Nycole Anderson
Watertown,MN
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
25
25
years of professional experience
Work History
Equipment Finance Operations Analyst II/ Lead
The Huntington National Bank
06.2021 - Current
- Assessed and modified operational procedures and tools to achieve optimum quality control.
- PPT invoicing
- Manual invoicing for Equipment Finance business line
- Weekly invoicing reporting
- Monthly reconciling of 1800 invoices
- Handle all special and unusual invoicing requests from all business lines
- Analyzed and resolved alerts, conducted queries and culled records to assist with maintenance and problem resolution.
- Assisted data aggregation, billing and transactions for data and account aggregation.
- Worked with engineers and technical staff to recommend hardware and software adjustments and resolve design flaws.
- Developed and updated tracking spreadsheets using Excel.
- Collected, arranged and input information into database system.
- Used Coupa, Ariba and Excel to model data and forecast trends.
- Investigated and resolved alerts, conducted queries and culled records to assist with maintenance and problem resolution.
- Scanned customer's invoicing systems for frequent technical issues, employing troubleshooting techniques for resolution.
- Developed written documents and reports related to programs and operations.
Account Servicing Specialist
TCF Equipment Finance
Minnetonka, MN
08.2019 - 06.2021
- Uploading invoicing in customer invoice systems-Coupa, Ariba, Direct Commerce, Tungsten, additional as assigned by customer
- Update customer information
- PPT invoicing
- Reconcile customer accounts
- Collected and compiled paperwork such as insurance paperwork, loan files and tax histories.
- Consistently assist other departments with bookings, tickets, and buyout quotes.
- Reviewed and validated details of loan applications and closing documentation.
- Set up, stored and updated customer files, department records and regulatory paperwork.
- Assessed customer account histories to determine previous compliance with payment plans and loan terms.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Performed duties in accordance with applicable standards, policies and regulatory guidelines to promote safe working environment.
- Proved successful working within tight deadlines and fast-paced atmosphere.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Funding Transaction Coordinator
TCF Equipment Finance
Minnetonka, MN
08.2017 - 08.2019
- Fund TCFEF deals-average 100 deals monthly
- Fund MFR and MFS deals
- Maintain accuracy while funding deals
- Assist with month end duties
- While funding, also continued to assist with RCA invoicing and created procedures
- Complied with established internal controls and policies.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Established and enforced internal controls, workflows and policies for tracking, reconciling and reporting on accounting activities.
- Checked vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Supported Booking with special projects and additional job duties.
- Established and checked coding procedures, monitored reports and updated internal files.
Accounting Operations Associate
TCF Equipment Finance
Minnetonka, MN
10.2014 - 08.2017
- Audit transactions and book them into system-average 300-350 deals monthly
- Verify GL balances per contract
- Dispose contracts that have either been paid early or have reached end of term
- Portfolio Bookings
- Daily ACH reconciliation
- Audit requests
- Journal Entries
- Weekly balancing of STLR
- Refund requests
- Projects as assigned
- Maintained and prioritized to-do-list and followed up to complete tasks on-time.
- Collaborated with peers and other business areas to leverage best practices.
- Communicated with internal personnel to provide status on booking or disposition dates.
Accounts Receivable
Elkay
Waconia, MN
07.2008 - 06.2014
- New Customer implementation into company database(s)
- Maintain/update customer master files
- Daily deposits
- Apply payments from lockboxes/ach/credit cards/EFT
- Perform reference and credit checks on new and existing customers
- Recommend credit lines for new and existing customers
- Managed and responded to correspondence and inquiries from customers and vendors.
- Supported management by processing invoices and documents with consistent on-time delivery.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Input financial data and produced reports using SAP, AS400 and Oracle.
- Effectively communicated with clients about payment needs and kept updated, detailed and accurate ledgers.
- Entered figures using 10-key calculator to compute data quickly.
Accounts Receivable Associate II
Schwans Consumer Brands
Bloomington, MN
04.2007 - 07.2008
- Manage Customer Deductions
- Collect payment from past due customers and forecast payment trends
- Send weekly statements to customer
- Prepare and update Accounts Receivable Aging report
- Identify, process, and clear all invoice corrections
- Responded to inbound inquiries regarding accounts and payments.
- Made outbound calls to vendors and customers to discuss and resolve account needs.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Reported financial data and updated financial records in ledgers and journals.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Matched purchase orders with invoices and recorded necessary information.
- Input financial data and produced reports using SAP.
