Customer Service Sales

Shawn Jones

Customer Finance

Sacramento, CA

*************************@*****.*** - 916-***-****

• Versatile professional with significant years of corporate experience

• Proven experience in A/R, Credit and Collections

• Recognized by management for decreasing day’s sales outstanding and increasing revenue

• Detail oriented with an emphasis on accuracy, timeliness and overall customer satisfaction

• Ability to interact effectively with both Management and Corporate Leadership

WORK EXPERIENCE

Customer Finance Analyst

Glanbia Business Services - Aurora, IL - July 2013 to May 2014

Managed approximately 13.5 Mil portfolio of 200 accounts

Allocated customer payments to invoices along with posting deductions take to reconcile to remittance and

all payment received. Process credit card payments, lockbox, ach and wires daily in a timely manner

Researched and provide deduction backup and/or data analysis needed for further processing of credits or

charge back of deduction

Contacted past due customers and address slow pay customers to correct late payment issues

Reviewed orders requested to release compared to aging status and credit limit to determine if release is

allowed

Managed customer credit files, updating and reviewing based on credit policies to minimize risk and exposure

Ensured customer is in tolerance of approved credit limits and terms extended

Undertook projects as needed and directed to improve credit limit department processes and procedures

Assisted in monthly department reporting of accounts receivables

Worked internally with customer service, sales and other departments to identify and correct recurring

customer payment issues and ensure smooth workflow

Participated in proactive team efforts to achieve departmental and company goals

Demonstrated personal leadership to others by sharing knowledge/skill and experience with the wider team

and contributing to the continuous improvement of the service provided to our customers

Customer Finance Analyst

Wrigley/Mars - Chicago, IL - August 2012 to March 2013

Manage and control the receivable portfolio of 1100 accounts by direct involvement in investigation,

reconciliation and collection of assigned accounts

• Communicate extensively with customers, Sales Associates and Customer Care regarding past due invoices,

delinquent accounts, deductions and proof of delivery

• Make recommendations for the C-Store accounts

• Perform credit releases

• Evaluate and process credit applications for new accounts and existing accounts

• Run D&B's and review financial statements to determine the credit worthiness of the customer

Regional Collections Specialist

Otis Elevator Company - Lombard, IL - October 2009 to June 2012

• Managed $12.5Mil portfolio of 1700 accounts

• Met or exceeded department percent current goals

• Customer Net Terms are 30, 45, 60 and 90 days

• Handled modernization, new equipment, maintenance, and open order accounts

• Interacted effectively in a team environment

• Established procedures to ensure sound collection of receivables

• Prepared accounts for legal or outside collections agency

• Prepared and entered Lien data into third party lien tracker

• Reviewed accounts to make sure Lien rights have not expired, to secure payment

• Evaluated and assisted in the preparation of all receivables reports

• Prepared 571‘s (credit memos), on all accounts

• Prepared collection letters and final demand for accounts with non-payment after 90 days

• Supported the organizations efforts towards continuous improvement

• Demonstrated teamwork by collaborating with others to improve overall standards of performance and

service

• Provided excellent customer service to all customers, both internal and external

• Prioritized job tasks and solved problems

• Attended monthly sales meetings

Accounts Receivable Specialist - Supervisor

CVG - Aurora, IL - February 2008 to April 2009

• Managed a $15Mil portfolio of 300 accounts

• Met or exceeded DSO goals within 60 days

• Supervised the collections, accounts receivables and cash applications, processed lockbox, ach's and wire's

prepared and maintained various reports

• Established debit memo procedures to reduce deductions, maintained an efficient and thorough process of

debit memo routings and approvals

• Recruited, trained, and developed personnel through personal coaching, job rotations

• Demonstrated teamwork by collaborating with others to improve overall standards of performance and

service

• Reconciled A/R to the G/L

Accomplishments

• Collected a total of $300,000 in A/R over 365 days past due

• Established debit process procedures to reduce debits taken by customers

Senior Credit Analyst/Team Lead

Life Fitness - Schiller Park, IL - February 2004 to February 2008

• Managed a portfolio of 1500+ accounts

• Responsible for all accounts reconciliations for an assigned segment

• Customer Net Terms are 30, 45, 60 and 90 days

• Analyzed financial statements and assigned/recommend credit limits to new and existing accounts

• Evaluated and process credit applications for new accounts utilizing various credit information, including but

not limited to D&B, public records, bank, trade references and financial reports and Life Fitness sales/margin

information

• Performed credit reviews, contract reviews for leasing and existing accounts within guidelines established,

edited and approved sales orders

• Identified final demand and third party collection accounts on a monthly basis and provide supervisor with

details regarding their status

• Identified internal control issues such as: credit card process, returned checks, parts and service, billing,

interface issues, system concerns, policy adherence

• Negotiated payment schedules that were acceptable to both parties and within approval guidelines as

established

• Researched and resolved in a timely manner all pricing, storage, returned product and credit discrepancy

issues

• Reviewed and maintain all purchase orders for invoices billed to third party lease companies. Effective

resolution of all cash application and adjustment issues

• Identified multiple ownership structures in an assigned segment and update records accordingly

• Responsible to assist the department as needed due to absence

• Coordinated account status and special handling of key and national accounts

Accomplishments

• Reduced past dues from 90 days to within N35 day terms

• Reduced high dollar amounts of credits left unapplied on the accounts

• Processed at least 10-15 credit applications a week for new accounts

Senior Credit Analyst / Temporary

Sara Lee Foodservice - Rolling Meadows, IL - January 2003 to February 2004

• Successfully managed 1800 accounts, placed/released accounts/pre-orders from credit hold

• Processed deductions/bill backs, cash applications/spreads, and account reconciliation

• Researched and validate all deductions within SAP

Accomplishments

• Resolved all account reconciliations within in 30 days

EDUCATION

Bachelors of Science- in Business Management

National Louis University - Lisle, IL

ADDITIONAL INFORMATION

TECHNICAL SKILLS

Microsoft Word, Microsoft Outlook, Windows, Excel, PowerPoint, Access, Lawson, Oracle, JD Edwards, SAP

and AS400

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