A highly motivated leader as a Credit Analyst, Billing, Accounts Receivable and Collections professional with a verifiable record of accomplishments spanning 20 plus years. Highly focused and recognized as a results-oriented, solution-focused individual with a strong work ethic.

Professional Experience

Richards Packaging, Inc Mgr. Credit & Collections/Billing

Managed all aspects of credit analyzing, accounts receivable departments.

On an interim basis managed billing department.

Audited daily batches for accuracy and compliance

Trained staff as necessary

Staff reviews for rewards and/or improvement

Bank deposits

Account reconciliations

Monthly, quarterly, and yearly closing processes

Debit and credit processing

Wrote off small balances

Assigned accounts to outside collection

Insured billing was done accurately, and that no revenue was left on the table

Worked with sales and shipping to ensure all paperwork was handed in timely for processing

Managed AR for all US sites

Administrated cc software for all sites

Worked with purchasing to ensure all overseas shipments were billed correctly to US customers

Credit card processing and monthly reconciliation

Siemens Industry Software, Inc Credit Analyst / Credit & Collection Specialist

Assigned to Finance Dept, Tax & Treasury, Credit and Collections

Audited credit accounts prior to 2014 -2019 for closure and containment

Managed accounts for contract and credit compliancy to allow new orders to be released

Contacted clients globally for issues relating to purchase order numbers, project contracts and other account concerns

Worked with a team to develop best practices for training in new AR system, SAP

Analyzed credit reports, with B&D reporting along with research found on internet to evaluate credit limits and risks for new and existing customers

Business to Business collections on accounts to keep DSO down

Processed documentation for refunds and adjustments for accounts with valid tax-exempt certifications

Processed documentation for bad debt write-offs; uploaded to portal for 3rd party collections

Processed country tax to general ledger account for international account adjustments

Refund processing to customers

Reconciliations of accounts for payment application accuracy

Credit Memo issuance as needed

Credit card processing and reconciliations – wrote training manual for team

Worked with purchase order, statement of accounts, bill of ladings, contracts, proforma processing, quotes, and LSDA’s for electronic maintenance contracts.

Kinco Corporation Lead-Credit & Collections Specialist

Cross-trained entire Accounts Receivables and billing staff

Wrote all Standard Operations Practices for the department

Wrote bankruptcy manual and taught staff how to handle bankruptcy cases

Evaluated A/R procedures for efficiencies

Audited aging report for serious delinquencies for customer contact

Found more than 150K in unbilled revenue in first 5 accounts audited due to EDI and GP account setup issues

Corrected 7800+ accounts to allow for accurate invoice processing (EDI, Email, Paper, Fax)

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Merrill Corporation Credit/Collections Administrator III

Contact businesses with open invoices starting at 31, 45 or 60 days based on specific business line.

Research duplicate and/or overpayment to reapply cash to aging invoices; hold on account to refund to client.

Prepare bi-weekly collection activity and aging reports to sale representatives regarding their accounts.

Determine when a client should be turned over to legal collections or placed on COD.

Follow up on client requests, inquiries, disputes, and short paid invoices.

Process closure, escalations, refunds, and credit vouchers.

Pinnacle Financial Group Lead AP & AR Specialist

Reconciled payments received for depositing.

Performed daily, weekly and month end reports.

Evaluated accounts for accurate payment of invoices

Provided credits/debits as needed

Performed refunds

Printed checks to accompany refunds for authorization

Contact businesses and individuals who have defaulted on contracts, leases, credit cards, bank loans, student aide loans, home mortgages.

Follow up on medical invoices for hospitals and physician offices with insurance carriers.

Alliance One (Division of Triad Corporation) Third Party Collector

Contact businesses and individuals who have defaulted on contracts, leases, credit cards, bank loans, student aide loans, home mortgages.

Ensure Fair Debt Collection Practices are followed.

Primary Healthcare Resource Mgr. Billing & Accounts Receivable/Office Mgr.

