Venese Sharpe-Bailey
Prospect,Cayman Islands
Summary
To use my abilities, skills and knowledge that I have obtain through my experience, education and training to take every opportunity for professional growth and development. I am a team player with a positive demeanor and proven skills in establishing good rapport with both internal and external clients. Provide support and guidance to my team and team leaders to deliver exceptional service and performance.
Overview
24
24
years of professional experience
Work History
Billing Assistant
Campbells LLP
Grand Cayman, Cayman Islands
03.2024 - Current
- Prepare, review, and adjust prebills, including markup or markdown as needed
- Launch prebills to Billing Attorneys or Secretaries for approval
- Cancel bills or prebills as appropriate
- Return bills or entries to WIP status
- Edit and manage PDF documents in Aderant (including Retainer Invoices)
- Create retainer invoices in Aderant
- Finalize and email bills for both internal and external billing
- Send DNS statements to Billing Attorneys or Secretaries
- Write off bill balances using Classic Aderant App Shell
- Send monthly statements to clients
- Post bills using Classic Aderant App Shell
- Conduct bill inquiries using both Classic Aderant App Shell and Expert Billing
- Export data from Aderant to Excel for further modification
- Utilize Expert Aderant to view statements, bills, send statements, and identify past due amounts
- Add notes to bills as needed using Aderant
- Proxy on bills in Aderant to make necessary changes
- Reassign bills between responsible parties
- Update Originating or Managing Attorney information in Expert Entity Manager Aderant
- Update matter status and send DNS statements accordingly
- Use Aderant Admin to check matter status in workflow
- Apply credits to matters using Aderant
- Create trusts for matters in Expert Entity Manager Aderant
- Create Corporate matters mirroring Legal matters in Expert Entity Manager Aderant
- Transfer funds between Legal and Corporate (CCS) matters, or between different matters
- Transfer time and disbursements between matters or create invoices for such transfers
- Perform bank reconciliations for cash receipts
- Download and prepare statements in Excel format
- Gather WIP details in Aderant
- Distribute daily payment received emails to Billing Attorneys or Secretaries
- Review and manage WIP hold dates to facilitate prebill or retainer creation
- Close matters in Entity Manager Aderant
- Update billing contacts and details in Aderant
- Liaise with internal and external customers and staff
- Download from CORIS website, prepare Coris payments, and distribute emails to Corporate Administrators for posting fees
- Prepare and post invoices, and send statements, ensuring compliance with billing guidelines
- Collaborate with clients, attorneys, and secretaries to promptly resolve billing queries or discrepancies
- Identify and resolve internal billing or time-charging inaccuracies/issues impacting bill processing
- Proactively escalate and communicate billing issues to the Billing Manager and Head of Finance
- Assist with following up on Accounts Receivable balances
Analyst
CIBC FirstCaribbean International Bank
George Town
01.2016 - 01.2021
- Complete Annual Account reviews
- Amortization of loan accounts for restructure and print screen
- Restructure (NPNA) none performing loans, secured and unsecured debt; write-off/charge off account
- Liaises with classified debtors
- Complete month-end recoveries report for Cayman Team
- Assist with completing the CIMA foreclose report
- Completing Top 30 NPNA report quarterly
- Complete Secure Work Space – when required.
- Complete Maintenance Form to process Court cheque received monthly
- Preparing entries to credit customer accounts
- Complete annual account reviews for secured and unsecured lending.
- Monitoring and Managing NPNA Accounts
- Management of Charged Off Accounts
- Create holds and release holds on customers account
- Request and pay for Valuations, Property Insurance
- Liaises with and work with customer on creating payment plans that they are able to afford
- Updating KYC document for debtors
Customer Service Officer
CIBC FirstCaribbean International Bank
George Town
01.2007 - 01.2016
- Opening Accounts in Omniflow
- Processing of Drafts, Wire Transfers, Stop Payment, Tracer on wire or drafts and regular transaction processing e.g. Deposit and withdrawal
- Maintaining and Ordering of cards for customers
- Maintaining account to be joint and updating of information on ICBS
- Balancing of cash, verifying entries, serving everyday customers
- Adhering to Bank policies and procedures for cash limit.
- Assisting the ACSM at the Main Street Branch with daily duties which includes: Monitor New account reports on OnDemand.
- Assisting with customers queries by contacting customers with resolution.
- Applying and follow up on stop payment on drafts
- Assist customer with query: dispute, debit card credit card issues, research, statements
- Logging issues in Infra
Pharmacist Assistant
Windward Pharmacy (FFC)
George Town
01.2005 - 01.2006
Teller
QuikCash Money Transfer (FFC)
George Town
01.2005 - 01.2006
Filing Clerk
Department of Motor Claim
, Jamaica
01.2002 - 01.2005
Receptionist & Admin Assistant
First Financial International Group (FFC)
George Town
Customer Service Representative & Receptionist
Jamaica Employer Federation
Kingston 10, Jamaica
Data Entry Operations
The National Work Agency
Kingston 10, Jamaica
Education
Bachelor of Science - Accounting
University College of the Cayman Islands
Grand Cayman, Cayman Islands01.2019
Associate of Science Degree - Accounting
University College of the Cayman Islands
Grand Cayman, Cayman Islands01.2015
High School -
Jonathan Grant High School
01.2000
Diploma - Computer Technology
Excelsior Community College
Skills
- Invoice processing
- Customer relationship management
- Payment processing
- Billing management
- Team collaboration
- Effective communication
- Attention to detail
- Time management
- Payment tracking
- Aderant knowledge
- Collections background
- Accounts receivable experience
- Account updates
- Invoice preparation
- Account reconciliation
Hobbies Activities
- Spending time with my family
- Reading
- Traveling
- Going to the beach
- Listening to Music
- Socializing
Timeline
Billing Assistant
Campbells LLP
03.2024 - Current
Analyst
CIBC FirstCaribbean International Bank
01.2016 - 01.2021
Customer Service Officer
CIBC FirstCaribbean International Bank
01.2007 - 01.2016
Pharmacist Assistant
Windward Pharmacy (FFC)
01.2005 - 01.2006
Teller
QuikCash Money Transfer (FFC)
01.2005 - 01.2006
Filing Clerk
Department of Motor Claim
01.2002 - 01.2005
Receptionist & Admin Assistant
First Financial International Group (FFC)
Customer Service Representative & Receptionist
Jamaica Employer Federation
Data Entry Operations
The National Work Agency
Bachelor of Science - Accounting
University College of the Cayman Islands
Associate of Science Degree - Accounting
University College of the Cayman Islands
High School -
Jonathan Grant High School
Diploma - Computer Technology
Excelsior Community College
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