Administrative work - AI Workflow Automation Specialist - Collections and Reconc

Answer incoming calls from customers regarding past-due credit card accounts Verify account details with high accuracy ensuring security and safety of each customer Take payments over the phone using secure systems. Set up and confirm payment arrangements or installment plans. Explain past-due balances, minimum payments, fees, interest, and due dates. Educate customers on how to bring accounts current and avoid future delinquency. Work with customers to establish feasible repayment options. Offer hardship programs, extensions, or alternative solutions when authorized. Accurately document call details, payment commitments, and outcomes in the system. Update account notes in compliance with company and regulatory guidelines. Follow all collection laws and regulations (FDCPA, TCPA, PCI compliance). Maintain professional, respectful communication at all times. De-escalate upset or frustrated customers. Maintain a calm, empathetic tone while guiding customers toward resolution review bank statements and compare them with the company’s internal accounting records to identify and resolve discrepancies. maintain accurate financial records, prevent fraud, and ensure that all transactions are properly recorded and accounted for.

AI Automation Specialist focused on creating AI-driven workflows that reduce manual tasks, minimize errors, and improve efficiency As a Go High Level expert, I build optimized CRM systems, sales funnels, websites, email campaigns, booking tools, and automated workflows with API integrations

Enhanced in researching skills. Quality performance to exceed client’s demand. Time management is applied to make the best performance. Outbound calling to produce candidates for the business

Handle inbound calls, chats, or emails from customers experiencing technical issues. Provide step-by-step troubleshooting for devices, software, networks, or services. Identify root causes of technical problems using diagnostic tools and scripts. Resolve common issues on the first call whenever possible. Access customer accounts to verify identity and service details. Document issues, resolutions, and call outcomes accurately in CRM systems. Identify sales opportunities during technical support interactions. Recommend relevant products, upgrades, add-ons, or service plans. Promote promotions, bundles, and value-added services. Process sales orders, upgrades, and service changes accurately. Confirm order details, pricing, and activation timelines with customers.

I streamline business operations by automating their processes with Make.com, using features such as filters, triggers, app integrations, actions, error handling, and HTTP requests, so their workflows run effortlessly and they can focus on what matters most.

I help businesses save time and increase efficiency through AI automation and expert Zapier setup—from Interfaces and Triggers to Paths, Looping, Sub-Zaps, Webhooks, and custom end-to-end workflows.