Sales Manager

Jeri Potter *** Ruby Rd #** Coppell, TX, *****

Cell-469-***-****

************@*****.***

** ***** *****/********** ********** and 8 years of Commercial

Credit/Collections experience with dispute research and resolution being my

areas of expertise.

Experience

2009-Present Greatwide Logistics Services, Dallas TX 75251

Collections Specialist- Create spreadsheets to audit intercompany payments

Obtain authorization from terminals for invoice adjustments to be completed

by cash applications. Process credit requests from managers to set up new

accounts; use Forseva (Sales Force) for processing credit requests and use

D&B Reports as backup credit inquiries when determining if new customers

meet credit criteria following new account set up policies and procedures.

Advise managers of potential credit risks Maintain collections records for

6 divisions with past due accounts over 60 days and keep 60 day past due to

less than ten percent. Software applications used: McLeod 9.3 and 6.0,

Intranet/Internet proprietary systems, Outlook, Exel, Great Plains, MAS90,

and Profit Tools. I have access to all billing and A/R information for 6

divisions using 5 different billing systems and 4 different A/R systems.

2007-2009- DHL Global Forwarding, Irving TX 75063

Collections Analyst- I reduced bad debt (over 180) to zero balance four

times in 18 months-8M portfolio with 750 accounts that I reviewed and

contacted every week. Train new employees on AS400 and proprietary

accounting software (Workflow), built business relationships by email and

phone contact with DHL station employees worldwide regarding billing

issues. My success as a collector earned me role as mentor to new employees

and train them to find the issues to resolve billing disputes. To

successfully perform my job I used AS 400, Word, Outlook, and Exel daily to

perform business functions. Job outsourced to India.

2006-2007 Unisource Worldwide, Inc. Carrollton, TX

Credit Administrator-Entered and reconciled daily credit card charges on GL

for cash entries, responsible for resolving banking issues from the daily

reconciliation report and work with CSR's to resolve any open billing

disputes while obtaining goals and meeting deadlines. For new account set

up followed established process by running credit reports through D&B and

Experian obtained credit approval from Regional Credit Manager set up new

accounts in AS400 then email the sales rep the account number and

established credit line.

Use AS400, VeriSign credit card processing system, Exel, Word, Outlook

Office relocated to Chicago, IL

2003-2006 Con-Way Transportation N. Richland Hills, TX

Collections Resolution Specialist-Responsible for collectors queue to

resolve all billing disputes for the customers. Portfolio of 580 customers

with open AR of estimated 25M. Follow established process by communicating

with all levels of management if there were significant issues that could

not be handled by the resolution department, audit invoices, customer

contracts and established rates for accuracy. Make necessary corrections to

invoices and provide corrected invoice with documentation to the collector

on the resolution of the billing error. Use AS400, Get Paid AR software,

Word, Exel, Outlook, and other systems

Education

Completed 42.5 hours of Associate Degree in Business

Management/Administration

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