Joel Shaffer

Joel shaffer

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location of Joel ShafferMetro Jacksonville
Followers of Joel Shaffer2000 followers
  • Timeline

  • About me

    CIT

  • Education

    • University of louisville

      1998 - 2001
      Bachelor of arts (ba) communication, general

      I interned at Clear Channel Radio. I also worked at UPS at nights all through college. I paid my way through school. UPS helped as well.

  • Experience

    • Cat financial

      Jan 2003 - Aug 2011
      New business/customer service rep.

      * Manage several accounts – ranging from $20,000.00 – $2,500,000.00 * Create legal documents to secure loans * Spread all of the financial statements for accounts * Analyze Dunn & Bradstreet Reports and Credit Bureau Reports * Take incoming Customer Service Calls (Payoffs, New Ammort’s, Fax titles) * Worked with Sales Reps and Credit Dept. to get deals approved * Worked in Credit triages on Deals * Valued Collateral on Deals Submitted

    • Ge

      Apr 2012 - Jul 2021
      Account manager

      * Manage accounts ranging from $20,000.00 - $1,500,000.00 * Research accounts 180 days plus past due. * Set up payment arrangements * Clear account disputes and billing errors * Participate in weekly cash calls on top past due accounts * Produce and update reports with stories of top AR balance past due accounts * Send copies of invoices to customers

    • Ge capital

      Jan 2014 - Jul 2021

      * Resolve unapplied or unidentified cash items. * Contact customers for remit details on wires/ACH’s made * Send out Due Diligence letters to customers that don’t respond to contact after 30 days on their unapplied cash payments * Log checks that are received in our Jacksonville office and overnight them to proper location/lockbox. * Research/Resolve AML (Anti-Money Laundering) Workflows opened up to us by the cash team. * Make sure all unapplied cash items are properly coded in GECARS (G.E .System) * Manage the UAC Healthcare Report (Aged Credits) Show less

      • Cash Accounts Reconciliation Specialist

        Apr 2016 - Jul 2021
      • Cash Operations Specialist

        Jan 2014 - Jul 2021
    • Robert half

      Sept 2018 - Jul 2021
      Recruitment manager
    • Cit

      Jul 2021 - now
      Premier account manager

      Premier Account Manager

  • Licenses & Certifications

    • Green belt certified

      Six sigma
    • Simplean certification

      Nov 2014
    • Simplean certificate

      Ge capital
      Nov 2014
  • Volunteer Experience

    • Volunteer

      Issued by Dreams Come True of Jacksonville
      Dreams Come True of JacksonvilleAssociated with Joel Shaffer
    • Public Speaker

      Issued by Children's Home Society of Florida on Jan 2013
      Children's Home Society of FloridaAssociated with Joel Shaffer