JORGE A RODRIGUEZ
Tulsa,USA
Summary
Accomplished collections professional with a strong track record in team leadership and asset recovery. Recognized as Supervisor of the Year for driving team performance and significantly reducing Days Sales Outstanding. Expertly managed multimillion-dollar portfolios, implementing process improvements to enhance operational efficiency.
Overview
34
34
years of professional experience
Work History
Accounts Receivable Supervisor
AirGas
09.2015 - Current
- Led team initiatives to reduce Days Sales Outstanding (DSO) and maximize cash collections to achieve divisional AR goals.
- Managed the collection of aged accounts, negotiating payment plans and escalating critical, complex, or legal matters to senior management.
- Implemented process improvements and automation tools to increase invoicing accuracy, streamline the end-to-end collections process, and minimize bad debt.
- Prepared weekly and monthly aging reports, delivering updates and strategic recommendations to Credit Director for top accounts, facilitating informed decision-making.
- Conducted monthly presentations to Accounts Payable Vice Presidents, providing deep analysis of current account situations and recommending solutions and remedies.
- Collaborated with regional company AVPs, sales managers, branch managers, and master data teams to resolve customer billing disputes and pricing discrepancies, ensuring timely resolution and customer satisfaction.
- Managed team of 6-8 customer experience representatives (CXRs) for national and strategic accounts, overseeing performance evaluations, coaching, training, and workload prioritization to enhance service delivery.
- Conducted weekly account audits and held 1-on-1 meetings to address team member questions.
- Supervised the Customer Experience team in Accounts Receivable, maintaining effective operations.
- Received Supervisor of the Year in 2024 and earned a nomination in 2025. Led the Strategic Team to be the top performer for 26 consecutive months.
Supervisor/Team Lead
Health Card
Tulsa, Oklahoma
12.2013 - 08.2015
- Mentored and developed a team of AR specialists, conducting performance appraisals and coordinating work schedules.
- Oversaw accurate cash application (checks, ACH, credit cards) and ensured the AR ledger reconciled accurately with the general ledger.
- Assessed creditworthiness of new customers, established credit limits, and monitored credit risks to mitigate bad debt exposure.
- Prepared reports on key performance indicators (KPIs), including DSO and collection rates, to inform senior management decisions.
- Monitored aging reports to identify delinquent accounts and implemented collection strategies that enhanced cash flow.
- Performed internal portfolio audits to ensure departmental adherence to internal controls, financial policies, and regulations.
- Attended specialized training sessions including Build Ethical Organizations - Ethical Leadership Training, Leadership Lead Teams to Success Workshop, and People Management for Leaders 1 Day Training.
Supervisor/Team Lead
NCO Financial Systems
Tulsa, Oklahoma
09.1999 - 10.2013
- Led teams of 15 Account Officers and 55 Customer Service Representatives, coordinating efforts in skip tracing, collections, and client loan information management.
- Served as primary point of contact for team members, resolving complex issues and approving settlements to facilitate operations.
- Established departmental goals and executed strategies to achieve optimum productivity and recovery of assets in a fast-paced environment.
- Utilized expert knowledge of FDCPA and state regulations to ensure compliance and minimize financial risks.
- Managed multimillion-dollar portfolio of defaulted loans, overseeing recovery strategies for over 300 loans.
Account Officer
Anglo Bank
San Jose, Costa Rica
03.1992 - 06.1996
- Served as point-of-contact for collection of multimillion-dollar portfolio of charged-off credit card accounts, enhancing communication and resolution processes.
- Negotiated settlements and implemented payment strategies, meeting departmental goals and minimizing losses while effectively managing financial risk.
- Updated cash projections for daily reports, ensuring accurate financial oversight and informed decision-making.
Education
Bachelor of Accountancy - Accounting And Finance
Costa Rica Escuela De Comercio
Costa Rica11-1990
850 hours of Business Administration -
Costa Rica Central-School of Commerce
Costa RicaSkills
- Collections & Financial Management
- Multi-million Dollar Portfolio Management
- B2B Collections
- Credit Management
- Asset Recovery
- Negotiation
- Financial Analysis
- Skip Tracing
- Problem Resolution
- Compliance
- FDCPA Compliance
- State Regulation Compliance
- Performance Metrics
- DSO
- CEI
- Management & Supervision
- Supervision
- Team Leadership
- Employee Training
- Team Building
- Staff Mentoring
- Conflict Resolution
- Performance Improvement Strategies
- Planning
- Statistical Analysis
- Project Management
- Coordinating Multiple Projects
- Establishing Priorities
- Persuasive Communication
- Customer Service
- Relationship Building
- Technical Skills
- SAP
- Auto Dialer Setup/Maintenance
- Google Suite
- MS Excel
- Pivot tables
- VLOOKUPs
- Microsoft Word
- Windows
- Customized Applications
Skills And Expertise
Multi-million Dollar Portfolio Management, B2B Collections, Credit Management, Asset Recovery, Negotiation, Financial Analysis, Skip Tracing, Problem Resolution, FDCPA and State Regulation Compliance, DSO, CEI, Supervision and Team Leadership (managing/training over 10-55 reports), Employee Training, Team Building, Staff Mentoring, Conflict Resolution, Project Management & Coordinating Multiple Projects, Establishing Priorities, Persuasive Communication, Customer Service, Relationship Building, Bilingual Spanish, SAP, Auto Dialer Setup/Maintenance, Google Suite (Docs, Sheets, Slides), MS Excel (pivot tables, VLOOKUPs), Microsoft Word, Windows, Customized Applications
Languages
Spanish
Professional
Accomplishments
- Top Performer 2024 AirGas
- Supervisor of the Year 2024
Timeline
Accounts Receivable Supervisor
AirGas
09.2015 - Current
Supervisor/Team Lead
Health Card
12.2013 - 08.2015
Supervisor/Team Lead
NCO Financial Systems
09.1999 - 10.2013
Account Officer
Anglo Bank
03.1992 - 06.1996
Bachelor of Accountancy - Accounting And Finance
Costa Rica Escuela De Comercio
850 hours of Business Administration -
Costa Rica Central-School of Commerce