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Skills

  • Lockbox fraud analysis
  • Customer success management
  • Cross-functional collaboration
  • Discrepancy identification and resolution
  • Budgeting proficiency
  • Software troubleshooting
  • Financial reporting and analysis
  • Customer service protocols
  • Payment processing
  • Banking institution coordination

Work Experiences

  • Accurately handled items totaling more than $4 monthly.
  • Achieved framework.
  • Had an excellent attendance record and was always on time for work.
  • Collaborated with 10 stakeholders.
  • Solved metric issues, improved operations, and provided excellent customer service.
  • Collaborated with lockbox operations and finance teams.
  • Transported HubSpot to several months customer locations.
  • Created personalized solutions for account discrepancies.
  • Achieved a 46% increase in daily transaction throughput.
  • Authored monthly reporting on key performance indicators.

Summaries

  • Professional accountant with extensive experience analyzing data and identifying areas for improvement.
  • Lockbox Specialist with over 15 years of experience who is efficient and detail-oriented.
  • With 17 years of experience, I'm a focused billing clerk.
  • Lockbox Specialist is a well-organized Miscellaneous with 6 years of experience.
  • Adept at servicing Miscellaneous clients’ lockbox needs.
  • Expert in payment processing to reduce outstanding debt, fees, and interest.
  • Costs were consistently reduced while profits were increased.
  • Achieved 29% accuracy in transactions.
  • Within Miscellaneous, senior Lockbox Specialist and outstanding performer in performance reporting and risk assessment.
  • Accomplished Lockbox Specialist with in-depth expertise in transaction reconciliation, improving department processing accuracy by 59% consistently.

Accomplishments

  • Reconciled 16 lockbox transactions per month, maintaining strict compliance with internal auditing standards.
  • Improved accuracy in daily cash balancing processes, achieving a 81% error-free record for $7 in lockbox receipts over 2023.
  • Analyzed batch transactions for 15 clients daily to ensure accurate and timely fee posting and record updates.
  • Resolved product issue through consumer testing.
  • Monitored 8 incoming financial transactions for timely processing, maintaining compliance with Service Level Agreements (SLAs) at 57%.
  • Processed 2 lockbox remittances daily for high-value accounts, maintaining a seamless customer experience and minimizing errors.
  • Led the enhancement of transaction throughput, reducing bottlenecks in key processing workflows by 29% without sacrifice to accuracy.
  • Designed and distributed monthly reporting dashboards for 13 stakeholders, improving transparency and decision-making velocity.
  • Reduced payment discrepancies by 41% through the implementation of an automated fraud detection protocol.
  • Developed a system for tracking discrepancies that reduced resolution time by 74% and increased accuracy in monthly financial reports.

Affiliations

  • International Council of Nurses
  • American Medical Informatics Association
  • Jaycees
  • Society for Human Resource Management (SHRM) for Finance Roles
  • Society of Women Engineers
  • International Association for IT Service Management (itSMF)
  • Customer Service Institute of America (CSIA)
  • Project Management Institute (PMI) for managing SLA adherence projects
  • PaymentsFirst, Inc.
  • American Society of Safety Professionals

Certifications

  • ServSafe
  • Lockbox Workflow Management Training from program
  • Certified ACH Processor from Beacon Labs
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Fundamentals of Electronic Funds Transfer (EFT) Systems - Vantage
  • Certified Regulatory Compliance Manager (CRCM)
  • Advanced Lockbox Software Training - metric
  • Fraud Detection & Prevention Certification from method
  • CompTIA Security+
  • Financial Data Analysis Certificate using Salesforce - Brightline

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