Alejandro Natera-uribe

Billing and Collections Specialist

Xenon arc

Mar 2025 - Current (1 year 8 months)

- Record customer payments and transactions related to accounts receivable. - Draft correspondence for standard past-due accounts and collections. - Assist customers with disputes, inquires, and questions surrounding their payment history.

Onboarding Manager

Guidant Financial

Oct 2023 - Nov 2024 (1 year 2 months)

• Lead a global team of 6 to support entrepreneurs joining a Bookkeeping and Tax Services platform.
• Streamlined the client onboarding process, creating an average of 20 new cases per month, which improved the transition of clients to the Customer Relations Specialists group by 30% in efficiency.
• Designed and implemented a comprehensive client onboarding workflow, serving as a reference for the Bookkeeping and Tax teams, which enhanced team productivity and reduced onboarding time by 15%.
• Developed over 20 Salesforce email templates, resulting in a 20% increase in team responsiveness and improved client communication during the onboarding phase.
• Authored 10+ standardized procedures for Customer Relations Specialis

Financial Revenue Manager

Guidant Financial

Sep 2022 - Sep 2023 (1 year 1 month)

• Led the Accounts Receivable team, ensuring accurate invoicing and timely collections, improving cash flow efficiency by 30%.
• Launched a client payment portal on the corporate website, allowing clients to download invoices, pay balances, and enroll in autopay.
• Created a payment page on sales agreements, enabling the Billing Supervisor to contest chargebacks, reducing dispute resolution time by 25%.
• Implemented DocuSign links in Salesforce templates, removing attachments and cutting email campaign time by 40%.
• Developed a training plan for the Accounts Receivable team, ensuring operational standards and boosting performance metrics by 15%. Show less

Accounts Receivable Supervisor

Guidant Financial

Feb 2019 - Aug 2022 (3 years 7 months)

• Led a team of 4 to maintain accounts receivable for 8,000+ clients, achieving a 98% current status monthly.
• Oversaw the A/R module implementation during the migration from Workday to Sage, improving efficiency and accuracy in financial management.
• Developed monthly recurring billing forecasts for the Director of Finance, aiding strategic planning and decision-making.
• Resolved escalated customer inquiries, providing debt repayment strategies and ensuring clear communication to address overdue payments.
• Assisted the Sales team on collecting commission invoices from lenders that were 90+ Days past due, reducing their outstanding balance by 50%. Show less

Accounts Receivable Lead

Guidant Financial

Jul 2017 - Jan 2019 (1 year 7 months)

• Managed invoicing and payments, reducing past due balances from $62K to $40K through effective collections.
• Streamlined over 20 procedures for faster collections and enhanced customer satisfaction.
• Trained A/R team members on contract reviews, billing schedules, autopay, email campaigns, and credit card disputes.
• Created payment plans that reduced non-payment terminations and increased monthly revenue.
• Supported Sales, ROBS Onboarding, and 401(k) Administration with billing inquiries and concerns. Show less

Accounts Receivable, Billing and Administrative Specialist

Guidant Financial

Feb 2014 - Jun 2017 (3 years 5 months)

• Provided exceptional customer service by promptly responding to emails and voicemails, ensuring clear communication for both internal and external clients.
• Processed credit card and direct debit payments, issued receipts, and managed credit memos, discounts, and refunds efficiently.
• Maintained bookkeeping databases and spreadsheets, updating information as needed to ensure accuracy in financial records.
• Settled daily credit card payments and uploaded ACH batches to the bank, while addressing returned ACH payments and contacting clients for balance collection.
• Prepared and posted invoices for multiple product lines and managed monthly billing for clients enrolled in autopay. Show less

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Staff Accountant

HRnovations

Feb 2013 - Oct 2013 (9 months)

Assisted the Director of Finance and Operations by performing multiple tasks in a Dynamics GP software environment:
• Reconciled 2 business bank accounts.
• Processed accounts payable for 50+ vendors.
• Billed temporary staffing hours for 10+ clients.
• Reviewed time sheets and processed weekly payroll for 100+ employees.
• Remitted federal tax payments and filed quarterly returns for 20+ clients.
• Remitted monthly state and local tax payments for 10+ clients.

Senior Representative, Customer Financial Services

Verizon

Jul 2009 - Jun 2012 (3 years)

Collected on 0 - 120 days delinquent accounts while focusing on customer retention and first call resolution; cross-trained as a credit and order operations support (COOS) representative to activate new line(s) and approve credit applications; key performance indicators:
• Average dollars per hour: $2,413 ($2,100 - $2,700).
• Average inbound calls per hour: 19.00 (16.00 – 20.00)
• Average outbound payments in full: 5.90 (4.50 – 7.00).
• Average adherence: 99% (94% - 98%). Show less

Bilingual Representative, Spanish Customer Services - NOA

Parker Staffing

Sep 2006 - Jun 2009 (2 years 10 months)

Provided technical support for Nintendo systems, accessories and Internet connections; cross-trained as an administrative support representative:
• Average inbound calls per day: 50 – 75 (quality-oriented performance).
• Responsible for Spanish voice mail and customer call backs.

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Cage Cashier Supervisor

Fiesta Casino Guayana

Jan 2005 - Sep 2005 (9 months)

Ensured compliance with all Fiesta Casino policies and procedures, including Internal Controls (ICs).
• Monitored Cashiers training needs and provided feedback to Cage Manager.
• Verified daily soft and hard count drops to the vault.
• Reconciled balancing of all cash drawers.

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Cage Cashier

Fiesta Casino Guayana

Jan 2003 - Dec 2004 (2 years)

Finalized cash payment to customers, maintained the balance in the cash drawer and interacted with customers in a friendly and professional manner.
• Ensured that cash drawer was balanced at all times and made exchanges with the vault when necessary.
• Calculated totals for customers chips and paid out cash for chips collected.
• Verified identification of customers requesting cash advances.

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Count Room Clerk

Fiesta Casino Guayana

Apr 2002 - Dec 2002 (9 months)

Collected cash, tokens and chips from slot machines and game tables.
• Prepared the necessary paperwork detailing the count process.
• Operated currency equipment to count cash and tokens.
• Bundled straps of currency by denomination.

Alejandro Natera-uribe

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Alejandro Natera-uribe

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