Experience

Steves & Sons, Inc.
• United States
• Wholesale Building Materials
• 1 - 100 Employee
• Accounts Receivable Coordinator

  • Nov 2021 - Present


TORMAX USA

• United States
• Wholesale Building Materials
• 1 - 100 Employee

• Accounts Receivable Credit Manager

  • Jan 2011 - Dec 2021

  • Use MAS/Sage to manage over 500 accounts worth $20 million dollars. • Engage with past due customers to discuss delinquency causes and formulate payment terms for debt resolution. • Prepare mail and email statements, provide invoice or credit memo copies when requested. • Review, revise, and negotiate contracts, purchase orders, and complete lien waivers. Advise project managers when ok to provide warranties and any other close out documents. • Review, approve, and when necessary, place sales orders on hold. • Post all customer payments received daily by mail, email, or credit card. ACH and bank wire payments are reconciled daily. • Process all credit applications from direct applicants and national sales team. Conduct credit review by requesting business credit report, and when needed, contacting credit references provided. • Upon credit review completion, applicant is advised of credit decision, all questions applicant may have are addressed. New customer account is then established. • Tax exempt certificates provided are verified and entered. Company information new customer may need such as W-9 or certificate of insurance, is provided. Show less



USAA

• Financial Services
• 1 - 100 Employee

• Credit Collector

  • May 2006 - Jul 2010

  • Worked in call center environment handling manual and automatically dialed outbound calls. • Contacted members to discuss delinquency reason(s), offer resolution(s), establish payment plans and schedules, and process immediate payments. • Maintained compliance with fair debt practices and regulatory guidelines. • Delivered exceptional customer service on all calls while maintaining calm and professional demeanor. • Used skip tracing and other techniques to locate members when necessary. • Worked within multiple collection groups; 60>day and Pre Charge-Off. Show less