Hello I am Pearl

More Info About Me

Motivated and multi-awarded collection analyst with more than 9 years of experience working in the insurance and manufacturing industry focused on accounts receivable and bankruptcy. Responsible and hard-working person with the knowledge and skills that can contribute to the company’s success. Highly courteous and effective in customer-facing roles; maintain top-caliber service at all points. Build protective relations with all colleagues and managers including onshore, defining and directly responding to the needs of various departments.

Pearl Mae D. Vicente
Cabuyao, Philippines
Freelancer
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My Skills and Competencies

Social Media Management
Data Entry
Virtual Assistance

Certificates

My Experience and Education

  • EXPERIENCE
  • EDUCATION
2013
Business Administration major in Financial Management

Pamantasan ng Cabuyao

2021 - 2023
Concepcion Business Services Inc.
(Collection Specialist)

•Conducts collection calls to customers to:
Follow up and confirm customer payment for collection including payment for invalid deductions.
Confirm payment amount and determine corresponding reference invoices.
Recognize and endorse customer disputes.
Confirm details of unidentified deduction and unapplied collection for proper tagging of reason codes
•Schedules and monitors daily field collection assignments to ensure payments are collected accordingly;
•Tag invoices with disputes according to reason codes;
•Maintains collection notes to track customer responses and feedback in SAP Collection Management;
•Log received customer disputes raised in SAP Dispute Management;
•Prepares collection opportunities and risks;
•Prepares collection letters as per policy;
•Prepares Top 20 Overdue remarks as per SBU requirement; and
•Attends and resolves Ask finance tickets assigned to the collection team

2017 - 2021
Cognizant Technology Solutions Philippines Inc.
(Senior Process Executive)

Receivables Management:
•Receiving and sending account current and payment back-up for allocation from various brokers in Canada;
•Receiving calls and providing assistance from insureds, brokers and /or underwriters;
•Reconciling accounts aged more than 29 days and providing monthly sign-off to the onshore manager;
•Monitoring various reports such as but not limited to Trial Balance, Stand Alone Cash, Debit and Credit Aging and IBR04 in SAP;
•Monitoring of pre-legal accounts and ensures a cancellation endorsement is processed before it hits Legal Collections;
•Monitoring of cockpit accounts and ensures to do further review for accounts subject for reinstatement;
•Re-allocating cash from Stand Alone Report to the proper policy;
•Creating broker report and transferring funds from one policy to another;
•Preparing bi-monthly intercompany transfer to US Office; and
•Preparing and sending the quarterly estimates to the onshore managers.

Bankruptcy:
•Provides balance information for every notified account to the Law Department;
•Review necessary details and produce documents where appropriate via internal databases;
•Corresponds to all queries assigned and obtain additional information from other Team if needed;
•Prepares Statement of Account to the Law Department and other requesting units;
•Evaluate the open balance of a subject for a closing account – write-off, disburse, regular collection, or case remains open;
•Process documentation concerning every bankrupt account subject to write-off;
•Responsible for gatekeeping of all bankrupt accounts and providing monthly updates to the Onshore Manager;
•Send a follow-up email and escalate the status of the account to the Onshore Manager where appropriate.

2013 - 2014
Guess Philippines
(Accounting Clerk)

•Validates Inventory Documents per data extraction versus hardcopy;
•Responsible in generating and processing monthly reconciliation of assigned stores;
•Monitors and prepares schedule of Unreturned Merchandise; and
•Prepares Journal Entries of warehouse monthly issues and returns

My Services

Social Media Management

Analyzing engagement data, identifying trends in customer interaction and planning digital campaigns to build community.

Data Entry / Web Researcher

Search the Internet for information on a wide variety of topics.

Content Creator

Promote companies' products and services by developing copy for websites, social media, marketing materials.


Works

Let's work together !

I am available for freelance projects.
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Get In Touch

Address :
Cabuyao,
Philippines


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