Accounts Receivable | Collections Specialist | Financial Operations Support

Verified

$9/hr

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Outline

Looking for Full-Time work (8 hours/day) at $9/hour

Bachelor's Degree

English proficiency Fluent

Professional Summary

Experienced remote professional in collections, accounts receivable, and financial operations. Skilled in handling overdue accounts, & asset movement

Skills & Experience

Skills

SOFT SKILLS 10+ Years

Top Hard Skills 10+ Years

Remote Work Skills 2-5 Years

Experience highlights

Home-Based Collector

Assisted Business Solutions · June/2023 – Present

Home-Based Collector at Assisted Business Solutions June 2023 – March 2025
• Managed and resolved outstanding accounts receivable for a home-based company.
• Conducted thorough research to locate debtors and negotiate payment plans.
• Utilized effective communication and problem-solving skills to achieve high recovery rates.
• Maintained accurate records and ensured compliance with company policies and relevant regulations.

Securities Operations Service Specialist 2

Wells Fargo · September/2022 – Present

Voice Support (Inbound) Full Service:
• Interacts with Financial Advisors, Client Associates, and Investment Managers through calls, chats and email to explain/provide policies and compliance requirements; walk them through process and procedures on asset movement requests and its required documents, and how to submit them
• Handles complex duties such as processing, researching inquiries and reconciling transactions
• Reviewing asset movement and trade account activities, and Asset servicing

Securities Operations Associate 2

Wells Fargo · June/2021 – Present

• Perform various back office & middle office functions such as reviewing time sensitive documents and approving of asset movement requests, trade/reconciliation differences accurately and on a timely basis
• Voice Support (Inbound) Service with Financial Advisors, Client Associates, and Investment Managers through calls, chats and email to explain/provide policies and compliance requirements; walk them through process and procedures on asset movement requests and its required documents

Account Resolution Specialist

Wells Fargo · January/2017 – Present

Account Resolution Specialist for Overdraft Collections at Wells Fargo January 2017 – June 2021
• Works in a professional, customer-centric, and high volume environment; to determine the reason for their account delinquency and evaluate the customer's financial situation; negotiate for full payment or create terms for repayment.
• Mitigates risk by adhering to all policies and procedures, as well as local, state and federal regulations

Subject Matter Expert

Bill Gosling Outsourcing · November/2016 – Present

• Recommends best practices, answering to client’s inquiries, coordinating various teams, and performing product specific trainings
• Evaluates organizational needs and recommends suitable technical solutions
• Ensures the facts and details are correct so that the project's/program's deliverable(s) will meet the needs of the stakeholders, legislation, policies, and standards
• Resolves escalation calls

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