Jerssel Fernandez Robles
San Ramon
Summary
Competent Accounts Receivable Specialist bringing eight years of experience carrying out all accounts receivable functions in high volume environments. Proficient in tracking payments, resolving billing issues and preparing account statements. Recognized as dedicated professional driven to meet team targets and enhance bottom-line performance.
Overview
12
12
years of professional experience
Work History
KYC Officer
Citi Bank
10.2021 - Current
- Identified potential areas of compliance vulnerability and risk to develop and implement corrective action plans.
- Provided guidance, advice and training to improve business' understanding of related laws and regulatory requirements.
- Prepared training programs to improve compliance at all levels.
- Gathered, organized and evaluated data to make accurate assessments of current operations.
- Managed practical action plans to respond to audit discoveries and compliance violations.
- Wrote and presented reports outlining findings and recommendations from compliance audits.
- Monitored compliance with processes, policies, procedures and standards in regards to collection and management of annual contributions from shareholder companies.
- In depth sharing of insights for the completion of records with all involved teams.
- Monitor team members performance and report on metrics.
- Support operational business in weekly calls to ensure proper follow up on the completion of records.
Accounts Receivable Specialist
Thomson Reuters Corporation
01.2013 - 10.2016
- Reviewed accounts on monthly basis to assess aging and pursue collection of funds.
- Prepared and mailed invoices to customers, processed payments and documented account updates.
- Contacted clients with past due accounts to formulate payment plans and discuss restructuring options.
- Identified, researched and resolved billing variances to maintain system accuracy and currency.
- Closely managed monthly reconciliation schedules of all assigned accounts.
Collections Team Lead
Chase Bank
01.2009 - 01.2011
- Trained collections agents and reviewed work to reach compliance with legal requirements and company policies.
- Prepared and delivered performance reviews of 16 collections agents to support continuous improvement of department.
- Supervised and coordinated activities of collections employees attempting to gather monies owed from consumers.
- Trained new team members on scripts, company services and collection strategies.
- Worked different stations to provide optimal coverage and meet production goals.
- Evaluated employee skills and knowledge regularly, training and mentoring individuals with lagging skills.
- Established open and professional relationships with team members to achieve quick resolutions for various issues.
- Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
- Took on additional job duties during unexpected backlog, resulting in meeting project target date.
- Distribution of diferent tasks within the team.
- Assist in weekly calls with stakeholders to discuss progress regarding monthly goals.
- Follow up on important matters within the organization.
- Analyze key metrics and perform root-cause analysis.
Customer Service Representative
Chase Bank
01.2007 - 01.2011
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Developed community reputation through commitment to customer satisfaction and strong client relationships.
- Answered up to hundred calls per day in busy, fast-paced office for both English and spanish-speaking customers.
- Negotiated to collect balance in full.
- Delivered exceptional customer service on all calls while maintaining calm and professional demeanor in challenging circumstances.
Quality Analyst
Chase Bank
01.2008 - 01.2009
- Developed and maintained quality assurance procedure documentation.
- Collaborated with management to provide training on improved processes and assisted with creation and maintenance of quality training.
- Compiled and distributed weekly feedback to team leaders and managers to improve service time and quality while increasing productivity.
- Supported company in maintaining work environment focused on quality, communication, collaboration, integration and teamwork.
Education
In Progress - Business Administration
UMCA
Palmares, Costa Rica High School Diploma -
Liceo Julian Volio Llorente
San Ramon Alajuela12.2005
Skills
- Attention to Detail
- Financial Recordkeeping
- Customer Relations
- QuickBooks
- Data Analysis
Softwares previously used
- Getpaid
- SAP
- Excel
- Salesforce
- Outlook
Timeline
KYC Officer
Citi Bank
10.2021 - Current
Accounts Receivable Specialist
Thomson Reuters Corporation
01.2013 - 10.2016
Collections Team Lead
Chase Bank
01.2009 - 01.2011
Quality Analyst
Chase Bank
01.2008 - 01.2009
Customer Service Representative
Chase Bank
01.2007 - 01.2011
In Progress - Business Administration
UMCA
High School Diploma -
Liceo Julian Volio Llorente
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