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Collection Specialist with 8+ years of financial and portfolio management
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Competencies
Handled collections, payment processing, and reconciliation of various payment methods and account discrepancies.
Prepared comprehensive financial reports detailing outstanding balances and account statuses for clients.
Conducted cadence calls and correspondence with customers and internal teams to resolve account issues.
Utilized MS Excel, MS Word, SAP, and Atlas Portal for data management, reporting, and account tracking.
Education
Languages
Summary
Dedicated professional with over 8 years managing collections, portfolio analysis, and financial reporting. Skilled in reconciliation, client communication, and using technical tools like SAP and MS Office Suite. Proven ability to manage diverse portfolios and implement effective collection...
Key Achievements
- Resolved payment discrepancies and collected overdue balances, improving cash flow efficiency.
- Managed diverse portfolios, including U.S. clients, ensuring accurate reconciliation and processing of payments.
- Conducted regular client and internal team calls, fostering effective communication and strategic account resolution.
Experience
Collection Specialist
Responsible for resolving payment discrepancies and collecting overdue balances through professional correspondence, telephone conversations, and conference calls in coordination with customers and internal teams, utilizing Root Cause Analysis (RCA)., Perform billing adjustments and contract...
Senior Portfolio Analyst
Senior Portfolio Analyst responsible for managing a diverse range of U.S.-based clients., Reconciled and processed various payment methods, including checks, EFT, and ACH transactions., Oversaw significant portfolios across different customer segments, conducted collection activities, and gained a...