Tyler Smith

• Reviewed billing problems, researched issues, and resolved concerns.
• Conducted performance reviews and implemented improvement plans.
• Trained and mentored staff on procedures, compliance requirements, and collections techniques.
• Managed monthly billing process to complete billings and returns to meet company revenue recognition policies.
• Worked with customers to develop payment plans and bring accounts current.
• Developed strategic plans for day-to-day financial operations.

• Prepared vendor invoices and processed incoming payments.
• Maintained good working relationships with vendors and resolved disputes.
• Reviewed vendor invoices for appropriate documentation and validity prior to payment.
• Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
• Investigated daily variances and corrected errors to resolve discrepancies.
• Maintained payable shared email inbox and digitized invoices for processing.
• Proved successful working within tight deadlines and fast-paced atmosphere
• Led projects and analyzed data to identify opportunities for improvement
• Managed 2-5 Direct Reports

• Post Sales account Management by maximizing revenue and achieved enterprise operational and marketing goals by effectively managing high-value business partnerships
• Collaborated with cross functional teams to deliver end user experience by migrating asset movements
• Supporting all aspects of new account creation from Check Requests, account transfers, Lockbox management, ACH transfers Cash processing
• Communications via email and phone to facilitate with third party to complete all customer requests
• Processed high volume accounts receivable of up to 100 items per day

Key Accomplishments:

• Decreased cash processing errors 50% by implementing standard operating procedures, documenting optimal workflow, and creating processing item checklist
• Increase production 35% by initiating use of client tracking log Created and managed knowledge base to offer staff immediate informational access to client tracking by implementing tracking log to increase production of items by 35%
• Coordinated and led all aspects of key system integrations across business units as department head
• Liaised between clients and support team to resolve issues quickly and effectively.
• Prepared documentation, finalized sales and maintained records.

• Investigated and resolved complex system and financial issues and monitored responses to client service requests
• Researched appropriate plan system initialization to comply with FINRA and SEC regulations and partnered with IT to fast track required technical upgrades
• Implemented new process improvements for team to ensure timely responses to client requests, improving client experience and reducing turnaround time
• Investigated and resolved customer complaints to foster satisfaction
• Triaged and facilitated resolution of issues and complaints by all plan advisors and plan managers

Key Accomplishments:

• Developed team training document for new laws and regulations; improved overall team knowledge by 10%.

• Resolved high volume of client service tickets in fast-paced environment and monitored responses for accuracy and professionalism
• Trained and mentored new Account Administrators/Coordinators, providing ongoing support and guidance to seasoned employees
• Coordinated with team members to proactively address customer service and operational issues
• Received and processed account payable items on daily basis
• Issued payments to process via nightly check run
• Followed up on all outstanding items and researched root cause of issue using various methods

Key Accomplishments:

• Decreased calculation errors 25% by instituting monthly Benefits Department meetings, increasing collaboration and consistency
• Implemented web-based interface for all research and training materials, reducing training time required by 50%

• Processed complex, high exposure transactions by performing manual calculations and proactively resolving exceptions
• Built strong relationships with internal/external clients by communicating professionally by email, fax and by phone
• Created proper audit trail by documenting detail explanations and inputting error counts to accurate track quality
• Recognized by management for continuously exceeding company standard of excellence for quality control numbers of over 98.5%
• Demonstrated extensive financial and system expertise; chosen to mentor Account Administrators