Greater Tampa Bay Area
Detail oriented and self motivated individual with extensive experience in banking operations and customer service, works well independently and as a member of a diverse team. Looking to put my skills to use for a deserving solid company. Strengths include: • Analysis and problem resolution, analytical thinker, thorough • Excellent verbal and written communication skills • Experienced in Microsoft Excel, Word and Outlook with a working knowledge of Power Point • Strong computer skills • Ability to apply experience to new situations • Self starter needing minimal supervision • Learns fast and adapts quickly to change • Ability to multi-task while exceeding goals • Strong sense of team work • Customer focused, dedicated to excellent customer service, believes in doing the right thing • Excellent telephone etiquette • Strong inter-personal skills • Reconcilement and balancing • Accounts Payable/Receivable Analyst • Vendor Management
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Member of a team responsible for daily processing of accounts receivables and account analysis through SAP Key responsibilities: • Receive and process daily payments for customers in the US and Canada via AutoBank in SAP • Review payments for deductions, post deductions to account and produce report to send to team detailing the deductions via SAP • Review US and Canada accounts for past due invoices and contact customer for collection • Review deductions on US and Canada accounts via SAP and contact customer to repay any deductions taken in error • Review CVS Health portal to ensure invoices sent from BMS to CVS via EDI have been uploaded to the CVS portal. If any invoices are found to not be in the portal, complete upload template and email to CVS • Monitor mailbox daily for requests from customers and respond to the requests timely and accurately • Create an Excel report via SAP for open items on the Canada accounts, produce pivot tables to analyze the information and share results with team so action can be taken on past due invoices and invalid deductions. • Review orders which have credit holds, release or escalate the credit holds via SAP as needed • Process net downs on customer accounts via SAP as needed • Process the end of month control reports and email the necessary parties to close the markets at month end • Produce monthly metrics for the Canada market at month close and share with market leaders • Send end of month statements to customers • Monitor the unearned discount report twice monthly to make sure all discounts are granted appropriately • Provide order monitoring and release coverage on ValueTrak as needed for vacation/sick time
Member of a team responsible for daily processing of pharmaceutical orders through SAP for the US and Canada as well as handing calls from customers/patients/healthcare providers. Key responsibilities: • Receive and process purchase orders of BMS pharmaceuticals in SAP, from customers within the US and Canada • Verify Canada orders processed by teammates in SAP for accuracy • Receive and process “rush/urgent” requests in the US and Canada in SAP • Process dropship orders in SAP for the US and Canada • Answer telephone calls and questions from customers/patients/healthcare providers • Process returns for the Patient Assistance Foundation through SAP • Participate in SAP and C4C UAT testing for system upgrades, new medication releases and mergers • Process order cancellations to the distribution center when requested and appropriate • Partner with PQC to process replacement orders when needed
Member of a team responsible for daily banking deposit operations, i.e. exception items, adjustments, fraud prevention and fraud collection. Key responsibilities: • Research and decision non-post, NSF, Stop Pay and Positive Pay items • Verify signatures and endorsements on checks over $10,000.00 • Process incoming and outgoing FRB adjustments and Return Item Chargebacks • Process ACH/EFT returns • Process fraud requests from internal and external clients • Reconcile internal general ledger accounts and duplicate item reports • Perform maintenance on client accounts • Answer telephones and provide excellent service for internal and external clients
Member of a team responsible for researching mortgage documents to ensure a complete chain of title and preparing any documents needed to repair the chain of title. Key Accomplishments: • Researched the promissory note, recorded mortgage and assignments of mortgage to ensure complete chain of title • Worked with county recorders’ offices to obtain copies of documents which were missing from the files • Reviewed CEMA and MACA documents for accuracy and chain of mortgages • Prepared assignments of mortgage to be signed, notarized and sent to the appropriate county for recording as legally binding documents • Partnered with legal counsel and internal departments when documents were missing from the files and we were unable to obtain them from the county recorder • Participated in special projects as needed, i.e. from audit reviews, MERS reviews, etc. • Researched eligibility for lien release and prepared satisfaction/discharge of lien documents for mortgages which were paid in full or had been charged off as a loss to the bank • Monitored aging report for assignments which were pending return from the county as recorded documents • Documented the recording details of assignments returned from county of record