MONICA JESSIE
Dallas,TX
Summary
Professional with strong background in financial management and collections. Skilled in maintaining accurate records, resolving discrepancies, and ensuring timely payments. Known for collaborative team efforts and adaptability to evolving demands. Reliable in achieving results, proficient in communication, negotiation, and problem-solving.
Overview
21
21
years of professional experience
Work History
Account Receivables/ Collection
Southwest Search Staffing
Dallas, TX
02.2023 - Current
- Expedited invoice processing by accurately assigning appropriate codes for efficient tracking and reporting purposes.
- Maintained accurate records of all financial transactions, ensuring compliance with company policies and procedures.
- Reduced overdue accounts by consistently monitoring and following up on outstanding invoices.
- Improved cash flow by promptly resolving billing discrepancies and disputes with clients.
- Collaborated with sales team to address customer concerns, fostering positive working relationships between departments.
- Contributed to the reduction of bad debt expense by diligently managing high-risk accounts and negotiating payment plans when necessary.
- Negotiated payment plans with delinquent accounts to reduce outstanding balances.
- Collaborated with sales team to resolve billing disputes, preserving important client relationships.
- Worked closely with legal department on cases of severe delinquency, ensuring professional approach to debt recovery.
- Monitored customer accounts for payment delinquency and initiated collection efforts.
- Responded to customer inquiries and provided detailed account information.
- Researched billing errors and discrepancies to initiate corrective action.
- Contacted customers to discuss past-due accounts and negotiated payment plans.
Accounts Receivables/Credit Analyst
Bodycote Thermal Processing, Inc.
02.2016 - 11.2022
- Ensure all collection goals are met for assigned portfolio.
- Generate and distribute various weekly/monthly reports (including bad debt & collection target reports).
- Assist locations with research and resolution of disputed items.
- Generate statements and distribute monthly to assigned accounts.
- Making calls, reviewing customers credit lines underwriting, and analyzing why & how they pay their bills.
- Contact customers via various communication tools to secure payment for past-due invoices.
- Identify root cause of late payments and recommend / implement process improvements to prevent recurrence.
- Generate Credit Memo, Customer Refunds; send to Customer upon request.
- Escalate potential non-payment issues to appropriate management team.
- Assist on any special projects.
- Working from AX, Navigator & Navision.
Accounts Receivables/Commercial Collection
EmployBridge Staffing
07.2015 - 02.2016
- Handle a portfolio of commercial accounts.
- Follow up with clients to obtain status of aging receivables.
- Reconcile accounts with customer regarding disputes and discrepancies.
- Work with internal sales branches to address customer issues.
- Work with the cash application team to insure proper payment processing.
- Posting cash, credits and payments entries in JD Edwards platform.
- Managing lock box transactions, unapplied cash, short payments, credit memos and all credit applications.
Accounts Receivables Credit/Collections Representative
McKesson
10.2014 - 07.2015
- Work with VA Facilities to resolve invoicing issues to collect payments or obtain payment status.
- Works with Service First to resolve customer issues.
- Processes and submits customer Invoices and Offsets.
- Posting of cash, credits and payment entries in JD Edwards platform.
- Managing of lockbox transactions unapplied cash, short payments, credit memos and credit applications.
- Reconcile customer payments.
- Processes offsets, write-offs and corrections to customer's accounts to correct billing issues.
- Processes customer payments and refunds requests.
Invoice Auditor/Commercial Collection
Briggs Equipment
10.2013 - 09.2014
- Upload invoices for payment to customer payment websites.
- Invoice and account auditing.
- Manuel invoicing: create and corrections.
- Monitor websites for payment status.
- Contact customer if payment isn't made by payment terms.
- Research short payments and reconcile accounts.
Commercial Collections
Abatix Inc
03.2013 - 10.2013
- Daily collections calls to secure timely payment.
- Managed a portfolio of past due invoices and researched any problems.
- Invoices ranged from 90 to 120 days past due.
- Daily interactions with accounts payable, sales, and legal department.
Commercial Collections
Fossil
02.2012 - 06.2012
- Reviewed and analyzed assigned accounts receivable portfolio.
- Reconciliation and obtained required documentation/approvals to submit adjustments.
- Contacted customer for payment status on invoices.
- Monitored collection hold screens/releases orders and documented all collection activities.
Commercial Collections
EMSI
10.2011 - 02.2012
- Analyzed assigned accounts for receivables.
- Performed account reconciliation and obtained required documentation/approvals to submit adjustments.
- Completed account profiling.
- Contacted customer for payment status on invoices.
Commercial Collections
BEAR TRANSPORTATION SERVICES
11.2008 - 04.2010
- Called customers daily for collections.
- Researched and located problem.
- Ran weekly aging for brokers and DM's.
- Invoiced customers on Power Track daily.
Accounts Receivables
ACCOR NORTH AMERICA
10.2005 - 09.2008
- Daily collections calls to secure timely payment.
- Managed a portfolio of past due invoices and researched any problems.
- Invoices ranged from 90 to 120 days past due.
- Identified any problems and applied the correct problem codes.
- Daily interactions with accounts payable, sales, and legal departments.
Education
High School -
Justin F. Kimball High School
Dallas, TXSkills
- SAP
- Great Plains
- Microsoft Dynamics
- CRM
- GetPaid
- Peachtree
- Quick Books
- Oracle
- AS400
- Excel
- Outlook
- Word
- Windows Vista
- V-Lookup
- Ariba
- Invoice Works
- IPayables
- Power Track
- Lean Logistics
- Access
- MS Office experience
- AX
- Navigator
- Navision
Timeline
Account Receivables/ Collection
Southwest Search Staffing
02.2023 - Current
Accounts Receivables/Credit Analyst
Bodycote Thermal Processing, Inc.
02.2016 - 11.2022
Accounts Receivables/Commercial Collection
EmployBridge Staffing
07.2015 - 02.2016
Accounts Receivables Credit/Collections Representative
McKesson
10.2014 - 07.2015
Invoice Auditor/Commercial Collection
Briggs Equipment
10.2013 - 09.2014
Commercial Collections
Abatix Inc
03.2013 - 10.2013
Commercial Collections
Fossil
02.2012 - 06.2012
Commercial Collections
EMSI
10.2011 - 02.2012
Commercial Collections
BEAR TRANSPORTATION SERVICES
11.2008 - 04.2010
Accounts Receivables
ACCOR NORTH AMERICA
10.2005 - 09.2008
High School -
Justin F. Kimball High School