Chad Holub Email & Phone Number

Dallas, Tx, Us

Dallas, Tx, Us

Irving, Texas, United States

- Manage daily and monthly reconciliations of cash receipts posted in the ERP system against bank account.- Act as a second level of escalation within the cash application process.- Communicate with internal and external customers to identify and resolve incoming payment related issues/disputes.- Process a variety of Cash Application transactions in SAP, JDE, and other ERP systems.- Follow/execute onboarding procedures for 3PL customers.- Participate in weekly/monthly account review calls with 3PL customers.- Provide support and assist in communication with treasury, banking partners, and other internal functions.- Respond to operations technical questions from the virtual team/customer, provide follow through, and resolution on issues.- Assist with pulling supporting documentation for internal/external audits.- Perform closing process according to month-end schedule.- Support and execute integrations of new businesses in the current environment as required.

Dallas, Texas

 Provides formal supervision to individual employees within single functional or operational area. Recommends staff recruitment, selection, corrective action and termination.  Prepares and delivers performance appraisal for staff. Mentors and coaches team members to further develop competencies. Leads by example and models behaviors that are consistent with the company's values. Downloads the Wells Fargo financial statements, including daily deposits, then updates the shared Excel files with the payment information.  Coordinates the timely processing of Corporate clients’ ACH/Wire and Lockbox payments deposited in multiple CBRE bank accounts through Wells Fargo and Chase. Oversees the timely processing of credit memo application requests received from accountants in other CBRE departments. Performs necessary month-end related functions. Examines, audits and/or evaluates subordinate's work product for accuracy and completeness. Identifies training needs of subordinate staff and provides technical guidance. Responds to internal / external customer or vendor requests and inquiries. Conducts research on more difficult or complex inquiries. Ensures process and procedures are in compliance with company policies, acceptable accounting practices, and applicable regulations. Establishes new internal policies and procedures to increase productivity and efficiencies. Create in-depth documentation for all Accounts Receivable processes, which can be utilized as reference material, and training associates new to the department. Maintains and updates attendance employee records.

Coppell, Texas

Experience and Achievements: By job shadowing with subject-matter experts (SME), referencing documented procedures, and leadership’s input, I created helpful learning tools, essential to our key objectives of improving job performance, while resolving non-compliant actions. Built training decks, to be taught in a classroom environment for Revenue Operations (ROPS), which included detailed PowerPoint presentations, with written script to guide the instructor, knowledge-checks, group activities, and quizzes to assess associates’ comprehension. Trained (ROPS) new-hires and teammate transfers on specific departmental processes within Accounts Receivable, Patient Billing, Insurance Billing, and Accounts Payable. Assembled Quick Reference Guides, with hyperlinks to provide direct access to Third Party sites, as well as other relevant source material for the Accounts Payable and Accounts Receivable departments. To improve the long delay in the account adjustment approval process, and lower the high percentage rate of rejections, I determined the primary causes for rejection, then devised checklists to be followed. In addition, I created Adjustment Guides, which provided quick reference material and examples of documentation required for approval. This ultimately improved the flow of the entire process for monetary account adjustments, thus directly affecting overall customer satisfaction. Instructional Designer & Trainer for the newly formed, ROPS Outbound Collections team, at DaVita Rx Canyons, in Chandler, AZ. Upon implementation and roll-out, the outbound Patient Billing team collected on average $25,000 - $30,000 per month.

Irving, Texas

Experience and Achievements:National Processing Center - Senior Team Lead (2008 to 2014): Led team of 10-15 associates responsible for researching Customer Credit Bureau Claim Requests, then submitting any necessary changes to Equifax, Transunion, and Experian Credit Bureaus. Led group of 4-5 team members in the Auto Finance & Insurance department, to ensure payment received from wholesale dealers, on lease accounts that were prematurely terminated. Monitored team productivity, audited transactions to certify associates stayed within company guidelines, remained SOX compliant, and addressed training opportunities as needed. Oversaw the daily reconciliation of dealership and customer automotive payments from multiple sources, including Western Union, Easy Pay, MoneyGram, Lockbox, and our on-site posting facility.National Processing Center – Accounting Assistant II (2002-2008): National Processing Center (NPC) liaison for many years, assisting other departments, corporate headquarters, and regional offices across America, which included facility calls, on-line requests, and classroom presentations to all levels of employment throughout the company. Trainer for new and transfer associates regarding multiple NPC procedures such as, income reconciliations, customer credit bureau disputes, misapplied payments, and adjustment processing. Worked collectively with internal departments and dealerships to safeguard the closure of Acura and Honda lease accounts, with emphasis on customer satisfaction. Investigated unidentified aged items to prevent the funds from being submitted as state unclaimed property.

Irving, Texas

National Processing Center - Accounting Assistant I (1998 -2002): Work collectively with internal departments and dealerships to safeguard the closure of Acura and Honda lease accounts with emphasis on Customer Satisfaction. Ensure all incoming funds are secured, deposited, and appropriately applied daily. Actively participate in testing and implementation of software enhancements and procedural changes, while acting as a liaison between the department and corporate offices throughout the process.

Irving, Texas

Lease Maturity Center - Collections Specialist (1996-1998) Promoted from early collections, to mid-collections, then to late collections on active accounts throughout my time in the collections department. Repossess accounts deemed uncollectable while following the legal guidelines set in place. Assist customers concerning their end of term balance, negotiate fees, and payment plans which best suits the needs of the customer without compromising the needs of the company.

Bachelor'S Degree, Double Major: Marketing & Management

Dean's List

Accounting And Business/Management