SHARON JEFFREY
Credit Manager, Accounts Receivable, And Treasury
Santee,CA
Summary
My career goal is to leverage my knowledge, dedication, and communication skills to foster collaboration across departments, ensuring seamless operations and long-term organizational success.
Overview
18
18
years of professional experience
Work History
Credit Manager
Rhino Linings Corporation
08.2015 - 12.2025
- Improved our credit policy by implementing an effective approval process based on divisions. Conducted comprehensive financial analysis to assess creditworthiness for both new and existing customers.
- Work cross-functionally with sales, management, and other departments to maintain effective operations.
- Researched tax issues and stayed current on all federal and state tax laws for SUT. Collaborated with colleagues to research complex tax issues, ensuring accurate interpretation of regulations and laws.
- Analyzed tax issues in USD/CAD and made recommendations for remediation to departments due to software integrations into ERP system.
- I had authority to approve credit lines of $50k; anything beyond this amount, I prepared a detailed analysis for the Executive team to make a decision on credit worthiness.
- Managed the entire end-to-end credit approval process from new and existing B2B client applications to review through credit term negotiation and final execution.
- I detected fraud in all forms, including ghost business start-ups, and the vast of fake email scams from various platforms.
- In 2015, I was tasked to handle all Treasury payments of AP/AR to both USD/CAD bank accounts, including inter-company accounts, FX transfers, and prepare ACH/Wire/EFT payments for the approval to the VP/CFO.
- Recorded daily A/R deposits, reconciled daily bank accounts, handled A/R, A/P Month-End bank reconciliations, as well as YE adhering to strict deadlines for financial reporting purposes.
- Leveraged financial analysis skills to identify patterns or anomalies in account balances, proactively addressing potential issues before they escalate.
- Assisted auditors during annual A/R covenant reviews by providing accurate documentation and addressing their inquiries promptly.
Customer Service Supervisor
Rhino Linings Corporation
08.2012 - 08.2015
- Leading a cross trained team of 3 departments with 9 members consisting of CX, A/R, and Warranty Claims, to become a one stop shop in B2B transactions.
- Conducted cross training sessions, created instruction manuals on product lines, gathered shipping weights, technical manuals for quick access to support quote production and support the Sales team.
- Training sessions conducted that included order processing, RMA creation, payment processing, supporting sales with proformas and Commerical invoices.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Evaluated individual performance metrics to identify areas of improvement, providing targeted coaching to boost results.
Customer Care Specialist
Rhino Linings Corporation
07.2007 - 08.2012
- Processed B2B and B2C transactions as well as handling inbound/outbound calls.
- Enhanced high profile customer satisfaction by promptly addressing concerns and providing accurate information.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Verified accuracy of customer account information and updated when necessary.
- Directed customers to appropriate departments for additional support.
- Analyzing daily sales reports for missed/ urgent orders, and following up on non-conformance RMA's and product returns.
Education
Bachelor of Science - Management
University of Phoenix
San Diego, CA05-2017
High School Diploma -
Santana High School
Santee, CA06-1999
Skills
- DSO
- Collection
- Organized
- Adaptable
- Tax Compliant
- Credit Analysis
- Attention to detail
- Customer Engagement
- Problem Solve = Solution
- Effectiveness = Efficiency
- Credit Report = Risk analysis
- GL entries to reflect division/unit
Software Program Knowledge:
GP Dynamics 2010, Nodus Technology, Zendesk, Avalara, Microsoft 365 Suite, Liaison, Cornexa, Adobe Acrobat Reader/writer, Paychex/ADP Timecard, Zeacom Desktop, Credit Safe, Microsoft Authenticator, and ERP 3rd party Invoice Submissions.
Bank/Merchant Accounts include: TMCW in Comerica, RBC Global Express, Global Pay, VeriCheck, EVO, PayFabric, PayPal, and American Express.
Timeline
Credit Manager
Rhino Linings Corporation
08.2015 - 12.2025
Customer Service Supervisor
Rhino Linings Corporation
08.2012 - 08.2015
Customer Care Specialist
Rhino Linings Corporation
07.2007 - 08.2012
High School Diploma -
Santana High School
Bachelor of Science - Management
University of Phoenix