Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Jamie Roman

Kapolei,Hawaii

Summary

Seasoned Credit Analyst excited to take on a new role with long-term growth and advancement potential. Dynamic problem solver, effective communicator, innovative, and building successful relationships. Offering 34 years of success in Accounts Receivables, Assistant Manager, Collector, and Credit Analyst positions within the same company.

Overview

34
34
years of professional experience

Work History

Collector/Credit Analyst

HFM/Sysco Hawaii, Inc.
Honolulu, Hawaii
07.2012 - Current
  • Perform credit review for submission of applications, and approve/deny based on Credit Policy and procedures.
  • Locate and notify customers of delinquent accounts by email, telephone, sales team, or personal visits to collect payment.
  • Arrange debt repayment, establish repayment schedule and monitor for customer compliance.
  • Record information about customers' financial status and collections status efforts on the Credit Management System.
  • Generate weekly aging reports and distribute to assigned Sales Consultant. Meet and discuss collection plan for the delinquent accounts with the Sales Consultant.
  • Attend training sessions offered by NACM.
  • Assist customers with inquiries regarding billing statements and account status.
  • Receive payment and posted to appropriate customer accounts.
  • Investigate and solve problems with payments, account updates and other concerns.
  • Process refunds, chargebacks for customers.
  • Provide excellent service and attention to customers when face-to-face or through phone conversations.
  • Display strong telephone etiquette, effectively handling difficult calls.
  • Participate in regular meetings with internal staff to discuss strategies for improving collections efforts.

Assistant Credit Manager

HFM Foodservice
Honolulu, Hawaii
07.2009 - 07.2012
  • Managed a team of Collector's and Accounts Receivable Clerks responsible for ensuring timely completion of assigned tasks.
  • Managed reporting, documentation and recordkeeping requirements for department.
  • Determined credit approval based on financial standing, credit records and payment history.
  • Verified accuracy of credits daily.
  • Negotiated payment plans with delinquent borrowers to reduce losses associated with bad debt write-offs.
  • Assisted in developing credit policies, procedures, standards and guidelines.
  • Participated in meetings with external auditors regarding internal controls over lending activities.
  • Submitted delinquent accounts to collections department or outside resources.
  • Collaborated cross-functionally with sales, management and other departments to maintain effective operations.
  • Created standard operating procedures and delivered training to credit personnel to improve operational efficiency.
  • Displayed strong telephone etiquette, effectively handling difficult calls.

Collector

HFM Foodservice
Honolulu, Hawaii
08.1998 - 07.2009
  • Located and notified customers of delinquent accounts by mail, telephone, or personal visits to solicit payment.
  • Negotiated payment arrangements with customers who were past due on their accounts.
  • Recorded information about customers' financial status and collections status efforts.
  • Managed reporting, documentation and recordkeeping requirements for department.
  • Attended training sessions offered by creditors or third-party vendors regarding new collection techniques.
  • Assisted customers with inquiries regarding billing statements and account status.
  • Received payment and posted to appropriate customer accounts.
  • Investigated and solved problems with payments, account updates and other concerns.
  • Processed refunds, chargebacks, or other forms of compensation for dissatisfied customers.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.
  • Displayed strong telephone etiquette, effectively handling difficult calls.
  • Participated in regular meetings with internal staff to discuss strategies for improving collections efforts.
  • Understood and followed oral and written directions.

Accounts Receivable Clerk

HFM Foodservice
Honolulu, Hawaii
04.1990 - 08.1998
  • Responsible for entering customer payments into the accounting software system.
  • Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
  • Reconciled daily cash receipts with bank deposits.
  • Entered, posted and scanned accounts receivable documents into accounting software.
  • Completed day-to-day duties accurately and efficiently.

Education

High School Diploma -

President William Mckinley High School
Honolulu, HI
06-1986

Skills

  • Investigation Due Diligence
  • Account Reviews
  • Payment Acceptance
  • Aged Account Reporting
  • Collections Process Improvement
  • Collections Regulatory Guidelines
  • Account Auditing
  • Repayment Negotiations
  • Delinquent Account Management
  • Debt Management
  • Accounts Receivable Specialist
  • Proficiency in Word, Excel, Adobe, Outlook, Teams, Bectran
  • Performance Improvements
  • Customer Research
  • Account Analysis
  • Persuasion Strategies
  • Recovery Techniques Specialist

Affiliations

  • Outreach Ministry to feed the houseless.
  • Volunteer with My Sister's Keeper organization for under privileged youth and domestic violence victims.
  • Enjoy musical movies.
  • Spending time with my family.

Timeline

Collector/Credit Analyst

HFM/Sysco Hawaii, Inc.
07.2012 - Current

Assistant Credit Manager

HFM Foodservice
07.2009 - 07.2012

Collector

HFM Foodservice
08.1998 - 07.2009

Accounts Receivable Clerk

HFM Foodservice
04.1990 - 08.1998

High School Diploma -

President William Mckinley High School

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Jamie Roman