Richard Ortega

West Jordan,USA

Summary

Collections leader with expertise in process optimization and data analysis. Achieved consistent monthly collection goals while improving customer relations and creating effective repayment strategies. Demonstrated capability in managing complex accounts and leading teams to significant recovery improvements.

Skills

Collections management strategies
Collections strategy
Data analysis techniques
Database management
Process optimization
Process improvement
Excel and Office

Leadership abilities
Team leadership and supervision
Personnel management
Problem solving
Customer satisfaction
Communication skills

Work History

Collections Sr. Analysis

Bill.com

Draper, USA

07.2024 - Current

Managed complex accounts, ensuring timely follow-up on outstanding balances to minimize delinquency.
Developed payment plans for customers, enhancing collection rates and ensuring compliance.
Worked closely with customers to establish payment arrangements, mitigating financial risks for the company.
Arranged debt repayment schedules based on customer financial situations.
Performed data analysis to identify improvement opportunities in collection processes.
Collaborated with cross-functional teams to resolve disputes, enhancing customer relations and service quality.
Trained junior analysts in best practices for collections and account management.
Assisted with implementation of new policies related to collections processes.

Collections Team Lead

CHG Healthcare

Midvale, USA

07.2018 - 06.2024

Surpassed monthly collection goal of $18 million consistently since July 2018.
Led collections team to manage overdue accounts and optimize recovery strategies, enhancing overall collection efficiency.
Managed 80 to 100 calls and 50 to 70 emails daily for timely follow-up on overdue accounts, improving customer engagement.
Collected on all open accounts receivable across divisions nationwide.
Utilized multi-system switchboard tool Accurint for due diligence and skip tracing.
Conducted regular meetings to synchronize team goals with company objectives, fostering alignment and focus.
Trained staff on state regulations and FDCPA guidelines to ensure compliance and mitigate organizational risk.
Achieved recognition as top performer for outstanding collection efforts.

Collections Manager

Nelson Brothers Property Management

Provo, USA

09.2016 - 06.2018

Led corporate collection team, enhancing operational efficiency and accountability in collections processes.
Coordinated daily collections across 21 student housing properties in 10 states, ensuring timely recovery of outstanding balances.
Collected over $100,000 in a few months by implementing repayment plans and negotiation strategies.
Maintained weekly collections reports, exceeding company standards and ensuring accurate financial tracking.
Managed assets exceeding $225 million across diverse properties, ranging from $3 million to $44 million.
Prepared comprehensive documentation packages for collection accounts to facilitate processes.
Negotiated credit extensions to assist residents and guarantors with overdue payments.
Trained staff on best practices for tenant account management, improving overall collection outcomes.

Education

Associate of Arts -

The Rock Bible Institute

Anaheim, CA

References

References upon request

Additional Skills

Collections strategy
Data analysis
Financial negotiation
Process improvement
Team leadership and supervision
Training and development
Effective communication

Overview

years of professional experience