Jesse Frye
Summary
Experienced and dynamic Credit Operations Manager, with a highly motivated work ethic, results driven professionalism, recognized for commitment to excellence, and demonstrates expertise in communicating and collaborating with peers and clients. Portrays excellent business acumen, able to administer dependable and strategic customer-centric service and support initiatives and successfully provide accurate Accounts Receivables and Credit & Collections initiatives that achieve targeted company goals. Self-motivated professional, able to work independently or in a team environment, demonstrating broad based and transferable qualifications.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Credit Operations Manager
Veritiv Operating Company
10.2019 - Current
- Company Overview: Leading Fortune 500 Company, North American business to business distributor of packaging, facility solutions, print and publishing products and services; and also a provider of logistics and supply chain management solutions.
- Created a Team of 33 Credit and Collections Specialist from start to provide a change in culture and more proficient from or maintaining credit relationships and working capital ($280M+ revolving Portfolio for entire team)
- EVO Training and Testing, systems testing for AR, CX, IT and Sales
- Root Cause Analysis and resolution of issues found, both internal and external
- Monitor all customer under portfolio through various media, public and private for market changes and filings that could negatively impact collectability and to mitigate risk
- Worked and implemented multiple process enhancement and streamlined various areas for improvement, ie. internal communications platforms, collections activities, automations, systems communications
- Order to cash – full cycle auditing and reconciliation for internal issues from order to payment resolution, revenue generation
- Created Annual Awards platform for Credit, Collections, Risk and Portal Billing for recognition and employee morale and retention
- Maintain the corporate credit policy and/or recommend changes in the credit policy to senior leadership team
- Understanding, interpretation and monitoring of market factors and risk of customer/clients
- Inform and escalate to upper management and senior leadership team of any issues impacting the corporate DSO and receivable delinquency objectives
- Responsible for managing and coordinating company's credit function in accordance with corporate policies and procedures to meet company's business requirements
- Supervise, instruct and motivate the credit and collection staff
- Establish and maintain positive relationships with customers both internal and external
- Measure department performance with appropriate metrics
- Communicate with Sales regarding complex receivable issues that cannot be resolved through normal payables contacts
- Research negotiates and resolve complex customer disputes and issues with the sales team
- Counsel and advise customers on any credit issues
- Advise regional V.P. region managers, branch managers, regional credit managers and director of credit of status, conditions, violations and recommendations for all credit issues
- Monitors a team portfolio of accounts and initiates action to facilitate on-time payment of invoices and to recover delinquent receivable through my direct employees
- Collect relevant information that is needed to affect payment, including obtaining copies of invoices, proofs of delivery, credit memos, details from a DFR and on account payments
- Customer contact (via phone and e-mail) regarding delinquent invoices, credit memos, invalid deductions, on account payments, customer disputes and terms discrepancies
- Document all customer collection contacts (both internal and external), specifically promises to pay, agreements and information requests
- Developed strategies while engaging effective tactics for consistent acceptable results
- Identified and reconciled sales tax deductions by either collecting these deductions or securing the required exemption certificate
- Inform Manager of any issues impacting the corporate DSO and receivable delinquency objectives
- Proficient in gaining access to and enter invoices for customers so we can obtain payment via a third-party invoicing system(s)
- Communicated with Sales regarding receivable issues that cannot be resolved through normal payables contacts
- Assist AR with reconciling cash applications
- Account Resolution; identifying invoice issues and resolve billing disputes
- Ensure customer billing address and terms are accurately reflected in the Customer Master File
- Assist with the accurate application of any unidentified cash payments
- Reconciliation of account balances including following up on unauthorized short payments as well as any over-payments
- Provide support for Carrollton Credit Team; training, monitoring of accounts, assistance with application setup and employee onboarding
- Assist Team with RCA on accounts, reporting, problem areas
- Leading Fortune 500 Company, North American business to business distributor of packaging, facility solutions, print and publishing products and services; and also a provider of logistics and supply chain management solutions.
Financial Services Team Lead
Veritiv Operating Company
04.2019 - 10.2019
- Company Overview: Leading Fortune 500 Company, North American business to business distributor of packaging, facility solutions, print and publishing products and services; and also a provider of logistics and supply chain management solutions.
