Robert Coffey
Manalapan,NJ
Summary
Dynamic Credit and Collection Analyst with a proven track record at Oak Hill Capital Corp, excelling in credit risk assessment and relationship management. Successfully analyzed customer data to make informed credit decisions, enhancing portfolio management and minimizing delinquency. Adept at banking operations, fostering strong connections with clients and stakeholders.
Overview
45
45
years of professional experience
Work History
Credit and Collection Analyst
Oak Hill Capital Corp
09.2014 - 11.2025
- First point of contact for all new accounts interested in our factoring services.
- Analyzed customer data to determine level of risk involved for extending credit.
- Made decisions and recommendations about extending lines of credit.
- Assessed credit risk and analyzed financial statements.
- Conducted financial review of customer lines of credit by assessing company financials and initiating credit application reviews.
- Handled daily interactions with our bank such as approving all outgoing wires and deposits and ACH payments.
- Researched billing errors and discrepancies to initiate corrective action.
- Monitored customer accounts for payment delinquency and initiated collection efforts.
Fund Manager
Arnold R. Harris, P.C.
01.1995 - 06.2013
- Executed a smooth transition with the new administrator resulting in no disruption in customer service.
- Managed an employee benefit fund specializing in the reimbursement of holiday pay for union garment workers.
- Processed and approved all claims for reimbursement.
- Participated in the negotiations with the union.
- Involved in the funds investment strategy.
- Aided in the agenda and presentation for the Board of Trustees meetings.
- Assisted with the annual audit and related filings prepared by the fund's independent auditor.
- Promoted to administrator of the coat and suit annual work bonus fund in 1999.
Fund Manager
Wolf & Schulman, CPA
11.1980 - 12.1994
- Recruited from within to direct a reorganization of an employee benefit fund, which was not meeting expectations.
- Supervised a 12 member staff, including bookkeepers, clerks and auditors.
- Focused on developing a cohesive team with a commitment towards providing quality customer service.
- Devised and updated the collection process for delinquent accounts.
- Revamped the process for bringing delinquent accounts to the industry Impartial Chairman.
- Created an open dialogue with the Board of Trustee, bank officials and union representatives.
Education
Bachelor of Arts - History
Hunter College
New York (City), NYSkills
- Accounts receivable management
- Portfolio management
- Credit monitoring
- Credit risk assessment
- Oral and written communications
- Information verification
- Relationship management
- Credit decisions
- Banking operations
- Risk assessment
Timeline
Credit and Collection Analyst
Oak Hill Capital Corp
09.2014 - 11.2025
Fund Manager
Arnold R. Harris, P.C.
01.1995 - 06.2013
Fund Manager
Wolf & Schulman, CPA
11.1980 - 12.1994
Bachelor of Arts - History
Hunter College