SHAWN WERKMAN

• Enhanced customer satisfaction by promptly addressing inquiries and providing accurate information. Pacing at over 200% of Day-to-Day units.
• Streamlined communication with clients for improved understanding of their needs and preferences.
• Collaborated with team members to develop effective strategies for enhancing overall customer experience.
• Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
• Enhanced branch sales through cross-selling bank products and services to customers.
• Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
• Established trust with clients by maintaining confidentiality and protecting sensitive financial information.
• Assisted customers in opening new accounts, facilitating smooth onboarding process for new clients.
• Educated customers on banking products, enabling them to make informed decisions about their finances.
• Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.

Accounts Receivable, Manager
August 2011 - July 2017

Accounts Receivable Specialist
September 2006 - July 2011

Accounts Receivable Clerk
November 2005 - August 2006

• Leadership: Oversaw team of 10 international accounting professionals managing incoming payments from customers
• Enhanced cash flow by implementing efficient accounts receivable processes and procedures.
• Reduced outstanding account balances through diligent follow-up on past due invoices.
• Reports: Produced monthly US sales tax reporting; Generated receivables reports for review and investigated discrepancies; Helped coordinate month-end, quarterly and year-end closing processes
• Training: Trained and mentored accounts receivable analysts on customer interaction, product knowledge and customer service; Enhanced performance by recruiting, hiring, and training qualified personnel
• Analysis: Tracked aging accounts and followed fair credit and collection practices to pursue payments for $8 million USD global AR
• Efficiency: Supported company financial health by maintaining 80% of accounts receivable within current payment terms; Reduced outstanding balances by pursuing soft and hard collection strategies
• International: International invoice compliance; Filed VAT reports in UAE and KSA; Assisted in setting up a call center in India
• Audits: Participated in sales tax audits
• Prepared bills receivable, invoices, and bank deposits.
• Posted customer payments by recording cash, checks, and credit card transactions.
• Resolved valid or authorized deductions by entering adjusting entries.
• Improved overall financial reporting by streamlining control processes and reporting structures.
• Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.