Summary
Overview
Work History
Education
Skills
Timeline
Generic

SHAWNA BOLEY

Des Moines

Summary

Seasoned Office Manager offering leadership experience in administrative positions. Well-versed in industry practices and procedures. Top-notch management abilities in financial, personnel and clerical areas. Organized Office Manager with noted experience in administrative management. Prioritize projects and multitask effectively to achieve project goals. Methodical and detail-oriented team player with expertise in team leadership. Offering these skills an strong work ethic.

Overview

25
25
years of professional experience

Work History

Accounts Receivable Collections Specialist

Waste Solutions Of Iowa
02.2024 - Current
  • 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.
  • Generated financial statements and reports to detail accounts receivable status.
  • 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.
  • Reduced delinquency for assigned customer accounts Number%.
  • Facilitated timely collections by promptly issuing invoices, credit memos, and account statements as needed.
  • Maintained accurate records of all collections activities, ensuring compliance with company policies and procedures.
  • Assisted in monthly closings by reconciling accounts receivable ledgers and preparing aging reports.
  • Participated in cross-functional projects to improve overall finance department performance and efficiency.
  • Streamlined collection processes, implementing effective strategies to maximize recoveries.
  • Provided valuable input for process improvement initiatives aimed at optimizing revenue cycle management operations.
  • Identified trends in customer payment behavior, recommending proactive measures to mitigate risk.
  • Contributed to improved financial forecasting with regular analysis of accounts receivable data and trends.
  • Collaborated with the sales team to address credit issues and prevent potential losses.
  • Managed high volume of accounts while maintaining excellent attention to detail in tracking payments and identifying discrepancies.
  • Reduced delinquencies with consistent follow-up on overdue invoices and negotiating payment arrangements.
  • Increased efficiency by automating routine tasks, enhancing accuracy in reporting and reducing manual effort.
  • Strengthened internal controls related to accounts receivable management, reducing errors and improving accountability.
  • Boosted customer satisfaction levels with clear communication regarding billing inquiries or discrepancies.
  • Expedited dispute resolutions through proactive communication with clients and internal departments.
  • Enhanced client relationships through professional communication and prompt resolution of disputes.
  • Ensured regulatory compliance by staying current on industry standards, best practices, and relevant legislation.
  • Improved cash flow by diligently monitoring and collecting outstanding accounts receivable balances.
  • Prepared and mailed invoices to customers, processed payments, and documented account updates.
  • Followed up overdue payments and payment plans from clients to establish good cash flow.
  • Submitted cash and check deposits and generated cash receipts to record money received.
  • Monitored accounts to verify compliance with payment terms and schedules.
  • Utilized Microsoft Excel, QuickBooks and Oracle software to manage invoices and payments.
  • Negotiated payment arrangements with customers to establish timely receipt of payments.
  • Reconciled accounts receivable ledger to verify payments and resolve variances.
  • Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
  • Responded to customer inquiries and provided detailed account information.
  • Maintained accurate records of customer accounts, payments and payment plans.
  • Monitored customer accounts for payment delinquency and initiated collection efforts.
  • Contacted customers to discuss past-due accounts and negotiated payment plans.
  • Worked with customer to create debt repayment plan based on current financial condition.
  • Established relationships with customers to encourage payment of delinquent accounts.
  • Listened to customers and negotiated solutions that met creditor and debtor needs.
  • Entered client details and notes into system for interdepartmental access and review.
  • Processed debtor payments and updated accounts to reflect new balance.
  • Researched billing errors and discrepancies to initiate corrective action.
  • Located customers with overdue accounts and solicited payment in compliance with fair debt collection practices.
  • Analyzed customer financial records to determine appropriate payment plan.
  • Generated and distributed monthly customer statements.
  • Developed and documented collection procedures and policies to comply with government regulations.
  • Deployed automated system tracking and skip tracing to locate hard-to-find, re-located customers.
  • Initiated repossession process or service disconnection upon failure of other collection methods.
  • Prepared and submitted legal documents to initiate court proceedings.
  • Compiled and analyzed data for review by senior management of loan loss reports to measure portfolio performance.
  • Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate.
  • Investigated customer credit references and approved credit lines.
  • Assisted in the development of company-wide credit policies that supported both growth objectives and risk mitigation efforts.
  • Supported company growth by evaluating creditworthiness of new customers before extending credit terms.

Customer Service

SenecaFTI
03.2023 - 03.2024
  • Handle customer complaints, provided appropriate solutions and alternatives within appropriate time limit; follow up to ensure resolution
  • Keep records of customer interactions, process customer accounts and file documents
  • Follow communication procedures, guidelines and policies
  • Take the extra mile to engage customers
  • Manages the shipment and receipt of all products, materials and supplies
  • Order entry accuracy
  • Collaborates and communicates with logistics technicians, customer service representatives, service providers, and others involved in the shipment and receipt of products
  • Maintains a clean, neat and member ready area
  • Promptly unloads trucks and deliveries and sorts and stocks receivables
  • Maintains an accurate log sheet of daily moves, scanning inventory, and counting accurately
  • Engages with vendors and drivers with a positive attitude

