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Finance

Location:
Charlotte, NC
Posted:
March 08, 2019

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Resume:

SHANA HARRELL

**** ******* ** · 704-***-****

ac8ptp@r.postjobfree.com

Seeking a challenging and responsible position where my abilities, education, and experience will continue growth and advancement.

EXPERIENCE

2007– 2018

CREDIT ANALYST, Sysco Food Service OF Charlotte, LLC

Concord,NC

Analyze the credit risks in current and potential clients determining the credit worthiness of the individual.

Determining course of action for new and continuing credit ensuring that payment terms are appropriate and the account is properly secured.

Manage credit limit database by setting, removing, and adjusting credit terms by the strength of the credit given to the credit limit used.

Actively use of Dun & Bradstreet, Experian, and Equifax business reports to determine payment terms.

Ensure timely setup and review of new client credit application process.

Review of existing accounts for extension of new credit term limits.

Make recommendations and term decisions within approved credit authority guidelines.

Interface with District Sales Teams Managers, Marketing Associate and Clients to communicate credit decisions.

Manage and release of credit hold due to over limit or past due situations.

Periodic audits of Marketing Associate’s payment transaction via the clients account to ensure payments, credits, and deductions are properly applied to the account.

Responsible for identifying possible problem accounts by effectively viewing aging criteria, DSO and percent current weekly.

Process credit card and Ach payments as needed.

Work closely with AR Department to reconcile payments or disputes.

2006 – 2007

MARKETING ASSOCIATE, Sysco Food Services of Charlotte LLC,

Concord, NC

Responsible for potential new client account growth and existing client growth in territory assigned by District Sales Manager.

Maintaining client relationship through continuing order processing, product information, ability of products, product use, pricing and answering related questions.

Troubleshoot any problems that may occur during the order processing such as out-of-stock items, transport issues, special order items, low inventory Etc.

Communicate and collect clients payments as needed ;working with the credit department to ensure payments are received based on clients terms given.

Review and analyze daily reports such as special order request, client bid files, DSO and percent current data, routing and transportation request schedules and also sales / gross profit margin data.

Perform administrative duties such as monitoring daily sales and percent current reports, processing credits and pick up request, preparing sales quotes, prepping for customer reviews, and filing new client information.

Assist with ongoing training with myself as with training of new marketing associates as needed.

2004-2006

Customer Service Lead, Sysco Food Services of Charlotte, LLC

Concord,NC

Provided support to all assigned account Executives, Marketing Associates, and clients.

Answer all inbound calls concerning the needs or issues a client may have.

Process all will call orders, pick-up request, provide invoice details as needed, handle routing request and routing inquiries via transportation department.

Maintain call list of multi-unit clients for order processing and monitored their orders submitted via the multi-unit client. Communicate regularly through direct messaging to client or outbound call to multi-unit clients and assigned account executive of out of stock items, special order request, or routing issues.

Handled all intercompany order maintenance.

Process employee pickups and order processing.

Managed Department duties when direct Supervisor was unavailable.

EDUCATION

MAY 2003

MASS COMMUNICATION MINOR ENGLISH, Barber Scotia College

Concord NC

JUNE 1996

High school diploma, Groveport Madison Senior High Groveport Ohio

SKILLS

Microsoft Office

AS400

SAP

SUS

Teamwork

PowerPoint

SharePoint

Problem Solving

Willingness To Learn

Flexibility

ACTIVITIES

Member of Zeta Phi Beta Sorority Incorporated, Purple Butterfly Running Club

Ebony Eagle Running Club



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