Collection Manager Vice President

Charise K Roberts

775-***-**** ***************@*****.***

CREDIT MANAGER

Responsible for the credit approval process for new trade accounts with the goal of minimizing unmanageable debt and increase company revenue

oResearch and evaluate customers for new credit account approval

oDeveloped credit scoring for risk assessment

oConduct periodic review of existing customer

oResponsible for terms of credit and credit limits

oResponsible for exact data input into various CRM databases

oResponsible for legal compliance of new and existing accounts

oReview contracts and legal documents for compliance with Company Policies

oReview and aid customers with processing Resale Tax Exemption Certificates

oOptimize Company sales and reduce unmanageable debt losses by supporting Company Credit Policies

Use of following websites for approval process:

Dun and Bradstreet

Moody’s Analytics

State Contractor’s License Board websites

State Resale Tax Certificate websites

COLLECTION MANAGER

Responsible for development of collection processes

oWrote current approved letters of communication for collection purposes

oDeveloped current approved timeline for customer communication rules including:

Staggered letters for payment status

Notice of Intent to include the following actions:

File Contractor’s License Complaints

File Contractor’s License Bond Claims

File Job Bond and/or Payment Bond Claims

Record Mechanic’s Liens

File Stop Payment Notice

Work with Attorney’s to complete above processes

Customer retention and development of new business opportunities

LEGAL DOCUMENTATION ASSISTANCE

Research and prepare legal documentation:

oPrepare Escrow Instructions in compliance with Contract(s)

oPrepare documents for recording with various County Recorders Offices:

oResearch Property Records with County Recorder's Office

oPrepare and Record:

Grant, Bargain and Sale Deeds

Deeds of Trust

Reconveyances

Lot Line Adjustments

PERSONNEL MANAGEMENT

Responsible for management of Satellite Branches for major Title/Escrow Companies

oOversee personnel and manage day to day practices and procedures of all aspects of Escrow Unit(s) including, but not limited to:

Open escrow accounts

Order and review Preliminary Title Reports

Create Escrow Instructions in compliance with Contract of Sale

Create Housing of Urban Development (HUD-1) Settlement Statement to include all transactional closing costs, credits, debits and pro-rations

Prepare legal documentation for transfer of title and/or refinance, and/or release of liens

Record legal documents in compliance with Sale, Refinance and/or Acquisition

Hold and disburse documents and funds in connection with contract

EDUCATION / MEMBERSHIP

Credit Scape Credit/Collections Annual Seminars

Continuous Webinar Training on Credit/Collection

Continuous Webinar Training/How to Avoid Scams

Northern Nevada Escrow Association – 2007 President

Northern Nevada Escrow Association – 2006 First Vice President

Northern Nevada Escrow Association – 2005 Second Vice President

Northern Nevada Escrow Association – 2004 Treasurer

Northern Nevada Escrow Association – 2003 Secretary

University Nevada Reno – 1980 - 1983

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