JONATHAN HABIG

Excellent oral and written communication

Proficient in English language

Good critical thinking

Outstanding macro-skills in English (listening, speaking, reading, writing)

Document workflow and determine collection problems and create resolutions

Attend monthly meetings with clients and discuss monthly collections status

AS Accounting Specialist

Process member cancellation requests in Salesforce

Research declined credit card and E-check transactions and follow-up with members to resolve issues

Research declined ACH transactions and follow up with members to resolve issues

Research and resolve member returns and refunds in accordance with company policy

Perform member account audits on billings and receipts when requested

Perform member account updates and plan updates

Prepare monthly billings and process receipts for the Business Accounts

Utilize Salesforce reports to handle the above responsibilities in an efficient way

Use accounting skills for ad-hoc problem solving

Attend monthly meetings with clients and discuss monthly accounting status

Close cases created through Salesforce with regards to different account updates (Age bracket change/ Plan change/ additional member updates/ personal information updates etc)

Use expertise to answer member services queries regarding different matters on membership accounts

Create daily/ weekly/ monthly reports through various tools (Microsoft Excel, PPT etc)

Presenting and discussing Create daily/ weekly/ monthly reports to clients