Accounts Receivable and Collections Specialist - BSH
(2025-05)
- Process incoming payments and invoices accurately and efficiently, reconcile accounts and resolve any discrepancies in a timely manner.
- Communicate with clients and vendors regarding payment and billing inquiries.
- Collaborate with stakeholders to improve processes and procedures.
- Record and apply payments (checks, ACH, wire, credit card).
- Proficiency in SAP Modules.
- Perform anu ad-hoc projects as assigned by management independently leading cross-functional teams proactively.
- Used Billtrust to support receivable collections, monitor aging reports, follow-up with customers on overdue balances and document collection activities.
- Leverage Billtrust to streamline invoice delivery, payment tracking and collections while maintaining accurate customer account records.
Accounts Receivable Clerk - WellsFargo
(2021-09 - 2025-04)
- Working with MRI Software to Cash Receipts, Deposit Checks, Record and File Cash Receipts
- Monthly Financials
- Monthly Rent Ups
- Monthly Bank Reconciliation
- Resolve Invoice Discrepancy Issues
Project Coordinator - Mr. Cooper
(2019-06 - 2021-09)
- Managed all communications between the business and clientele, providing exceptional customer service to each individual client.
- Responsible for scheduling and coordinating for multiple client sites.
- Prepared and communicated daily reports to clients regarding each guard's shift, informing them of any issues, incidences, actions taken, etc.
- Managed operations for guards in relation to onsite duties, timesheets, and payroll.
- Directed and handled incoming calls from both clientele and residents.
- Prepared and reported monthly financial statements.
Disbursement Associate - Title 365 Blend
(2016-07 - 2019-05)
- Handled daily disbursement of escrow transactions by confirming file accuracy for disbursement.
- Printed checks issued wires and followed the specific instructions of the borrower to ensure compliance with transaction.
- Facilitated the research and resolution of outstanding checks weekly.
- Communicated receipt and status of loan package with submitting loan officer.
- Coordinated mortgage payoff.
- Acquired and distributed tax documents, HOIs, Judgements, with required invoices and affidavits.
- Contact customers for additional documentation when further information is required.
- Obtained all necessary documents to prepare the release for recordation for the customer once the mortgage obligation has been fully satisfied.
- Prepared manager reports regarding loan processing activities including status/production reports.
Accounts Payable and Receivable/ Collections Specialist - PNC Financial Services
(2014-07 - 2016-06)
- Provided support for all customer related inquiries and issues.
- Updated and maintained records of expenditure.
- Responsible for handling client and vendor invoices.
- Ensured all payments are made in accordance with Company policy.
- Ensured payments are sent in a timely matter.
- Resolved payment discrepancies and disputes on behalf of the Company.
Loan Document Specialist - Union Bank
(2012-03 - 2014-05)
- Prepare loan disclosure to meet compliance.
- Audit and approve loan in Decision Pro and set closing.
- Order title reports, UCC fillings and maintain credit/documentation files.
- Upload approvals and related items for documentation.
- Draw loan docs and review escrow fees and CD to meet compliance.
- Create CRM case for loan advance requests to loan admin for processing.
- Process all Decision Pro denied and withdrawn loans in accordance with Adverse Action procedures, including uploading.
- Prepare Decision Pro loan files for submission to loan admin for booking.
- Assist with monitoring commercial real estate's Construction loans throughout the funding process.
Processor/ Funding - Emirates NBD Bank
(2010-11 - 2012-01)
- Analyzed loan closing documents finalized loan requirements and signed off conditions.
- Prepared initial CD and final CD follow closing agents' fees.
- Reviewed Appraisal, Preliminary Title Report Credit Report, LE, CD, and final documents for approving fees.
- Responsible for completeness and consistency of loan packages.
- Verified income for accuracy on loan documents, rate lock, and property tax forms.
- Provided timely and accurate customer service to Loan Officers and escrow companies.
- Audited loan files to ensure loans are in compliance with federal and state laws & regulations, and company policies & procedures.
- Drew docs and funded loans.
- Requested wiring of funds to closing agents.
- Reviewed approved settlement statements and title commitments.
- Reviewed collateral documents for accuracy and completeness.
- Knowledgeable of investor guidelines for credit risk, funding, shipping and post-closing.
- Followed up outstanding conditions to clear suspend from investors.
- Assisted processing, post-closing and servicing departments with additional duties as needed.
- Reviewed final loan documents such as deed of trust, riders, final title policy, and endorsements.