Guest Services

La Quinta Inns & Suites
02.2023 - 02.2024
  • Responsible for checking in/out guest, cleaning, payment collection, audit reports, food preparations, reservations

Office Manager

Arc source Midwest
08.2014 - 01.2023
  • Maintained computer and physical filling system
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving
  • Optimize organizational system for payment collections, AP/AR, deposits and recordkeeping
  • Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel
  • Managed office operations while scheduling appointments for department managers
  • Coached new hires on company process while managing employees to maximize production
  • Managed budgets, appointment scheduling, employee and event itineraries and accounts to improve productivity initiatives
  • Coordinated special projects and managed schedules
  • Compared vendor prices and negotiated for optimal savings
  • Evaluated employee records and productivity to complete employee evaluations
  • Monitored and evaluated personnel performance to complete annual reviews, recommend advancement or address productivity concerns
  • Arranged corporate and office conferences for company employees and guest

Document Technician

Principal Residential Mortgage
06.2001 - 11.2004
  • Document liaison with multiple mortgage holders
  • Maintained computer and physical filing system for all mortgage documents

Mailroom Technician

Principal Residential Mortgage
09.1999 - 06.2001
  • Maintained incoming/outgoing mail, fiche printing

Education

Accounting -

Hamilton Business College
09.2002

Skills

  • Policy and Procedure Modifications
  • Office Management
  • Intuit Quickbooks
  • Accumatica
  • Report Preparation and Analysis
  • Budgetary Planning
  • Staff Training
  • Team Management
  • Preparing Proposals
  • Sales tax filing
  • Executive Travel
  • Inquiry request
  • Hotel Accommodations
  • Office Supplies and Inventory
  • Sorting and delivering Mail
  • Payroll Administration
  • Cash Flow and reconciliations
  • Profit and Loss Statements
  • Deposit Collection
  • Vendor Liaising
  • Monthly Closings
  • Travel Arrangement
  • Management
  • Biweekly Payroll Processing
  • Account and Ledger reconciliations
  • Travel coordination
  • Confidence and Drive
  • Adaptable and Resilient
  • Employee Timesheet Processing
  • Maintenance Requirements
  • Mail and Package distribution
  • Collecting Statements
  • Employee Motivation
  • Office Equipment Management
  • Managing Appointments
  • Invoice
  • Payments
  • Invoice processing
  • Credit analysis
  • Cash application
  • Dispute resolution
  • Payment negotiation
  • Accounts monitoring
  • Collection strategy
  • Debt collection
  • Customer service support
  • Accounts receivable
  • Relationship building
  • Strong client relations skills
  • Microsoft Excel
  • Financial records and reporting
  • Collections
  • Data inputting
  • Accurate payment posting
  • Account reconciliation
  • Investigative research
  • General ledger
  • Payment management
  • Financial reporting
  • Team bonding
  • Month-end closing procedures
  • Process improvements
  • Invoicing proficiency
  • Bookkeeping
  • Aging reports analysis
  • Financial software
  • Credit management
  • Invoice preparation
  • Financial management
  • Credit and collections
  • Information gathering and analysis
  • Statement preparation
  • Cross-functional team collaboration
  • Generally accepted accounting principles
  • Department oversight
  • Policy development
  • Audit procedures
  • Finance
  • Research and due diligence
  • Financial statements expertise
  • Payment posting
  • Codes reviewing
  • Fiscal reporting
  • Coding proficiency
  • Spreadsheets and journal entries
  • Accounts receivable expertise
  • Billing dispute resolution
  • Statement issuing
  • Contract reviewing
  • Adjustment posting
  • Data entry and management
  • Bill processing
  • Organization skills
  • Teamwork
  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Time management
  • Attention to detail
  • Problem-solving abilities
  • Multitasking
  • Updating customer accounts
  • Multitasking Abilities
  • Reliability
  • Excellent communication
  • Critical thinking
  • Clear communication
  • Organizational skills
  • Team collaboration
  • Active listening
  • Effective communication
  • Adaptability and flexibility
  • Verbal and written communication
  • Debt settlement
  • Data entry skills
  • Creative problem solving
  • Decision-making
  • Debt recovery
  • Payment scheduling
  • Microsoft office
  • Documentation and recordkeeping
  • Documentation skills
  • Professional ethics
  • Negotiation and resolution
  • Team building
  • Analytical and critical thinking
  • Task prioritization
  • Work Planning and Prioritization
  • Self motivation
  • Interpersonal skills
  • Client relationship management
  • Point-of-sale system
  • Claims processing
  • Payment plan management
  • Credit control
  • Legal compliance
  • Skip tracing

Timeline

Accounts Receivable Collections Specialist

Waste Solutions Of Iowa
02.2024 - Current

Customer Service

SenecaFTI
03.2023 - 03.2024

Guest Services

La Quinta Inns & Suites
02.2023 - 02.2024

Office Manager

Arc source Midwest
08.2014 - 01.2023

Document Technician

Principal Residential Mortgage
06.2001 - 11.2004

Mailroom Technician

Principal Residential Mortgage
09.1999 - 06.2001

Accounting -

Hamilton Business College

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SHAWNA BOLEY