Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience.
Overview
23
23
years of professional experience
Work History
Merchants Metals LLC
Merchants Metals LLC
Atlanta, GA
08.2014 - 10.2019
Monitor commercial accounts, prepare delinquency reports, arrange payment terms, and facilitate collection process for delinquent accounts, work closely with internal and external customers to produce payment resolution
Evaluate accounts and recommended 3rd party collections
Recommend write-offs
Execute lien waivers
Process checks and credit card applications
When necessary coordinate with legal to record and perfect Mechanics’ Liens
Comprehensive knowledge of liens, bonds and UCC filing law
Research and resolve customer issues (i.e
Tax, discounts, short pays, overpayments and disputes)
Assist cash application department - application of bank error batches to customer accounts; research, application, and notification.
Doosan Infracore Construction, Inc.
Doosan Infracore Construction, Inc.
Suwanee, GA
05.2011 - 03.2014
Senior Credit/Collection Analyst
Monitored commercial accounts, prepared delinquency reports, arranged payment terms, and initiated the collection process for delinquent accounts
Worked closely with internal and external customers to facilitate payment resolution
Monitored and formulated credit decisions pertaining to credit limits, approve release of account and credit holds
Navigated customers web portals to review vendor program debits and remittance information
Reviewed aging and past due receivables daily
Reviewed and analyzed corporate financial statements
Customer Service - Research and resolve customer issues (i.e
Tax, discounts, short pays, overpayments and disputes)
Assisted cash application department - application of bank error batches to customer accounts; research, application, and notification
Prepared and analyzed customer account reconciliation and process credit/debit adjustments to customer account.
Pexco LLC
Pexco LLC
Alpharetta, GA
06.2010 - 05.2011
Senior Credit/Collection Analyst
Formulated credit decisions pertaining to credit limits, approve release of account and order holds
Researched and resolved customer issues (i.e
Tax, discounts, short pays, overpayments and disputes)
Application of bank error batches to customer accounts; research, application
Prepared and analyzed customer account reconciliation and process credit/debit adjustments to customer account.
Hagemeyer North America
Hagemeyer North America
Alpharetta, GA
05.2005 - 06.2010
Senior Credit Associate/Team Lead
Team leader - supported, assisted, trained and mentor new hires and entry level employees as well as stand-in for the Credit Supervisors
Comprehensive knowledge of liens, bonds and UCC filings
Supervised special projects; computer conversions, clean-up of AR cash and credit card applications, install and train employees on equipment and software
Monitored commercial accounts, prepared delinquency reports, arrange payment terms, and facilitated collection process for delinquent accounts
Researched and resolved customer issues (i.e
Tax, discounts, short pays, overpayments and disputes)
Assisted cash application department - application of bank error batches to customer accounts; research, application, and notification
Set, monitored and formulated credit decisions pertaining to credit limits, approved and released account/order holds.
Kilpatrick Stockton LLP
Kilpatrick Stockton LLP
Atlanta, GA
07.2003 - 05.2005
Credit & Collections Analyst
Monitored and formulated credit decisions pertaining to credit limits, approve release of inventory
Researched and resolved customer issues
Determined creditworthiness for new customers by reviewing and analyzing financial information.
CIT Group / EF and Agilent
CIT Group / EF and Agilent
Atlanta, GA
05.1996 - 07.2003
Officer/Portfolio Manager
Portfolio Account Manager (PAO) tracked accounts on a monthly basis to: Managed a portfolio in excess of $500.0M
Ensured the account was appropriately risk-graded, and knew if the company was in compliance with the terms of contract and covenants
Kept apprised of new material information about the customer that affected customer's ability to honor its financial obligations
Understanding of the terms, conditions, and collateral of the transaction; which included a working knowledge of the underlying documentation
Responsible for accurately calculating and monitoring interest and fees for designated accounts (amortization schedules utilizing T-Value and LIBOR
Developed a good understanding of customer's business and maintained a good working relationship
Evaluated customers covenant compliance and performance issues that would require modification to approval and rewrite of legal documents
Responded promptly to customer/agent requests for information or other needs, including buy-outs, additional business, collateral releases, amendments, etc
Supported the needs of the business by preparing reports and other business analysis as required
Worked with legal counsel to review and approve documentation related to changes in the terms of the transactions/relationships
Responded to requests for information, explanation, or documentation from internal or external auditors
Obtained monthly, quarterly and annual financial statements from customers or from SEC filings
Spread financial statements and maintained up-to-date risk grades.
Analyst - Accounting Policy at Department of Treasury and Finance | Victorian Public SectorAnalyst - Accounting Policy at Department of Treasury and Finance | Victorian Public Sector