Quickbooks Bookkeeper |Collection Specialist | CLSSYB

Handled technical and account inquiries for all QuickBooks versions, specializing in bank reconciliation, AR/AP management, and troubleshooting data issues. Assisted with QuickBooks installations and multi-user setup. Managed AR/AP functions, ensuring timely invoicing, payments, and cash application in QuickBooks Online. Processed daily financial entries and conducted monthly bank & credit card reconciliations. Handled vendor payments (ACH, wire transfers) and generated financial reports (P&L, balance sheets, cash flow). Here's my Credly profile for legitimacy https://www.credly.com/users/calvin-quicho for Intuit Bookkeeping Certification verification.

Use technical knowledge and probing skills to identify the symptoms and root causes of the customer’s situation. Appropriately apply education and troubleshooting instructions, accurately document all interactions into appropriate support systems and tools. Use good judgement to take actions that meet and exceed customer expectations while adhering to procedures and policies.

Monitor accounts for overdraft situations and identify accounts that are delinquent or at risk of becoming delinquent. Reaching out to account holders via phone or mail to inform them of their overdraft situation and attempting to collect the overdue balance to keep the account open and active. Work with account holders to negotiate repayment plans or settlements that are feasible and acceptable to both parties to maintain good relationship with the bank. Offer support and guidance to account holders who are struggling to repay their overdraft balances, including discussing available options and resources for financial assistance.

Supervising and leading a team of escalation specialists, providing guidance, coaching, and support to ensure they effectively handle escalated cases and deliver exceptional customer service. Prioritizing and assigning escalated cases to team members based on urgency, complexity, and workload, ensuring timely resolution and customer satisfaction. Serving as the final point of contact for escalated customer issues, stepping in to resolve particularly challenging cases, negotiate resolutions with customers, or liaise with other departments or senior management as needed.