Hi, I’m
Shannon Carlson
Kannapolis,NC
Summary
Versatile Accounts Receivable and Collections Clerk with background successfully executing diverse project tasks to meet deadlines. Highly skilled at communicating with colleagues, providing updates on current events being worked on while monitoring status and achieving key milestones. Enthusiastic problem solver and talented team player with superior planning and decision-making skills.
Overview
10
years of professional experience
Work History
JS Held LLC
Project Coordinator
09.2023 - 05.2024
Job overview
- Once Intake Forms received, data was transferred onto a logging Excel spreadsheet, and then opened a new claim file in Box.
- After files created in database, Project manager and other's were given access to file upon request in Box Database.
- Researched Conflict Checks in NetSuite and Live Spreadsheets with Intake form File information, provided errors to management once conflict found.
- Received requests to close out settled files in D365 & Box.
- Assisted Billing department with Credit Memos on invoices with systematic errors, etc.
- Received Expense Journal reports to input time & expenses to specific claims for the billing department to process invoices for those expenses.
- Added appropriate Resources to specific files in D365 Upon request
- Confirmed files were in the correct job category for future proceeds of claim
- Assisted with all data entry related assignments that came up each day.
- Kept projects on schedule by managing deadlines and adjusting workflows.
- Liaised between departments to facilitate communication and keep appropriate parties updated on project developments.
- Created job files for each project and maintained current data in each file.
- Maintained database and spreadsheets with accurate inventory and status.
Display Technologies/Marmon Foodservice
Accounts Receivable Collections Specialist
12.2021 - 07.2023
Job overview
- Received batch of invoices to send to the appropriate customer contact.
- Emailed customers statements of their account and requested an update on payment status.
- Created Aging reports with customer past due invoices data from JDE Database and transferred to MS Excel.
- Applied high volume of cash to appropriate invoices/accounts daily.
- Maintained customer data/contact information ensuring it's up to date
- Responsible for B2B collection activity on the phone and via email.
- Connected with customers regarding past due accounts on previous orders, partial payments, and other discrepancies needing attention.
- Reported to A/R Manager regarding specific accounts based on aging to determine next steps.
- Pulled aging report weekly or more frequently when necessary
- Facilitated past due invoice payments by sending bill reminders and contacting clients.
- Monitored customer account details for non-payments, delayed payments and customer disputes.
- Verified discrepancies to resolve vendor billing issues.
- Reconciled accounts receivable ledger to account for and properly post payments.
- Developed and maintained strong relationships to deliver exceptional customer service support.
- Notated customer account regarding credit history, dates contacted and other relevant information to keep accurate records.
- Liaised with other departments to investigate and resolve order or invoice-related issues.
- Refined existing processes to optimize accounts receivable and collection efforts.
- Managed high volume of accounts while maintaining excellent attention to detail in tracking payments and identifying discrepancies.
- Assisted in monthly closings by reconciling accounts receivable ledgers and preparing aging reports.
- Reduced delinquencies with consistent follow-up on overdue invoices and negotiating payment arrangements.
- Monitored accounts to verify compliance with payment terms and schedules.
- Responded to customer inquiries and provided detailed account information.
- Researched billing errors and discrepancies to initiate corrective action.
ExamWorks
Billing/Collections Clerk
10.2017 - 12.2021
Job overview
- Responsible for all billing and B2B collections activity for two individual office locations
- Ensured timely receipt of payment from the clients and timely payments made to the contracted doctor
- Communicated with both the clients (Insurance Companies) and vendors (Doctor's) to ensure complete satisfaction
- Worked down aging accounts and track outstanding balances for services rendered
- Ensured that all collection activity is handled in a timely matter following specific protocols that change periodically
- Maintained Workman Compensation, No Fault and Third-Party Auto insurance cases.
Meltzer, Lippe, Goldstein & Breitstone, LLP
Billing Clerk/Office Administrator
09.2014 - 10.2017
Job overview
- Maintained all client and attorney files
- Edited and finalized client invoices as well as produced and mailed monthly statements
- Responsible for entering paid invoices and client payments into internal system
- Prepared attorney documents and exhibit binders for upcoming trials
- Coordinated and organized meetings between attorneys, paralegals, and clients
- Responsible for office inventory and maintenance
- Managed intake forms for incoming cases and closed out settled cases
- Gathered Attorney/Paralegal billable timesheets
- Responsible for all general office duties such as scanning, filing, and data entry.
- Verified accuracy of accounts payable payments, resulting in reduction in payment errors and check reissues.
Education
Wantagh High School, Wantagh, NY
High School Diploma
06.2012
Skills
- Problem-Solving
- Project Coordination
- Time Management
- Detail Oriented
- Critical Thinking
- Attention to Detail
- Customer Service
- Workload Management
- Strategic Planning
- Schedule Management
- Data Collection
- Customer Management
- Conflict Resolution
- Training and Development
- Research
- Spreadsheet tracking
- Remote Team Management
- Good Judgment
- Organizational Performance
Timeline
Project Coordinator
JS Held LLC
09.2023 - 05.2024
Accounts Receivable Collections Specialist
Display Technologies/Marmon Foodservice
12.2021 - 07.2023
Billing/Collections Clerk
ExamWorks
10.2017 - 12.2021
Billing Clerk/Office Administrator
Meltzer, Lippe, Goldstein & Breitstone, LLP
09.2014 - 10.2017
Wantagh High School
High School Diploma
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