with detailed collection notes listing actions on each invoice and timely follow-up
- Proactively identify and help resolve problem accounts
- Build key relationships with clients and internal staff to resolve issues and collect payments on invoices quickly and more effectively
- Process credit extensions
- Review/monitor approved credit limit
- Refunds and credits
- Weekly meetings with management and operations to resolve client issues and Bad Debt
AR Specialist
AIRGAS
Kennesaw, GA
06.2022 - 09.2022
- Contact customers regarding invoices/accounts which were past due
- Provide information as requested to facilitate quick remittance
- Obtain future pay information
- Review/release/escalate sales on a routine basis throughout the workday
- Prioritize portfolio so collection efforts result in maximum benefits
- Maintain quality relationships with branch managers, Account Managers, District managers, and AVPs
- Identify errors and Discrepancies on customer's accounts
- Was in charge of Special projects and other duties as assigned
Customer AR Specialist
Lexis Nexis Risk Solutions
Alpharetta, GA
07.2021 - 06.2022
- Work closely with Accounts Payable, Accounts Receivable, and Payroll teams
- Process incoming payments by check, credit card and EFT
- Receive, process, and reconcile statements
- Generate and review monthly reports before deadlines
AR Collections Specialist
Thyssenkrupp Elevator (TKE)
Atlanta, GA
08.2019 - 07.2021
- Collections of outstanding accounts receivable dollars from existing client base and all other aspects of collections, resolving customer billing problems and reducing accounts receivable delinquency (Oracle)
- Maintained spreadsheets for financial reporting, created and managed aging reports
- Created and processed credit memos
- Managed and monitored customer accounts for Non-payment, escalated to sales team and Management and followed up on assigned accounts daily that are past due or approaching payment due dates and secure payment
- Responded to all inquiries by clients and respond in a timely manner
- Worked closely with Accounts payable and Billing to resolve invoices
- Processed Payments and waivers for contractors
- Responsible for the input information to third party portals to set up automated billing for clients
Employee Lease Admin (Contract)
Mercedes-Benz
Sandy Springs, GA
09.2018 - 07.2019
- Overseeing and tracking the leases of employee vehicles in the employee lease program
- Processing of the leases to make sure all the information is accurate and logged onto the database and filed appropriately
- Oversaw and ensured that billing and other transactions are processed in a timely manner and informing necessary personnel of any missing or overdue payments
Collections Specialist
Financial Asset Management System, FAMS
Woodstock, GA
07.2018 - 09.2018
- Contacted delinquent, charged off, or high-risk customers to secure payment and determine reason for delinquency on active Medical, State tax, and utility accounts
- Collaborated with customers to establish full balance repayment plans or settlements
- Used auto-dial system to initiate three customer contact and determine reason for delinquency
- Educated customers on account terms and alternate payment programs and methods
- Responsible for negotiating payment arrangements on past due accounts
- Made routine outbound collections calling process, responsible for completion of established list of accounts, resolved routine billing inquiries and maintained weekly expectations
Claims Specialist II
Bank of America
Kennesaw, GA
07.2014 - 05.2018
- Monitored liability claims from beginning to end, verified and updated information on submitted claims, reviewed the policy to determine which charges are eligible for reimbursement, reconciled claims adjuster's estimates, negotiated payment to all parties and followed up to ensure that the Customer payments were processed and refunded properly
Fraud Analyst II
Bank of America
Kennesaw, GA
03.2015 - 10.2016
- Reviewed customer accounts for the prevention and detection of Fraud
- Responsible for more research and analysis of account activity to assess levels of risk and fraud type
- Completed inbound and outbound calls and took appropriate action based on transaction characteristics of greater complexity
- Performed back-office functions related to research and resolution of fraudulent activity and service support and assessed the level of risk and makes decisions which directly impact the customer experience and risk to Bank of America
- Reviewed and analyzed accounts and customer situations that may require differentiated treatment or specialized resolution
Collections Specialist
Bank of America
Kennesaw, GA
07.2014 - 03.2015
- Contacted delinquent, charged off, or high-risk customers to secure payment and determine reason for delinquency on active loan/credit card accounts
- Collaborated with customers to establish full balance repayment plans or settlement
- Used auto-dial system to initiate customer contact and determine reason for delinquency
- Educated customers on account terms and alternate payment programs and methods
- Applied Bank of America company guidelines and procedures in compliance with state and federal regulations for governing collection practices
- Responsible for routine outbound collections calling process, completion of established list of accounts
- Resolved routine billing inquiries
Returns Supervisor
Brands Mart USA
Kennesaw, GA
11.2007 - 05.2014
- Managed retail staff within a business, provided efficient and timely customer support to customers, returned merchandise, and managed customers' complaints and concerns
- Packed and shipped defective merchandise to quality control, processed warranties, documented and updated the status of merchandise for repair, filing, answering inbound calls
- Helped manage employees and facilitated task to subordinates daily
- Identified workload of all given areas and shift personnel
- Approved time records and requests for time off
- Monitored Returns clerks' productivity, efficiency, and accuracy of all processes
- Organized and distributed staff schedules
- Managed customer questions, complaints, and issues
- Packaged and labeled merchandise for resale
Education
Bachelor of Science - Business Administration
Life University
Marietta, GASkills
- Microsoft Office
- Accounts reconciliation
- Invoice management
- Payment processing
- Customer account monitoring
- Collections management
- Fraud investigation
- Communication skills
- Data entry skills
- Customer service
- Word
- PowerPoint
- Excel
- Pivot Tables
- VLOOKUP
- EPIC
- Oracle
- Great Plains
Timeline
VMS REVENUE SPECIALIST
Insight Global
08.2023 - Current
AR Specialist
Expeditors International
09.2022 - 08.2023
AR Specialist
AIRGAS
06.2022 - 09.2022
Customer AR Specialist
Lexis Nexis Risk Solutions
07.2021 - 06.2022
AR Collections Specialist
Thyssenkrupp Elevator (TKE)
08.2019 - 07.2021
Employee Lease Admin (Contract)
Mercedes-Benz
09.2018 - 07.2019
Collections Specialist
Financial Asset Management System, FAMS
07.2018 - 09.2018
Fraud Analyst II
Bank of America
03.2015 - 10.2016
Claims Specialist II
Bank of America
07.2014 - 05.2018
Collections Specialist
Bank of America
07.2014 - 03.2015
Returns Supervisor
Brands Mart USA
11.2007 - 05.2014
Bachelor of Science - Business Administration
Life University
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