Sergio Rodriguez

Electrical company that specializes in fire life safety for hospitals and skilled nursing facilities.

• Processed billing invoices using company-specific software (Quickbooks) to ensure accuracy and timely submissions, collaborating directly with the CEO and Controller to ensure seamless billing and financial workflow.
• Assisted in resolving customer inquiries relationships to billing discrepancies and account statuses.
• Contacted clients to obtain payment status and successfully collected outstanding balances by communicating through phone calls, email, and formal written correspondence.
• Maintained organized records of transactions, enhancing retrieval efficiency for audits and reviews.
• Worked closely with team members to streamline billing operations and improve workflow processes.
• Reviewed and approved employee time entries in TSheets to ensure accuracy and compliance with company policies.
• Investigated billing issues, unauthorized charges, and contractual disputes, resolving them quickly to accelerate payment.

Environmental Services, Experts in Lead, Asbestos, Mold & All environmental needs.

(Worked onsite and remotely)

• Managed full-cycle accounts receivable processes to ensure timely collections and minimize outstanding balances, and providing status reports to the CEO and Controller.
• Monitor accounts receivable report, and follow up on outstanding balances to support timely collections, Initiated contact with clients, (telephonically) and (via email) maintain detailed documentation of all collection activities. Prepare and issue accurate timely invoices for assigned customer accounts in accordance with contract terms.
• Followed-up on all unpaid or denied claims with the appropriate payer to prevent past due invoices, assist with timely filing denials. Check claim status using payer internet websites and performs appropriate action to ensure claims are resolved. Researching appeals, and resolve claims rejections, underpayments and denials. Investigated and escalated payment issues.
• Developed and maintained strong relationships with clients, fostering open communication regarding payment terms.
• Collaborated with sales and customer service teams to resolve client disputes and facilitate timely payment of invoices.
• Negotiated favorable payment terms with clients during periods of financial hardship, preserving long-term business relationships while protecting company interests.
• Enhanced cash flow for the company by consistently meeting or exceeding collection targets.
• Responded to customer inquiries and provided detailed information, via email.

Security Alarm Company. Commercial and Residential. (Worked Onsite and Remotely)

Light to Medium B2B - B2C, Collections.

• Managed a portfolio of 500+ customer accounts, ensuring accurate billing, timely collections, and strong client relationships, and supporting internal financial goals.
• Conducted high-volume inbound and outbound collection calls targeting delinquent accounts.
• Sent account statements, emails, and formal correspondence to prompt payment.
• Reconciled credit memos and prepayments with outstanding invoices to ensure accurate account balances.
• Collaborated cross-functionally with internal departments to resolve billing discrepancies and customer concerns.
• Prepared accounts for escalation to collections agencies, legal, or cancellation when necessary. Maintained up-to-date and accurate customer notes within the CRM system.
• Consistently met or exceeded monthly collection targets. Completed special projects and assignments as directed by the Department manager.

Mortgage Services Company,

(worked onsite and remotely)

• Acted as a liaison between clients, including correspondent lenders, to ensure seamless communication and service delivery.
• Educated clients on loan guidelines and available mortgage programs. Uploaded customer account information into CRM systems and organized supporting documentation.
• Partnered with team members to resolve customer complaints efficiently and professionally.
• Developed and maintained office forms and standardized procedures to streamline administrative processes.
• Managed billing, accounts receivable (AR), and collections functions.
• Reviewed and evaluated recorded calls to ensure compliance with regulatory and company standards.
• Coordinated office equipment maintenance and supply inventory to support operational efficiency.

Personal Loans and Mortgage Company
(worked onsite)

• Oversaw a portfolio of 1,300+ delinquent accounts (30–120+ days past due), driving consistent recovery results.
• Configured and managed the outbound dialer system, executing 60–100+ calls per day negotiated and customized repayment solutions.
• Prepared and presented monthly projections and performance metrics to leadership, providing actionable insights that improved collections.
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Collections Company, Personal Loan accounts, Credit card, Business Loan.

• Responsible for overseeing both early stage and late-stage collections departments, to ensure compliance and effective collection practice.
• Maintain documentation and ensure accuracy of collection notes and files. Managed outsourced collections and conducted skip tracing to update debtor information for external partners.
• Negotiated repayment arrangements by presenting multiple payment options to help customers bring delinquent accounts current and establish a sustainable repayment plan.
• Processed payments via direct checks and credit/debit cards; negotiated one-time settlements and paid-in-full arrangements. Managed account disputes and handled bankruptcies and judgment-related matters with accuracy and compliance.
• Ensured compliance with federal and state regulations, including FDCPA, FCRA, and bankruptcy laws. Provided training and ongoing support to staff as directed by the Collections VP, assisted with onboarding new hires, and led team meetings to review performance and end-of-month projections.
• Collaborated with leadership to develop new motivational strategies for departmental teams, including revised pay structures. Supported staffing efforts, disciplinary actions, and direct collection initiatives. Supervised and conducted one-on-one team meetings to evaluate performance, provide coaching, and establish new monthly goals.