Samantha Walker
Winchester,CA
Summary
Diligent Accounts Receivable Clerk offers invoice generation and financial analysis and management expertise paired with first-rate recordkeeping and time management abilities. Systematic and meticulous professional with many years of comprehensive experience accurately recording payments and transactions. Familiar with accounting software and fair credit practices and collections regulations.
Overview
13
13
years of professional experience
Work History
Delivery Driver
Dimo Gigi Logistics
San Diego, CA
07.2023 - Current
- Delivered goods in a timely fashion while adhering to speed limits and other traffic regulations.
- Performed pre-trip inspections of delivery vehicle according to company guidelines.
- Provided excellent customer service by answering inquiries about products or services being delivered.
- Monitored fuel level throughout shift and refueled when necessary.
- Verified accuracy of items loaded onto truck against shipping documents.
- Followed safety protocols for loading, unloading, securing, inspecting, operating, and maintaining the assigned vehicle.
- Resolved customer complaints in a professional manner while maintaining positive relationships with clients.
- Adhered to all applicable traffic laws while driving delivery vehicle.
- Reported mechanical issues with delivery vehicle to supervisor in a timely manner.
- Communicated regularly with dispatch regarding any delays or issues encountered on routes.
- Loaded, secured, and unloaded cargo in a safe and timely manner.
- Received daily delivery instructions and route assignments from dispatch.
- Responded promptly to emergency situations involving vehicles or personnel on the roadways.
- Communicated frequently with dispatch to relay route changes and delays impacting customer delivery timetables.
- Grouped and routed deliveries according to designated areas to maintain efficient delivery times.
- Obeyed traffic laws and follow established traffic and transportation procedures.
In-Home Caregiver
02.2016 - Current
- Provided care for the elderly and maintained contact with Doctors and nurses
- Responded promptly to emergency situations in a calm manner.
- Developed relationships with family members and caregivers of clients.
- Ensured that all equipment used is properly functioning before use.
- Adhered to safety standards while providing care in the home setting.
- Organized client medications for timely administration.
- Monitored vital signs and reported changes to the appropriate personnel.
- Followed agency policies and procedures when delivering care.
- Maintained a clean work environment throughout shift.
- Maintained accurate records of services provided and other relevant information.
- Assisted clients with prescribed exercises.
- Assisted with activities of daily living, including bathing, dressing, grooming, toileting and eating.
- Observed physical and mental condition of clients and reported any changes to supervisor.
- Respected client privacy rights at all times when providing services.
- Transported clients to medical appointments or recreational activities.
- Maintained clean and well-organized environment for client happiness and safety.
- Improved patient outlook and daily living through compassionate care.
- Observed patient vital signs and medication reactions and reported health concerns or behavioral changes.
- Assisted patients with personal care to alleviate burden on family members.
- Developed strong and trusting rapport with patients to facilitate smooth, quality care.
- Monitored client's well-being, safety and comfort under physician direction.
- Tracked and reported clients' progress based on observations and conversations.
- Organized and administered medications on schedules to alleviate symptoms and improve quality of life.
- Supervised medication administration, personal hygiene and other activities of daily living.
- Documented client progress in charts and logbooks.
- Monitored medications for patients with various conditions and kept watchful eye for side effects.
- Assisted clients with bathing, dressing and incontinence care.
- Followed HIPAA regulations to maintain confidentiality of sensitive patient information.
- Documented care provided and submitted notes to supervisor.
- Managed patient transportation and appointment scheduling.
- Dressed, groomed and fed patients with limited physical abilities to support basic needs.
- Massaged patients or applied liniment, alcohol rubs or heat-lamp stimulation.
AR Assistant
Gemological Institute of America
06.2021 - 09.2021
- Assisted with month-end closing activities such as preparing journal entries and account reconciliations.
- Resolved billing disputes with customers in a timely manner.
- Maintained Accounts Receivable records in accounting software.
- Followed up on all open items until resolved.
- Developed relationships with key contacts at client companies to facilitate resolution of issues.
- Analyzed customer accounts on a regular basis to identify areas of improvement or risk exposure.
- Generated reports detailing outstanding customer balances and aging information.
- Investigated discrepancies between customer payment records and internal records.
- Updated customer files regularly with current contact information and notes about conversations or interactions with clients.
- Provided customer service by responding to inquiries from clients related to their accounts.
- Verified validity of account discrepancies and resolved by obtaining and investigating information.
- Processed and mailed customer invoices or e-mailed electronic statements and posted customer payments and submitted bank deposits when received.
- Processed credit memos and adjustments according to company policy.
Credit Specialist
Fashion Furniture Rental
03.2019 - 08.2019
- Assisted in the resolution of disputes between customers and creditors or debt collectors.
