Sara Holliday
Gering,USA
Summary
I am a detail-oriented Accounts Receivable and Collections specialist with 5+ years of experience in high-volume payment processing, reconciliations, and customer account management. Proven expertise in PeopleSoft, Salesforce, and ACH reconciliations with a strong track record of exceeding QA goals. Seeking a challenging role to leverage financial accuracy and process improvement skills.
Overview
13
13
years of professional experience
Work History
Accounts Receivable 2 Specialist
WEX Inc.
Portland, USA
05.2025 - Current
- Utilized PeopleSoft daily to accurately post payments for ACH transfers, check postings, security deposit transfers, misapplied payments, payment corrections, unidentified payments, and test payment adjustments.
- I process the previous and current day ACH reports daily to be worked by myself and 2 other agents.
- I reconcile the daily ACH log for the following day and the end-of-month ACH logs in preparation for the following days and month.
- Managed incoming emails regarding missing and misapplied payments from other departments to ensure timely resolution.
- Trained new hires on ACH research and posting processes to enhance team competency and support operational efficiency.
- I process uploads to CI payments for larger payments.
- I consistently reach top-tier level for quality assurance requirements.
Collections Agent
WEX Inc.
Portland, USA
12.2023 - 05.2025
- Conducted outbound calls to collect past-due payments and resolve returned payment issues.
- I processed payments over the phone for customers daily.
- Facilitated payment authorization agreements for customers to establish new banking information, enhancing payment processing efficiency.
- I assisted customers with returned payments due to overdraft payments and fraudulent charge claims.
- Coordinated with customers to set up payment plans for outstanding balances, supporting their financial management.
- Utilized Credit Manager and Salesforce daily to resolve customer inquiries regarding fuel fleet cards, including payment inquiries, returned payments, fraud claims, and account exceptions, facilitating smooth transitions to prepaid accounts.
- I consistently exceeded monthly goals for quality assurance purposes.
Revenue Agent
State of Nebraska
Scottsbluff, USA
03.2020 - 12.2023
- Managed a portfolio of 900-1,000 taxpayers and assisted with their individual tax returns, including current, past, and amended filings.
- Assisted taxpayers with levies to employers and banks, securing debt resolution through single payments, payment plans, and settlement offers.
- Collaborated with CPAs, POAs, and attorneys on tax issues for Nebraska taxpayers, ensuring effective resolution of complex tax matters.
- Pursued collections by tracing taxpayer locations and following up with levies to employers or banks to collect due funds when taxpayers did not respond.
- I worked with the Nebraska Register of Deeds offices regarding filed liens, lien continuations, and lien terminations.
Implementation Specialist
Regional Care Inc.
Scottsbluff, USA
05.2018 - 03.2020
- Demonstrated proficiency in navigating and leveraging unique features of RCI’s software to achieve quickest turnaround time in implementation process.
- Collaborated with cross-functional teams to integrate data and streamline processes using proprietary software, enhancing overall productivity and workflow efficiency.
- I utilized specialized proprietary software developed by RCI, including OnBase to efficiently implement new onboarding businesses for new health insurance coverage for the MEC (Minimum Essential Coverage) plans.
- Provided training and support to colleagues on optimizing use of proprietary software, improving project outcomes and knowledge sharing.
- I maintained confidentiality and adhered to company policies and procedures while working with proprietary software to ensure the security of sensitive information.
Accounts Receivable and Collections
Nebraska Transportation Co.
Gering, USA
04.2013 - 05.2018
- Engaged with businesses to secure collection of past-due payments.
- Coordinated with interline carriers to verify connections for pickups and deliveries, rectify pricing issues, and collect past-due payments.
- I posted and entered daily cash receipts from lockbox deposits, wires, ACH/EFT, and credit cards.
- Reconciled and matched daily payment batches processed in the system.
- Mailed billing statements daily to ensure timely delivery.
- Collaborated with Rates Department to resolve class code discrepancies and rate errors.
Education
Bachelor of Business Administration - Accounting and Finance
Strayer University
03-2025
Associate of Arts - in Business Administration
Western International University
01-2006
Skills
- Microsoft Word
- Outlook Express
- Excel
- PowerPoint
- Google Workspace
- Workday
- AS400
- Accounting software
- 10-key
- Typing 70-80 words per minute
- OnBase
- PeopleSoft
- ACH processing
- Customer service
- Relationship building
- Problem solving
- Attention to detail
- Effective communication
- Training facilitation
- Invoice processing
- Credit and collections
- Payment posting
Timeline
Accounts Receivable 2 Specialist
WEX Inc.
05.2025 - Current
Collections Agent
WEX Inc.
12.2023 - 05.2025
Revenue Agent
State of Nebraska
03.2020 - 12.2023
Implementation Specialist
Regional Care Inc.
05.2018 - 03.2020
Accounts Receivable and Collections
Nebraska Transportation Co.
04.2013 - 05.2018
Bachelor of Business Administration - Accounting and Finance
Strayer University
Associate of Arts - in Business Administration
Western International University