Ericka Montenegro Email & Phone Number

Poway, Ca

•Manage various projects assigned by the Executive Management Team that will ultimately be used to increase profits.•Identify trendsetter ideas by researching industry and related events, publications, and announcements; tracking individual contributors and their accomplishments

Poway, Ca

•Managed automotive accounts for the SouthEast territory (Florida, Georgia, North Carolina, South Carolina) In addition-Puerto Rico•Initiated and closed sales for leading provider of consumer information products that serves the automotive industry and expanded customer base within the Southeast region.•Responsible for account set-up, installation, training customers on our software, up-selling ancillary product/services, customer follow-up, and retention. -Obtain new accounts through successful sales tactics utilizing warm and cold calling, networking, professional sales presentations, and follow-up•Conducted off-site sales visits to capture new business and retain existing accounts•Utilized various communication tools for training customers: Telephone, WebEx Online Conferences, Emails, and on-site visits•Maintained data integrity with software applications to ensure client information is accurate•Design and implement sales strategies to bring on new accounts•Effectively salvage and retain existing accounts•Diffuse escalated customer issues and problems

-Responsible for making collection calls and sending out correspondence to collect on overdue accounts.-Providing customer service regarding collection issues, process customer refunds, process and review account adjustments, resolve client discrepancies and short payments. -Responsible for monitoring and maintaining assigned accounts: Customer calls, account adjustments, small balance write off, customer reconciliations and processing credit memos. -Accountable for reducing delinquency for assigned accounts. -Perform other assigned tasks and duties necessary to support the Accounts Receivable Department-Enlist the efforts of sales and senior management when necessary to accelerate the collection process. -Communicate & follow up effectively with sales dept regarding customer accounts on a timely basis-Establish and maintain effective and cooperative working relationships with customers and sales.

-Responsible for distributing and balancing workload, demonstrating proper work methods and providing on the job training to employees.-Assist other collectors with difficult or complex accounts and situations, utilizing technical knowledge of collections and procedural or legal guidelines.-Compile data and prepare monthly activity reports and, periodically, more specialized reports for management-Perform specialized work, such as collection of particular accounts requiring specific knowledge of program regulations and performance of non-routine duties-Research and analyze accounts prior to initiating debtor contact; examines historical data; evaluates past collection efforts.-Provide financial counseling to discuss and resolve debt situation; restructure or revise payment terms, recommend deferments, hardships and allowable cancellations, or write promissory notes when appropriate using independent judgement within established limits.-Apply payments received to proper accounts, keeping accurate accounting records of each transaction; reconcile records with computer reports; make necessary adjustments or corrections.