Overview
Work History
Education
Skills
Timeline
Generic

Shannon Wilson

SC

Overview

5
5
years of professional experience

Work History

Revenue Order & Collections Specialist

LastPass
08.2023 - 06.2024
  • Reduced delinquency rates by implementing effective collection strategies and maintaining consistent follow-up procedures.
  • Improved customer payment compliance through negotiating mutually agreeable repayment plans.
  • Processed hundreds of invoices daily
  • Streamlined the collections process by creating and maintaining detailed records of customer account statuses and communications.
  • Enhanced department productivity with ongoing training and development programs for collections staff members.
  • Input new information into company's database using YayPay, Net Suite, BOSS, and Salesforce software , verifying accuracy and integrity of data prior to uploading.
  • Processed payments and applied to customer balances.
  • Negotiated to collect balance in full.
  • Worked in call center environment handling manual and automatically dialed outbound calls.
  • Researched accounts and completed due diligence to resolve collection problems.
  • Maintained high volume of calls and met demands of busy and productive group.
  • Achieved performance goals on consistent basis.
  • Used skip tracing and other techniques to locate debtors.
  • Monitored customer accounts for payment delinquency and initiated collection efforts.
  • Worked with customer to create debt repayment plan based on current financial condition.
  • Mitigated potential losses by promptly identifying high-risk accounts requiring escalated collection actions or legal proceedings involvement if necessary.
  • Utilized advanced software systems to manage account portfolios effectively, optimizing workflow processes within the team environment.
  • Supported company revenue growth by recovering outstanding debt through diligent monitoring and timely action on delinquent accounts.
  • Assisted sales representatives in credit evaluations for new customers, minimizing risk exposure for the company moving forward.
  • Cultivated a professional demeanor when dealing with difficult customers, displaying empathy while remaining assertive in achieving desired outcomes.

Investigator Setup Specialist

Parexel
05.2022 - 12.2022
  • Read and manage 100-200 contracts per week.
  • Go over site agreements and put in budget information
  • Identified and monitored budget expenses for accuracy and signs of fraud.
  • Monitored contracts and analyzed expenses to facilitate financial objectives.
  • Monitored incoming contracts and service agreements for correct pricing and information.
  • Coordinated and attended meetings as company's main contact to review contractual obligations.
  • Input new information into company's database using Medidata and Assyst software , verifying accuracy and integrity of data prior to uploading.
  • Oversaw contracts for over different departments using both manual and automated strategies.

Accounts Receivable Specialist

Driven Brands
11.2021 - 05.2022
  • Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
  • Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
  • Prepared and mailed invoices to customers, processed payments and documented account updates.
  • Managed costs and billing and resolved financial discrepancies effectively through organizational management of account information using SAGE software.
  • Identified, researched and resolved billing variances to maintain system accuracy and currency.
  • Managed monthly reconciliation schedules for assigned accounts.
  • Performed targeted collections on past due accounts aged over 100-150 days.
  • Investigated daily variances and corrected errors to resolve discrepancies and update GL strings.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.

Accounts Receivable Credit Analyst

Techtronic Industries - TTI
05.2021 - 11.2021
  • Analyzed aging reports to identify trends and patterns causing missed collections.
  • Reconciled receipts
  • Managed accounts within Shopify, Klarna, Afterpay, PayPal, and Affirm
  • Cleared high dollar claims off of accounts
  • Leveraged accounting and finance experiences and expertise to identify, propose and implement automated solutions and reduce manual processes.
  • Posted cash receipts to customer accounts to maintain current and accurate account balances.
  • Identified, recommended and executed opportunities to enhance accounts receivable and billing processes to meet finance requirements.
  • Developed professional relationships with internal and external clients to encourage open communication and feedback.
  • Contacted internal and external customers to obtain documentation to support invoices and claims.
  • Collected, compiled and analyzed data to prepare customer invoices per contractual requirements.
  • Prepared spreadsheets using formulas, V-lookup and other intermediate and advanced Microsoft Excel skills.
  • Computerized recordkeeping systems, initiating and maintaining financial accurate and current tracking in Oracle Trade Management.
  • Generated invoices upon receipt of billing information and tracked collection progress.
  • Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
  • Developed monthly, quarterly and annual profit and loss statements and balance sheets.
  • Utilized Oracle and Salesforce to analyze, store and record company financial information.
  • Reviewed account documentation for over 100 accounts, rectified issues and contacted vendors about account changes.
  • Managed complex problem-solving for upper management in order to complete projects on-time and within budget.

Estate Clerk

Orangeburg County, SC
04.2019 - 04.2021
  • Responded to in-person and telephone requests for information from general public, attorneys and other involved parties.
  • Reviewed, evaluated, and processed a variety of Probate files including decedent estates, and marriage license applications.
  • Maintained docket calendar and database for Probate court.
  • Processed payments for fines and fees, maintained accurate drawers, issued receipts and updated account balances.
  • Documented all exhibits admitted during hearings.
  • Worked with bereaved customers to understand needs and provide excellent service.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Handled 75 or more calls per day to address customer inquiries and concerns.
  • Developed team communications and information for meetings and hearings.
  • Identified issues, analyzed information and provided solutions to problems.

Education

Associate of Arts - Art

Midlands Technical College
West Columbia, SC

Skills

  • Database Management
  • Administrative support
  • Customer assistance
  • Refund Handling
  • Filing and data archiving
  • Spreadsheet management
  • Multi-Line Phone Proficiency
  • Scheduling
  • Social media knowledge
  • Mail handling
  • 50 WPM typing speed
  • Financial statements expertise
  • Experienced with Oracle,Salesforce, and SAGE, YayPay, NetSuite, BOSS, and Rodan software
  • Issue investigation
  • Payment posting
  • Collections
  • Budgeting
  • Customer Accounts Management
  • Data analysis
  • Commercial and consumer clients
  • High risk account reviews
  • Adobe Creative Cloud Suite
  • Microsoft Office Suite
  • Contract Interpretation
  • Records and Database Management
  • Financial and Operational Reporting
  • Database Maintenance
  • Customer research
  • Account Reconciliation
  • Account Review

Timeline

Revenue Order & Collections Specialist

LastPass
08.2023 - 06.2024

Investigator Setup Specialist

Parexel
05.2022 - 12.2022

Accounts Receivable Specialist

Driven Brands
11.2021 - 05.2022

Accounts Receivable Credit Analyst

Techtronic Industries - TTI
05.2021 - 11.2021

Estate Clerk

Orangeburg County, SC
04.2019 - 04.2021

Associate of Arts - Art

Midlands Technical College

Similar Profiles

CREATE PROFILE
Shannon Wilson