Ashley Herds Email & Phone Number

Jacksonville, Florida, United States

Tampa/St. Petersburg, Florida Area

Record all incoming paymentsProvide monthly Account Receivable report to clients and weekly report to our Account ManagersSend daily emails or phone clients for payment remindersWork closely with the Account Managers, Property Managers, Invoicing Team, and our clients to rectify unpaid or unsubmitted invoices Reduce Account Receivable past due percentage.

Tampa/St. Petersburg, Florida Area

Provided general education on mutual funds and investments accounts. Processed financial transactions such as Roth IRA conversions, IRA contributions, and others. Opened new mutual funds and serviced existing retail accounts.Obtain my Series 63, Series 7, and Series 6

Tampa/St. Petersburg, Florida Area

Managed a 300+ person caseload by verifying completeness and accuracy of financial aid forms and statements, confirmed Federal Title IV balance, requested payment of unpaid tuition, and if requested submitted additional paperwork to approve Federal Student Aid.

Tampa/St. Petersburg, Florida Area

Updated 100+ consumer account balances to reflect payments and adjustments on monthly basis. Resolved 30+ client inquiries concerning billing and inventory statements, web access, and consumer data by calls and emails weekly.

Tampa/St. Petersburg, Florida Area

Managed and collected on 200 accounts at delinquency level over 90 days. Assessed customer financial situation and established arrangements through repayment plans and negotiate or settlements.