Tracy Wheaton
Sunnyvale
Summary
Pragmatic Cash Applications Specialist with excellent skill researching issues and conducting quality audits. Dedicates exceptional attention to detail, dynamic analysis skills and dedication to customer service. Smart and versed in accounting applications. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
23
23
years of professional experience
Work History
Cash Applications & Trust Specialist
Clark Hill PLC
08.2017 - Current
- Maintained strict client confidentiality in personal, telephone and email interactions to comply with preset standards and regulations.
- Used Type of Software to keep track of all data.
- Stepped in to assist front desk receptionist with switchboard when department was short-staffed.
- Processed incoming cash receipts in such forms as check, ACH and wire to customer accounts.
- Researched and rectified unapplied cash items.
- Applied cash and wires to corresponding customer accounts based on remittance details provided by customers.
- Identified and communicated customer payment discrepancies and worked directly with collections team for research and resolution.
- Filed reports and posted daily batches in system.
- Handled most issues and escalated those requiring manager involvement to correct contacts.
Accounts Receivable Specialist
Locke Lord LLP
09.2016 - 08.2017
Cash & Trust Specialist
Strasburger & Price LLP
10.2013 - 09.2016
Accounts Receivable Specialist
Thompson Coe Cousins & Irons LLP
01.2002 - 10.2013
- Submitted cash and check deposits and generated cash receipts to record money received.
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Education
Bachelor Of Science - Organizational Management
Wiley College
Marshall, TX05.1998
Military
US Air Force Master Sergeant, Retired
Timeline
Cash Applications & Trust Specialist
Clark Hill PLC
08.2017 - Current
Accounts Receivable Specialist
Locke Lord LLP
09.2016 - 08.2017
Cash & Trust Specialist
Strasburger & Price LLP
10.2013 - 09.2016
Accounts Receivable Specialist
Thompson Coe Cousins & Irons LLP
01.2002 - 10.2013
Bachelor Of Science - Organizational Management
Wiley College
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