Results-driven Client Service Professional with extensive experience supporting client satisfaction, onboarding, and compliance. Proven ability to manage cross-functional collaboration, improve processes, and deliver high-quality service while maintaining data integrity and regulatory standards.
Overview
13
13
years of professional experience
Work History
Senior Program Services Specialist
People 2.0
Denver, CO
06.2018 - 10.2024
Managed daily department operations to ensure timely and effective responses to client needs
Maintained compliance with company standards and regulatory requirements across field operations
Educated clients on best practices, policies, and procedures to ensure compliance
Captured and maintained accurate data throughout onboarding processes across multiple systems
Collaborated cross-functionally with Payroll, Accounts Receivable, Finance, HR, Risk, and Compliance teams
Tracked and reported missing documentation in alignment with client requirements
Developed and maintained organized client records for audit readiness and operational efficiency
Identified and escalated complex issues to appropriate stakeholders for resolution
Adapted to evolving policies and ensured consistent adherence across processes
Provided ongoing contractor support throughout the full client lifecycle
Accounts Receivable Specialist
ProBuild / Builders FirstSource
Denver, CO
12.2012 - 03.2018
Generated and distributed weekly ACH reports to support collections efforts
Reconciled payment receipts across multiple ERP systems with high accuracy
Investigated and resolved billing and cash application discrepancies
Partnered with management to develop training materials and onboard new staff
Collaborated with Credit teams to resolve account issues efficiently
Posted daily lockbox, EFT/ACH, and manual payments to customer accounts
Ensured reconciliation of all batches within Open Scan systems
Researched deposits, purchase orders, and builder data to resolve discrepancies
Accounts Receivable Lead
SourceCorp
Englewood, CO
06.2011 - 09.2012
Analyzed and processed complex data requests and special projects
Managed scheduling using labor management tools to improve productivity
Reported project status updates to upper management
Posted accounts receivable transactions to journals and general ledgers
Prepared daily financial reports and supported month-end closing processes
Performed quality control reviews on financial transactions and staff output