Bob Witmer Email & Phone Number

Boynton Beach, Florida, United States

Aventura, Florida, United States

· Specialized in the factoring and funding of clients' receivables in the medical sector, focusing on claims through Medicare and Medicaid, enhancing the financial stability of healthcare providers.· Ensured timely funding for clients in the realm of medical claims, actively maintaining communication through emails and phone calls to address inquiries and clarify report details, facilitating smooth financial transactions and strengthening client relationships and… Show more · Specialized in the factoring and funding of clients' receivables in the medical sector, focusing on claims through Medicare and Medicaid, enhancing the financial stability of healthcare providers.· Ensured timely funding for clients in the realm of medical claims, actively maintaining communication through emails and phone calls to address inquiries and clarify report details, facilitating smooth financial transactions and strengthening client relationships and trust· Played a key role in onboarding new clients, assisting the COO in identifying and engaging potential medical sector clients, including doctors' offices and anesthesia providers, through strategic outreach to brokers· Led the due diligence process for new clients, ensuring thorough verification of credentials such as agreements and licenses, contributing to a reliable client base· Managed the creation and submission of comprehensive reports and necessary forms for prospects, streamlining the onboarding process Show less

Florida, United States

· Successfully managed a portfolio of 30 clients with $9MM in outstanding receivables, overseeing day-to-day customer activities for 100+ customers while maintaining professional client relationships· Exhibited proactive account management and leadership by consistently being the first in the office for strategic planning and early, daily client communications, meticulously organizing daily activities with a focus on funding schedules, invoice aging analysis, and… Show more · Successfully managed a portfolio of 30 clients with $9MM in outstanding receivables, overseeing day-to-day customer activities for 100+ customers while maintaining professional client relationships· Exhibited proactive account management and leadership by consistently being the first in the office for strategic planning and early, daily client communications, meticulously organizing daily activities with a focus on funding schedules, invoice aging analysis, and preemptive resolution of client issues to ensure optimal financial health· Managed and collaborated effectively with assistant account manager to address unpaid invoices, ensuring diligent follow-ups and effective management of past due accounts, proactively identifying and resolving invoice discrepancies including tracking and collections, ensuring legitimacy of invoices purchased· Conducted thorough due diligence for new customers, including Dun & Bradstreet reports, creating accounts and setting up customers within relationship management and accounting systems, ensuring accurate cash and payment application· Processed reserve returns to clients post invoice payment, and rigorously analyzed payment applications for accuracy, correcting misapplied funds when necessary, collaborating with Cash Department to ensure accuracy and the Credit Department to send aging reports for proactive credit limit management· Initiated enhancements in IT reporting, advocating for the inclusion of concentration and credit limit data on client reports, leading to increased client engagement and satisfaction, as well as driving efficiency in client relationship management due to transparency into data· Cross-trained other Account Managers to mitigate risks of non-funded accounts, emphasizing the importance of accurate reporting and error prevention, while increasing overall department efficiency Show less

Florida, United States

· Collaborated closely with Relationship Managers to manage a complex portfolio of commercial factoring accounts, enhancing account stability and client satisfaction, advising Relationship Managers on potential problem situations, ensuring the accurate and timely processing of schedules for efficient funding· Proactively mitigated risk and prevented loss by closely monitoring short payments, verification issues, and the accurate routing of checks to the lockbox, ensuring… Show more · Collaborated closely with Relationship Managers to manage a complex portfolio of commercial factoring accounts, enhancing account stability and client satisfaction, advising Relationship Managers on potential problem situations, ensuring the accurate and timely processing of schedules for efficient funding· Proactively mitigated risk and prevented loss by closely monitoring short payments, verification issues, and the accurate routing of checks to the lockbox, ensuring precision of accounts and invoices, conducting collection calls and maintaining rigorous financial accuracy· Worked in concert with senior leadership to guarantee fund readiness, performing due diligence and aging analysis to enhance financial operations· Expertly managed relationships with 25+ clients, prioritizing satisfaction within regulatory frameworks, with a focus on aging interactions, contract renewal, and retention, enhancing long-term client engagement and bolstering the stability of client relationships· Fostered a team-centric approach to cross-functional collaboration, contributing to concentration analysis and effective communication through comprehensive system note Show less