David Eric Heinlein Jr
Credit Manager Tri State Supply Company., Washington, PA Feb 2003 – Present
Analyze new customer applications for credit worthiness.
Review present customer accounts for payment problems, errors and adjust credit limits.
Approve new orders, extending customer’s credit limits.
Negotiate past due balance and issues with customers.
Prepare Aging and Financial Reports, Inventory Reports and Bank Reports.
Provide assistance to Accounts Receivable and Accounts Payable Departments.
Rectify sales tax issues through statement audits and make corrections as needed.
Reconcile bank statements by comparing and correcting data.
Review lawsuits, lien filings and judgments with our Legal Department.
Prepare bankruptcy paperwork, proof of claims, priority claims and preference lawsuits.
Hold Weekly meetings with the Accounting and Sales Dept. regarding credit issues.
Financial Consultant Merrill Lynch, Pittsburgh, PA August 2003 – July 2008
Worked with customers regarding home and business mortgages.
Discussed payment problems, tax issues and errors.
Reviewed financial details regarding property tax escrow.
Arranged loss mitigation, payment plans and all issues regarding the account.
Office Manager Universal Auto Radiator Mfg., Pittsburgh, PA July 1989 – Feb 2003
Organized a staff of 20 employees in the Accounting Department.
Responsible for the daily activities of the Accounts Receivable, Account Payable and Credit Departments.
Traveled to newly opened locations around the country to train new employees on our computer system.
Created a manual for procedures in accounting and sales order entry.
Overhauled the sales tax system and organized paperwork tor tax audits.
Held weekly meetings with our Sales and Accounting staff to review issues.
Responsible for hiring new office employees.
Community College of Allegheny County Pittsburgh, PA June 1988
Associate Degree - Accounting
Minor: Information Technology