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Skills

  • Communications
  • Public speaking
  • Process implementation
  • Strong verbal communication
  • Business operations
  • Insurance billing
  • Supervision
  • Product testing
  • Conflict resolution
  • Credit and collections

Work Experiences

  • Was in charge of efficient cash flow reporting, posting cash receipts and analyzing chargebacks, as well as addressing and resolving issues on my own.
  • Examined departmental documents to determine how they should be distributed and filed.
  • Evaluated the needs of the client, provided quotes, and made recommendations for standard services.
  • Achieved results in Raleigh region.
  • Achieved 32% growth in annual revenue.
  • Entered data into the Power BI system, including payments, account information, and call logs.
  • Conducted an initial client assessment and analysis to begin the research process.
  • Minimized loss by directly negotiating payment terms with clients, achieving a 4% recovery rate on a consistent basis.
  • Built rapport and increased business revenue by hosting lunch-ins and program events for prospective clients.
  • Was in charge of 7 client accounts' dispute resolution and reconciliation.

Summaries

  • To keep accounts current, experts in accurately posting payments via bank statements, lock box, and credit cards.
  • Working with Agile and Scrum methodologies to meet project milestones within specified timeframes is a strong suit.
  • Multilingual and fluent in Mandarin and Spanish, with a strong grasp of cultural differences.
  • Over a 6-year period, sales were maximized.
  • System and metric have a proven track record.
  • Looking forward to taking on a new challenge with a successful team.
  • Internal reports capable of capturing data for reporting, DSO calculations, and monthly close activities.
  • Strong technical skills and experience in project management.
  • Accounts Receivable Specialist with 3 years of experience in financial services, collections, and customer service management in a variety of industries.
  • Category are well-understood.

Accomplishments

  • Designed and implemented a referral program, driving new business and contributing a 24% increase in overall customer referrals.
  • Actively contributed to the corporate risk management strategy, reducing client attrition by 73% through proactive relationship management.
  • Enhanced client onboarding processes, reducing onboarding time by 72% for new business accounts.
  • Design: Responsible for creative design for prominent category.
  • Identified
  • Documentation: Wrote and edited documents to keep staff informed on policies and procedures.
  • Established
  • Recommended
  • Advised
  • Integrated

Affiliations

  • Certified Commercial Account Manager (CCAM), method, 2016
  • Keynote Speaker, Account Growth & Optimization Summit Boston, 2023
  • Certified Professional in Customer Relationship Management (CRM), standard, 2024
  • Board Member, Bilingual Business Communication Association, category
  • Member, International Business Management Institute, standard
  • Certified in Regulatory Compliance for Account Managers (CRCAM), 2023
  • Member, Strategic Account Management Association (SAMA), process
  • Regional Representative, Association of Client Relations Specialists, process
  • Participant, Business Leadership Development Program - standard, 2024
  • Member, Global Alliance for Account Managers & Business Leads, 2020

Certifications

  • Certified Commercial Contracts Manager (CCCM) by NCMA
  • Microsoft Office Specialist (MOS)
  • Project Management Professional (PMP)
  • NACE Certified Corrosion Specialist
  • Certified Risk Management Professional (CRMP)
  • American Academy of Financial Management (AAFM)
  • Certified Business Relationship Manager (CBRM)
  • Certified Inside Sales Manager (CISM) by AA-ISP
  • Certified Management Accountant (CMA)
  • Google Certified Professional Cloud Architect

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