Detail-oriented credit professional with 8+ years of experience across credit analysis, accounts receivable, and customer-facing operations. Reviews financial data, sets credit limits, and resolves order holds with clear communication across sales, billing, and service teams.
Overview
18
18
years of professional experience
Work History
Credit Analyst
Halo Branded Solutions/lee Wayne
Sterling, Illinois
10.2018 - Current
- Analyzed financial data to determine credit limits and payment terms.
- Reviewed customer credit applications for Halo Branded Solutions and Lee Wayne accounts, ensuring accurate assessment of creditworthiness.
- Released or placed orders on hold based on credit status and payment risk, minimizing potential financial losses.
- Communicated credit decisions with sales, billing, and customer service teams.
Prepared credit files, reports, and account documentation for review, facilitating informed credit decisions.
Data Entry Clerk
UP Solutions
Clinton, IA
10.2016 - 10.2018
Performed data entry from paper documents, emails, and other sources into computer systems.
Processed invoices, forms, and order details for UP Solutions workflows.
Updated spreadsheets with customer information, payments, and account changes.
Coordinated with team members to resolve data questions and document issues.
Retail Department Manager
Hy-Vee
Clinton, IA
04.2011 - 10.2016
Maintained department displays, pricing, and planograms for Hy-Vee sales floor standards.
Trained associates on customer service, safety procedures, and department tasks.
Resolved customer concerns and reinforced friendly service across Hy-Vee department areas.
Reviewed inventory reports and adjusted product placement for Hy-Vee assortment needs.
Ordered merchandise, monitored stock levels, and coordinated receiving with Hy-Vee vendors.
Teller Supervisor
Valley Bank
Clinton, IA
01.2009 - 04.2011
Trained Valley Bank tellers on cash handling and customer service standards.
Supervised Valley Bank teller desk operations and daily branch workflow.
Reviewed cash drawers, vault balances, and teller transactions for accuracy.
Scheduled teller coverage and coordinated branch service assignments.