Keelie Phelps
Pleasant View
Summary
Energetic Supervisor successful at motivating and building positive team dynamics to accomplish aggressive goals. Dedicated to open, communicative culture where employees feel empowered to contribute to company's success.
Overview
14
14
years of professional experience
Work History
Area Credit Supervisor
US FOODS INC
09.2022 - Current
- Supervise a team of 8 Credit Coordinators and 1 Credit Lead in four markets : Portland, Spokane, Billings, and Salt Lake City. Portfolio of 77 million dollars.
- Interviewing and hiring new employees and setting them up for success by being organized with a detailed training schedule.
- Prepare and present PowerPoint Decks for monthly Executive Credit Meetings with Senior Leaders in various organizational roles.
- Credit Compliance Reviews on Accounts over $250K, Sox Audit procedures, Bad Debt Reserve Reporting, UCC-1 filings.
- Trained and mentored over 15 associates during three Company integrations.
- 1:1 meetings to discuss goals, performance, and behavioral strengths and opportunities. PIP write ups and discussions.
- Cleaned up 800 Accounts with aged balances that were moved into the US Foods system from integrated Companies which included both collections and refunds.
- Worked with CEO’s, Presidents, and Accounts Payable for large Corporations to obtain updated Credit Applications, Financial Statements, Profit and Loss Statements, and Bank references to establish lines of credit
- Extensive knowledge and use of Dunn & Bradstreet reporting, Equifax, and Experian to establish terms on customer Accounts
- Audit and preparation of reports to capture high risk Accounts, fraudulent activity, and quarterly and yearly Bad Debt.
- Facilitated successful negotiations with clients experiencing financial difficulties, creating mutually beneficial repayment plans that maintained positive relationships while promoting timely debt recovery.
- Chosen as one of three Credit experts in the Region on the integration team to assist integrated associates with questions and training.
- Bill Government, Educational, and Care Facility Accounts in WAWF, ARIBA, and IPP systems.
- Cascade Mountain % Current Average increase of 2.55% in 2023 vs 2022
- Programs for development and culture: Women in Network Group Mentee, Pride Alliance Group Attendee, Gateway to Leadership training 2024.
Area Credit Coordinator II / Interim Credit Manager
US FOODS INC
05.2016 - 09.2022
- Manage a portfolio of 800-1200 Accounts over the course of 5 years
- Zero open items over 270 days old in 2019, 2020, and 2021
- Ended 2021 with only 31 items over 90 days old
- Managed portfolios in multiple areas such as Utah, Wyoming, Idaho, Nevada, Oregon, and Washington.
- Interim Credit Manager for the Mountain West team when the Area Credit Manger was travelling for 2 years.
- Project Lead of onboarding Federal Fire Accounts. Worked with Fire Caterers and sales team on obtaining time sensitive documents, completing several complicated systematic processes, and met customer driven deadline, which gained millions of dollars in Fire Business Contracts for the Company
- Structured Payment Plan Agreements and filed UCC-1 liens on high risk and high-volume Accounts which prevented total loss of over $500K during Covid pandemic.
- Audit and preparation of eRAM 4 & 5 reports to capture high risk Accounts and make decisions to mitigate risk.
- Monthly Bad Debt Audit and Quarterly sign offs on Bad Debt Write off Accounts
- Month End Bad Debt Reserve Report pivot table send to Area Director of Finance.
- Chosen as one of three Credit experts in the Region on the integration team to assist new hires with questions and training
- Negotiated payment terms with customers to optimize cash flow and prevent delinquency issues.
Escrow Assistant
Mountain View Title & Escrow
08.2015 - 05.2016
- Volunteered to assist with duties outside of my job description to ensure deadlines for closings were met
- Obtain payoff information for seller such as: mortgages, liens, judgements, credit cards, ORS, or auto loans before closing
- Compiled closing statements for buyer and seller review, balance with other Title Company, and set up wires
- Communicate with County to record after funding.
Customer Service Representative
Brenntag Pacific
06.2012 - 08.2015
- Place high volume chemical orders for customers via email or phone.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Worked with FedEx and common couriers such as Estes and Old Dominion to ensure Special Order products were delivered to customers in a timely manner.
- Investigated and resolved customer inquiries and complaints quickly.
- Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
- Collaborated with sales team members to stay current on inventory levels, complete accurate orders, and resolve item issues.
National Account Coordinator
US FOODS INC
02.2010 - 06.2012
- Built strong and professional relationships with customers to increase sales and maintain loyalty
- Placed phone, faxed, and emailed orders for high profile customers including restaurants, hospitals, and Government Accounts
- No order entry errors in 2011 and 2012
- Travel with Chef and Account Executive to gain 3 new customers with multiple locations and increase sales to existing customers by providing them with new menu options
- Work with FedEx and UPS to ship Special Orders to customers to ensure customer loyalty and satisfaction
- Execute recall protocols and handle returns and credit memos.
Education
High School Diploma -
Morgan High School
Morgan, UT05.2003
Skills
- Credit Reports
- Risk Assessments
- Mentoring and training
- Credit analysis
- Policy application
- Customer Service
- Critical Thinking
- Decision-Making
- Team Building Leadership
- Goal Setting
- Microsoft Excel, Power Point, Word, and Office
Timeline
Area Credit Supervisor
US FOODS INC
09.2022 - Current
Area Credit Coordinator II / Interim Credit Manager
US FOODS INC
05.2016 - 09.2022
Escrow Assistant
Mountain View Title & Escrow
08.2015 - 05.2016
Customer Service Representative
Brenntag Pacific
06.2012 - 08.2015
National Account Coordinator
US FOODS INC
02.2010 - 06.2012
High School Diploma -
Morgan High School
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