Credit Mgr, Collections Specialists for B2B, Customer Service, Data En

**** ******** *****

Centerville, OH *****

Phone 937-***-**** - cell

E-mail *******@*****.***

Tracy J. Henderson

Skill Summary Quick Books SAP J D Edwards Oracle Excel Microsoft Word PeopleSoft Outlook/Express Bi-Lingual-Spanish NACM

Professional Experience

08/2018– 04/2019 Win Supply

Credit Manager

Business to business collection calls and/or emails, credit card payments, coordinate with sales on pricing for potential credit memos, cash application, forecasting potential receivables. Work with satellite businesses to ensure timely collections and assistance with obtaining necessary documents for credit reviews. Obtain credit references for potential clients and run necessary credit checks on new customers, collect proper tax documentation and lien waivers, mailing letters of notice, confirming client data entry is correct.

2014 - 2018 Contract Assignments

Customer Order Specialist – Teradata Corporation; Miamisburg, OH

Receive orders from sales to import into the ERP system and prompt when needed, an invoice billing the customer. Submit invoices for payment directly to customer or via payment portals such as Ariba, Tungsten, etc. Managing customer contracts ensuring service dates are correct, managing orders for duration of their contract, troubleshooting invoice issues for customers with assistance from sales, tax services and Accounts Receivable.

Collections Specialist – AMS Construction Parts; Middletown, OH

Review invoices from previous week for spelling, pricing errors, taxable dollars, verify payment terms then print for mailing. Post all checks received in lockbox, issue credit memos or void invoices when applicable, call or email collection notices on past due invoices, work with 3rd Party Collection Agency for uncollectible accounts, run credit checks obtaining references and working with D & B where necessary. Weekly A/R reports to sales team to keep apprised of collection efforts and request assistance where needed. Updating sales tax certificate database, as well as job profitability. Taking minutes for weekly minutes of sales meetings.

Account Administrator – Boost Technologies; Dayton, OH

Assist sales with pre-quoting promotional merchandise, mailing samples,

Follow up on shipments, obtaining client’s artwork to forward to appropriate vendors; ensuring finished product is approved by client to be shipped. Major accounts handled, Ohio State University, Care Source, Community Tissue Service.

Credit & Collection Specialist – Esko Graphics; Miamisburg, OH

Business to business collection calls/emails, credit card payments, deduction management, coordinate with sales on pricing for potential credit memos, cash application, forecasting potential receivables. Obtain credit references for new clients; collect proper tax documents and lien waivers, mailing letters of notice, confirming client data entry is correct.

2009 – 2013 Crane America Services – Terex Services; Miamisburg, OH

Collections Specialist/Accounts Receivable

Collection calls for 21 branches in the United States and Spanish speaking countries. Review of accounts on credit hold; release upon review of credit exposure or request of Regional Sales Manger. New customer set up with customer account maintenance of address and/or phone number updates through SAP. Maintained over 85% positive collection rate. Cash application, customer support when necessary.

2005 – 2009 NCR Corporation / Accenture; Dayton, OH

Sales Support Analyst – Collections Specialist

Review inventory and production requests, pricing, customer usage reporting, discuss customer specific issues directly with customers, quoting requests, assist in collections of outstanding invoices, Credits, assist Customer Service with order entry, order management and shipping/tracking

Credit and collections for NCR Corp, maintained 98.7% collection rate, worked with D & B to set up new accounts, obtain trade/bank references, daily collection calls and mailings. Review orders on credit hold. Continuous customer support and field sales support. Major accounts handled; McDonalds, True Value, Ace Hardware.

2003 – 2005 Corporate Financial Group; Centerville, OH

Collections Specialist

Third party commercial collections for major companies through United State and Canada. Maintained collection rate of 98.9% for companies such as Reynolds & Reynolds. Report payments received to clients, maintain collection database and status reports, recommend best course of action to clients on payments from debtors i.e. payment plans/legal action. Work with in-house attorney on recommended accounts

2000 – 2003 Shumsky Enterprises; Dayton, OH

Sales Support Analyst-Customer Service Representative

Assist Sales Managers with order entry, order management, shipment tracking. Ensured customer artwork specification directly with customers, maintained and forwarded to appropriate vendor for work and verified with customer for approval. Assist collections with outstanding invoices for all customers and worked with sales force before new orders placed.

Credit Analyst-Collection Specialist

Review orders on credit hold and work with customer and trade references on credit limits through D & B and Experian. Daily collection calls, management of bank deposits, bi-weekly reporting for sales, rebate/discount analysis reports, deduction analysis, cash posting and batch billing, month end AR reports to Controller.

Seminars: “Management Skills for the New or Prospective Manager” Presented by Skill Path Seminars; Diary of a Bustout” Presented by NACM Chicago; “Accessing the Internet” Presented by NACM Ohio; “Dealing with Troubled Companies” Presented by NACM Ohio; “How to Negotiate Successfully” Presented by NACM Ohio; “Learn to Communicate Successfully” Presented by Padgett Thompson

Education

1984 - 1986 Wilbur Wright Jr. College Chicago, IL

Associates Degree Program – Liberal Arts

1982 – 1984 Kankakee Community College Kankakee, IL

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