Kathleen Anderson
Eagan,MN
Summary
Obtain a credit manager position to apply my extensive knowledge of credit management and collection experience while using my problem-solving abilities to maximize efficiency and productivity for the organization.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Credit & Collections Representative Level I
Agiliti Formally UHS
- Identify, research, and resolve all issues related to a client’s open receivable due
- Work as an advocate to ensure the customer timely settles all past due items
- Research, unravel and propose corrections required to ensure accurate cash application of customer payments
- Identifies billing errors and works with appropriate district billing team to ensure situation corrected
- Effectively collect past due balances within designated assignment area, to help meet company DSO and A/R reduction goals
- Set up New Accounts, conduct all credit reviews and submit credit approval for customer
- Contribute recommendations on collection policies to increase effectiveness and efficiency within the department
- Ensures all appropriate billing errors are timely corrected thru credit memos and invoices re-issued as appropriate.
Credit and Collection Specialist II
Tennant Company
11.2023 - Current
- Provided exceptional customer service while resolving disputes, resulting in improved customer satisfaction ratings for the department.
- Delivered exceptional customer service on collection calls and maintained calm and professional demeanor.
- Negotiated payment plans with customers, prioritizing account resolution and maintaining professionalism throughout interactions.
- Achieved performance goals on consistent basis.
Credit and Collection Coordinator
Herregan Distributors
01.2020 - 11.2023
- Review credit applications, check supplier references, Review D&B report for new account approval and set up
- Review customer Financial statements for assigning initial and increases in line of credit
- Facilitate shipment of orders by contacting customers and working closely with warehouse to manage orders
- Monitor all accounts and collect past due balances for over 500 accounts
- Make payment arrangements with customers as necessary
- Work directly with claims department, outside salesmen and customers to resolve claims disputes and chargebacks or debits
- Apply daily cash as needed
- Assist Controller with special projects as assigned.
Credit & Collections Representative: Level II
Agiliti Formally UHS
01.2014 - 01.2020
- Assist in the implementation of continuous improvements to AR policies, systems, programs, and initiatives
- Assist with setting up and facilitating AR calls with district offices
- Lead small projects within team and creating effective reporting to support these projects
- Work independently; minimal daily direction required to successfully develop deliverable.
Credit and Collection Coordinator
Worthington Aviation Parts Inc.
01.2012 - 01.2014
- Performed due diligence to determine the customer credit worthiness of domestic and international accounts
- Authorized to independently assign a line of credit up to $50,000
- Managed the insuring and reporting of the international customers through the Export Import Bank of America
- Responsible for the collection of over $3 million of accounts receivables
- Processed daily invoices and cash application
- Assisted with month end tasks related to the financial statements.
Credit and Collection Specialist
Pearson
01.2006 - 01.2012
- Managed over 8,000 accounts $2 million of accounts receivables
- Performed daily audits of past due accounts on credit hold
- Decision maker for credit lines approvals and holds
- Processed refunds via checks and credit cards
- Prepared and distributed monthly reporting of the A/R portfolio with updated status on past due accounts
- Reduces average past due balance from 66 days to 30 days past due
- Processed customer request for documents which supported past due balances on accounts.
Broker Specialist
Travelers/St Paul Companies
01.2000 - 01.2006
- Invoicing
- Cash application
- Researched and investigated discrepancies on Broker accounts
- Issued credits and debit memos
- Accounts Receivable reconciliation
- Responded to Customer requested for documentation of activity on account
- Month-end reporting and closing of accounts.
Finance Representative
THOMPSON / WEST PUBLISHING
01.1998 - 01.2000
- Daily interaction with Attorneys to review and resolve past due balances on accounts
- Managed over 1000 accounts
- Reconciled and processed all invoice, debit memo and daily cash application
- Month-end reporting.
Education
Bachelor Of Accountancy - Accounting And Business Management
Evergreen Committed College
San Jose, CA06.1994
Computer Business Certification -
Technical Training Center
01.1989
Skills
- Customer Support
- Goal-oriented mindset
- Customer Relations
- Data entry proficiency
- Client Relationship Building
- Client Services
- Records Management
- Staff Training
- Paperwork Processing
- Client Service
- Technical Troubleshooting
- Sales Support
- Cross-Functional Team Development
- Performance Improvement
- Performance Tracking
- Account Servicing
- Business growth and retention
- Network development
- Business Development
- Lead prospecting
- Account development
- Strategic Direction
- Expense Reporting
- Retention Strategies
- Multitasking Abilities
- Excellent Communication
- Multitasking
- Teamwork and Collaboration
- Attention to Detail
- Organizational Skills
- Time Management
- Problem-Solving
- Analytical Thinking
- Team building
- Decision-Making
- Task Prioritization
- Active Listening
- Process Improvement
- Written Communication
- Relationship Building
- Issue Research
- Data Analysis
- Project Planning
- Quantitative skills
- Idea Development and Brainstorming
- Logistics Coordination
- Audit reporting
- Improvement plan knowledge
- Project restructuring
- Reliability
- Team Collaboration
- Effective Communication
- Adaptability and Flexibility
Accomplishments
Became the first credit and collection specialist at agility to ever be promoted in the history of the department
Systemexperience
- Oracle
- SAP
- AS400
- Navision
- Microsoft Office (Excel, Word, PowerPoint, Outlook)
Affiliations
I received lots of awards for being very knowledgeable in SAP with the training and the implement when we are implementing the new system I received a lot of rewards from coworkers just stating how helpful I am just in the daily process of working with them. I am never too busy to assist, another coworker
Certification
I have an Oracle certificate. I have SAP certificate. I have aI have an Oracle certificate. I have SAP certificate. I have a PowerPoint Outlook certificate
Additional Information
I bet I believe that working with my internal customers, sales customer service, etc. and my external customers is the most important thing to bring a company to greatness. I know that every department plays a big role to make the company great and I want to be a part of a great company.
Work Preference
Work Type
Full TimeWork Location
HybridImportant To Me
Company CultureWork-life balanceCareer advancementPaid sick leaveHealthcare benefits401k matchPaid time off4-day work weekTeam Building / Company RetreatsFlexible work hoursWork from home optionStock Options / Equity / Profit SharingPersonal development programsTimeline
Credit and Collection Specialist II
Tennant Company
11.2023 - Current
Credit and Collection Coordinator
Herregan Distributors
01.2020 - 11.2023
Credit & Collections Representative: Level II
Agiliti Formally UHS
01.2014 - 01.2020
Credit and Collection Coordinator
Worthington Aviation Parts Inc.
01.2012 - 01.2014
Credit and Collection Specialist
Pearson
01.2006 - 01.2012
Broker Specialist
Travelers/St Paul Companies
01.2000 - 01.2006
Finance Representative
THOMPSON / WEST PUBLISHING
01.1998 - 01.2000
Credit & Collections Representative Level I
Agiliti Formally UHS
Bachelor Of Accountancy - Accounting And Business Management
Evergreen Committed College
Computer Business Certification -
Technical Training Center
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