Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jacquelyn Mongelli

Westminster,Maryland

Summary

Decisive Financial leader with over 30 years of industry performance. Spearheads strategic planning and enforces established procedures to maintain regulatory compliance. Experienced in the development of solid business policies, procedures and standards.

Overview

29
29
years of professional experience

Work History

CREDIT/OFFICE MANAGER

John S. Wilson Lumber Company
01.1995 - Current
  • Negotiated modifications to new and existing credit facilities with loan providers and banks
  • Conducted loan reviews to verify home construction loans are approved, denied, or countered in compliance with established policies and procedures
  • Monitored loan policy limits and maintained updated knowledge of variations in laws across state boundaries
  • Identified challenges, analyzed root causes, and implemented strategies to mitigate issues
  • Helped customers with financial problems using relationship-based approach
  • Managed accounts receivable staff, including all training, development, and daily work assignments
  • Handled invoicing on set schedule to maximize efficiency and accuracy of billing against contract terms
  • Prepared daily, weekly, monthly, and ad hoc accounts receivable reports to support an excess of $22 million a year revenue
  • Oversaw processing and verification required for applications and risk ratings
  • Monitored decisions and reviewed analysis to recommend credit policies and procedures.

Education

LIEN PROCESSING, CREDIT PROCESSING, FINANCIAL STATEMENTS -

Dun & Bradstreet

BANKRUPTCY FILINGS, COLLECTION STRATEGIES, CREDIT INVESTIGATION -

National Association of Credit Management

HIGH SCHOOL DIPLOMA -

Catonsville Senior High School
Catonsville, Maryland

Skills

  • Accounts receivable management
  • Collections and payment agreements
  • Credit investigations
  • Staff training and supervision
  • Customer relationship development
  • Risk mitigation
  • Application processing
  • Procedure enforcement
  • Loan policy limits
  • Regulatory compliance
  • Asset protection
  • Strategic planning
  • Manage cash flow
  • Fraud prevention
  • Financial management
  • Customer Service
  • Troubleshooting
  • Data Entry
  • Billing

Timeline

CREDIT/OFFICE MANAGER

John S. Wilson Lumber Company
01.1995 - Current

LIEN PROCESSING, CREDIT PROCESSING, FINANCIAL STATEMENTS -

Dun & Bradstreet

BANKRUPTCY FILINGS, COLLECTION STRATEGIES, CREDIT INVESTIGATION -

National Association of Credit Management

HIGH SCHOOL DIPLOMA -

Catonsville Senior High School

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Jacquelyn Mongelli