Amber Swenson
Westminster
Overview
15
15
years of professional experience
Work History
Collections Analyst & Billing Coordinator
Welch Equipment
01.2023
- End to end management of assigned customer A/R portfolio
- Process credit applications and approve/recommend credit limits
- Review sales orders on credit hold for approval
- A/R account reconciliation
- Process credit card transactions and monitor monthly auto-pay activity
- Log all customer contacts and collection activities into the Get Paid collection software
- Make recommendations on bad debt reserves on a monthly basis
- Be an advocate for the customer by liaising between applicable business units
- Manage risk by working with third party collection agencies for placement and bankruptcy processes and documentation
- On major past due accounts and orders on hold, deliver timely and concise information to proper business unit & CMA
- Produce reports as requested by the CMA or any other internal customers such as BU controllers
- Participate in acquisition and integration activities Consistently improve productivity and efficiency through process improvement initiatives, time management and change management.
Billing & Collections Manager
Trimble Navigation
01.2020 - 08.2020
- Reviewed billing prior to sending out to clients, made changes and corrected time entries
- Followed up with past due customer and offered payment plans when available
- Process credit applications and approve/recommend credit limits
- Review sales orders on credit hold for approval
- A/R account reconciliation.
Resolutions Billing & Collections Manager
Cummins Sales & Service
01.2018 - 01.2019
- Helped with designing, implementing and enforcing new policies and procedures, as well as streamlining effective billing processes in the credit & invoice departments
- Responsible for full monthly invoicing approximately 500 to 700 invoices per month & follow up on accounts for non-payment
- Responsible for resolving escalated issues and high dollar past due balances
- Responsible for monthly & quarterly reports for CFO & credit managers review & input.
Firm Administrator/Billing & Collections Manager
Fisher Law PC
01.2015 - 01.2018
- Led strategic planning, operations, and management for all day-to-day financial transactions
- Organized and compiled draft bills for attorney approval; ensured bills were documented and delivered accurately and on time
- Tracked and managed accounts receivable through closure
- Performed collections, established payment arrangements with clients, and collected the balance according to the arrangement
- Accurately entered financial transactions into Quick Books Pro; monitored and tracked billable hours; processed reoccurring monthly payments for credit card customers and posted transactions
- Conducted daily remote deposits, cash deposits, and monthly trust account transfers for prior month earned fees
- Managed payroll processing for all firm employees and administered employee benefits
- Conducted reconciliation of the bank accounts and credit cards; resolved any discrepancies with the CPA and supported tax filing.
Client Payables and Distributions Manager
New Direction IRA
01.2012 - 01.2015
- Managed, motivated, and trained 4+ staff members; cross-trained employees on payables and distribution
- Handled payments for clients on IRA held real estate; managed and maintained mortgage payments, HOA dues, utilities, cost of appraisal, legal fees, and property tax
- Processed 500+ payments weekly; prioritized workload to meet aggressive deadlines
- Maintained 90 to 200 transaction requests per day; created a recurring data base of monthly and quarterly bills
- Modernized the department with paperless systems and started all document and transaction history electronically.
Procurement & Development Executive, Reconciliation Manager
Microtec
01.2009 - 01.2011
- Procured items within the US and overseas to build custom kits for Art Institutes of America; regularly followed-up with vendors to ensure timely delivery
- Accurately reconciled vendor statements to product received; planned and executed strategic procurement activities across multiple categories of spend; identified cost-effective suppliers.
Executive Administrator/Accounting Manager
Custom Painting & Remodeling Inc.
01.2006 - 01.2009
- Responsible for processing and administration of contracts for 3 divisions; efficiently identified and resolved issues
- Accurately posted cash receipts; performed general ledger coding, accounts payable, accounts receivable, customer invoicing, reimbursements, journal entries and account reconciliation; planned and oversaw the marketing budget.
Education
Associate degree - Business and Legal Services
Stratford University
Skills
- Dynamic and motivated professional with the proven ability to develop trusting relationships with colleagues and clients, manage billing and collections, and ensure operations are streamlined and efficient Skilled at motivating, problem-solving, and communicating at all levels Unique ability to address staff and client needs, uphold policy, and ensure compliance while supporting projects, deadlines, and corporate goals
- Accurately posted cash receipts; performed general ledger coding, accounts payable, accounts receivable, customer invoicing, reimbursements, journal entries and account reconciliation; planned and oversaw the marketing budget
Timeline
Collections Analyst & Billing Coordinator
Welch Equipment
01.2023
Billing & Collections Manager
Trimble Navigation
01.2020 - 08.2020
Resolutions Billing & Collections Manager
Cummins Sales & Service
01.2018 - 01.2019
Firm Administrator/Billing & Collections Manager
Fisher Law PC
01.2015 - 01.2018
Client Payables and Distributions Manager
New Direction IRA
01.2012 - 01.2015
Procurement & Development Executive, Reconciliation Manager
Microtec
01.2009 - 01.2011
Executive Administrator/Accounting Manager
Custom Painting & Remodeling Inc.
01.2006 - 01.2009
Associate degree - Business and Legal Services
Stratford University
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