Manager Customer Service

Katie L. Cortes

Objective To obtain a position in the credit and collections

field within an organization that allows me to

utilize my skills and abilities to produce

outstanding results for my employer as well as grow

and advance toward my current career goals.

Work experience

March 2008 - December 2009 Baker Hughes BSS

Houston, TX

Credit Representative

Manage $20M+ portfolio consisting of approximately

300 accounts

Assist customer master team with credit

investigations utilizing Dun & Bradstreet and

C.I.D. reports as needed

Provide distinguished customer service by

responding to customer and field office inquiries

via telephone, fax, and email

Work closely with management and division personnel

on a weekly basis to ensure collection of AR and

overall management of customer accounts is

successful

Daily review of pending credit holds in SAP -

review customer accounts to determine if further

sales should be granted

Additional duties as directed by Credit &

Collections Manager

Oct 2007 - Jan 2008 BSH Home Appliances

Corp. Houston, TX

Senior Credit Analyst

Manage $30M portfolio consisting of approximately

200 dealer accounts

Conduct credit investigations and evaluate credit

worthiness for existing client base up to $2M

utilizing Dun & Bradstreet and financial statement

analysis as needed

Uphold exceptional customer service by responding

to customer inquiries without hesitation via

telephone, fax, and email

Manage weekly aging reports ensuring minimal risk

and maximum return for the organization

Daily review of pending order report - review

dealer accounts to determine if further sales

should be granted.

Assist with daily cash postings (lockbox, credit

cards, etc.)

Provide minimal training to other members of the

department as needed

Additional duties as directed by Credit Manager

May 2006 - Sept 2007 Talent Tree Crystal,

Inc. Houston, TX

Credit Analyst

Manage and maintain company credit files including

but not limited to reviewing new and existing

credit applications utilizing Dun & Bradstreet and

Experian credit resources

Approve incoming credit requests up to $100K as per

company credit policy

Establish and maintain credit limits for all client

files

Respond to client queries regarding various account

issues via telephone, fax, and email

Review Client Aging Reports weekly to ensure that

company collection goals are being met

Accounts Receivable analysis including account

reconciliation as needed

Daily cash posting including lockbox, credit card

transactions, and electronic payments (ACH, wires,

etc.)

Additional duties as directed by Credit and

Collections Manager

March 2002- May 2006 Link Staffing Services,

Inc. Houston, TX

Credit and Collections Analyst

Conduct credit reviews for potential clients and

analyze appropriate Dun & Bradstreet credit reports

on all incoming applications

Establish and maintain credit limits for all new

client accounts

Approve incoming credit request up to $50K when

predetermined credit criteria has been met

Receive, escalate and disseminate all bankruptcy

notices

Prepare and mail bankruptcy "Proof of Claim"

documents as needed

Manage all accounts placed for collection through a

third party agency

Generate collection calls as needed on all past due

items in an effort to maintain 45 DSO or lower

Apply current AR policies and procedures and make

alterations as needed to minimize bad debt risk and

ensure timely payment

May 2001 - March 2002 Gulf Coast Window

Covering Houston, TX

Credit Representative

Supervise and maintain 300-500 client accounts

daily using PIC Business Systems software

Approve all pending customer orders based upon

account balance, credit limit, etc.

In house collection of all outstanding AR invoices

Processing of all AR payments via lockbox, cash,

and COD

Data entry of all incoming credit applications for

new clients, set up of account, credit limit,

discount, etc.

Process credit applications for approval using

various Dun & Bradstreet credit tools

Generate daily AR invoices via PIC software

Generate vendor checks as needed

Work directly with all departments within the

organization in processing customer orders,

problems, etc.

April 2000 - May 2001 Sykes Communications,

Inc. Houston, TX

A/P A/R Clerk/Admin. Asst. (December 2000 - April

2001)

Answered 10 line Merlin Legend telephone

General office duties (word processing, filing,

faxing, photocopying, etc.)

Met and greeted potential and existing clients

Mail preparation as needed

Maintained database of employee time records as

needed

Audio dictation of confidential company information

as needed

Maintained company supply room

Maintain A/P database for entire company using

Clients and Profits Accounting software

Prepare and process vendor checks for payment

Communicate with vendors per their inquiries

regarding payment

Research any uncertain invoices or statements

Input all client payments into A/R

Communicate with clients for collection purposes

Generate billing for various Government accounts

(NIH, HUD, VA)

Assist Account Executives with administrative

duties as needed

Education Bachelor of Science - Major in Finance

Graduated June 2007

University of Phoenix

Houston, TX

October 2010 to present

Accounting Advanced Technical Certificate - CPA Exam

Prep Lone Star College

Houston, TX

System

Experience Microsoft Word, Excel, Access,

Outlook

Microsoft GreatPlains eEnterprise

Clients and Profits 4.0 Software

PeopleSoft Accounting Software

PIC Business Systems Software

GetPaid Collections Software

SAP Software

Katie L. Cortes

Professional References

Ron Davis

Credit and Collections Manager

Baker Hughes Business Support Services

Phone: 281-***-****

Email: ***.*****@***********.***

Mickey Case

Former Credit and Collections Manager

Link Staffing Services

Phone: 713-***-****

Email: **********@***.***

Amy Nord

Former Credit Manager

Talent Tree Staffing

Phone: 713-***-****

Email: ******@*****.***

Katie L. Cortes

Personal References

Jill Byrd

Phone: 832-***-****

Email: ********@****.***

Robin Cortez

Phone: 713-***-****

Email: *****@**********.***

Felicia Escobar

Phone: 832-***-****

Email: **********@*******.***

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