Richard Ortega
West Jordan,UT
Overview
8
8
years of professional experience
Work History
Servicing & Accounts Receivable Manager
Blackmon Mooring & BMS CAT
West Jordan, UT
08.2019 - Current
- Verified details of transactions, including funds received and total account balances.
- Created and mailed current statements to customers.
- Reached out customers to collect outstanding payments via one-time or negotiated installment methods.
- Reached out to customers to discuss late payments and options for remitting amounts due.
- Conducted month-end balance sheet reviews and reconciled any variances.
- Researched, evaluated and resolved discrepancies and customer concerns.
- Developed and improved procedures for collection of past due amounts.
- Researched and resolved billing and invoice problems.
- Provided quick responses to customer inquiries by phone, email, and chat.
Client Receivable Specialist
CHG Healthcare
Midvale, UT
07.2018 - 08.2019
- Provided excellent service and attention to customers when face-to-face or through phone conversations.
- Improved profit margins by streamlining operations and workflow and negotiating competitive vendor contracts.
- Attended departmental meetings, providing feedback to enhance future performance.
- Performed site evaluations, customer surveys and team audits.
- Improved customer satisfaction by finding creative solutions to problems.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Recognized by management for providing exceptional customer service.
- Improved operations by working with team members and customers to find workable solutions.
- Prepared weekly accounts receivable aging report and presented results at meeting to update files and assess impact on financial operations.
Collections Manager
Nelson Brothers Property Management
Provo, UT
09.2016 - 06.2018
- Managing all aspects of the day to day Collections efforts.
- Maintaining weekly collections reports and exceeding company standards.
- Managing the collection team at the corporate level.
- Setting up repayment plans and workout options, negotiating, and pursuing the appropriate steps to collect from residents and guarantors.
- Collecting on properties from $ 3 million to $ 44 million nationwide Managing the overview of the collection department for over $ 225 million in assets through student housing properties.
- Prepared packages containing all pertinent documentation for collections accounts.
- Negotiated credit extensions to assist customers in paying overdue accounts.
- Researched, evaluated and resolved discrepancies and customer concerns.
- Reviewed credit records to evaluate customer histories.
- Created and distributed updated customer statements.
- Oversaw and trained new employees on collection methods, documentation requirements and performance strategies.
Collections Team Lead
JP Morgan Chase
Irvine, CA
4 2009 - 7 2016
- Review settlement statement to ensure all fees have been collected/disbursed, request funding and disbursement of funds
- Skip tracing accounts for possible leads to find customers information to contact them
- Contact delinquent customers to obtain payment commitments on business to business
- Analyze customer's situation and collateral risk to present alternative solutions including forbearance plans, repayment plans, modifications, assumptions, pre-foreclosure / short sales, and deed in lieu; assist in identifying, negotiating, and pursuing the appropriate loss mitigation option that best maximizes customer satisfaction
- 2 years experienced in using SAP applications with knowledge of specific requirements of financial industry
- Executed affidavits, modifications and forbearance agreements for official court proceedings
- Interviewed customers to determine reasons for delinquency, source of income and next pay date to build solutions for financial issues.
Education
Associate of Arts -
The Rock Bible Institute
1997
Skills
Bilingual Spanish, read and write.Communication Skills, Customer Satisfaction, Customer Service, Database, Documentation, Inventory, Leadership and Communication Skills, Microsoft Excel, Microsoft Office, Microsoft Word, Personnel, Policies, Problem Solving Skills, Processes, Programming, Collections Management, Staff Training, Contract Negotiations.
Affiliations
Crucial Conversation Workshop 2018/2019
CHG Employee Recognition Committee 2018/2019
Leadership Development Program 2019
Additional Information
References upon request
Timeline
Servicing & Accounts Receivable Manager
Blackmon Mooring & BMS CAT
08.2019 - Current
Client Receivable Specialist
CHG Healthcare
07.2018 - 08.2019
Collections Manager
Nelson Brothers Property Management
09.2016 - 06.2018
Collections Team Lead
JP Morgan Chase
4 2009 - 7 2016
Associate of Arts -
The Rock Bible Institute
Similar Profiles
Carmen GonzalezCarmen Gonzalez
Crew Lead at Blackmon Mooring & BMS CATCrew Lead at Blackmon Mooring & BMS CAT
YOSDEISY TELLEZ AMADOYOSDEISY TELLEZ AMADO
CONTENTS TECH at Blackmon Mooring & BMS CATCONTENTS TECH at Blackmon Mooring & BMS CAT
Sara ParkerSara Parker
Radio Room Specialist at Blackmon Mooring & BMS CATRadio Room Specialist at Blackmon Mooring & BMS CAT
Michael LuttrellMichael Luttrell
Project Coordinator at Blackmon Mooring & BMS CATProject Coordinator at Blackmon Mooring & BMS CAT
Avery JanuaryAvery January
Broadway Lighting Intern at The Golden TheaterBroadway Lighting Intern at The Golden Theater