Odella Walker
Summary
Results-driven Lease Services Representative with expertise in accounts receivable management and fund reconciliation. Specializes in data analysis and strategic planning to drive process improvements and enhance operational efficiency. Delivers timely resolutions to financial discrepancies while fostering team collaboration.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Lease Services Representative
Caterpillar Company
03.2023 - Current
- Processed modifications and refinances of customer lease agreements, aligning solutions with client needs.
- If customer opts to finance their purchase option, negotiates with the customer the structure and pricing of the financing, quotes the financing, conducts due diligence, makes credit decisions within authority, executes documents within authority and books said financing in the leasing system.
- Contacts customers to discuss and ultimately finalize the sale or return of equipment on finance and operating leases.
- Makes an attempt to sell the customer on financing their purchase option.
- Calculated, invoiced, and collected overuse charges from customers.
- Performs loan and lease quotes, credit investigation, financial statement analysis, collateral evaluation, credit decision (within authority and makes recommendation when customer exposure is beyond established credit authority) and execution of documents for all lease service processes.
- More specifically the inputting of financial data associated with option financing and/or refinances into our leasing system.
- If customer desires to return the equipment, ensures the equipment is returned to the nearest Caterpillar dealership in a timely fashion.
- Once the machine is in the dealer’s yard, notifies Remarketing that the asset needs to be inventoried.
- Support various accounts receivable management efforts for Caterpillar Financial Services Corporation’s requests transfer and assumption requests.
- Notified staff to issue sales invoices promptly for customer cash purchase transactions.
- Participates in accomplishment of continuous improvement objectives for the unit.
- Progress toward accomplishment of these is measured through maintenance of necessary measurements and analysis of associated data.
- Participates in the identification of problem areas and development of resolutions to address them.
- Understands the Harassment policy of the company and for its application in all aspects of employment.
- Knowledge of and ability to apply human relations skills.
- Demonstrated ability to analyze customer credit application
Cash Management Specialist
Caterpillar Company
03.2020 - 01.2023
- Facilitated collaboration among Cash Applications Team members, internal FPD personnel, and external stakeholders to minimize U/A funds aging beyond 180 days, except for approved exceptions.
- Facilitates research in order to identify and post Unapplied Suspense (U/A) payments.
- Assigns ownership for and ensures the accurate posting of all U/A funds.
- Utilizes extensive research methods, including but not limited to the following: Intranet/Internet research, Salesforce, Info Lease, Finance Express, communication with internal FPD employees, external CFSC and CFSL employees; FPD, CFSC, CFSL and Capital Solutions customers; Caterpillar Dealers; external financial institutions, etc.
- Plans, conducts and coordinates assignments across multiple functional areas, reviews progress, and evaluates results, which are communicated to the appropriate Manager and key stakeholders.
- Makes recommendations for improvements to existing processes and procedures.
- Coordinated cross-functional processes by fostering relationships with other functional areas.
- Provides leadership and direction to the team members with assistance from the Manager.
- Receives department goals as provided, makes them actionable for workgroup implementation and coordinates team members to achieve department objectives with assistance from the Manager.
Accounting Department Administrative Assistant
McLane Distribution Corporation
12.2008 - 05.2015
- Supervised fund reconciliation process for 21 divisions, ensuring timely communication of fund usage and replenishment needs to vendors.
- Handled billing worksheets received from dedicated management for unloading services used by McLane to unload products at 18 McLane divisions.
- Validated vacation requests and processed weekly time records for all Central Accounts Payable employees, submitting accurate information to payroll.
- Updated database for tracking employee occurrences, vacation, FMLA, and STD records in Central Accounts Payable, enhancing data accuracy.
- Proficient with reconciliations, data extraction/processing and research system issues understand how system issues affect balancing and work with auditors and MIS to ensure issues are resolved in a timely manner and communicate resolution to all so that issue doesn’t happen again serve all customer well suppliers cap, division, merchandising and MIS
Balance Management /System Support Coordinator
McLane Company, Inc
08.1997 - 05.2005
- Balanced accounts for 15 divisions using the Valutech Operating System and reported variances.
- Managed research database, client server-based matching system, and invoice entry system to streamline operations.
- Frontline tester on new systems implemented into the McLane Operating system for Central Accounts Payable (CAP)
- Trained new employees and identified process improvement opportunities to enhance team performance.
- Acquired knowledge of accounts receivable and payable processes while assisting clerks with daily operations.
Education
Bachelor of Science - Computer Information Systems
Texas A&M University
Central Texas12.2013
Associates of Arts - Business Administration
Central Texas College
Central Texas05.2008
Skills
- Lease agreement analysis
- Property management software
- Accounts management
- Fund reconciliation
- Data analysis
- Office management
- Microsoft Excel
- Microsoft Access
- Microsoft Word
- Microsoft Outlook
- Microsoft PowerPoint
- Strategic planning
- Dispute resolution
- Training and development
- Deadline management
Certification
- The leader in all of us, Leadership Course.
- The Basic Principles for a Collaborate Workplace, Leadership Course.
- Express Yourself, Leadership Course.
- Computer Operation/Data Entry, College of Automation, Chicago IL.
- Moody's Analytics Accounting for Credit Professional.
- Moody's Commercial Lending Certificate.
Timeline
Lease Services Representative
Caterpillar Company
03.2023 - Current
Cash Management Specialist
Caterpillar Company
03.2020 - 01.2023
Accounting Department Administrative Assistant
McLane Distribution Corporation
12.2008 - 05.2015
Balance Management /System Support Coordinator
McLane Company, Inc
08.1997 - 05.2005
Bachelor of Science - Computer Information Systems
Texas A&M University
Associates of Arts - Business Administration
Central Texas College