Christy Haverkamp

- Lead the Account Resolution Team on the Cash Operations Department

- Implementation of process improvements and company procedures

- Provide excellent customer service

- Ensure weekly team goals are met

- Manage multiple inboxes in Outlook and Jira

- Review refund request for accuracy

- Ensure prepay approval request are handled efficiently

- Process bank transactions

- Lead the Accounting Customer Service Team

- Handle escalated issues as related to customer billing and carrier pay

- Ensure daily SLA Goals are met

- Manage multiple inboxes within Jira

- Lead the Unapplied Cash Team

- Manage multiple Outlook Inboxes

- Review and approve customer refunds and credits

- Oversee the client prepay cash application process

- Implement process improvements for handling customer's unapplied cash

- Review and research unapplied cash receipts

- Coordinate customer credits and refunds

- Send customer account statements

- Contact the customer about past due invoices

- Work with brokers and customers to resolve short pay issues

- Manage a portfolio of 15 sales team's past due AR

- Resolve customer billing issues

- Review accounts prior to claim payment approvals

- Make final determination if an account should be sent to a 3rd party collections agency or internal legal department

- Balance the daily bank deposit

- Apply customer payments through Lockbox, ACH, Wires, and Credit Cards

- Research customer short pays

- Work with brokers and customers on unapplied cash and payment inquiries