William Halstead Email & Phone Number

Florida, United States

7785 Baymeadows Way #305 Jacksonville Fl. 32256

Process Invoices, incoming AR payments and GL postings Maintain Customer Accounts and database; reconcile any outstanding AR issues. Communicate with customers via phone, email or mail while maintaining a professional and polite demeanor. Run AR Aging: Review A/R aging weekly for outstanding misc. and corporate billings. Make collection calls as needed and/or directed by management; maintain collections schedule on Calendar. At 90 and 30 days: Pull attendees and create audit report; charge any outstanding balances and make collections calls/emails as needed. Coordinate all cancellation/rescheduling requests with team. Confirm all that funds are in the correct deferred revenue session. At 14 Days: review any outstanding attendees, contact and audit with AP to make sure attendee list from course on day of class has all attendees paid in full Customer Inquiries: Field customer calls identifying credit card charges and supplying invoice copies, statements and any other customer requirements as needed. Product Sales: Create invoice for all product orders and update AP for inventory purposes Bank Reconciliations: Work with AP to reconcile and clear monthly bank debits across all bank accounts. Reconcile A/R, deferred revenue and other related balance sheet accounts monthly. Month end close, including preparation of revenue accruals and journal entry processing. Enter and update referrals received from outside customers into Align Networks Operating System, and answer incoming calls regarding company protocol for workers compensation insurance claims. Communicate with outside customers regarding missing/updated information as well as scheduling and following up with appointments. Deliver exceptional customer service with every customer interaction.

7880 Gate Parkway Suite 200

Assists with retirement planning, saving for college, and the sale of insurance products and annuities. Remains current on the latest trends in the industry, with comprehensive knowledge of financial and insurance products, services and best practices. Approaches potential clients by utilizing mailings and phone solicitation; making presentations to groups at company-sponsored gatherings; speaking publicly to community groups on the subject of financial well-being.

4800 East Deer Lake Dr. Jacksonville Fl. 32246

Provide “White Glove” customer service to clients with at least $250K+ in assets by assisting the management of accounts to include on - time payments, assessing and waiving of late fees, noting travel arrangements, the reporting lost/stolen credit cards and having authorization to freeze accounts. I also assisted in the redemption of rewards points. I have excelled in this high volume, demanding call center environment.

111 Bartram Oaks Walk. Jacksonville Fl. 32259

Customer-focused and solution oriented. Maintained 100% compliance to all standards and food safety guidelines and ensured that all expectations were met and exceeded by actively checking with customers and quickly correcting issues. Responsibilities also included opening and closing the store and handling large amounts of cash.

9965 San Jose Blvd. Jacksonville Fl. 32258

Greeting patrons and answering questions regarding the menu. Taking orders, helping kitchen staff in food and salad preparation, remove plates and cleaned tables. Demonstrated ability to converse clearly and proficiently with customers and coworkers, good mathematics and written communication skills. I performed well in a fast-paced work environment and management requested that I stay.

Enhanced Recovery Company 8014 Bayberry Rd. Jacksonville Fl. 32256Responsible for locating and making contact with customers via mail and telephone to review outstanding debt and negotiate settlement terms. Effective communication skills both written and verbal with knowledge of economics, accounting principles and practices. Ability to perform basic math functions quickly and accurately.

VT Milcom 7091 Davis Creek Rd. Jacksonville Fl. 32256Responsible for the installation of Naval Communications equipment. Gained “hands-on” technical experience in the installation, modification, field change, operation, maintenance, troubleshooting and repair of shipboard / Shore side systems/equipment. Strong knowledge of Ethernet and fiber optics cabling distribution, building and testing of Multi Cable Transit (MCT) and Multi Cable Passage (MCP) throughout the ship. Performed testing and technical assistance utilizing a thorough knowledge of shipboard installation principles and test equipment. I was laid off from this position because contracts ended.

Responsible for the maintenance and repair of oxygen systems and equipment used by pilots in flight as well as all survival equipment on board the jets to include 02 regulators, 02 hoses, Liquid Oxygen (LOX) bottles, concentrators, parachutes, wet/dry suits, life rafts and seat pans. Supervised and trained new personal, qualified sentry watches onboard the U.S.S Lincoln to ensure safety and eliminate threats.

Education record

Education record

Education record

Education record

Education record

; Diploma