Financial Analyst Customer Service
Resume:
Schooley, *
SARAH J SCHOOLEY, MBA
**********@*****.***
https://www.linkedin.com/in/sarahjschooley-mba/
FINANCIAL ANALYST / Credit Analyst
Collaborative, driven professional with experience in telecommunications, software and manufacturing industries. Excels in providing accurate credit interpretation and assessment, assisting in analyzing and recommending process improvements, research analysis, and making good business decisions. Demonstrates excellent communication, interpersonal, planning, multi-tasking and training skills. Known for building productive relationships and meeting deadlines. Master’s in Business. Relocated to DFW area. ̈ Vendor Relations
̈ Credit and Risk Analysis
̈ Government Compliance
̈ Portfolio Management
̈ Consumer and Business Finance
̈ Teamwork
̈ Coaching & Mentoring
̈ Billing Processing / Review
PROFESSIONAL EXPERIENCE
Verizon, Tulsa, OK 2015 – 2019
Sr. Financial Analyst
Monthly compared and analyzed billable items of government account contracts for services utilized to ensure accuracy prior to generating invoices.
• Partnered with management to identify, development and implement business improvement processes that achieved ongoing operational efficiencies.
• Monitored key performance metrics.
• Collaborated across groups to ensure billing and adjustments flow through processing systems accurately.
• Provided expert support in generating monthly billing invoices for Government accounts through contract interpretation and ensure updates and compliance of contract charges for local services when applicable.
• Oversaw the investigation and resolution of complex billing discrepancies by performing research analysis in order to implement permanent solution.
• Supported the creation of executive level performance reporting and perform analysis to ensure the data is meaningful to the business.
Hilti Inc., Tulsa, OK 2008 – 2015
Global leader providing innovative products, services, and software to the construction industry. Sr. Credit Analyst (2011 – 2015)
Processed credit applications for lines of credit and managed the portfolio of commercial customers’ overall receivables and performed collections. Supported training and development of staff.
• Planned, conducted, and organized training program for credit department new hires.
• Successfully onboarded new sales team members and customer service members by conducting orientation.
• Consulted with management to evaluate goals and outcomes for training while providing recommendations and plans for current and new trainings.
• Assisted with prescreening of multiple potential hires.
• Managed two part-time finance interns by providing guidance on various projects and assignments.
• Assessed the performance of 5 to 10 employees each year using a standard rating system.
• Conferenced with individual workers to evaluate progress and address concerns.
• Partnered with Account and Regional Managers to timely and efficiently manage a portfolio of more than $6.5 million total receivables of assigned accounts which had payments due to the company. Schooley, 2
Credit Analyst (2008 – 2011)
Supported account and regional managers to manage a portfolio up to $4 million total receivables of assigned accounts due to the company.
• Contacted past-due accounts to arrange for payments, while preserving the Company's business relationship with the account.
• Performed daily collection and reconciliation activities, troubleshooted incoming accounts receivable calls, managed aging of accounts receivable, and reviewed unapplied cash and credits.
• Promptly addressed approximately 40 invoice inquiries per week.
• Researched and performed customer and sales dispute resolutions while building and maintaining effective, strong vendor / customer relations, in accordance with established procedures. GE Consumer Finance, Tulsa, OK 2005 – 2008
Credit Analyst
Processed consumer credit applications, helped providers (physicians, dentists, etc.) resolve system issues and handled questions regarding processing payments and regarding their healthcare plans.
• Served as Subject Matter Expert (SME) and mentor for incoming training classes.
• Maintained compliance with bank underwriting policies and federal lending regulations.
• Denied or approved merchant loan applications based on evidence of credit qualifications.
• Ensured loan applications contained supporting documentation and required information.
• Evaluated loan applications to determine if minimum eligibility requirements were met.
• Managed applicants' expectations related to processing times and interest rates EDUCATION
M.S., Business Administration December 2018
Southeastern Oklahoma State University, Durant, OK B.S., Business Administration December 2000
Oklahoma State University, Stillwater, OK
CERTIFICATION
Greenbelt Certification
TECHNICAL SKILLS
Microsoft Word, Excel, PowerPoint, Outlook, Access; SAP; Peoplesoft; proprietary billing systems
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