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Jill Smith

Jill Smith

Accounts Receivable

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location of Jill SmithSartell, Minnesota, United States

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  • Timeline

  • About me

    Senior Sales Support Specialist III at Wolters Kluwer Financial Services

  • Education

    • Rasmussen Business College - St

      -
      AAS Business Management

  • Experience

    • Global administration

      Mar 1999 - Apr 2000
      Accounts Receivable

      Researched customer accounts to resolve invoicing / payment differencesContacted customers with resultsContacted customers for paymentsProcessed and tracked paymentsMaintained activity log on customers

    • PrimeVest Financial Services

      May 2000 - Mar 2003
      Account Specialist/Database Administrator

      Maintained bank and representative databasesRan reportsConducted office supply ordersQA testingProcessed new bank contractsProvided assistance with implementing bank amendments

    • American Hometown

      Mar 2003 - Dec 2005
      Marketing Rep/Closer

      Maintained and expanded relationships with clients as well as attracting new business through proactive effortsProvided product and service guidance to clientsProvided on-going customer service support to mortgage brokers and lendersWorked with lenders to prepare closings, helped resolve any issuesAttended networking meetingsProvided support and training to new staffKept confidential concerning clients information Cleared titlePrepared settlement statements, presented the closingsDisbursed checks to the appropriate parties Show less

    • USA 4% Realty

      Jan 2006 - Dec 2006
      Licensed Executive Assistant

      Provided broker with necessary office supportPrepared new property listingsProvided on-going customer service to clients while handling their questions and concernsMaintained client recordsAdvertisingPrepared and attended the closingsHandled legal documents

    • Premier Real Estate Services

      Jan 2007 - Apr 2014
      Realtor

      Provide assistance to clients with selling and buying homesConduct outside sales calls with existing and potential clientsProvide on-going customer service support to clients, lenders and title professionalDevelop new marketing ideas for future businessHandle legal documents

    • Wolters Kluwer - Financial Services Solutions

      Feb 2008 - now

      Act as the client advocate within the company from Sales transaction through implementationMaximize client satisfaction and maximize revenue through renewals, upsells and lead generationsManage clients contracts by assigning usernames, passwords and usage informationAccurately record and manage client information Inform Sales and other departments of relevant client developmentsAct as a client supporter to rally and manage cross functional teams to resolve any escalated issues Show less

      • Senior Sales Support Specialist III

        Jul 2022 - now

      • National Account Manager

        Jul 2014 - Jun 2022

      • Account Manager

        Feb 2008 - Jun 2014

    • Prime Real Estate

      Apr 2014 - Jun 2022
      Licensed Realtor

  • Licenses & Certifications