- Establishes and maintains positive relationships with customers both internal and external
- Monitors a specific portfolio of accounts and initiates action to facilitate on-time payment of invoices and to recover delinquent receivable
- Collect relevant information that is needed to affect payment, including obtaining copies of invoices, proofs of delivery, credit memos, details from a DFR and on account payments
- Customer contact (via phone and e-mail) regarding delinquent invoices, credit memos, invalid deductions, on account payments, customer disputes and terms discrepancies
- Document all customer collection contacts (both internal and external), specifically promises to pay, agreements and information requests
- Developed strategies while engaging effective tactics for consistent acceptable results
- Identified and reconciled sales tax deductions by either collecting these deductions or securing the required exemption certificate
- Inform Manager of any issues impacting the corporate DSO and receivable delinquency objectives
- Proficient in gaining access to and enter invoices for customers so we can obtain payment via a third-party invoicing system(s)
- Communicated with Sales regarding receivable issues that cannot be resolved through normal payables contacts
- Assist AR with reconciling cash applications
- Account Resolution; identifying invoice issues and resolve billing disputes
- Ensure customer billing address and terms are accurately reflected in the Customer Master File
- Prepared reports to reflect status of collection activity and key delinquency issues, identified specifically +$2.4m past due on one account location and worked with customer and Sales to resolve and RCA at customer location
- Assist with the accurate application of any unidentified cash payments
- Reconciliation of account balances including following up on unauthorized short payments as well as any over-payments
- Provide support for Carrollton Credit Team; training, monitoring of accounts, assistance with application setup and employee onboarding
- Assist Team with RCA on accounts, reporting, problem areas
- Leading Fortune 500 Company, North American business to business distributor of packaging, facility solutions, print and publishing products and services; and also a provider of logistics and supply chain management solutions.
Job Cost Accounting Clerk
TDIndustries
06.2018 - 11.2018
- Company Overview: Leading Fortune 100 Company that specializes in commercial and industrial service solutions such as construction, technology, air conditioning, electrical, mechanical and plumbing systems installations.
- Reconcile and balance client accounts for debits and credits
- Ensure all customers remain informed on their outstanding debts and deadlines
- Gather and consolidate all billing data to prepare customer invoices by due dates
- Collaborate closely partners, project managers and internal team to resolve billing issues
- Monitoring and analysis of customer billing for accuracy and deviation of pricing lists
- Streamlined processes for Journal Entries, cost balancing
- Reviewed and adhered to laws and best practices in regards to dealing with customers data
- Develop, run, and evaluate reports with which to assure customer accounts receivable billing is complete and accurate
- Execute SAP downloads, prepare and utilize spreadsheets to compile invoice data
- Identify, address, and communicate billing issues
- Assist AR with reconciling cash applications
- Account Resolution; identifying invoice issues and resolve billing disputes
- Reviewing and understanding invoicing requirements as outlined in customer contract and sales agreement
- Monitor client customer accounts for potential fraud
- Report billing data and payroll to outside contractors regarding AIA and CCIP requirements
- Research, review and complete lien waivers regarding progression billings
- Research and review customer warranty transactions for project progress billings
- Research and review all customer billing for month end billing close
- Complete journal entries and reversals to balance customer billing progressions
- Provide assistance to Job Cost supervisor and manager by reporting project estimates, accruals, gross margin reporting and internal productivity reporting
- Monitor insurance, tax and general accounts for potential fraud
- Leading Fortune 100 Company that specializes in commercial and industrial service solutions such as construction, technology, air conditioning, electrical, mechanical and plumbing systems installations.
Billing Specialist II
TDIndustries
04.2018 - 06.2018
- Company Overview: Leading Fortune 100 Company that specializes in commercial and industrial service solutions such as air conditioning, electrical, mechanical and plumbing systems installations.
- Manage the status of accounts and balances and identify inconsistencies
- Ensure all customers remain informed on their outstanding debts and deadlines
- Gather and consolidate all billing data to prepare customer invoices by due dates
- Collaborate closely with field technicians and partners, project managers and internal team to resolve billing issues
- Monitoring and analysis of customer billing for accuracy and deviation of pricing lists
- Constant communication with field technicians and project managers to ensure billing items are submitted in a timely manner
- Assisted in streamlining internal billing submission for division partners through Microsoft Access, shared drives and TD Online access
- Reviewed and adhered to laws and best practices in regards to dealing with customers data
- Develop, run, and evaluate reports with which to assure customer accounts receivable billing is complete and accurate
- Execute SAP downloads, prepare and utilize spreadsheets to compile invoice data
- Identify, address, and communicate billing issues
- Assist AR with reconciling cash applications
- Account Resolution; identifying invoice issues and resolve billing disputes
- Reviewing and understanding invoicing requirements as outlined in customer contract and sales agreement
- Leading Fortune 100 Company that specializes in commercial and industrial service solutions such as air conditioning, electrical, mechanical and plumbing systems installations.
Credit Manager / AR Manager
Dexas International, Ltd.
