Financial Account Representative
Shamrock Trading Corporation
Oversaw over $1 million in account receivables, minimizing any aging payments through collection process.
Guided clients through compiling important financial histories and documentation for evaluation.
Developed analytical and qualitative reports for managers and team members directly interfacing with clients.
Delivered industry-leading customer experiences through personalized expertise and collaboration with other departments.
Maintained meticulous electronic and physical filing systems with clients' records.