Reliable Manager with exceptional work ethic and a desire to exceed company expectations. Skilled in building productive working relationships and managing goals in fast-paced environments. Thrives in team-oriented environments, maximizing productivity and optimizing procedures.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Sr. Credit and Collection Analyst
SunPower Corporation
Austin , TX
10.2023 - Current
Participated in weekly meetings with management team members discussing strategies for increasing collections efficiency.
Conducted skip tracing activities to locate missing customers who had outstanding debts.
Contacted customers by telephone, email or mail in order to collect past due balances on accounts.
Analyzed customer creditworthiness and determined appropriate levels of credit limits.
Maintained accurate records of all collection activity using the company's software system.
Identified opportunities for process improvement within the collections department.
Developed strategies for improving collection performance, reducing delinquency and bad debt losses.
Researched and resolved customer disputes regarding billing errors or discrepancies.
Reviewed accounts receivable aging reports and identified potential problem areas.
Negotiated payment plans with customers in order to bring their accounts current.
Worked closely with both customers and sales team to reconcile accounts and oversee payment negotiation.
Monitored and maintained compliance with internal controls and government regulations.
Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Realtor
Berkshire Hathaway HomeServices
Austin, Texas
09.2022 - Current
Conducted open houses and showings of properties to prospective buyers.
Coordinated with appraisers, title companies, lenders, home inspectors and other third parties to ensure a successful closing process.
Reviewed inspection reports prior to closing ensuring that all necessary repairs were completed.
Collaborated with colleagues to develop strategies for attracting new clients.
Organized open houses and other events to promote properties for sale.
Negotiated contracts between buyers and sellers to reach agreement on price and terms of sales.
Generated leads through networking activities, cold calling prospects, referrals.
Advised clients on market trends and local real estate conditions, helping them make informed decisions.
Assisted clients in obtaining financing options such as mortgages or loans.
Analyzed financial data such as income statements and tax returns to determine affordability levels for potential buyers.
Answered inquiries from potential buyers regarding features of property listings.
Developed relationships with vendors who could provide services related to the purchase or sale of real estate.
Developed marketing plans to promote properties for sale, including listing ads in newspapers and websites.
Provided guidance and support throughout the entire purchasing process from initial search through closing.
Prepared documents such as purchase agreements, deeds, leases and other legal documents related to real estate transactions.
Maintained current knowledge of laws governing real estate transactions in order comply with regulations.
Researched zoning regulations for specific areas when preparing property listings.
Monitored changes in local markets that could affect the value of listed properties.
Generated list of properties to meet specific client needs.
Facilitated closing process on behalf of clients and reviewed parts of contracts to resolve issues prior to closing.
Communicated with inspectors, lenders and pest control companies to maintain purchase agreement terms.
Executed marketing efforts via cold calling, postcard mailings and door knocking,
Developed relationships with asset management companies and local builders to link affordable units and buyers.
Grew client base by acquiring new customers and identifying needs to deliver relevant real estate investments.
Prepared forms needed for real estate transactions, contracts, deeds, closing statements and leases.
Promoted properties via advertisements, open houses and multiple listing services.
Conferred with escrow companies, lenders and home inspectors to expedite transactions and home buying process.
Expanded new business with implementation of networking and marketing strategies and generation of sales collateral.
Managed sales pipeline by actively following up with prospects and hot leads.
Promoted property sales through advertisements, open houses and participation in multiple listing services.
Oversaw and negotiated offers for real estate purchases on clients' behalf.
Increased personal revenue by completing multiple home and property sales.
Prepared and delivered sales presentations.
Advised clients on market conditions, pricing and legal requirements for property transactions.
Explained financial requirements and analytical data to potential buyers and sellers.
Established and maintained positive relationships with owner banks, non-owner banks, attorneys, mortgage lenders and builders.
Liaised between sellers and buyers for profitable and efficient sales.
Dealer Operation Specialist
SunPower Corporation
Austin, TX
01.2022 - Current
Conducted regular reviews of operational procedures to ensure compliance with company standards.
Collaborated with other departments to develop solutions that addressed operational issues across the organization.
Identified areas of improvement in current operations systems and implemented changes accordingly.
Assisted with the development of project plans for new initiatives or process improvements.
Coordinated resources and personnel to complete projects on time and within budget constraints.
Resolved disputes between customers and vendors by providing clear explanations of terms and conditions.
Created documentation related to operational procedures such as SOPs.
Implemented new processes to streamline daily tasks, resulting in increased efficiency.
Monitored performance metrics and tracked progress against goals to identify opportunities for improvement.
