Jovan Rosa
Honolulu,HI
Summary
Accomplished professional with over 14 years of dedicated experience in credit, credit, and risk management. Proven track record of successfully managing credit portfolios, optimizing accounts payables and receivables, and implementing strategic risk management practices. Adept at maintaining professionalism while navigating complex financial landscapes.
Overview
17
17
years of professional experience
Work History
Producer Services Administrator
Pacific Guardian Life
02.2024 - Current
- Compile and Issue daily commission statements to contracted insurance agents expediting 50+ agents within one hour
- Conduct criminal, credit, and OFAC background checks within same business day for next day escalation
- Build agents profile into company database expeditiously (10 agents per hour)
- Proper handling of confidential, sensitive information in compliance with company policies doing my part to promote data security
- Assist agent's with status updates on pending business, portal access, contracting issues, to allow 1 hour to same day resolution
- Manage agent's commission payments by reviewing for accuracy and instructing accounting to process ensuring they are paid within 2-3 days of a policy going into effect
- Update agent's file with current licenses, training, and State and Federal required certifications enabling no breaks in business
- Process invoices for payment related to Producer Services Department
Job Seeking
OPEN TO WORK
08.2023 - 01.2024
Accounting Specialist
Pacific Historic Parks
01.2023 - 08.2023
- Processed accounts payables, optimized efficiency for weekly check runs
- Ensured punctual paychecks by meticulously reviewing and approving payroll across Guam, Saipan, and various Hawaii locations
- Tracked and allocated grant and aid activity with, contributing to effective and targeted spending
- Maintained accurate account balances and comprehensive financial histories through meticulous reconciliation efforts
Full time caregiver
Leave of Absence
01.2022 - 12.2022
- Completed "Excel Essential Training (Office 365/Microsoft 365)" and "SAP Financials Essential Training" courses
Credit Manager
Foundation Building Materials fka Allied Interiors
03.2019 - 01.2022
- Attained peak performance metrics by reducing past-due accounts to 8% on a $13 million Accounts Receivable portfolio
- Disputed resolution management, ensuring heightened customer satisfaction and timely payments
- Fostered productive relationships by collaborating with prime contractors, developers, and attorneys for efficient collections and lien applications
- Successfully prepared, monitored, and met monthly cash forecasting goals, contributing to robust financial planning
- Provided effective leadership by supervising and coaching a Regional Credit Assistant, optimizing support for the region's credit operations
Regional Credit Manager
Allied Building Products
02.2016 - 03.2019
- Evaluated risks to proactively mitigate potential impact on bad debt expense and overall P&L
- Monitored Key Performance Indicators (KPls) and implemented corrective actions to surpass departmental goals
- Provided effective leadership by supervising, coaching, and conducting performance reviews for a Regional Credit Assistant
- Successfully managed high-volume, top-tier accounts, ensuring optimal financial outcomes
Customer Financial Services Manager
Allied Building Products
10.2009 - 02.2016
- Implemented strategic collection strategies resulting in a substantial reduction of outstanding balances on a $27 million portfolio
- Elevated client loyalty and satisfaction by fostering trusted relationships through personalized service initiatives
- Established robust credit terms and conditions, proactively determining potential lien or bond actions for future financial security
Credit Assistant
Allied Building Products
06.2007 - 09.2009
- Provided pivotal support to both Credit Manager and Regional Credit Manager
- Conducted meticulous account reconciliations, resulting in accurate financial records
- Issued credits strategically, contributing to improved account settlements
- Successfully reduced past-due balances on mid-low-level accounts through targeted efforts
Education
CERTIFIED CREDIT EXECUTIVE - Credit & Financial Management
NACM Graduate School
Washington, DC01.2017
Skills
- Credit Analysis
- B2B Collections
- Negotiations
- Accounts Payable and Receivable
- Budgeting and Cash Forecasting
Strengthsandexpertise
- Leadership
- Credit Analysis
- Financial Operations
- B2B Collections
- Negotiations
- AP/AR
- Risk Analysis
- Budgeting & Reporting
Timeline
Producer Services Administrator
Pacific Guardian Life
02.2024 - Current
Job Seeking
OPEN TO WORK
08.2023 - 01.2024
Accounting Specialist
Pacific Historic Parks
01.2023 - 08.2023
Full time caregiver
Leave of Absence
01.2022 - 12.2022
Credit Manager
Foundation Building Materials fka Allied Interiors
03.2019 - 01.2022
Regional Credit Manager
Allied Building Products
02.2016 - 03.2019
Customer Financial Services Manager
Allied Building Products
10.2009 - 02.2016
Credit Assistant
Allied Building Products
06.2007 - 09.2009
CERTIFIED CREDIT EXECUTIVE - Credit & Financial Management
NACM Graduate School
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