Rosa Jacobo
Compton,CA
Summary
Reliable accounts receivable & collections specialist with 6+ years of experience. Specialties include credit risk management , cross department collaboration , & a hunger to maintain strong cash flow as well as strong customer/client relations.
Overview
7
7
years of professional experience
Work History
Accounts Receivable and Collections Specialist
JCtrans
Long Beach, CA
07.2018 - 08.2024
- Generate and issue invoices to clients for goods and services delivered by the team.
- Ensure that all invoices are accurate, complete, and in line with contracts and agreements.
- Monitoring payments received from customers, and ensuring they are applied to the correct accounts.
- Keeping track of outstanding payments and due dates to ensure timely collections.
- Work closely with the sales department to clarify customer orders, resolve disputes, and manage payment schedules.
- Address any discrepancies between what was sold and what was invoiced.
- Building strong relationships with customers to facilitate prompt payments and resolve any payment-related issues via email and phone.
- Addressing queries from customers regarding invoicing, payment status, and account balances.
- Regularly reconciling customer accounts and ensuring that all transactions are accurately recorded in the accounting system.
- Collaborates with other departments to resolve any discrepancies between the accounts payable and receivable sides.
- Assisting with credit approvals and monitoring the creditworthiness of customers.
- Generating periodic reports on accounts receivable, aging accounts, and collections efforts to management and sales teams.
- Assisting with month-end and year-end closings by ensuring all receivables are properly recorded, and any necessary adjustments are made.
- Play a role in ensuring smooth communication between departments to keep the financial operations running smoothly.
Bank Customer Service Specialist
Bank of America
San Pedro, CA
05.2017 - 07.2018
- Process deposits, withdrawals, check cashing, and other financial transactions.
- Ensure accuracy in all transactions, following company policies and regulatory requirements.
- Educate customers on Bank of America's products and services, such as credit cards, loans, mortgages, and savings accounts.
- Promote relevant products and services based on the customer’s needs, offering guidance on the best options.
- Assist with the application process for loans, credit cards, and other services.
- Investigate and resolve customer complaints related to banking services, including transaction errors, fees, or account discrepancies.
Education
High School Diploma -
Cesar Chavez
Compton, CA05-2013
Skills
- Attention to detail
- Communication skills
- Financial Knowledge
- Time management
- Problem-solving
- Accounts receivable management
- Dispute resolution
- Relationship building
Languages
English
Native/ Bilingual
Spanish
Native/ Bilingual
Timeline
Accounts Receivable and Collections Specialist
JCtrans
07.2018 - 08.2024
Bank Customer Service Specialist
Bank of America
05.2017 - 07.2018
High School Diploma -
Cesar Chavez
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