Anna Mia Cunanan

· Reviewing the company debtor list.

· Contacting customers and informing them of their overdue bills.

· Advising customers on their payment options and suggesting methods of payments.

· Negotiating suitable payment arrangements.

· Instituting legal action when customers fail to pay their debt.

· Responding to customer queries.

· Writing final notice warnings to customers when payments are not being made.

• Reviewing open accounts for collection efforts
• Making outbound collection calls in a professional manner while keeping and improving customer relations
• Resolves client-billing problems and rescues accounts receivable delinquency, applying good customer service in a timely manner
• Collect customer payments in accordance with payment due dates
• Identify issues attributing to account delinquency and discuss them with management
• Review and monitor assigned accounts and all applicable collection reports
• Provide timely follow-up on payment arrangements
• Mail correspondence to customers to encourage payment of delinquent accounts

• Must have skills in organization and communications to collect payments from clients and customers
• Accounts Receivable specialist also tracks payments and make banking deposits
• May also be in charge of running reports such as AR aging and AR subsidiary ledgers
• Maintain bookkeeping data bases and spreadsheets, updating information as needed
• Communicating with clients and customers to request and arrange payment
• Record and tracking payments in data bases
• Creating reports and balance sheets that document overall profits and losses
• Updating client accounts based on payment or contact information
• Perform task that may be assigned by the immediate supervisor.

• Reduce delinquency on assigned accounts by frequently contacting customers
• Reconcile customers’ accounts to help resolve disputes and reduce unapplied cash
• Manage held orders on high risk accounts and implement payment plans as needed
• Properly document contacts, disputes, and promises to pay in the collection system
• Communicate and follow up with other departments to help customers resolve issues
• Meet defined department goals including activity, quality, and volume metrics
• Process EFT and credit card payments with high degree of accuracy and timeliness
• Monthly sales invoice report
• Weekly and monthly AR aging report/ Monthly pending deduction report
• Weekly and monthly collection report
• Addressing all client requests and concerns
• Building relationships and collaborating with clients
• Managing the engagement strategy.
• Tracking and managing all engagement metrics.
• Managing and monitoring the engagement budget.
• Providing regular reporting on the engagement performance

• Answer customer questions regarding problems with their accounts
• Advise customers of necessary actions and strategies for debt repayment
• Locate and notify customers of delinquent accounts by mail, telephone, or personal visits to solicit payment
• Confer with customers by telephone to determine reasons for overdue payments and to review the terms of sales, service, or credit contracts
• Arrange for debt repayment or establish repayment schedules, based on customers' financial situations
• Record information about financial status of customers and status of collection efforts
• Locate and monitor overdue accounts, using computers and a variety of automated systems
• Persuade customers to pay amounts due on credit accounts, damage claims, or nonpayable checks
• Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers
• Trace delinquent customers to new addresses by inquiring at post offices, telephone companies, credit bureaus, or through the questioning of neighbors
• Sort and file correspondence and perform miscellaneous clerical duties such as answering correspondence and writing reports
• Notify credit departments, order merchandise repossession or service disconnection, and turn over account records to attorneys when customers fail to respond to collection attempts
• Receive payments and post amounts paid to customer accounts.
• Design, implement and monitor the Quality Assurance formats and standards.
• Design, approve, and evaluate all training programs, and training materials.
• Meet all client agreed upon KPIs and performance parameters.
• Ability to observe, analyze and give constructive feedback.
• Coordinate with the operations team to ensure all required KPIs are met.
• Build and develop strong inter-personal relationships with the team, to cohesively bond.
• Responsible towards fostering the development of the team by motivating them and ensuring career advancement.
• Participate in client monitoring and QA programs; and identifying client expectations and needs.
• Build QA action plans based on clients’ needs and expectations.
• Communicating with Supervisors and Managers from all departments regarding the company’s operations and activities on every project.

• Utilize various skip tracing techniques and collection strategies (often designed by employee) to locate right parties in order to negotiate payment arrangements on high collectability or value accounts
• Negotiate payment terms and methods when right party is reached
• The process often requires reviewing the account information in database, and/or asking probing questions of the consumer in order to better understand potential objections to payment
• Overcome stalls and objections & suggest money sources for debt payment
• Utilize payment options (credit cards, direct checks) and secure this information so that administrative services can process
• Negotiate settlements outside of normal guidelines, authorize credit bureaus deletions, negotiate payment arrangements over a longer span of time than normal, take accounts out of treatment (close accounts) within certain guidelines
• May advise management regarding collection strategy effectiveness for various portfolios
• May help resolve higher level disputes
• Knowledge in FDCPA

• Ability to negotiate while maintaining a manner which shows sensitivity, tact, and professionalism
• Make outbound and receive inbound calls and consistently follow company’s collection call process - Ability to perform basic skip-tracing tasks
• Consistently and accurately document all information according to Debt
• Tracking systems
• Use basic business math to solve problems
• Speak clearly, concisely and effectively; listen to, and understand information
• Read, interpret and apply laws, rules, regulations, policies and/or procedures
• Follow written and/or verbal instructions
• Ability to work in a fast-paced, team-oriented environment
• Ability to change quickly with the needs of a growing company
• Meet monthly individual goals as set - Other duties as required

• Measure the effectiveness of marketing, advertising, and communications programs and strategies
• Develops and coordinates marketing research; implements in house surveys on university and community wide basis; develops and/or participates with supervisor in development of long-range marketing plans
• Create publications for their clients or employers
• These include informational brochures or magazines, company newsletters and websites
• Provide efficient and effective office management
• Offer salary loans to regular employees
• Admin task

• Total the price of merchandise for customers.
• They give correct change back to the customer if need be, and issue sales receipts
• Help promote and sell products
• They provide administrative support when needed, helping with clerical and organizational task
• Should accurately take down inventory of merchandise and then inform their supervisor or other appropriate staff members of the merchandise needs
• May have some training and cleaning duties within their job as well
• They may need to clean shelves, tables, and counters, or vacuum certain areas
• When new employees come in, they may be responsible for helping to train the new employees and helping them become familiar with the policies and procedures of the company of employment

• Prepare daily reports, presentations and other important documents
• Set corporate and casual meeting
• Prepare the daily activity and important documents to be signed by the boss or the head officer
• Received and transfer important messages from clients and another important person
• Assist the boss or head officer regarding the department or company’s status by showing the documents and other important files
• Make and present presentations or proposals
• Communicates with clients, head officers and other business associates
• Create and distributes meetings minutes
• Confer with clients regarding project works or deals
• Encode and store important files or documents in computers
• Assure the confidentiality of important matters.