Captlady94 Jones

Updated account statuses and made collections calls to monitor overdue payments. Contacted clients to arrange debt payoffs and maintained accurate records of collection activity.

Reviewed accounts receivable aging, utilizing VLOOKUP to update notes and researching disputed balances. Maintained customer credit limits and payment terms while responding to inquiries and logging collections notes in an ERP system.

Managed a high-volume customer portfolio using Excel and customer portals, contacting clients regarding payment status. Resolved unpaid invoice disputes by identifying root causes and collaborating with internal teams. Oversaw dispute resolution and performed account reconciliations.

Investigated billing discrepancies and implemented solutions to prevent recurrence. Worked with delinquent account holders to reconcile accounts and developed repayment plans.

Conducted follow-up on assigned accounts, meticulously documenting all customer communication. Reviewed unapplied payments and led monthly accounts receivable conference calls. Revised invoices as needed.

Initiated contact via phone and email with internal and external customers. Utilized VLOOKUP in Excel to review past dues in aging reports. Managed a $12 million portfolio, resolving discrepancies and deductions.

Monitored past-due accounts within a $6.7 million portfolio. Conducted customer credit reviews using D&B reports. Utilized Excel Pivot Tables to identify problem accounts and approved credit applications up to $30,000.

Managed a $5.2 million portfolio, including major accounts like Lockheed Martin and Coca-Cola. Analyzed customer creditworthiness for over 30 sales offices. Reviewed AIA documents.

Read contracts to determine payment terms and led weekly collections meetings via teleconference. Managed credit hold reports and maintained accurate aged trial balance reports in Excel.