- Contacted customers to notify of delinquent payments and resolve.
- Determined credit approval based on financial standing, credit records and payment history.
- Reviewed credit applications to assess credit worthiness of potential customers.
- Collected monthly payments and provided extensions with account reconciliation
- Assisted with pick ups and delivery
- Verified accuracy of customer information, including income and employment status.
- Maintained a database of customer information including names, addresses, contact information, account numbers.
Collections Agent
Buffini and Company
06.2018 - 12.2018
- Utilized skip tracing techniques including phone calls, internet searches and databases.
- Oversaw daily collections and accounts receivable activities, developing robust strategies to maximize collections and reduce aged accounts.
- Adhered to company policies and applicable laws while collecting debts from customers.
- Conducted skip tracing activities to locate delinquent customers.
- Attended weekly meetings with internal departments to discuss progress on collections efforts.
- Negotiated payment plans with customers to ensure timely repayment of debt.
- Processed payments through various methods such as credit cards, online banking and cash transactions.
- Maintained accurate records of collection activities in database system.
- Investigated customer disputes and complaints regarding billing errors and incorrect charges.
- Maintained accurate records of all customer contact attempts and account updates in the database system.
Account Specialist
SoundUnited
03.2018 - 06.2018
- Generated monthly reports detailing account activity such as new accounts opened, closed accounts, and delinquent payments.
- Developed and maintained customer accounts by accurately recording customer information.
- Analyzed financial data to identify discrepancies in account balances and ensure accuracy of records.
- Reviewed and updated account records to ensure accuracy and compliance with legal requirements.
- Monitored account performance, identifying issues and implementing corrective actions as needed.
Collection Agent
ACE - American Council on Exercise
12.2016 - 09.2017
- Updated collection databases and systems with payment arrangements and notes.
- Achieved monthly collection targets through effective negotiation techniques.
- Drafted letters to send to delinquent customers notifying them of their outstanding balance.
- Processed payments received from customers by check, money order, or electronic transfer.
- Worked closely with internal departments such as Sales and Credit and Risk Management teams in order to facilitate resolution of delinquent accounts.
- Utilized skip tracing techniques when necessary in order to locate customers who had moved without providing updated contact information.
- Investigated and resolved disputes involving past due payments on accounts.
- Maintained a database of account information such as contact information, payment history, and status of collections efforts.
- Negotiated with customers regarding repayment plans, settlement offers, and other arrangements as needed.
Collections Supervisor
AMD Financial Inc.
09.2011 - 11.2015
- Managed a high volume of incoming calls from customers inquiring about their past due accounts.
- Maintained accurate records of all collections activities including communications with customers.
- Provided guidance and direction to employees on proper collection techniques that adhered to company policy.
- Ensured compliance with all applicable laws, regulations, policies and procedures related to collections activities.
- Coordinated and managed day-to-day workflow of collections team.
- Directed collection staff to ensure timely and efficient contact with customers regarding past due accounts.
- Performed skip tracing activities when necessary in order to locate missing customers who have failed to make payments.
- Reviewed customer payment arrangements for appropriateness based on account history.
- Identified high priority situations and took appropriate escalation actions to resolve issues.
- Assisted with new hire training.
- Investigated escalated customer inquiries or disputes concerning billing errors or discrepancies.
Education
Some College (No Degree) - Real Estate
MSJC - MT SAN JACINTO COMMUNITY COLLEGE
San Jacinto, CASkills
- Collections Supervisor
- Credit cards
- Collections
- Business to Business collections
- Call center
- FDCPA proficient
- Knowledge of Great Plains, SAGE, and Salesforce
- Credit/debit memos
- Management experience
- Payment posting
- Bank Deposits
- Proactive and Self-Motivated
- Problem-Solving
- Payment management
- Payment Negotiations
- Payment questions
Personal Information
Title: CREDIT SPECIALIST/COLLECTIONS AGENT
Languages
Spanish
Limited
Timeline
Delivery Driver
Dimo Gigi Logistics
07.2023 - Current
AR Assistant
Gemological Institute of America
06.2021 - 09.2021
Credit Specialist
Fashion Furniture Rental
03.2019 - 08.2019
Collections Agent
Buffini and Company
06.2018 - 12.2018
Account Specialist
SoundUnited
03.2018 - 06.2018
Collection Agent
ACE - American Council on Exercise
12.2016 - 09.2017
In-Home Caregiver
02.2016 - Current
Collections Supervisor
AMD Financial Inc.
09.2011 - 11.2015
Some College (No Degree) - Real Estate
MSJC - MT SAN JACINTO COMMUNITY COLLEGE
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