05.2016 - 03.2018
- Company Overview: Leading designer and largest manufacturer of cutting boards in the U.S. Designs and manufactures kitchen tools and gadgets and silicone heat-resistant items. Leading manufacturer of storage clipboard cases. As well, Dexas created the Popware for Pets line of pet care and pet travel products which has received many international and national accolades.
- Manage and approve or deny all customer lines of credit
- Use all available avenues to review customers for credit decision, ie. D&B, Euler Hermes, online footprint and company financials.
- Maintain and monitor all accounts receivables
- Collaborate closely with customers, sales team and internal team to resolve delinquent accounts
- Heavy debtor contact regarding past due or delinquent accounts
- Provide customer service and support for all account resolutions
- Account research and reconciliation for open credits, overpayment and refunds
- Streamlined and approved processes and procedures to assure efficiency of accounts receivables and credit increases
- Monitor client and debtor accounts for potential fraud
- Monitor client accounts for incorrect billing and resolutions
- Handle and manage high profile B2B accounts in excess of $25+ million
- Contact with outside sales reps to manage account efficiency and resolution of customer issues
- Post all incoming cash, wire, ach and credit card funds to internal accounting
- Note bankruptcy accounts and confirm no repeat customer contact initiatives
- Prepare monthly aging reports/statements for debtor review and resolution of open balances
- Monitor client and debtor accounts for potential fraud
- Leading designer and largest manufacturer of cutting boards in the U.S. Designs and manufactures kitchen tools and gadgets and silicone heat-resistant items. Leading manufacturer of storage clipboard cases. As well, Dexas created the Popware for Pets line of pet care and pet travel products which has received many international and national accolades.
Account Resolution Specialist: Lead
Advance Business Capital dba Triumph Business Capital
04.2013 - 05.2016
- Company Overview: Factoring company that uses the sale of receivables as a line of borrowing that involves the use of the accounts receivable assets as collateral for the loan in the oil & gas, manufacturing, staffing, security, wholesalers, distributors, business services and transportation industries.
- Maintain and monitor General Factoring $15m+ portfolio
- Maintain and monitor Transportation Factoring $27m+ portfolio
- Collaborate closely with client's, debtors, PM's, AE's and internal team to resolve delinquent accounts
- Heavy debtor contact regarding past due or delinquent accounts
- Provide customer service and support for all account resolutions
- Account research and reconciliation for open credits and unapplied cash
- Tasked with follow up and resolution with 'special handling' debtor accounts
- Monitor client and debtor accounts for potential fraud
- Monitor client accounts for incorrect billing and resolutions
- Note bankruptcy accounts and confirm no repeat customer contact initiatives
- Assist in providing time sensitive documentation for expedited account resolutions
- Call log average of over 50 calls/day
- Assist supervisors with streamlining procedures to provide a common workflow
- Train all new hires on processes, procedures and software for Account Resolution Department
- Prepare monthly aging reports/statements for debtor review and resolution of open balances
- Use Risk Profile Reports to determine the amount of Risk Management involved with specific client accounts
- Certified in Bank Compliance Training; Specific Topics include Protecting Information and Social Engineering, Money Laundering, OFAC, Fair Lending Practices and ID Theft
- Monitor client and debtor accounts for potential fraud
- Factoring company that uses the sale of receivables as a line of borrowing that involves the use of the accounts receivable assets as collateral for the loan in the oil & gas, manufacturing, staffing, security, wholesalers, distributors, business services and transportation industries.
Accounts Receivable Clerk
Astadia, Inc.
02.2013 - 04.2013
- Company Overview: A global business consulting, marketing and technology services company with locations in North America, Europe, and Asia using creativity and technology to architect and implement meaningful business solutions that provide measurable results for organizations, their employees, and their customers.
- Accounts Receivables/Credits/Collections for US & UK clients
- Provide all customer monitoring of delinquent or past due accounts
- Collaborate closely with clients and EM's to resolve billing disputes
- Heavy customer contact regarding past due or delinquent accounts
- Provide service and support for all billing or account inquiries
- Prepare refund requests and credit memos
- Prepare and send financial statements
- Monitor Salesforce.com SOW's and Won Opportunity's for follow up contact
- Manual correction of US and UK client invoices
- QuickBooks: Invoicing, cash posting and credits
- Invoice reconciliation reporting
- Client account reconciliation
- A global business consulting, marketing and technology services company with locations in North America, Europe, and Asia using creativity and technology to architect and implement meaningful business solutions that provide measurable results for organizations, their employees, and their customers.
