Stephanie Sotelo
Charlotte
Summary
Professional with strong operational and administrative skills. Known for effective team collaboration and adaptability to changing needs. Expertise in process management, customer service, and issue resolution. Reliable and results-driven with focus on delivering quality outcomes.
Overview
20
20
years of professional experience
Work History
Sales Ops & Warranty Administrator
Carolina Cat
08.2019 - Current
- Provide Warranty quotes through Quote-plus for new and used CAT machines
- Provide warranty quotes through allied vendor sites for new and used allied machines
- Register extended warranty for any new or used machine sold with coverage plans
- Update SIMSI for cat machines sold with warranty
- Conduct monthly reconciliation on extended coverage accounts
- Create monthly sales report for CSA group
- Create RPO payoffs for rpo agreements
- Verify amortization schedule and interest rates correct on payoffs
- Manage RPO invoicing
- Send monthly rpo reports to sales team
- Manage rpo database & documents
- Maintain the warranty module in I-quote
- Maintain lease return communication with Carolina Cat branches and CAT Financial
- Manage and create purchase orders in SAP
- Manage filing and cancellation of UCC’s
Invoicing Coordinator
Carolina Cat
10.2014 - 08.2019
- Invoice all machine sales for new/used construction division
- Receive new and used equipment into dealer business system and Saleslink/Cloudlink
- Produce documents for sales reps (credits, invoices, sales analysis and back out/rebills)
- Create pro-forma invoices and release final invoices
- Enter accounting adjustments into dealer business system
- Files dealer transaction register report and submits post sales variance claims to Caterpillar
- File UCC’s through the NC Secretary of State Website
- Assist Hispanic market segment with various duties as assigned
- Create purchase orders through SAP accounting system
- Generate month/year end sales growth reports
- Matches acknowledgements to orders and updates shipping status
- Supplies information for quarterly merchandising audits
- Assist marketing division in branching out to diverse construction markets
AR Support/COI Processor/Corp Collections
Sunbelt Rentals Inc
05.2008 - 10.2014
- Process, update and maintain customer certificates of insurance
- Assist customers with billing issues that may be brought up by the customer such as providing invoice copies, tax questions, billing of additional fees such as rental protection & environmental fees
- Respond to customer emails and faxes regarding receivables and insurance support
- Execute insurance letters notifying of invalid insurance certificates
- Responsible for management and collection of open accounts receivable due from customers
- Reconcile disputed balances and act as a liaison between customer and branches in the resolution of billing issues
- Collection of moderately difficult or distressed accounts
- Prepare bond claims and/or lien claims against jobs customers used equipment on due to non payment
- Assist the cash application department in applying customer payments
- Prepare checks for remote deposit using Bank of America Cashpro system
- Prepare and post credit card reports through Cybersource operating system
Credit Service Rep./Collector
United Rentals Inc
05.2005 - 05.2008
- Responsible for management and collection of open accounts receivable due from customers
- Reconcile disputed balances and act as a liaison between customer and branches in the resolution of billing issues
- Make recommendations to immediate supervisor on additional collection action deemed appropriate and necessary to collect past due balances
- Prepare bond claims and/or lien claims against jobs customers used equipment on due to non-payment
- Process customer requests for lien waivers and releases
- Execute credit letters notifying of past due balances, and notice of nonpayment letters
- Coordinate and assist the cash application office on customer issues that relate to cash posting issues and disputes
- Work with branch managers in the process of reviewing and resolving customer billing issues and disputes
- Attend to any other billing issue that may be brought up by the customer such as providing invoice copies, tax questions, billing of additional fees such as rental protection & environmental fees
- Collection of moderately difficult or distressed accounts
- Responsible for the orientation of new hires to the Wynne system used in accounts receivable & account management
Credit Support Rep.
United Rentals Inc
01.2005 - 05.2005
- Processed customer credit application requests for charge accounts
- Verified completed credit applications along with any certificates of exemptions as noted
- Contact the customer to gather additional information such as financial reports or for clarification of information they have submitted on their credit application
- Collected credit information on the charge account applicant from trade and bank references, credit reports, state and public records
- Maintained and updated the customer account information in the customer master file
Education
High School Diploma -
C.D Hylton High School
Woodbridge, VAAccounting Cert -
NACM East Coast, United Rentals
Financial Analysis Cert -
NACM East Coast, United Rentals
Business Credit Principles -
NACM East Coast, United Rentals
Collections Law -
Fred Pryor Seminars, Sunbelt Rentals
Skills
- Type 70 words per minute
- 12k keystrokes p/h (10 key)
- Intermediate knowledge in SAP accounting system
- Intermediate knowledge in Microsoft Office programs
- Intermediate knowledge using AS400 software program
- Team Player
- Willing to learn new tasks
- Strong sense of urgency
- Multitasking
- Excellent organization skills
- Strong communication
- Detail Oriented
- Warranty administration
- Quote management
- Invoice processing
- Data analysis
- SAP management
- Time management
Languages
Spanish
Native or Bilingual
Timeline
Sales Ops & Warranty Administrator
Carolina Cat
08.2019 - Current
Invoicing Coordinator
Carolina Cat
10.2014 - 08.2019
AR Support/COI Processor/Corp Collections
Sunbelt Rentals Inc
05.2008 - 10.2014
Credit Service Rep./Collector
United Rentals Inc
05.2005 - 05.2008
Credit Support Rep.
United Rentals Inc
01.2005 - 05.2005
Accounting Cert -
NACM East Coast, United Rentals
Financial Analysis Cert -
NACM East Coast, United Rentals
Business Credit Principles -
NACM East Coast, United Rentals
Collections Law -
Fred Pryor Seminars, Sunbelt Rentals
High School Diploma -
C.D Hylton High School
Similar Profiles
Zachary SaundersZachary Saunders
Service Coordinator at Carolina CATService Coordinator at Carolina CAT
Cameron D. KingCameron D. King
Heavy Diesel Technician at Carolina CATHeavy Diesel Technician at Carolina CAT
Dion SimpsonDion Simpson
EPG Generator Field Technician at Carolina CATEPG Generator Field Technician at Carolina CAT