Alan Lua Email & Phone Number

Worked directly with Smartsheet Customer and Sales team members to identify, troubleshoot, and resolve all billing, invoicing, and collection issues while delivering a high-quality, timely and effective customer experience.Reviewed, analyzed, and maintained an $8M portfolio by making collection inquiries and efforts via numerous channels.Assisted in the.

Research, respond to and resolve inquiries from our customers within 48 hours of receiving the inquiry, prioritizing based on the customer impact.Answer Customer payment and invoice questions.Assist Customers with desired changes to their account.Assist new hires with questions during and after their onboarding process.Resolve difficult or complicated.

Increased overall collected dollars in the 3rd quarter of 2021 by 300%Established debt repayment schedules based on the customer's financial status.Provided clients with budget management and financial guidance.Proactively identified billing issues or problematic accounts and handled as necessary and/or recommended solutions toInterfaced with the internal.

Cash application & reconciliation of all incoming payments received by wire, EFT, check, and credit card for assigned customers.Research and resolve deductions and account discrepancies.Process & research authorized deductions and dispute unauthorized deductions.Analyze and forecast customer aging for weekly AR meetings.Issue standard credit memos for.

Managed invoicing for organization through cash receipts processing, bank reconciliations and distribution of about 3000 invoices monthly.Worked closely with delinquent account holders to collect and reconcile accounts through approved channels.Reviewed contracts to maintain accurate and up-to-date billing.Performed various accounts receivable functions.

Oversaw all overdue accounts ranging with balances of 2600 to 100,000 with our prime customer.Established debt repayment schedules based on the customer's financial status.Provided clients with budget management and financial guidance.Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk.

Oversaw overdue accounts with help of automated systems to assist customers with dept repayment programs.Arrange debt repayment or establish repayment schedules based on customer financial status.Confer with customers to determine reasons for overdue payments and review the terms of credit contracts.Overcame objections by applying advanced training and.

Help Manage and direct a collection department consisting of up to 22 reps.Strategize and build inventory campaigns using dialer systems with bucket segmentation.Manage and post payments to client accounts using vendor wizard systems and batch all monies daily.Communicate with Outside Agency Liaison with Client Western Dental for inventory allocation and.