Summary
Overview
Work History
Education
Skills
References
Timeline
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Pooja Winter

Irving,TX

Summary

Talented Accounts Receivable Specialist with four years' experience in financial services, collections and customer care management across diverse industries. Knowledgeable, analytical and personable with excellent problem solving skills and strengths in areas of credit and collections. Proven to improve workflow efficiencies while maintaining high standards in customer service.

Overview

6
6
years of professional experience

Work History

Accounts Receivable Specialist

Prodapt Solutions
Irving, TX
01.2023 - Current
  • Reviewed and verified accuracy of invoices and account balances.
  • Processed payments, refunds and adjustments to customer accounts.
  • Prepared monthly statements for customers.
  • Researched past due accounts and initiated collection efforts in a timely manner.
  • Maintained organized records of all customer accounts receivable activity.
  • Created reports on Accounts Receivable performance for management review.
  • Assisted in month-end closing process including preparation of journal entries related to Accounts Receivable activities.
  • Responded promptly to customer inquiries regarding their account status or payment history.
  • Performed daily cash application functions accurately and efficiently.
  • Utilized specialized software systems for tracking customer accounts receivables activity.
  • Prepared and processed payrolls.
  • Reviewed and processed reimbursement requests in accordance with company policies and procedures.
  • Analyzed patient data to ensure accuracy of reimbursement information.
  • Performed monthly audits for accuracy of claims submitted for payment.
  • Investigated complex cases involving multiple providers or incorrect coding issues.
  • Organized office operations and procedures, such as managing calendars, scheduling appointments, preparing reports and maintaining records.

Account Specialist

SmartBiz Loans
Irving, TX
01.2023 - 06.2023
  • Conducted market research to identify potential customers and their needs.
  • Generated leads through cold calling, online searches, and referrals from existing clients.
  • Developed relationships with customers by providing excellent customer service.
  • Educating business owners on Government program - Employee Retention Credit
  • Maintained accurate records of all sales activities in the company's CRM system (Salesforce).
  • Followed up with prospects on a regular basis to ensure satisfaction with services provided.
  • Resolved customer complaints promptly and effectively.

Funding Specialist

Car Capital Financial
Dallas, TX
01.2022 - 12.2022
  • Created and implemented strategies to reduce delinquency rates, improve customer service and increase collections.
  • Analyzed account histories, monitored payments, reconciled discrepancies and updated customer information in the database.
  • Reviewed delinquent accounts and contacted customers via phone, email or mail to negotiate repayment terms and payment arrangements.
  • Reviewed and analyzed loan requests to ensure accuracy of data and compliance with company policies.
  • Negotiated terms and conditions of loan agreements with lenders.
  • Performed due diligence reviews on potential funding sources prior to entering into any agreement or transaction.
  • Assembled and compiled documents for loan closings.

Accounts Receivable Specialist

Pape Group
Eugene, OR
06.2020 - 07.2021
  • Reviewed and verified accuracy of invoices and account balances.
  • Processed payments, refunds and adjustments to customer accounts.
  • Prepared monthly statements for customers.
  • Analyzed customer payment trends and credit worthiness.
  • Created reports on Accounts Receivable performance for management review.
  • Monitored loans and accounts payable to confirm payments are current.
  • Resolved customer inquiries in a timely manner.
  • Maintained an organized system for tracking customer interactions and feedback.
  • Escalated unresolved customer issues to the appropriate department or manager for resolution.
  • Answered phone calls from customers promptly and courteously.

HR Assistant

Elevated Strategies
Eugene, OR
05.2018 - 01.2019
  • Compiled employee records such as personal information, attendance, benefits, performance reviews, and terminations.
  • Organized and maintained personnel records including new hire paperwork and changes to employment status.
  • Managed employee onboarding program for new hires ensuring completion of all required documents.
  • Conducted exit interviews to identify reasons for employee termination or resignation.
  • Drafted letters of offer to new hires outlining terms of employment.
  • Handled sensitive and confidential employee information with complete discretion.
  • Prepared and posted job openings to appropriate job sites and newspapers.
  • Created, organized and maintained employee personnel files to keep sensitive data secure.
  • Scheduled appointments, meetings and conferences with employees to discuss and mitigate personnel issues.
  • Conducted employment verification and background investigation to facilitate hiring process.

Education

Bachelor of Science - Accounting And Business Management

University of Phoenix
Tempe, AZ
06-2026

Skills

  • Billing Dispute Resolution
  • Statement Issuing
  • Credit and Collections
  • Investigative Research
  • Payment Management
  • Audit Procedures
  • Adjustment Posting
  • Statement Preparation
  • Research and Due Diligence
  • Accounts Receivable
  • Account Reconciliation
  • Financial Reporting

References

References available upon request.

Timeline

Accounts Receivable Specialist

Prodapt Solutions
01.2023 - Current

Account Specialist

SmartBiz Loans
01.2023 - 06.2023

Funding Specialist

Car Capital Financial
01.2022 - 12.2022

Accounts Receivable Specialist

Pape Group
06.2020 - 07.2021

HR Assistant

Elevated Strategies
05.2018 - 01.2019

Bachelor of Science - Accounting And Business Management

University of Phoenix

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Pooja Winter