Credit Representative Customer Service

Daniel C. Leal

Sacramento, CA *****

916-***-**** Email: *******@*****.***

CAREER OBJECTIVE: I am applying for the Credit/Collections Specialist position where I can

utilize my skills

WORK HISTORY

Elevator Controls Inc. - Sacramento, CA 7/18 to Current

Credit/Collections/Accounts Receivable Coordinator

Email new invoices daily to customer accounting department to have payments processed

Contact delinquent accounts daily via email/ telephone to request payment

Email new invoices daily to customer accounting department to have payments processed

Follow-up with customers, sales and tech department to resolve billing issues

Maintain daily call log with plans to resolve delinquent accounts sending report weekly to Collector

Setting up new accounts, verifying credit history, establishing credit limits with terms

Placing accounts on credit hold as needed, notifying customer,sales department

Setting up payment plans with delinquent if needed

Reconcile customer invoices, short payments, credits and payments as needed

Issue credit memo with approval from testing department

Preparing Accounts packet to sent to 3rd party Collection Agency

SBM Site Services - McClellan Park, CA 9/16 - 5/18

Collections/Accounts Receivable Technician

Contact customers daily in a professional manner via telephone and/or email to resolve past due accounts

Follow-up/Interact with customers and employees to resolve billing issues

Maintain a log of all contacts with a planned resolution to resolve delinquent accounts

Reconcile customer invoices and payments as needed

Issue billing adjustments when needed

Determine what accounts needs to be escalated to managers for resolution

Assists with related special projects as required

UNFI (United Natural Foods, Inc) - Rocklin, CA 4/09 - 9/16

Collections/Accounts Receivable Specialist /Customer Service

Contacting customers daily via phone/email regarding past due

Invoices /disputed items to bring accounts current

Reconcile accounts for short payments/overpayments, misapplied payments,

Issuing credits/debits if needed

Working with internal departments/customers to resolve billing issues/disputes

escalating to Management team if needed

Setting up Payment Plans Agreement, updating payment tracker updating

Preparing weekly reports reflecting aged accounts, disputes, collection activity

notifying management/sales department of potential risky accounts

Work within guidelines of UNFI time lines, policies and Sarbanes Oxley

Sacramento Bee - Sacramento, CA 05/05 - 8/07

Credit Representative/Account Manager

Reviewing daily scheduled ad report

Daily contact with customers to resolve delinquent payments

Notifying/Resolving disputes/Unpaid ads with salesperson/coaches

Approving/updating customer’s credit limits

Releasing ads upon credit approval/Processing payments via phone

Researching credit/debit balances, issuing credits/debits if needed

Setting up Payment Plans Agreements, updated payment tracker escalating

to management team if needed

Macy’s West - Fairfield /Citrus Heights, CA 11/03-5/05, Roseville, CA 11/07-6/08

Sales Associate/Customer Service - Shoes/Fine Jewelry Departments

Sales/Customer service

Opening credit accounts, entering customer’s information in system

Koret of California - Oakland, CA 12/99 - 2/02

Chargeback Analyst /Collections Analyst

Analyzing/Researching deductions

Working with aging accounts

Sending correspondences to customers regarding invalid charge backs/deductions

Working with sales/customer to resolve disputes.

U.S Foodservice - Union City, CA 12/98 - 11/99

Credit Analyst (National Accounts - Corporate and Franchise)

Analyzing short/over payments

Working with aged accounts - Resolving credit issues, delinquent accounts

Releasing orders per credit approval, Preparing weekly/monthly reports

SKILLS/SOFTWARE:

Western Business System (WBS), Sage, Lawson, MS Office, JD Edwards, Excel,

Outlook, D&B, Analytical, Detailed, Task oriented, Customer orientated, Team oriented, Good listener,

Time management, Sales

EDUCATION:

Solano Community College, Fairfield, CA - General Education/Business Administration

Chabot College, Hayward, CA - Accounting Courses/Computer Science

Hayward Adult School, Hayward, CA - Accounting Certificate

Contact this candidate