Vanessa Shirley
Petal,MS
Summary
Client Service Specialist skilled in invoice dispute resolution and claims management. Collaborates with internal teams to resolve complex deduction inquiries, ensuring adherence to contractual agreements. Committed to maintaining a high standard of customer satisfaction and operational efficiency.
Overview
19
19
years of professional experience
Work History
CLIENT SERVICE SPECIALIST, DEDUCTION MANAGEMENT
CA Carlin
01.2025 - Current
- Researched and verified customer claims to address invoicing discrepancies.
- Collaborated with Accounts Receivable to resolve invoice disputes and recover unauthorized deductions.
- Verified trade deductions against promotional contracts and ensured compliance with performance requirements.
- Managed web-based client systems and Trade Promotion Management tools, including High Radius.
- Monitored open AR balances for assigned accounts, prioritizing aged claims for timely resolution.
- Maintained 90% of accounts below 90-day aging threshold and processed files within 25 days.
- Served as primary contact for clients and internal departments to resolve complex deduction inquiries.
Data Annotator
DataAnnotation
09.2023 - Current
- Enhanced machine learning model accuracy through contributions to large-scale data annotation projects.
- Executed precise data annotation tasks to label and categorize data per project specifications.
- Utilized specialized tools to efficiently annotate complex data types, including images, text, and audio files.
BUSINESS FINANCIAL ADMINISTRATOR
Advantage Solutions
01.2023 - 07.2024
- Administered claims, deductions, and reconciliation processes to ensure accurate accounts receivable for manufacturers.
- Cleared $2M in overdue deductions within 7 days.
- Maintained deduction account balance below $25,000 with 90% of deductions within 30-day threshold.
- Collected, organized, and reviewed data from sales reports for analysis.
- Compiled and assessed data from pricing reports to facilitate a thorough review.
- Gathered and examined information from payment deduction reports for detailed analysis.
- Oversaw financial processes and supported sales team while maintaining promotional materials.
MORTGAGE LOAN CLOSER
Fairway Independent Mortgage
07.2021 - 05.2022
- Prepared completion packages for diverse mortgage products, ensuring adherence to agency lending guidelines.
- Mastered loan origination system to generate accurate initial and final disclosure documentation.
- Reconciled figures with conveyancing professionals to ensure complete accuracy in transactions.
- Analyzed compliance reports to identify and remediate potential regulatory violations before funding.
- Processed an average of 45 funded loans monthly, maintaining low deficiency rates post-completion.
- Upheld elite communication standards by resolving all conveyancing agent and branch inquiries promptly.
- Demonstrated proactive problem-solving and attention to detail throughout the loan process.
Mortgage Loan Closer
Homebridge Financial Services
07.2019 - 06.2021
- Prepared and reviewed legal completion packages, ensuring 100% compliance with mortgage regulations.
- Authorized disbursement of loan proceeds by reconciling settlement statements and coordinating wire transfers.
- Conducted pre-funding audits to verify all conditions, including employment and insurance validations.
- Served as liaison among mortgage advisers, processors, underwriters, and conveyancers for timely loan delivery.
- Processed an average of 75 funded loans monthly while maintaining low deficiency rates from reviews.
- Maintained knowledge of agency lending guidelines to ensure investor-ready files for secondary markets.
Mortgage Loan Closer
The Money Source
05.2016 - 07.2018
- Managed high-volume completion pipeline, ensuring timely loan funding and adherence to investor requirements.
- Acted as primary liaison for brokers and external partners to resolve complex documentation issues.
- Reviewed legal completion packages for 100% compliance with federal and state mortgage regulations.
- Conducted pre-funding audits and final reviews to verify fee accuracy and regulatory compliance.
- Ensured all conditions, including employment verification and insurance validation, were fulfilled.
- Collaborated with post-completion teams to address outstanding items for immediate market salability.
Mortgage Loan Closer
Regions Bank
12.2012 - 05.2016
- Audited loan files to ensure compliance with federal banking regulations for retail bank customers.
- Verified borrower data, property tax information, and hazard insurance validity using internal banking systems.
- Coordinated wire transfers and conducted final audits of completion statements to ensure accurate balance of fees, taxes, and insurance.
- Collaborated with mortgage advisers and retail processors to maintain a steady pipeline of mortgage products.
- Achieved departmental performance metrics for quality, accuracy, and first-time document preparation.
Accounts Receivable Clerk
Blendco, Inc
11.2006 - 12.2012
- Orchestrated end-to-end accounts receivable processes for two companies, ensuring seamless data flow from purchase orders to invoicing and shipment tracking.
- Managed daily cash receipts, reconciling deposits with 100% accuracy using Platinum system.
- Optimized cash flow by managing aging reports, negotiating payment plans, and auditing short-payments.
- Served as key contact for high-value accounts, resolving complex billing disputes to enhance customer retention.
- Maintained comprehensive digital and physical archives of work orders and invoices for audit-ready compliance.
- Ensured all ledger entries matched bank records, reinforcing financial accuracy and integrity.
- Proactively addressed past-due accounts, improving overall collections through effective negotiation strategies.
- Monitored invoicing processes to identify discrepancies and implement corrective actions swiftly.
Education
Bachelor of Business Administration - Coursework in Real Estate and Finance
University of Southern Mississippi
Skills
- Account Management
- Administrative Support
- Purchase Orders
- Claims and Deductions
- Customer relationship management
- Invoice dispute resolution
- Trade promotion management
- Claims administration
- High Radius proficiency
Additional Information
- Currently based in the United States and relocating to the United Kingdom. Eligible for UK Skilled Worker visa sponsorship.
Languages
English
First Language
https://www.linkedin.com/in/vanessashirley-8324a823/
Timeline
CLIENT SERVICE SPECIALIST, DEDUCTION MANAGEMENT
CA Carlin
01.2025 - Current
Data Annotator
DataAnnotation
09.2023 - Current
BUSINESS FINANCIAL ADMINISTRATOR
Advantage Solutions
01.2023 - 07.2024
MORTGAGE LOAN CLOSER
Fairway Independent Mortgage
07.2021 - 05.2022
Mortgage Loan Closer
Homebridge Financial Services
07.2019 - 06.2021
Mortgage Loan Closer
The Money Source
05.2016 - 07.2018
Mortgage Loan Closer
Regions Bank
12.2012 - 05.2016
Accounts Receivable Clerk
Blendco, Inc
11.2006 - 12.2012
Bachelor of Business Administration - Coursework in Real Estate and Finance
University of Southern Mississippi
Hobbies and interests
- Cooking
- Fishing
- Travel
- Video Games