Innumerable years of experience in all phases of Financial Services including collections, credit lending, payment applications, cash forecasting and sales support. Well organized with excellent customer service skills with the ability to resolve customer disputes and complaints. A strong team leader with a willingness to learn.
Overview
17
17
years of professional experience
Work History
Credit/Collections Analyst
Wayne Water Systems
01.2007 - 03.2011
Manage and consistently collect $6+ million in monthly receivables portfolio from big box customers such as Home Depot, Lowe’s, Ace Hardware, Menard’s, and Amazon.Com
Process new customer credit applications: pull & review credit bureau reports, bank & trade references to determine credit worthiness
Approve & release new orders
Forecast monthly receivables
General ledger reconciliation
Mail customer invoices & monthly billing statements
Contact customers via phone, fax & email for payment due
Apply payments thru JD Edwards including manual deposits, credit cards, ACH & wire transfers
Issue credit balance refunds
Process month end journal entries
Research & process freight claims from multiple carriers including UPS, FedEx, Estes
Maintain record of customer tax certificates
Prepare aging report
Forward delinquent accounts to third party collection agency
Work directly with Controller & President on various financial projects
Partner with Internal Sales Team & Customer Service Manager on ways to improve company processes
Year end physical inventory process: count, audit and record all data from findings
Receivables Manager
OKI Systems Limited
01.2005 - 01.2007
Collections of material handling & lift truck equipment accounts including Crown Lift Truck, Cornerstone Consolidated Group
Conducted monthly receivables meetings with sales and department managers regarding past due accounts
Prepared, printed and mailed 14 thousand monthly statements for all 7 branches
Customer Service/Collections Agent
RF Staber Group
01.2002 - 01.2005
Collections of 3rd party legal accounts including GE Medical, General Electric and Sherwin Williams Paint
Consistently met monthly collection targets of $750 thousand to earn monthly bonuses
Bonded 3rd party debtor out to local attorney for garnishments or court assistance
On-site Receivables Manager
Cincinnati Milacron Inc.
01.1997 - 01.2002
Collections of metal fabricating machine accounts including Boeing, Raytheon Aircraft, Chrysler, Ford and General Motors
Trained 6 new staff members on accounting functions and company processes
Credit & Collections Analyst
Macy’s Credit Customer Service (FACS)
01.1994 - 01.1997
Department liaison for return check adjustments and dispute resolution
Collections of NSF and returned checks for department store accounts
Credit Granting for personal customer accounts
Education
Associate Degree - Business Management
Cincinnati State College
Skills
Communication skills
Multitasking
Prioritization
Teamwork
Dispute resolution
Customer service
JD Edwards
DMS
Microsoft Excel
Microsoft Word
Microsoft Outlook
Bilingual in Spanish
Accomplishments
Successfully saved current company hundreds of thousands of dollars in postage by utilizing EDI billing system and have customers send payments via ACH and EFT transfers
Successfully recovered $500 thousand of past due freight claims within 90 days of hire
Successfully trained new company Controller & Account Manager on company systems
Received Certificate for ISO 9001 Auditor- Gage Calibration
Received card of recognition from company President for excellent internal communications practices and collection efforts
Received honorable mention from Hamilton County’s Workforce Investment Board
Diversified OKI’s company culture and still appear on company website
Timeline
Credit/Collections Analyst
Wayne Water Systems
01.2007 - 03.2011
Receivables Manager
OKI Systems Limited
01.2005 - 01.2007
Customer Service/Collections Agent
RF Staber Group
01.2002 - 01.2005
On-site Receivables Manager
Cincinnati Milacron Inc.
01.1997 - 01.2002
Credit & Collections Analyst
Macy’s Credit Customer Service (FACS)
01.1994 - 01.1997
Associate Degree - Business Management
Cincinnati State College
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