Medicare Collector
Apria Healthcare
Minnetonka, MN
10.2006 - 04.2007
- Analyze and resolve short pay issues from Medicare
- Analyze Medicare payments
- Resubmit claims to Medicare when appropriate
- Write up adjustments when appropriate
- Completed client requests and advised supervisors of special needs.
- Assisted in reconciling deposit and patient collections.
- Efficiently collected payments and communicated with clients
Payment Analyst
Park Nicollet
St Louis Park, MN
01.2004 - 10.2006
- Analyze payer remits and patient accounts to determine cause for remaining balance
- Rebill as necessary or bill secondary payer as necessary
- If balance is patient responsibility follow guidelines to either bill patient or write off balances per attorney general agreement
- Reconcile patient and commercial credit balances
- Reconcile Blue Cross credit balances
- Refund appropriate payer when necessary
- Work several exception reports including; step hold reports and credit balance reports
- Assist as necessary with payment posting and other functions as needed
- Assisted in setup and cleanup of Tria Orthopedic Business Services functions
- Helped to implement and mirror processes in place at Methodist Hospital
- Managed and responded to correspondence and inquiries from customers and vendors.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
- Assessed data and information to verify entry, calculation and billing code accuracy.
- Input financial data and produced reports using SAP.
- Entered figures using 10-key calculator to compute data quickly.
Payment Processor
Park Nicollet
St Louis Park, MN
06.2003 - 01.2004
- Post payments from patients and insurance payers such as Ucare, Patient Choice, Blue Cross, Preferred One, Choice Plus and Health Partners
- Work credit balance reports
- Refunds to patients
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Analyzed figures, postings and documents to maintain accounting program accuracy.
PPO Tech/PBM Processor
CBSA
Minnetonka, MN
06.2001 - 06.2003
- Reprice medical claims online and with programs
- Run reports and take care of TLC groups
- Data entry
- Process prescription claims
- Balance group accounts
- Contact and work with PBM and PPO vendors
- Handle outstanding accounts for PBM vendors
- Carried out day-day-day duties accurately and efficiently.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Claims Secretary
CBSA
Minnetonka, MN
09.2000 - 06.2001
- Create word and excel documents
- Run reports for managers and departments
- Sort and distribute faxes
- Date entry
- Handle emailing, faxing, and typing letters for manager
- Carried out administrative tasks by communicating with clients, distributing mail and scanning documents.
- Checked documentation for accuracy and validity on updated systems.
- Issue and mail 1099 forms
Claims Clerical
CBSA
Minnetonka, MN
02.2000 - 09.2000
- Open mail-medical, dental, and prescriptions
- Slot and batch medical claims, pending letters, and prescriptions
- Audits, filing, and organizing
- Provided clerical support to company employees by copying, faxing and filing documents.
Education
A.A.S - Business Management, Legal Emphasis
Rasmussen College
Minneapolis, MN04.2004
Credit Management
National Association of Credit Management
Minneapolis, MN06.2013
Skills
- Mainframe Environments
- Analyzing Patterns
- Calculator Usage
- Aging Reports Analysis
- Account Auditing
- Cash Application
- Record Reconciliation
- Data Entry and 10-Key
- Accurate Payment Posting
Timeline
Equipment Finance Operations Analyst II/ Lead
The Huntington National Bank
06.2021 - Current
Account Servicing Specialist
TCF Equipment Finance
08.2019 - 06.2021
Funding Transaction Coordinator
TCF Equipment Finance
08.2017 - 08.2019
Accounting Operations Associate
TCF Equipment Finance
10.2014 - 08.2017
Accounts Receivable
Elkay
07.2008 - 06.2014
Accounts Receivable Associate II
Schwans Consumer Brands
04.2007 - 07.2008
Medicare Collector
Apria Healthcare
10.2006 - 04.2007
Payment Analyst
Park Nicollet
01.2004 - 10.2006
Payment Processor
Park Nicollet
06.2003 - 01.2004
PPO Tech/PBM Processor
CBSA
06.2001 - 06.2003
Claims Secretary
CBSA
09.2000 - 06.2001
Claims Clerical
CBSA
02.2000 - 09.2000
A.A.S - Business Management, Legal Emphasis
Rasmussen College
Credit Management
National Association of Credit Management
Similar Profiles
Divya Sree BhavaniDivya Sree Bhavani
IS Technical Specialist at The Huntington National BankIS Technical Specialist at The Huntington National Bank
David Alexa IIDavid Alexa II
Financial Relationship Banker at The Huntington National BankFinancial Relationship Banker at The Huntington National Bank
Ryan CaswellRyan Caswell
Operations Manager at The Huntington National BankOperations Manager at The Huntington National Bank