Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jacquelyn Macias

Stanton,CA

Summary

Lead Credit Analyst at Envista with expertise in cash flow analysis and relationship management. Recognized for significantly reducing aged receivables and enhancing employee retention through a comprehensive training program.

Overview

18
18
years of professional experience

Work History

Lead Credit Analyst

Envista
08.2007 - Current


  • Review daily holds report for customers on recent purchases.
  • Track and monitor outstanding accounts while managing over 2000 accounts.
  • Daily collection calls.
  • Issue refunds/rebates.
  • Process payments and research customer issues/concerns.
  • Recognized for reducing aged receivables.
  • Assist customer care and sales representatives with billing and pricing concerns.
  • Work with third party collection agency and attorney services.
  • Negotiate payment terms with customers to optimize cash flow and prevent delinquency issues.
  • Assist credit manager with setting up meetings and updating daily work schedule.
  • Established a comprehensive training program for new hires that significantly improved employee retention rates within the department over time.
  • Collaborated with IT teams to improve system functionality and automate manual tasks, resulting in improved efficiency and productivity within the credit department.

Education

High School Diploma -

Rancho Alamitos High School
Garden Grove, CA
06-1999

Skills

  • Oracle
  • Card connect
  • Microsoft Outlook
  • Microsoft Excel
  • Quick books
  • Cash flow analysis
  • Repayment plan structuring
  • New hire training

Timeline

Lead Credit Analyst

Envista
08.2007 - Current

High School Diploma -

Rancho Alamitos High School

Similar Profiles

CREATE PROFILE