Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Kristen Frederick

Summary

Project Manager with an extensive Finance background in Manufacturing & Construction.

Overview

13
13
years of professional experience

Work History

CREDIT ANALYSIS

CNH Industrial Capital
11.2020 - 02.2024
  • Manage dealer relationships by reviewing finance applications and dealer negotiations
  • Analyze client information such as equipment usage and value, operation cycles, income stream, weather conditions and economic data to determine the viability of alternative payment arrangements while protecting company assets
  • Utilize all credit resources to resolve difficult credit and promote customer retention along with building a foundation to grow new customers
  • Provide best in class award winning service to CNH dealers and customers
  • Maintain assigned performance objectives for daily/monthly call volumes, availability, quality assessments, and monthly targets
  • Work within the framework of established CNH Industrial Capital policies, procedures and approval authorities to ensure compliance with federal, state and local requirements.

PROJECT LEAD/MANAGER

Oldcastle Infrastructure, Inc.
05.2019 - 11.2020
  • Manage multiple six figure projects at one time
  • Provided materials for underground utilities per specs and plans
  • Manage competitive pricing while keep profit margin near 30%
  • Expedited product delivery by standardization of shop drawings
  • Developed training and reference materials for Estimators and Project Managers
  • Provide consultative support and direction throughout the entirety of the project
  • Determine and define project scope and objectives
  • Planned and managed resources needed to reach objectives and manage resources in an effective and efficient manner
  • Track project costs in order to meet budget
  • Develop and manage a detailed project schedule and work plan
  • Manage contracts with vendors and suppliers by assigning tasks and communicating expected deliverables
  • Utilize industry best practices, techniques, and standards throughout entire project execution
  • Monitor progress and make adjustments as needed
  • Measure project performance to identify areas for improvement.

PROJECT COORDINATOR

Payne and Dolan, Inc.
10.2016 - 05.2019
  • Coordinate an average of two hundred projects yearly
  • Completed all bidding documents with high level accuracy
  • Manage payments in Oracle to subcontractors within the state mandated timeline
  • In charge of project scheduling for up to 20 subcontractors on every project
  • Analyze job cost, mark up, and profitability
  • Supported sales team in the onboarding process of new subcontractors.

CUSTOMER EXPERIENCE MANAGER

BMO Harris bank
02.2013 - 10.2016
  • Operate a teller drawer to serve customers in lobby or drive up and resolve customer concerns as necessary
  • Recognize potential cross-sell opportunities and direct customers to appropriate bank personnel and coach staff to recognize these opportunities as well
  • Perform routine monthly audits
  • Provides input into the performance management process and staffing decisions
  • Participate in hiring and onboarding of new teller staff
  • Oversee training and ongoing development of teller staff
  • Assign work schedules to employees to ensure efficient function of department
  • Daily/Monthly Sales Tracking
  • Complete performance reviews for teller staff.

MEDICAL BILLER

Brightree
05.2011 - 02.2013
  • Assesses claims to verify correct billing
  • Completes assigned systematic checks to ensure all billable claims are transmitted and processed in a timely manor
  • Post remits from third party payers
  • Verifies all systems are balanced at the end of the date of service
  • Corrects, both preemptively and post submission upon denial or rejection, claims errors
  • Follows up on unpaid claims within the standard revenue cycle timeframe
  • Works collaboratively with management to identify system and TPA issues to evaluate trends
  • Maintains a solid understanding of current medical billing rules, laws and regulations.

Education

Business Management -

Carthage College

Skills

  • Client Relations
  • Proposal Creation
  • Scheduling
  • Financial Planning
  • Technical Writing
  • Contract Setup
  • Microsoft Office
  • Oracle Software
  • SAP Softwate

References

References available upon request.

Timeline

CREDIT ANALYSIS

CNH Industrial Capital
11.2020 - 02.2024

PROJECT LEAD/MANAGER

Oldcastle Infrastructure, Inc.
05.2019 - 11.2020

PROJECT COORDINATOR

Payne and Dolan, Inc.
10.2016 - 05.2019

CUSTOMER EXPERIENCE MANAGER

BMO Harris bank
02.2013 - 10.2016

MEDICAL BILLER

Brightree
05.2011 - 02.2013

Business Management -

Carthage College
Kristen Frederick