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Skills

  • PeopleSoft and Essbase
  • Tax accounting
  • Individual tax returns
  • National accounts
  • Client relationship management
  • Developing local contracts
  • Staff development
  • Payment plan negotiation
  • Risk advisory
  • SPSS/STATA/SAS software proficient

Work Experiences

  • Account status records and collection efforts were updated.
  • Completed Power BI on time and promoted the effectiveness and benefits of Adobe Creative Suite.
  • Had planned ahead.
  • Was in charge of customer product implementation.
  • Long-term relationships with policyholders and small businesses were developed and maintained by me.
  • Trained a team of 18 framework, resulting in increased profits and a 4% return on investment.
  • Coached and trained a team of 6 salespeople who were responsible for servicing system accounts.
  • Communicated with territory, regional, and strategic managers on a daily basis for account support and strategic planning.
  • Tracked down past-due accounts and contacted account holders to make payment arrangements.
  • Won

Summaries

  • Excellent interpersonal and conflict resolution skills.
  • Successful in resolving collections issues, discrepancies, and late payments in a timely manner.
  • CPA with nearly three years of progressive public accounting experience serving high net worth individuals, C corporations, S corporations, partnerships, estates, and trusts.
  • Collections Agent is a dynamic and highly qualified Collections Agent who has a thorough understanding of accounting principles, taxation policies, and income tax procedures.
  • Familiar with the regulatory and legal framework that applies to standard businesses.
  • Deadline-driven
  • Results-oriented, with a track record of meeting collections targets.
  • Efficient Collections Agent with skills in team leadership and performance reporting.
  • Communication, multitasking, and conflict resolution skills are all important.
  • To boost long-term growth, be proficient in product monetization and mobilization strategies.

Accomplishments

  • Researched
  • Marketing: Implemented marketing strategies which resulted in metric growth of customer base.
  • Monitored
  • Established
  • Integrated
  • Reduced
  • Protective Services: Applied safety procedures and policies as outlined in Department Safety Manual.
  • Process Improvement: Created new departmental procedures manual. Assessed organizational training needs.
  • Consulted
  • Increased sales 18% over two years.

Affiliations

  • Global Fraud Prevention and Recovery Network
  • Society of Women Engineers
  • American Society of Safety Professionals
  • International Association of Administrative Professionals
  • International Council of Nurses
  • Lions Club
  • CS Institute of Credit Management (ICM) - Continuing Education Partnership
  • International Institute of Financial Forensics
  • International Association of Commercial Collectors (IACC)
  • Chartered Institute of Arbitrators (CIArb)

Certifications

  • Project Management Professional (PMP)
  • Account Management & Maintenance (AMM)
  • Credit Risk Analysis Certification
  • Government Finance Officers Association Certificate
  • Credit and Accounts Receivable Management Certification
  • FDCPA
  • Advanced Telephone Collection Techniques (ACA International)
  • Certified Debt Recovery Agent (CDRA)
  • Customer Data Privacy and Security Compliance Asana
  • Certified Protection Officer (CPO)

Collections Agent resume examples

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