Pacific Dutch Group

• Reduced 61+ day past dues from 24% of total A/R in my first month to 20% within five months, and kept it below 20%
    • Created our first A/R contact list for 500+ customers in Excel, and incorporated it in a weekly report shared with sales partners and management via Sharepoint
    • Identified multiple occasions where payments from customers had not been correctly allocated by our distribution partner, reducing delinquent A/R by more than $80,000
    • Coordinated with Petalfast & Nabis partners to review new orders within one business day to ensure appropriate terms were granted and previous balances were resolved with new deliveries

A/R and Collections Lead

Petalfast

• Hired during expansion period to start a department to assist brand partners in reducing collectables 
• Reduced internal collectibles from stores by 33% in my first full quarter ($169k to $113k)
• Decreased all brand partners’ collectibles from stores by 10% in my first full quarter ($2.64M to $2.37M)
• Used Google Suite to identify and inform Sales team, brand partners, &  distribution partner of stores with problematic accounts payable

Sales Operations Manager, AR

HERBL Solutions

• As the first & only dedicated Collections employee, kept total A/R to 17.5% and balances 31+ days past due to 6% of annual sales at the end of FY 2019
• Reduced 31+ days past due balances from 33.8% of total A/R for my region to 14.8% in the first 21 weeks of FY 2020 
• Saved the company from more than $30k in bad debts by leveraging relationships between delinquent customers & sister stores in good standing
• Drafted form letters and initiated procedures to communicate collections issues fairly & efficiently with customers
• Saved company thousands of dollars in potential losses, such as duplicate credit memos or erroneously cancelled invoices
• Regularly arranged for the safe retrieval of cash payments of $100,000 or more by coordinating efforts with Sales, Transportation, and Security departments
• Coordinated communications between up to thirteen account managers and fifteen drivers to ensure consistent messaging between us and our customers

Senior Collections Accounting Clerk


OfficeTeam

• Saved the client over $30,000 in one year by auditing our vendors' invoices for excessive or inappropriate charges
• Compiled payroll data for 150-200 contractors into Excel reports, summarizing by facility, project, vendor, specialty, and non-labor expenses
• Created daily information packets to address issues between clients and vendors
• Reduced the age of outstanding accounts by 0.5 days by using Excel pivot tables to prioritize daily work orders by age and balance for 250-400 accounts
• Act as a liaison between clients and vendors to address issues
• Addressed management priorities by creating daily & weekly productivity reports
• Assigned and adjusted computer resources for contractors within one business day of employment action notice
• Identified more than a dozen sets of fraudulent new hire paperwork from vendors
and their contractors

Department Assistant

The Golden 1 Credit Union

• Reached consumer loan sales of over $1.2 million per month by training staff on product knowledge & sales techniques and developing new partnerships
• Passed 100% of my branch's operational audits through reviewing the branch's work and training staff on policies & procedures and how to conduct reviews of their peer's work
• Achieved an average Member Service Survey score of 9.7 by conducting role plays and providing immediate feedback after observing interactions with clients
• Utilized Enterprise E-time to review and approve timecards and time off requests
• Reduced written response time on customer service issues from five to two business days by authoring templates in Word for common issues
• Increased exposure within the community by creating and delivering PowerPoint
presentations on various economic issues to audiences of 15-30 members
• Reduced staff turnover by 50% through coaching, training, development, performance improvement programs, timely annual reviews, and interviewing & hiring qualified job applicants

Personal Achievements
• President’s Club, Top Branch Operations Manager Sales, 2010
• President’s Club, Third Place Consumer Loans Sales, 2009
Branch Achievement
• President’s Club, Top Member Service Survey Scores (Tier 3), 2010

Branch Operations Manager

Atlas Securities

• Perform financial analyses for clients
• Utilize Life Insurance and Series 6 & 63 Licenses to recommend products and services that fit customers’ goals and comfort levels
• Review clients’ accounts with them on a regular basis
• Assist customers with maintenance transactions as needed
• Refer clients to representatives of sister company World Savings as appropriate

Investment Representative

World Savings

• Passed 100% of my branch's operational audits through reviewing the branch's work and training staff on policies & procedures and how to conduct reviews of their peer's work
• Achieved "300% Club" recognition on five occasions for earning 100% on mystery shops all three months in a calendar quarter
• Kept overtime to within 1% of labor budget for branch activities
• Boosted referrals to Atlas Securities investment representative by 15% by developing a PowerPoint training presentation for internal staff use
• Uncovered a case of internal theft through audits of cash & negotiable items
• Notary Public 
• Dual Employee with sister company Atlas Securities

Personal Achievements
• Employee of the Quarter:  2nd Quarter 2000, 3rd Quarter 2000, 2nd Quarter 2001, 2nd Quarter 2003 (award renamed Customer Service Professional)
• Four letters of personal commendation from Marion O. Sandler, CEO
• Star Biz Club Award, 4th Quarter 2002, 1st Quarter 2003

Branch Manager

Twenty years in Financial Services, ten years in Bank/Credit Union Branch Management, six years in Accounts Receivable/Collections. Initiated AR efforts at three companies. Award-winning Customer Service & Sales.  Strong background in Human Resources, Operations, & Microsoft Office applications. Generated thousands of dollars annually in savings on labor and contractor expenses.  Managed my own rental property for several years.

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