Sherry Stevens
Middleburg,FL
Summary
Dynamic and results-oriented Credit & Collections Manager with over 10 years' expertise in optimizing credit risk management and improving collections efficiency. Proven ability to lead teams and develop innovative strategies, achieving a 35% reduction in overdue accounts and recovering significant delinquent funds. Adept at fostering strong customer relationships and streamlining financial processes. Committed to delivering excellence in finance through data-driven approaches and regulatory compliance. Seasoned collector well-versed in collections procedures, payment plans, and regulatory compliance. Financially literate and sympathetic manager of corporate-hired collections and debt acquisition operations with tact in customer persuasion and empathy. Supportive and emotionally aware team member, providing guidance to employees throughout stressful and confrontational interactions with public.
Overview
19
19
years of professional experience
3
3
years of post-secondary education
Work History
Accounts Receivables Analyst/Bookkeeping
GiGi's Laundry Services
03.2021 - Current
- Facilities prompt collection of past due receivables.
- Draft monthly account status, reports detail in balances and collection efforts.
- Evaluate account status, establish payment plans and maintain proper follow-up with client's.
- Maintaine accurate update financial records for multiple clients.
- Utilize Quickbooks online to report transactions accurately and efficiently
- Generate detailed financial reports, including balance sheets, income statements, and cash flow statements.
- Perform monthly bank reconciliations to ensure accuracy of financial transactions.
Tax Preparer
AssisTAX
11.2019 - 05.2021
- Prepared, individual tax returns accurately and efficiently for clients.
- Reviewed tax documents for accuracy, ensuring compliance with federal and state regulations.
- Assisted clients in understanding tax deductions and credits to maximize refunds.
- Conducted thorough research on tax law changes to inform clients of relevant updates.
- Developed customized strategies to address unique client financial situations effectively.
- Analyzed financial records to verify accuracy of tax returns.
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
Collections Manager
Central Credit Services
06.2007 - 09.2019
- Managed, a team of 30+ collection agents overseeing their daily activities and ensuring adherence to company policies and procedures.
- Developed and implemented strategies to optimize the collection process, resulting in a 35% increase in overall collections.
- Analyzed collection data to identify trends, enabling targeted interventions for high-risk accounts.
- Managed inbound and outbound communications to resolve customer payment inquiries.
- Communicated with customers to resolve payment issues and negotiated payment
- Processed payments and established repayment plans for delinquent accounts.
- Maintained accurate records of account statuses and follow-up actions taken.
- Counseled debtors on payment options and arranged installment agreements.
- Improved collections efficiency by implementing strategic negotiation techniques and customer service skills.
- Handled 200+ outbound and inbound calls daily with goal of collecting owed debt.
- Used skip tracing resources to locate debtors, during non-prime time hours and updated information in company system.
Education
Associate Of Applied Business - Accounting
University of Florida
Gainesville, FL 01.2000 - 08.2002
Skills
Credit Risk Analysis
- Collections processing
- Account management
- Debt negotiation
- Delinquent account management
- Billing procedures
- Repayment plan structuring
- Account auditing
- Budget planning
- Audit support
- Cash flow forecasting
- Expense tracking
- Bank reconciliation
- Invoice processing
Collections Management
Financial Reporting
Team Leadership
Data-Driven Decision Making
Customer Relations
Billing Processes
Regulatory Compliance
Timeline
Accounts Receivables Analyst/Bookkeeping
GiGi's Laundry Services
03.2021 - Current
Tax Preparer
AssisTAX
11.2019 - 05.2021
Collections Manager
Central Credit Services
06.2007 - 09.2019
Associate Of Applied Business - Accounting
University of Florida
01.2000 - 08.2002