Summary
Overview
Work History
Education
Skills
Websites
Timeline
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Susan Rosenthal

Bonita Springs

Summary

Dynamic Credit & Collections Specialist at Gartner, Inc. with a proven track record in payment negotiation and customer relationship management. Expert in financial reporting and account reconciliation, consistently achieving collection goals while fostering trust with clients. Adept at effective communication, driving results, and enhancing client satisfaction through strategic financial counseling.

Overview

40
40
years of professional experience

Work History

Credit & Collections Specialist

Gartner, Inc.
Fort Myers
09.2008 - 07.2025
  • Developed trusting relationships with both internal and external clients.
  • Managed customer accounts to ensure timely collection of outstanding payments.
  • Conducted regular communication with clients regarding overdue balances and payment options.
  • Negotiated settlements on past due accounts while adhering to company policies and procedures.
  • Generated monthly reports detailing collections activity, aging analysis, and bad debt reserves.

Reservationist/Property Manager

Coldwell Banker
Fort Myers Beach
07.2008 - 09.2008
  • Managed customer reservations through online and phone systems.
  • Coordinated booking schedules for multiple properties and clients.
  • Utilized sales experience to achieve and exceed individual reservation goals.

Emergency Room Financial Counselor

Lee Memorial Health Systems
Fort Myers
05.2007 - 02.2008
  • Maintained accurate records of client interactions and financial assessments.
  • Provided financial counseling to clients on budgeting, credit management, and debt repayment strategies.
  • Verified the patient's health and automobile insurance policies.
  • Demonstrated customer service excellence.

Operations Manager SWFL

Budget Rent A Car Southwest Florida
Fort Myers
01.1986 - 07.2007
  • Supervised day-to-day workflow of employees in all roles, in order to maximize productivity and maintain quality standards.
  • Recruited, hired and trained crew members on application of projects, customer relations, and customer service.
  • Implemented policies and standard operating procedures and managed quality, customer service and logistics.
  • Acted as Executive Assistant to the Owner/President of the Company.
  • Coached and mentored employees on the delicate balance between striving for personal sales goals and providing best-in-class customer service.

Education

Information Technology

Edison Community College
Fort Myers, FL

Business Administration and Management

Indiana University Northwest
Gary, IN

High School Diploma -

Portage High School
Portage, IN

Skills

  • Customer account assessment
  • Payment negotiation
  • Financial reporting
  • Credit analysis
  • Customer relationship management
  • Account reconciliation
  • Goals and performance
  • Effective communication

Timeline

Credit & Collections Specialist

Gartner, Inc.
09.2008 - 07.2025

Reservationist/Property Manager

Coldwell Banker
07.2008 - 09.2008

Emergency Room Financial Counselor

Lee Memorial Health Systems
05.2007 - 02.2008

Operations Manager SWFL

Budget Rent A Car Southwest Florida
01.1986 - 07.2007

Information Technology

Edison Community College

Business Administration and Management

Indiana University Northwest

High School Diploma -

Portage High School