Customer Service Credit Analyst
Resume:
CARRIE MACHINIST
*******@*****.***
Patchogue, NY
July, 2023 – August, 2024 Maharam Fabric Corp, Yaphank, NY
Credit Analyst & Collections Coordinator
Analyzed on hold orders for appropriate action; credit release or immediate customer contact to ensure orders are released in a timely manner.
Initiated and maintained complete, accurate and updated records of contacts, collection activities and account reconciliations.
Reconciled accounts, made collection calls on delinquent accounts, worked out payment plans, resolved discrepancies.
Processed high volume credit card payments over phone & through email, close out letters, lien waivers, refunds, adjustments, applying credits.
Addressed high volume phone calls and email inquiries, sent invoices, statements and credits.
Evaluated lines of credit regularly, ran D&B reports to determine credit worthiness for extension or decrease of terms. Modified terms when necessary.
Established and maintained strong working relationships with Treasury, Accounts Payable, Customer Service & Resource Management departments. Collaborated to ensure quick order release and resolution of disputes.
Managed 800 to 1000 national and international accounts.
MAY, 2019 – June, 2023 Nature’s Bounty / Nestle Health Science Ronkonkoma, NY
Chargeback & Deductions Analyst
Closely monitored portfolio of approximately 200 A/R accounts and worked closely with sales team for many divisions of NBTY.
Responsible for making sure A/R delinquencies are immediately addressed & payments are received in a timely manner.
Processed & resolved large complex deductions, shortages and disputes invalid deductions with customers.
Processed customer check requests for rebates & promotional events such as bill backs, advertising and trade shows in a timely manner.
Accurately coded all deductions so they will hit proper GL accounts.
Quickly identified problematic accounts within my portfolio & instantly implemented a plan of action to mitigate potential losses by working with my Supervisor to execute payment plans & help negotiating settlements as a last resort.
Ability to build strong effective relationships with customers, brokers, sales team, customer service and warehouse for validation of promotions & reconciliation of unauthorized deductions. Partners and develops excellent rapport with sales team by meeting to discuss problematic accounts & develop a plan of action to quickly resolve issues & concerns for chargebacks & delinquent invoices.
Provided senior management with weekly comments on my accounts for AR end of month reporting and meetings.
My account profile includes but is not limited to Walmart, Family Dollar, Dollar General, Wegmans, Weis Markets, Valu Merchandisers, Harris Teeter, Lewis Drugs, Gelsons and Kinney Drugs. Assisted with Amazon account on occasion.
2015 – APRIL, 2019 Sysco Long Island, LLC Central Islip, NY
Credit Analyst
Processed credit applications and assigned terms
Analyzed delinquent accounts to determine if holding or releasing orders
Worked closely with 25 sales reps, Cash Applications and Finance team
Managed over 500 accounts in Nassau, Suffolk & Queens with average outstanding AR at $12 million
Corresponded with customers for payment information, offered payment plans, provided copies of invoices & statements, sent demand letters, investigated & resolved chargebacks, short pays, unapplied cash, reconciled accounts and prepared collection files for credit manager.
2011 – 2015 J. Kings professional Food Service Holtsville, NY
Credit Coordinator
Responsible for placing delinquent accounts on credit hold
Worked closely with sales to coordinate payments from customers
Resolved short pays, chargebacks, provided statements, copies of missing invoices & made collection calls
Coordinated credits with Credit Manager & AR department
Ensured credit applications were compliant with company policies and included all of the necessary documentation.
Assisted manager on projects as needed
Monitored & managed over 300 accounts
Skills
Excellent customer service, reconciliation and negotiation skills with the ability to communicate effectively using verbal and written skills.
Strong attention to detail with a high level of accuracy and the ability to work both independently and collaboratively.
Microsoft Outlook, Word, Excel, Teams, AS400, Trade Investment Management (TIM), Nitro Pro, High Radius, Zoom.
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