Proven track record in enhancing financial operations and customer satisfaction at Farmers Business Network Inc., leveraging expertise in Oracle NetSuite and exceptional customer service skills. Achieved significant reductions in account discrepancies and improved client relations by efficiently managing high-volume transactions and inquiries. Excelled in payment processing and reconciliations, driving positive outcomes and operational efficiency.
Overview
4
4
years of professional experience
Work History
Accounts Receivable Assistant (Temp)
Farmers Business Network Inc.
04.2024 - Current
Provided exceptional customer service when addressing client inquiries or concerns regarding their account status or charges billed.
Managed high-volume workload while maintaining attention to detail, resulting in reduced errors in financial documentation.
Posted cash and check receipts by entering and verifying transactions from local deposits and lockboxes.
Billed customers by sending statements via MailJack
Supported the finance team by reconciling client accounts and resolving discrepancies in a timely manner.
Ensured accurate reporting of monthly revenue by conducting thorough account audits
Assisting with high level analysis i.e. accruals and cash reconciliation
Summarized, classified and recorded financial and numerical data to compile and maintain financial records, using advanced intercompany journals and NetSuite.
Customer Support Specialist
CoreTrust Bank
12.2023 - 04.2024
Developed strong relationships with clients, resulting in repeat business and positive feedback.
Delivered exceptional customer service experiences by maintaining a positive attitude, active listening skills, and empathetic responses to customer concerns.
Managed a high volume of inbound calls while maintaining excellent call quality standards and adhering to established procedures.
Enhanced customer satisfaction by addressing and resolving complex issues promptly and professionally.
Provided timely assistance to customers via phone, email, and live chat channels, ensuring a high level of professionalism at all times.
Resolved customer complaints with empathy and patience, restoring client confidence in company.
Balanced cash receipts at EOD to tender all recievables
Senior Member Service Representative
Navy Federal Credit Union
09.2020 - 09.2023
Aligned department goals with overall organizational objectives, promoting a cohesive approach to achieving success.
Streamlined service delivery for enhanced customer experience by consistently updating knowledge of company policies and procedures.
Reduced wait times by efficiently handling high call volumes and implementing effective time management techniques.
Conducted periodic performance reviews with team members, fostering a culture of continuous improvement within the department.
Increased accuracy in account management, diligently verifying member information during transactions.
Strengthened relationships with members through personalized interactions and attentive service.
Collaborated with cross-functional teams to implement process improvements, streamlining workflows for optimal efficiency.
Expedited problem resolution for increased member satisfaction, utilizing strong communication and negotiation skills.
Managed escalated issues adeptly, negotiating resolutions that balanced both member needs and business objectives.
Education
Associate of Arts - Biology
Pensacola State College
Pensacola, FL
09.2017
High School Diploma -
Booker T Washington
06.2013
Skills
Payment tracking
Microsoft Software System
Collections
Invoice Processing
Cash application
Payment Processing
Reconciliations
Oracle NetSuite
Coupa P2P
Appzen Invoice Processing
Timeline
Accounts Receivable Assistant (Temp)
Farmers Business Network Inc.
04.2024 - Current
Customer Support Specialist
CoreTrust Bank
12.2023 - 04.2024
Senior Member Service Representative
Navy Federal Credit Union
09.2020 - 09.2023
Associate of Arts - Biology
Pensacola State College
High School Diploma -
Booker T Washington
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Sharon KissnerSharon Kissner
Senior Account Payable Specialist ( Permanent ) at Farmers Business Network Inc.Senior Account Payable Specialist ( Permanent ) at Farmers Business Network Inc.