Project Manager Customer Service

JOSEPH A. D’ORSI

* ***** *****

Johnston, Rhode Island 02919

401-***-**** (cell) 401-***-**** (home) ********@***.***

Objective: To implement my extensive expertise, skills and experience in the processing of credit

potential and granting in order to ensure growth in credit granting while keeping negative debts to

a minimum, assuring quality services and company growth

Skills: Effective interpersonal and team skills; ability to work well under pressure; creative thinking

and problem solving; professionally confident and motivated; aptitude for managing and

sustaining client relationships; ability to interact with customers to enable increased consumer and

commercial spending; client relationship development to advance increased consumer and

commercial spending; risk assessment of client accounts to resolve customer issues; preparation

of analytical reports detailing collection status.

Education: Bryant University, Smithfield, Rhode Island May 2005

B.A. in Business Administration / Concentration: Finance / GPA: 3.4

Computer Skills: Microsoft Windows Suite, Business Warehouse, SAP, Mercola, Goldmine,

PeopleSoft, MAS 90

Work Experience:

Neptune-Benson LLC, Coventry, Rhode Island 2010 to Present

Credit Manager

• Collaboratively work with CFO and sales personnel to determine credit levels

of implementation

• Customer contact to collect unresolved invoices and chargeback issues

• Assist CFO with all account issues and resolution of past due and disputed

invoices

• Oversee Accounts Receivable aging and assist in month end closing

• Responsible for cash application for customer payments and processing of

credit card transactions

• Investigate and analyze new customer accounts to include assessment of

credit risk and assignment of credit limits via Lexis Nexis, Experience and

DNB

• Supervise and monitor status of accounts placed for collections

• Assist Project Manager with invoicing, equipment and supply scheduling and

delivery of accurate and timely project status updates throughout all project

phases

• Report potential problems and scheduling difficulties to Project Manager to

assist in the circumvention and resolution of such problems

• Assist with billing and invoicing

Graybar Electric, Cranston, Rhode Island 2006 - 2009

Credit Manager (June 2006 – March 2009)

Assistant Credit Manager (March 2006 – June 2006)

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• Collaboratively worked with branch management and sales personnel to

determine credit levels of implementation

• Supervised credit and collection policies and activities within the Rhode

Island and Worcester territories

• Dealt with contractors (construction end) and commercial accounts (personal

level) assuring maximum collection potential

• Cognizant of bond and lien process; filed liens and bonds within the

Massachusetts and Rhode Island area

• Account and invoice payment applications

• Analysis of financial statements and accounts to establish appropriate credit

limits

• Staff supervision

• Developed and maintained effective credit and collection policies and

procedures that complied with company credit policies.

• Evaluated and reported on suppliers conducting branch business

• Coordinated and assisted the District Director of Finance in achieving

budgeted goals

• Achieved budgeted goal of DSO of 55 for Rhode Island branch and 50 for

Worcester branch

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Custom Home Loan, East Greenwich, Rhode Island 2004 to 2006

Mortgage Broker

•

• Maintained network of both inside and outside referral sources to include

individuals and organizations likely to produce mortgage referrals, i.e., real

estate brokers, attorneys, accountants, builders, financial planners and

other business professionals

• Promoted the bank’s residential products by maintaining regular contact

with referral sources to generate new mortgage business

• Originated mortgage loans, pre-qualified borrowers and counseled

prospective buyers to determine needs and match with appropriate bank

program

• Ensured quality and timeliness of mortgage application documentation to

include securing of all mandated information

• Continuously monitored personal pipelines

• Managed expected closing dates while providing timely and accurate

information to borrowers, closing agents, real estate brokers and

appraisers to minimize customer service issues and assure overall quality

customer service

• Maintained comprehensive knowledge of all company products and

services

•

• Maintained general knowledge of mortgage industry to include an in-depth

knowledge of state and federal mortgage laws and regulations

• Planned, coordinated and participated in activities promoting home

ownership, i.e., seminars, home shows, brokers meetings and other home

financing workshops

Dream House Mortgage, Providence, Rhode Island 2003 to 2004

Mortgage Broker

Taylor Made Mortgage, Lincoln, Rhode Island 2001 to 2003

Mortgage Broker Trainee

References Available Upon Request

Contact this candidate