Accounting/Collections Supervisor
System Electric Company
07.2011 - 02.2013
- Company Overview: Specialized in state-of-the-art innovative projects and programs such as Energy Management Systems, Solar PV Panel Installations and Service, Critical Systems, Data Center, Installations and Service, and Voice - Data Structured Network Cabling for new and existing construction and residential projects.
- Accounts Receivables/Credits/Collections for 10 branch locations
- Provide all customer monitoring of delinquent or past due accounts
- Collaborate closely with customer and sales representatives to resolve billing disputes
- Heavy customer contact regarding past due or delinquent accounts
- Provide service and support for all billing or account inquiries
- Note bankruptcy accounts and confirm no repeat customer contact initiatives
- Prepare and send lien intents and filing of liens
- Prepare refund requests
- Prepare bankruptcy and bad debt write off requests
- Prepare branch bills
- Prepare customer complaint forms
- Prepare and send financial statements
- Manage third party Transworld collections submission and follow up
- Back up customer support role
- Process Virtual Merchant customer credit card payments
- Prepare and send sales representatives monthly aging reports
- Resolved back logged customer accounts over 6 months to 2 years in age
- Specialized in state-of-the-art innovative projects and programs such as Energy Management Systems, Solar PV Panel Installations and Service, Critical Systems, Data Center, Installations and Service, and Voice - Data Structured Network Cabling for new and existing construction and residential projects.
Billing Specialist
Stephen Pierce International, Inc.
03.2011 - 07.2011
- Company Overview: Internet Marketing Speaker and Lecturer. Provides programs and lectures on how to market and make money on the internet through various avenues.
- Accounting Dept. Head/CFO Role at private company
- Cancellation and/or refund reconciliation
- Manage billing support queue
- Payment plan updating and reconciliation
- Get Motivated seminar cancellation updates
- Refund Request Reporting
- 1ShoppingCart invoice billing
- Plan Plus CRM file updating and upkeep
- Revised and updated company accounting processes
- Facebook creation for company profile
- Resolved 6 month back logged accounting detail
- Back up customer support role
- Kindle eBooks income generation
- VPM (Virtual Property Manager) role
- Webinar organizer/presenter role
- Internet Marketing Speaker and Lecturer. Provides programs and lectures on how to market and make money on the internet through various avenues.
Education
Master Audio Engineering -
Conservatory of Recording Arts & Sciences
Tempe, AZMechanical Engineering -
University of Toledo
Toledo, OHSkills
- Accounts Receivables
- Account Management
- Conflict Resolution
- Account Analysis
- Collections/Credits/Correspondence
- Customer Service
- Problem Solver
- Vendor Billing/Invoicing
- Credit Risk Analysis
- Portfolio Management
- Business Strategy
- Credit underwriting
- Analytical Skills
- MS Office Suite
- AS 400 Systems
- Sage - Peachtree
- Factorsoft
- Microsoft Access
- Salesforce
- Quick Books
- Oracle
- Oracle Cloud
- SAP
- SQL
- Coupa
- Ariba
- Tungsten
- Taulia
Accomplishments
- Collaborated with team of 33 in the development of internal processes between departments to streamline resolution. Reduced errors by 33%
- Achieved the stretch goal of 87% current in 2025 by ensuring team efficiency and monthly targets were met.
- Achieved and exceeded stretch goals consistently for the past 5 years, record setting for company.
- Documented and resolved our Parts and Service Department processes which led to a near reduction of 97% of system process billing errors.
Certification
- Certified Front Line Leader, Veritiv Operating Company
- Six Sigma - Green Belt
- CPR and First Aid Certified - Life Compressions
Languages
English
Full Professional
Other Experience
Other work experiences available upon request: (A&R) Artist and Repertoire, Retail Management & Sales
Timeline
Credit Operations Manager
Veritiv Operating Company
10.2019 - Current
Financial Services Team Lead
Veritiv Operating Company
04.2019 - 10.2019
Job Cost Accounting Clerk
TDIndustries
06.2018 - 11.2018
Billing Specialist II
TDIndustries
04.2018 - 06.2018
Credit Manager / AR Manager
Dexas International, Ltd.
05.2016 - 03.2018
Account Resolution Specialist: Lead
Advance Business Capital dba Triumph Business Capital
04.2013 - 05.2016
Accounts Receivable Clerk
Astadia, Inc.
02.2013 - 04.2013
Accounting/Collections Supervisor
System Electric Company
07.2011 - 02.2013
Billing Specialist
Stephen Pierce International, Inc.
03.2011 - 07.2011
Master Audio Engineering -
Conservatory of Recording Arts & Sciences
Mechanical Engineering -
University of Toledo
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