Representative, Credit Resume Sample
Mallory Weissnat
3956 Leo Parkway,
Boston,
MA
+1 (555) 749 9989
Work Experience
Senior Credit Portfolio Representative
02/2018
-
PRESENT
Phoenix, AZ
- Other PO business units re operational and customer service issues, projects, change implementation or system recoveries
- Open calls according to department procedure; identify the customer’s needs; perform suggestion selling; close the sale and follow-up; demonstrate knowledge of all lines of bedding
- Responsible for special projects and requests as needed
- Able to work overtime and shifts as needed
- Effectively represent the company’s best interest with customers
- Make administrative improvement recommendations
- Process Canon’s Customer Code new issuance and modification requests on a daily basis
Representative, Credit & Collections
03/2013
-
08/2017
Phoenix, AZ
- Experience of functional experience in Account Receivable / Credit
- Excellence communications skills (verbal & written)
- Excellent computer skills including Microsoft Excel & Office
- A commitment to quality and process improvement
- Great customer service experience an asset
- Experience with ERP systems preferably JDE/SAP
- Issue Refunds to insurance
- Issue Inquiries
Temp Credit & Collection Asst Representative
10/2007
-
02/2013
Boston, MA
- Demonstrate proactive risk management by utilizing AR systems/statements, calculate and understand customer’s balances, assess risk and make recommendations to management for company intervention/execution
- Three (3) + years’ experience in Accounts Receivable and/or Collections is required
- Intermediate financial analytical skills (ability to utilize AR systems and statements; ability to calculate/understand customer’s balance, assess risk and make recommendations for execution) is required
- Notify customers that were declined in a courteous and professional manner; always maintaining confidentiality and the customer’s self esteem
- Recommend revision to ‘Bill To’ records to inactive status based on account dormancy
- Responsible for all collections activities on the assigned portfolios. Activities include minimizing balances on customers’ accounts, timely escalation/resolution of disputes and collection issues through leverage of professional relationships with internal and external customers
- Computer literate and previous experience with Microsoft Excel, Outlook, and ideally Access is essential
- Experience with SAP and FSCM is an advantage
Education
Grand Valley State University
2002 - 2006
Bachelor's Degree in Management
Professional Skills
- Possess strong decision making, problem-solving and analytical skills with particular attention given to detail and accuracy
- Utilize active listening skills to take control and resolve
- Providing accurate and informed responses to customers (internal external) queries through correspondence and telephone contact
- Preparing reports to aid management and perform account and customer reconciliations as necessary
- Maintain a clean aging by resolving customer adjustments in a timely manner
- Dealing with and processing claims/invoices required
- Adapt quickly to changing customer expectations and needs
How to write Representative, Credit Resume
Representative, Credit role is responsible for excel, insurance, digital, security, training, credit, languages, intermediate, communications, analytical.
To write great resume for representative, credit job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Representative, Credit Resume
The section contact information is important in your representative, credit resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Representative, Credit Resume
The section work experience is an essential part of your representative, credit resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous representative, credit responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular representative, credit position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Representative, Credit resume experience can include:
- Contact customers for accounts receivable balances and meeting daily call quota provided by management
- 3) Issue Refunds to patients
- 4)Review credit balances on accounts
- 5) Resolve credit balances by correct adjustment
- Monitor, protect, and manage the company's investment in accounts receivable
- Manage individual portfolio of customers for collections
Education on a Representative, Credit Resume
Make sure to make education a priority on your representative, credit resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your representative, credit experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Representative, Credit Resume
When listing skills on your representative, credit resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical representative, credit skills:
- Good interpersonal skills to interact with both internal and external customers
- Verifies accuracy of adjustments posted to the account prior to initiating a refund, including UCR guidelines
- Experience using a 10-key calculator for basic accounting
- Experience processing medical insurance and patient refunds in a hospital facility
- Maintain good relations with external and internal customers
- Self-starter who is comfortable taking the initiative
List of Typical Skills For a Representative, Credit Resume
1
Skills For Representative, Credit & Collections Resume
- Detail-oriented and thorough follow-up skills
- Develop meaningful relationships; timely and accurately respond to customer questions and needs
- Regularly required to sit, talk, hear, use hands to finger, handle, or feel; occasionally required to stand and walk; requires close vision, and ability to adjust focus
- A DAY IN LIFE
- Identify problems find appropriate solutions
- Works in office and occasionally at plants, terminals, warehouses and other facilities
- Initiation fee and Weekly Dues (applies to applicants who are not currently members of UWUA, Local 601)
2
Skills For Credit Balance Representative Resume
- Knowledge of PC Programs (Microsoft Office, Outlook, IBM Notes, SAP ECC, SAP CRM and web applications
- Intermediate level of knowledge of Word, Excel, FOCUS, CRM, REX, Outlook, ServicePower, and IPL
- File liens to protect accounts receivable under the assigned customer portfolio
- Handle sensitive customer issues
- Process and complete daily lien waivers and releases
- Present collection updates to management on individual customers
- Partner with all lines of business to ensure total customer satisfaction
3
Skills For Credit Union Representative Resume
- Achieve monthly DSO and collection percentage goals
- Adhere to all CEMEX, OSHA, and MSHA rules and regulations at all times and wear proper safety equipment while on plant grounds
- Issue credit to the dealer to distributor accounts for product replacement in accordance with departmental policy and procedures
- Customer service required
- Explains billing cycles, processes, and prorates to ensure that customers understand their statements.-Corrects discrepancies on customers' billing statements and researches customer billing situations as necessary
4
Skills For Senior Credit Portfolio Representative Resume
- Reviews credit balances to assess whether a refund is applicable based on the accuracy of billing, insurance payments, contractuals and adjustments. Completes all appropriate documentation to support each refund for approval according to departmental policy
- Reviews each payer and the contract guidelines for refund timelines
- Appeals any correspondence requests for refunds that are inappropriate
- Documents all accounts with detailed notes of action taken to resolve credit balance
- Reviews electronic and manual payer EOBs to determine contractual, denials, adjustments, and patient responsibility
- Prints all backup documentation associated with refund
- Makes copies of all pertinent information for the refund to be mailed with the refund check
5
Skills For Temp Credit & Collection Asst Representative Resume
- Mails all refund checks timely
- Logs refund batches on daily refund spreadsheet accurately
- Completes payment transfers and corrects adjustments
- Interview residential and commercial customers concerning collection and credit problems including, but limited to: discontinuance reminders and notices for delinquent energy, security deposits and sundry sales payment arrangements, shut-offs for non-payment, responsibility for charges and explaining related company policies and BPU Tariff regulations
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