Jaime Cao

I am a bilingual agent who has developed his communication skills in different professional fields. My proactivity has provided me with a wide range of experience with which I have developed different activities together with various work teams and learning from my senior staff. By having a high sense of respect, my core values has allowed me to carry out my activities leading efficiently until reaching the objectives.

Account Receivable/ Customer experience - Udemy, Inc. - CDMX, Hybrid

(2025-01)

• Follow up collections to minimize overdue and contact with customers when overdue.
• Provide to customers necessary documentation to make payments, payment options and statements.
• Fill vendor forms with company's information.
• Upload invoices to customer platforms and SAP in timely manner.
• Update invoices with PO's, shipping addresses and primary contact information.
• Manage AR inbox.

Accounting/ Customer experience - The Management Trust - Corona, California/ Remote

(2023-01 - 2024-12)

• Accounting services for HOA companies. Provide to HO information about their statements, balances, payment plans and services included on their assessments.
• Negotiation, take payment method information, process payments and enroll automatic payments.
• Manage documentation with tenants and escrow companies.
• KPI objectives: Quality 100%, Productivity 100%, Recovery rate 100%.
• Google suite usage.

Account Receivable/ Manager's assistant - SeaPool - Cancún, Qroo

(2021-01 - 2022-12)

• I was in charge of the administration, generate invoces send statements to customers, follow up calls to verify that receive it.
• Collect amounts from customers.
• I achieved an expansion of the B2B client portfolio by 200% with a reach in lead generation of 100%.
• Manager's agenda management, meeting coordination, travel management. Maintenance operations supervisor.
• Schedule maintenance services.

Billing analyst/ Collections agent/ Customer service - N.R. Finance Mexico - Aguascalientes, Ags

(2018-01 - 2020-12)

• Bilingual collection agent for automotive financial services in the United States by phone.
• KPI objectives: Quality 100%, Productivity 100%, Recovery rate 100%.
• Provide to customer a full explanation on their bills, give asistance with payment procedures and Nissan Motors Acceptance Corporation website usage.
• Customer facing role ranked as Best Performance Analyst

Master's degree - Project Management - Universidad del Valle de México (2018-01 - 2021-12)

Degree - Automotive Mechanical Engineering - Universidad de Ciencias y Desarrollo (2012-01 - 2017-12)