Conduct effective sales presentations to customers via phone with the support of technology and direct marketing efforts.
Sells products to grow Batesville's overall book of business; establishes and maintains quality relationships with established and prospective customers.
Maintained a current book of business while actively prospecting to increase Batesville's share of wallet.
Documented and reported sales results, activities, and customer insights using CRM system.
Collaborated with sales management, field sales, marketing, logistics, and credit teams to support Batesville products and services and ensuring seamless customer experience.
Participated actively in sales and marketing planning and team meetings.
Handled miscellaneous tasks to support team operations.
Credit Analyst
Batesville Casket Company
Batesville, IN
08.2009 - 03.2019
Analyzed aging, payments, and trends to evaluate payment plan effectiveness and adjusted strategies. Initiated and followed up on past-due accounts receivable to release appropriate sales orders.
Minimized monthly past due account balances by customizing payment plans directly with customers through phone and written correspondence.
Evaluated investigation results, prepared reports on findings, and recommended credit limitations and terms to customers.
Contacted banks, trade and credit associations, and others to gather credit information, facilitating credit issuance and order approvals.
Recommended allowances for discounts, service charges, and dating during financial discussions.
Maintains timely and detailed notes in collection transactions and communications in company systems.
Provides necessary billing information to customers to enable them to process invoices in a timely manner.
Detailed the application of payments and available rebates.
Solves problems with account reconciliation and/or billing errors to resolve customer disputes
Branch Manager
American General Finance
Connersville, IN
02.1994 - 08.2009
Prepare and analyze branch reports.
Directly responsible for daily operations, personnel, budget, profit planning, business development, audit, and compliance of financial services company.
Conducted business development across nine counties, facilitating access to a variety of loan products.
Provided customer service, credit analysis, and loan extensions and closures.
Managed collections of past due accounts to enhance cash flow, including skip tracing, adjustments, foreclosures, repossessions, and bankruptcies.
Assist attorneys-at-law by providing financial information to obtain judgments and garnishments.
Interviewed, hired, and developed new team members.
Promoted a professional work environment through effective management and supervisory practices.
Performed outside calls to retail dealers, and auto dealerships..
Education
Associates degree - managment
Ball State University
Skills
Data Analysis, CRM Management, Negotiation Skills, Problem Solving, Team Collaboration, Adaptability, Customer Focus, Time Management, Payment Processing, Customer Segmentation, Market Research
Sales presentations
Sales Forecasting
CRM utilization
Customer relationship management
Certification
Life, Health, Property and Casualty License in Indiana