I am currently working as a payment and research II representative in a BPO company specialized in health care. My first year work is to post payments received thru lockbox, Ach and eft to respective patient accounts. I also do reconciliation from payments posted by my collegue. Aside from recon, I also research for the explanation of benefits or EOB for the payments posted in Unidentified account and Floating payments in DCR. Our work is mostly using microsoft excel, but we also use applications like citrix, invision, ace, idoc. By the way, the market that we have is Michigan. We have an onshore partner who help us when needed.
I also have an experience in making/billing statement of accounts of a real estate company. My previous work as an AR specialist is to record unit owners' income from their units that was used for staycation short term or long term. I do this daily and every month end, I assist in closing the account in doing reconciliation for their income after bills/expenses incurred to their unit.
And then, my first job as a credit and collection officer is to generate sales report from consignment. Every month end, I opened a website from SM portal to generate our sales for that month to compute for the commission of our partner vendor. Aside from SM, we also listed our products in other vendors like robinsons, ayala malls, gaisano and so on. After getting our sales, i make invoices and send it via our collector's officer to the vendor's office for countering. And once they send payments, I recon the expenses that was deducted from their payment. My other task is to maintain and monitor delivery receipts, sales invoice, collection receipt. Sometimes I call our customers when we didn't received a payment that was due within the month of countering. And also I call customers who does cash on delivery for our products. When they placed an order and the packing team tagged their order ready for delivery, I must call the customer first to confirm if the payment is ready. And if so, I give the go signal to the delivery team to deliver the items on the next day. And if the payment was not yet ready, delivery must be hold too.
