Lisa Santiago
Fargo,ND
Summary
Forward-thinking Credit Analyst with customer correspondence and credit analysis expertise. Offering more than 5 years of resolving credit disputes and making recommendations on bad debt accounts.
Overview
14
14
years of professional experience
Work History
Assistant Credit Manager
Cole Papers Inc
Fargo, ND
06.2017 - 08.2021
- Help manage 2 other credit employees
- Call on customers on past due invoices
- Reconcile Accounts Receivables
- Make Bank Deposits
- Research short payments
- Run credit checks on new customers
- Help with conversion to new computer system
- Train new employees on new computer system
- Send out proper paperwork to new customers
- Run credit cards
- Help purchasing department with direct shipment down payment invoices
- Reconcile bank account for ACH, Check/Cash and Credit cards
- Investigated and evaluated customers for creditworthiness and potential risk factors
Accounting Assistant
Central Door And Hardware
Fargo, ND
10.2014 - 07.2017
- Job Cost billing, both AIA billing and monthing billing according to contract
- Reconcile account payables
- Reconcile accounts receivables, apply cash applications
- Tax invoices properly • Answer incoming phone calls
- Investigated daily variances and corrected errors to resolve discrepancies
Accounting Clerk
GPK Products
Fargo, ND
04.2007 - 10.2014
- Monitored status of accounts receivable and payable to facilitate prompt processing.
- Managed accounts payable and receivables.
- Communicated with suppliers to reconcile invoice payments.
Education
Bachelor of Arts - Accounting
Rasmussen University
Fargo12.2022
Associate of Arts - Accounting
Rasmussen University
Fargo12.2007
Skills
- Computer skills
- Compassion
- MS Office
- Adaptability
- Training & Development
- Data management
- Clerical
- Correct Errors
- Account Reconciliation Processes
- Billing And Collections
- Payment Plans
- Account Inquiries
- Credit Decisions
Timeline
Assistant Credit Manager
Cole Papers Inc
06.2017 - 08.2021
Accounting Assistant
Central Door And Hardware
10.2014 - 07.2017
Accounting Clerk
GPK Products
04.2007 - 10.2014
Bachelor of Arts - Accounting
Rasmussen University
Associate of Arts - Accounting
Rasmussen University