Industry:Accounting / Audit / TaxEmployment Period:March 2020 to May 2022 (26 Months)Duties and Responsibilities:
- Monitor accounts to identify outstanding debts
- Investigate historical data for each debt or bill
- Find and contact clients to ask about their overdue payments
- Take actions to encourage timely debt payments
- Process payments and refunds
- Resolve billing and customer credit issue
- Update account status records and collection effort
- Report on collection activity and accounts receivable status
- Admin task
- Customer service orientation and negotiation skills
- Handling Escalation calls Accomplishment
- Meet and exceeds metrics and KPIs
- Mark has worked for 8 years catering to clients in the US, Canada, and Australia.
- He started working last 2014 as a Customer Service Representative/Appointment Setter for 2 years where he was exposed to sales. He was a top agent and eventually got promoted to manager.
- For the past six years, he has competently supported the following tasks:
- accounts receivables
- accounts payables
- bank reconciliation
- payment processing
- invoicing
- He is confident that he has strengthened his skills in customer service and leadership capabilities.
- He is available to start immediately.
Predictive Index Behavioral Profile- Maverickhttps://www.predictiveindex.com/reference-profile/maverick/
Strongest Behaviors
- Proactivity in driving to reach goals while moving at a faster-than-average pace. Inquisitive about the world.
- Eager for results, drive is for swift implementation. Works best in fast-paced environments offering a variety of activities, rather than routines.
- Flexible approach to “the book” often bends the rules and does things their own way. An innovative, "outside the box" thinker who is undaunted by failure.
Behavioral SummaryA very independent, confident, decisive, self-starter, intense and driving. This individual has a strong sense of urgency, can react and adjust quickly to changing conditions, generate novel ideas, and deal with them swiftly.
Their drive is directed at getting the important things done. Competitive, ambitious and venturesome, they respond positively and actively to challenge and pressure, always sure of an ability to handle problems and people. This individual is outgoing and poised; a forceful, animated, communicator tending to be more authoritative than persuasive in style. They talk briskly, with assurance and conviction and are a stimulating influence on others, while being direct, determined and flexible.