Ensured compliance with regulatory requirements and industry standards.
Utilized software and tools to automate and improve operational processes.
Analyzed operational performance to identify pain points and provided actionable solutions to management.
Coordinated with various departments to streamline operations and enhance workflow.
Developed and maintained relationships with key accounts to ensure customer satisfaction.
Managed multiple accounts simultaneously while meeting deadlines.
Provided technical support to customers when needed.
Utilized problem-solving skills when dealing with difficult customers.
Coordinated with internal teams to ensure timely delivery of products and services to clients.
Acted as main point of contact in matters relating to client concerns and needs.
De-escalated customer interactions by providing alternative solutions to issues.
Utilized CRM tools to track client interactions, sales opportunities, and account history.
Conducted regular business reviews with clients to understand their needs and align products and services accordingly.
Prepared and presented detailed reports on account status, challenges, and growth opportunities to executive leadership.
Managed a portfolio of XX key accounts, ensuring high levels of customer satisfaction and retention.
Established strong relationships with decision-makers and influencers within client organizations.
Led cross-functional teams to address complex client needs, ensuring cohesive effort and solutions.
Multi Unit Team Leader
H&R Block
Crown Point, IN
11.2020 - 04.2021
Assigned and monitored daily tasks for team members.
Developed strategies to increase productivity and efficiency of the team.
Ensured compliance with company policies and regulations.
Conducted regular employee performance evaluations to offer constructive feedback and solutions to propel improvements and growth.
Fostered an inclusive team culture, promoting diversity and encouraging innovative ideas.
Oversaw the recruitment, onboarding, and training of new team members, ensuring a quick adaptation to company standards.
Managed team budget and resources efficiently, reducing costs while maintaining high-quality standards.
Created shift schedules and coordinated with team members to maintain sufficient staffing levels during employee absences.
Held weekly staff meetings to review project updates, discuss issues, and brainstorm solutions.
Customer Service Representative
ComEd
Oakbrook Terrace, IL
04.2015 - 12.2019
Resolved complex problems by working with other departments to provide solutions that meet customer needs.
Maintained detailed records of customer interactions, transactions and comments for future reference.
Assisted customers with product selection, ordering, billing, returns, exchanges and technical support.
Resolved customer complaints promptly and efficiently.
Promoted high customer satisfaction by resolving problems and de-escalating situations with knowledgeable and friendly service.
Asked probing questions to determine service needs and accurately input information into electronic systems.
Adjusted bills and refunded money to resolve customers' service or billing complaints.
Enhanced productivity and customer service levels by anticipating needs and delivering outstanding support.
Customer Account Manager /Escalations Manager
AT&T
Chicago, IL
01.2002 - 02.2013
Conducted performance reviews for team members.
Coached, mentored and trained team members in order to improve their job performance.
Enforced customer service standards and resolved customer problems to uphold quality service.
Resolved customer complaints and issues promptly, maintaining a positive brand image.
Adhered to established policies regarding collection processes and procedures.
Provided excellent customer service while collecting past due amounts from customers.
Assisted customers in resolving billing disputes or other issues that impacted their ability to pay outstanding balances.
Accepted and processed customer payments and applied toward account balances.
Monitored overdue accounts using automated information systems..
Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Education
Bachelor of Arts - Clinical Psychology
Purdue University
Hammond, IN
12-1997
Skills
Effective conflict resolution skills
Time Management
Goal Setting
Analytical Thinking
Problem-solving aptitude
Written Communication
Interpersonal Communication
Attention to Detail
Analytical Skills
Multitasking
Effective Communication
Processes and procedures
Risk Mitigation
Documentation And Reporting
KPI analysis
Regulatory Compliance
Root Cause Analysis
SQL and Databases
Financial Management
Evidence-Based Decision Making
Risk Analysis
Negotiation
MS Excel
Excel proficiency
Finance
Performance Evaluation
Skip Tracing
Dispute Resolution
Contract Management
Recruitment and hiring
Staff Management
Certification
Trec Real Estate License
Timeline
Sr. Credit and Collection Analyst
SunPower Corporation
10.2023 - Current
Realtor
Berkshire Hathaway HomeServices
09.2022 - Current
Dealer Operation Specialist
SunPower Corporation
01.2022 - Current
Multi Unit Team Leader
H&R Block
11.2020 - 04.2021
Customer Service Representative
ComEd
04.2015 - 12.2019
Customer Account Manager /Escalations Manager
AT&T
01.2002 - 02.2013
Bachelor of Arts - Clinical Psychology
Purdue University
Trec Real Estate License
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