Jeimy Romero

• Responsibility for applying Company's credit and collection policies, practices and procedures to the requirements of accounts assigned.
• Analyze risk exposure based upon customer payment patterns, credit sources and by performing financial analysis.
• Review accounts to identify past due customers and to determine proper course of action.
• Plans and maintains a program for the systematic follow up and collection of amounts due.
• Communicate with customers for up-to-date payments. Work with sales management to establish and monitor credit for marginal risk accounts.
• Contacts appropriate customers, in writing or in person when necessary, to correct, prevent or minimize delinquency.
• Monitors credit limit compliance; takes appropriate action when limits are exceeded; recommends credit limit changes.
• Build strong relationships within customer hierarchy to help resolve complex issues
• Communicate with Key Accounts, Sales Center Managers and their associate management personnel, accounts which may require being restricted to C.O.D.
• Takes appropriate action on collection irregularities, adjustments and customer complaints as deemed necessary.
• Obtains approval from Credit Manager or his/her designee for conversion of charge accounts to a cash status (COD), on the acceptance of notes, partial payment plans, time extensions, compromise settlements and the write-off of uncollectible accounts.
• Prepare presentations for customers to resolve collection issues.
• Request or approve reinstatement of credit privilege, when necessary.
• Prepare write-off, adjustments and agency claims as needed.
• Prepare accounts for 3rd party collections.
• Provide management with status logs and reports as needed.
• Follow up on bill backs of short payments.
• Reconcile national / independent accounts balances as assigned.
• Recommend accounts which should be written off as bad debts and thoroughly document history.
• Maintain file of customer contacts, agreements and documentation

• Generated invoices and account statements
• Reviewed vendor invoices against purchase orders prior to approving payment requests.
• Provided support to external auditors during the annual audit process.
• Handled incoming calls from customers regarding their accounts payable and receivable inquiries.
• Created spreadsheets to track accounts receivable balances, aging reports, and customer information.

• Managed over 800+ Major client accounts (accounts that have 51-1000 employees) on a monthly basis
• Effectively resolved all client disputes so that company ADP incurs no loss of revenue
• Led the champion role for the short pays on my team.

• Provide exceptional customer service to clients; including the management of accounts and financial transactions
• Processing sales orders, and reporting reference figure information to the Controlling Department, Sales Manager, and Managing Director using an SAP system
• Process customer payments, which requires an understanding of Accounting Principles
• Generate financial statements and reports detailing accounts receivables status to senior management on account performance.
• Address customer complaints and provided satisfactory solutions through procedure changes.
• Cultivate strong client relationships through proactive communication and problem-solving.

• Generate and process 300+ customer quotes in a timely and accurate manner.

• Review pricing, discounts, and contract terms to ensure compliance with company policies.

• Collaborate with sales engineers, channel partners, and operations teams to verify product availability and pricing.

• Maintain quote records and update in ERP systems.

• Assist in resolving discrepancies and customer inquiries regarding quotes.

• Monitor and improve quote turnaround time and accuracy.

• Support sales teams with administrative tasks related to quotes and proposals.