Yogeswari Rajendran

• Billing Knowledge: Following the invoicing procedure, implementing a proactive collection approach, and establishing a strong relationship with clients.
• Data Security and Access Management: Implemented data access controls, managed authorized users, verified contacts, and updated billing notes and labels.
• Cash Application: Receiving the batches, applying the cash into Oracle, and working on Jira tickets to fix the issues on CM and DM.
• Held weekly team meetings to inform team members about company news and updates.
• Participated in credit and collections activities.
• Monitored unidentified, unapplied payments and other reports on a daily basis to ensure all goals were met and exceeded by deadlines.
• Collaborated with the payments team and the general ledger team to clear customer accounts.

Insurance Admin.

• Receiving the certificates from the onshore customer to implement the insurance details in the Oracle.
• Which needs to be implemented with liability and property needs.
• Enhanced with the Weekly Quality check.

• Evaluating new credit requests, and conducting client credit checks.
• Managing and collecting debts from company debtors.
• Setting up the terms of credit for new clients.
• Preparing statements and reports for the company accountant.
• Liaising with customers and the sales team.
• Creating monthly status reports for the review calls.
• Received information about disputes and responded to incidents calmly to develop effective resolutions.
• Contact the customer via telephone and email, and get the payment or confirmation for due invoices.
• Interacting on a daily basis with customers to resolve queries and issues related to invoice payments.
• Monthly followup with the customers disputes.