Summary
Overview
Work History
Education
Skills
Professional Development
Timeline
Generic

Lisa Thompson

Clover

Summary

Cash applications professional with extensive experience at RXO, Inc./XPO Logistics. Proficient in Oracle and HighRadius technologies, specializing in discrepancy resolution. Demonstrated success in training teams and improving performance through strong analytical skills and effective communication. Focused on enhancing efficiency and accuracy in financial operations.

Overview

29
29
years of professional experience

Work History

Lead Cash Applications

RXO, Inc./XPO Logistics
Charlotte
07.2015 - Current
  • Managed daily operations during manager's absence, ensuring seamless workflow continuity.
  • Assigned exceptions in HRC cash posting tool for US and Mexico transactions.
  • Cleared errors in Oracle interface and processed payments with high efficiency.
  • Generated bi-weekly aging reports and adjusted small balances via write-off portal.
  • Established auto debit payments for two customers bi-weekly to optimize collections.
  • Monitored credit card email box, facilitating customer online payment requests.
  • Processed chargebacks, including those from fuel card purchases, ensuring accuracy.
  • Trained team members and contractors on daily processing tasks to improve performance.

Cash Applications

Toshiba Business Solutions
Charlotte
10.2013 - Current
  • Posted checks and credit card transactions on client accounts.
  • Processed remote deposits efficiently.
  • Reconciled bank spreadsheet to ensure accurate posting of ACHs and reconciliation reports.
  • Followed up with clients for additional information to expedite account postings and timely research of buyout checks.
  • Maintained separate files for service calls and un-invoiced charges to coordinate with other departments.
  • Applied open credits according to Collections and Meters protocols.
  • Processed refunds as required.
  • Entered funding and prefunding data from various lease sources accurately.

Receptionist

Mood Media
Fort Mill
10.1996 - 05.2013
  • Handled incoming calls, maintained filing systems, and executed various duties as required.

Sales Support

Mood Media
Fort Mill
10.1996 - 05.2013
  • Interacted with General Manager and Account Executives: Figured commissions and submitted to Payroll.
  • Typed contracts and distributed leads.
  • Managed Sales Board during the month and reconciled at the end of the month.
  • Helped plan monthly sales meetings.
  • Instrumental in relocating offices twice and worked closely with vendors.

Interim Administrative Manager

Mood Media
Fort Mill
10.1996 - 05.2013
  • During early centralization stepped in and took over duties with General Manager and Business Service Manager to assure business was as usual while changes were put in place.
  • Managed the Administrative function of the office on a daily basis.
  • Provided the initial job performance reviews for administrative staff after participating in recruiting and hiring new administrative staff.
  • Oversaw commissions and payroll.
  • Assisted in monitoring expenses compared to budget for the administrative.
  • Processed monthly repeat billing on the 15th and month end closing procedures.
  • Closed and maintained reports during month end that consisted of Accounts Receivable adjustments after CBMD meetings were completed.
  • Made sure all billing was completed correctly and was balanced.
  • Submitted month end closing reports to Home office.
  • Worked on Projects like the Ugly Dog Report.
  • Assisted in scheduling monthly administrative meetings.
  • Tested, processed and reconciled first credit card program.
  • Planned Company functions.

Supervisor Commissions and Adjustments

Mood Media
Fort Mill
10.1996 - 05.2013
  • Directed team in managing commission and adjustment processing for offices throughout the country.

Lead Cash Applications

Mood Media
Fort Mill
10.1996 - 05.2013
  • Researched and reconciled clients account working with Collections to correct mis-applications on the accounts.
  • Researched the miscellaneous account in each region and found the correct place for the payment to be applied.
  • Review Edit lists from the Cash Application team to find open documents, mis-applications and anything that may look odd or incorrect.
  • Review refunds and an inter-company transaction to make sure format was correct.
  • Send back to correct Cash applications person to correct if needed.
  • Help input cash and work on Open documents when needed to meet deadlines.

Accounts Receivable Cash Specialist

Mood Media
Fort Mill
10.1996 - 05.2013
  • Data entry of cash from lockbox to individual accounts.
  • Research of cash utilizing banking information, collections or previous checks.
  • Inter-company transactions.
  • Processing refunds.
  • Working Open documents report.

Education

Management Concepts Inc.
McLean, VA

Skills

  • Office software proficiency
  • Database administration with Oracle
  • Accounting with QuickBooks
  • Cash application technologies
  • Banking portal navigation
  • Payment processing systems
  • Automated clearing house (ACH) knowledge
  • highradius cash applications
  • Adobe

Professional Development

  • Antitrust and Fair Dealing, 09/24/25
  • Code of Business Ethics, 08/04/25
  • Information Security Awareness Training Part 1, 05/05/25
  • Respect in the Workplace, 10/02/23
  • Team interpersonal fundamentals, 11/18/24
  • Active shooter Response, 6/30/23
  • Red flag indicators & export control review, 10/4/22
  • Trade compliance, 10/4/22
  • Office of foreign assets control, 10/4/22
  • International traffic in arms regulations, 10/4/22
  • Export administrative regulations, 10/4/22
  • Introduction to export controls, 10/4/22
  • How to screen using 319 Insight, 10/4/22
  • Country and party screening, 10/4/22
  • Economic sanctions awareness training, 10/4/22
  • Export administrative act, 10/4/22

Timeline

Lead Cash Applications

RXO, Inc./XPO Logistics
07.2015 - Current

Cash Applications

Toshiba Business Solutions
10.2013 - Current

Receptionist

Mood Media
10.1996 - 05.2013

Sales Support

Mood Media
10.1996 - 05.2013

Interim Administrative Manager

Mood Media
10.1996 - 05.2013

Supervisor Commissions and Adjustments

Mood Media
10.1996 - 05.2013

Lead Cash Applications

Mood Media
10.1996 - 05.2013

Accounts Receivable Cash Specialist

Mood Media
10.1996 - 05.2013

Management Concepts Inc.

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Lisa Thompson