Joel Shaffer

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

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  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
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  Robert Half

  Sept 2018 - Jul 2021

  Recruitment Manager
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  CIT

  Jul 2021 - now

  Premier Account Manager

  Premier Account Manager