Training, creating procedure manuals, training for collection & billing procedures

Managed a staff of 9

Performed end of month reports

Cardiac Alliance Supervisor Accounts Receivables

Training, creating procedure manuals, educating physician offices on billing procedures

Managed a staff of 5

Performed end of month reports

Meet with clients to establish baseline for future business endeavors

Meet with carriers to discuss billing and collection procedures to ensure compliance

Care Tech Supervisor AR & Billing

Training, creating procedure manuals, education physician offices on billing procedures

Manages a staff of 9

Performed end of month reports

Terry Ann Patel

Terry Ann Patel

6670 SW Princess Avenue

Beaverton, OR 97008

HM: 503-***-****

CL: 763-***-****

adrp4u@r.postjobfree.com

Areas of Practice

Account Offsets, Write offs and credits

Accounts Payable

Accounts Receivable

Business to Business Collections

Customer Closing Payment Plans

D&B Reporting

First and Third-party Collections

Managing/Assigning Credit Limits

Portfolio Management

Training and updating legal aspects of collections (FDCPA and Bankruptcy rules and regulations)

Vendor Charge Back Appeals

Liens

Developing & recording procedures

Industries

Data site

Debt Collection

Electronics

Financial Services

Habilitation Services

Healthcare

Legal

Heavy Machinery and Pumps

Manufacturing

Software

Computer Applications

Adobe Pro

Get Paid

GP (Great Plains) Dynamics

Microsoft Excel 2010, 2013, 2016

Microsoft Word 2010, 2013, 2016

Microsoft Office (other programs)

Monarch

Soda PDF

Password1

Zindesk

Oracle

Sales Force

Syte-Line

TOPS

SAP

ERealm

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Siemen’s Warehouse

Converge

SalesForce

Worked with the GP software supporter company, Convergence and Kinco Controller to enhance GP software for accounting (so they could perform more tasks with less steps to increase efficiency and productivity)

Worked with Controller to correct misapplied monetary applications.

Daily meetings with AR staff to motivate, prioritize and strategize work objectives.

United Technologies Corp. (UTC) Credit & Collections Specialist

Control an aging portfolio of over 900 accounts to insure they stay within their contractual credit limits and commitments for payment.

Evaluate accounts to release, or pend, new orders. Increasing or decreasing credit limits as needed based on their past due balance, age of balance, payment history, credit limits for the account and individual orders.

Communicating with customers regarding balances, credit limits and payment expectations.

Resolving account issues through research, oral and written communication to customers as they arose.

Directing credit applications and refunds as applicable for customers

Ability Network Lead Trainer, Credit & Collections Specialist

Update training and mentoring with existing associates as needed

Placing accounts with third party collection agency

Managed elite customer portfolio of top monetary customer accounts, prioritizing these accounts while working closely with sales and executive staff members.

Train new employees on software and departmental procedures and expectations

Contact delinquent accounts while maintaining a good professional relationship to maintain customer base.

Assign credit limits annually, or as needed to update account with financial changes

Manage Portfolio over 7M

Process credits/debits as needed and refunds.

Negotiate payment plans and expectations, to finalize within 3 months or less if possible

Communicate account boundaries to avoid collection issues with new customers

Place accounts on Credit Hold while working towards resolution when required

Placing accounts with third party collection agency

Graco Corporation Credit & Collections Specialist

Contact businesses with delinquent accounts.

Assign credit limits

Set up accounts – including bill to accounts

Escalate accounts where necessary

Manage Portfolio over 200M

Evaluate accounts for accurate payment of invoices.

Perform refunds, reconciliations, write-offs & charge backs

Negotiate payment plans and expectations

Place accounts on Credit Hold while working towards resolution

Reconciling aged accounts – aged 7 years to 1-year delinquent

Placing accounts with third party collection agency

Education

Wharton College - Business

Oakton College- Small Business

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