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Summary

A highly experienced Accounting and Client Service professional in various industries such as manufacturing, financial, and produce logistics.  Proven track record in stepping in to ambiguous or loosely defined roles with strengths in procedural development, networking, effective resourcing, and tenacity for obtaining results, resulting in bottom line savings.  Service oriented with a keen eye for detail.  Recognized for "shining in the area of client service" based on consistent feedback from leaders, colleagues, and clients.

Skills

  •   Microsoft: Word, Excel, Access, Outlook, Visio, PowerPoint, & Sharepoint
  •   Oracle, JD Edwards, Get Paid, Dynamic Receivables, & Bill Trust
  •   Lotus Notes, Remedy, Ariba Buyer, Adobe Acrobat Standard, & Famous
  •   Data Entry Alphanumeric : 8439kph, Data Entry Numeric : 6966kph
  •   Typing : 68wpm, 1% error rate

Work History

Apr 2016Jun 2016

Customer Account Specialist III – Supervisor

SNI Companies (Accounting Now) for The Valspar Corporation
  • Performed Accounts Receivable maintenance of Valspar customer accounts as well as credit and collection operations while serving as a support to staff.  Responsibilities included making collection calls, reporting, fund allocation, billing, account reconciliation, processing credit applications, adjustments, and resolving client queries.
Jul 2013Mar 2016

Accounts Receivable Representative

Robinson Fresh / C.H. Robinson Worldwide
  • One of only two on a team of 25  to successfully meet the 2014 year end BONUS goal incentive for assigned portfolio with  balances over 120 days.
  • Consistently met individual monthly BONUS incentive goals by keeping invoice file totals at or below set parameters.
  • Processed accounts receivable client portfolio by reviewing past due, unpaid, short paid, or overpaid invoices seeking resolution by using multiple systems, client web portals, check remittances, BOLs (Bills of Lading), pricing contracts, transportation load information, working with Sales, or by direct client contact.  
  • Daily interaction with Sales and Clients regarding issues or disputes such as pricing, quantity, quality, or missing product.
  • Sent PODs (proof of delivery), BOLs and/or invoices, credit memos, or statements to clients upon request.
Sep 2012Dec 2012

Loan Processing Operations Analyst I

Aerotek Staffing Agency for Wells Fargo Home Mortgage
  • Duties included providing data validation and reconciliation of mortgage information against proprietary and non-proprietary systems, such as MERS, by examining scanned mortgage and loan documents and making corrections as needed.  Supported ad-hoc projects such as the Title Policy Research Project for the Final Docs Group.  Hit production and quality goals with first audit, after only a few weeks of training.

May 1998Feb 2009

Business Systems Analyst & Service Rep II

Ameriprise Financial

Business Systems Analyst I (Vendor Services AP Specialist) 06/2005-02/2009

  • Introduced a new method of managing investment department professional service accounts payables by creating an organized filing system for processed invoices, purchase requisitions and contract information.
  • Designed and implemented a Microsoft Access database to support the multi-million dollar professional service expense budget which enabled a seamless transition for reconciliation and budgeting processes initiated later that year.
  • Gained an in-depth understanding of the Ameriprise accounts payment process, improving the efficiency of the Investments Department procurement and accounts payables and ensuring the ability to provide timely payment processing to vendors, resulting in over $100,000 in savings to the budget the first year.
  • Provided annual and monthly forecast figures and accrual information to Finance.

Business Systems Analyst I (IT Help Desk Support Rep)  12/2000-06/2005

  • PROMOTED to the Investments Department and began a collaborative process with the Investments Department Technology Support Group to design, document, and implement a dedicated Investment Department Help Desk.
  • Provided Level I & II technical support by phone, Instant Messenger, and email for hardware and software issues, handling over 125 calls daily.
  • Initiated month-end issue analysis for reporting purposes for mid-level management.
  • Developed and maintained a knowledge database for hardware and software support.

Service Rep II (FINRA & State Insurance Licensing Rep)  05/1998-12/2000

  • Reviewed and submitted advisor U-4 securities registrations and terminations to FINRA.
  • PROMOTED within six months to complex "bonding" file U-4 registration processing team (processing files with required disclosure documentation based on affirmative answers to items such as financial issues or criminal activity).
  • Processed state life/health insurance licensing applications and company appointments for all East Coast advisors.
  • Supported Advisor licensing CALL CENTER, handling 100+ calls daily.

EDUCATION

Westminster College, Salt Lake City, UT

Attended : 09/1986-05/1989  Major : Accounting

Degree : Incomplete

Honors & Activities

American Express Customer Service Ethic Award, Shakopee Area School Classroom Assistant, Renaissance Festival Booth Attendant, MN Operation Nice, Habitat for Humanity, MN Special Olympics, Building Safety Floor Captain, Adopt-A-Highway Coordinator, JDRF Walk to Cure Diabetes, Photographer & Calligrapher