Collaborative leader partners with coworkers to promote engaged, empowering work culture. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
8
8
years of professional experience
Work History
Risk Management Representative 1
Intuit
08.2023 - Current
Led cross-functional teams to align processes with organizational goals.
Developed and implemented strategies to enhance customer experience and satisfaction.
Analyzed performance metrics to identify areas for operational improvement.
Facilitated training programs to strengthen team capabilities and knowledge retention.
Risk Management Representative
Intuit, Inc.
02.2021 - 08.2023
Researched, analyzed, and evaluated credit data to assess financial conditions and risk exposure, making recommendations consistent with company credit quality policies and guidelines.
Conducted thorough analysis of customer financial statements, credit histories, and billing disputes; prepared settlement requests and recommendations for management approval.
Served as liaison between creditors and customers; managed overdue accounts and negotiated resolutions while maintaining compliance with regulatory requirements.
Communicated clearly and effectively with multiple stakeholders regarding credit status, priorities, and expectations across competing priorities.
Performed skip tracing and maintained accurate customer data in systems of record, demonstrating strong attention to detail.
Supported operational needs across multiple departments; adapted to changing products, services, and policies in a fast-paced, fluid environment.
Service and Support Specialist, Collections
Intuit, Inc.
11.2018 - 02.2021
Maintained computer and physical filing systems to ensure accurate, up-to-date credit documentation and customer records.
Prepared vendor invoices and processed incoming payments, demonstrating proficiency in financial transaction management.
Met challenging productivity and accuracy quotas while handling multiple tasks simultaneously under deadline pressure.
Received, screened, and routed incoming calls; provided complete meeting support including preparing materials and documentation.
Leveraged advanced Microsoft Word and Excel skills to support operational needs across multiple departments.