Collections Analyst Csr
Resume:
Katherine Moore-Devoe
Manvel, Texas 77578
Email: ****************@*****.*** or ********@*****.***
SUMMARY
Career Driven Cash, Credit & Collections Manager. Well versed, with an outstanding ability to communicate with all levels of management while managing multi-faceted services and responsibilities.
Career Experiences
Insight Global August 2021 – October 2021
Credit & Collections Administrator -Contract Position
Collected outstanding receivables
Sales & collections support
Special handling & bulk collection projects
Manage credit and collections process for specific accounts, including reconciliations, analysis of account invoice status, reporting, driving the collection process, including potential assignment to an outside collection agency.
Pull reporting across multiple systems and merge, analyze, determine next steps, strategies, develop customer, collections, and sales communication at scale.
Critical-thinking skills to make decisions on a variety of credit and collections tasks.
Communicates with customers in a professional and tactful manner for the purposes of solving all past due payment problems with expedience.
Communicated with internal customers and partners within and outside the finance department to provide status updates and requests for information.
Provide input regarding account payment status, affecting credit status of customers.
CEVA Logistics May 2014 – May 2020
Credit & Collections Manager, FM US
Get Paid, Oracle, WorldPort, OFS, JDE 9.1, 4 US Direct Reports, 37 Intl Direct Reports
Portfolio over $200 Million
Subject Matter Expert Get Paid
Subject Matter Expert OFS
Subject Matter Expert JDE 9.1
Implementation Expert, Get Paid, OFS, JDE 9.1
Create, implement and train US & International staff on Dispute Resolution Process
Monitor Daily Recon & File Exports from source systems to Get Paid collection program.
Document and implement new Business Processes, Policies and Procedures for the Credit and Collection Processes for the all North America Divisions
Direct weekly collection calls with account stakeholders outstanding accounts greater than 45 days past due.
Monitor & Right Size accounts that are within 20% of exceeding current Credit Limits via Ansonia, Experian & CRMZ (formerly DNB)
Monitor Global Accounts reporting directly to Senior Management
Approve/Deny new and existing customers credit limits in excess of $1M
Directly manage credit and collections teams.
Review logistics processes to ensure Credit & Collection Policies are in line with company standards
Trained collection team on Credit Investigation Process
Cost savings reduction of $100k
Lyondell-Bassell September 2013 – May 2014
Contract Assistant Credit Manager
SAP System, No Direct Reports
Portfolio over $400 million
Collecting on average 95 – 98% of AR per month
Credit Review
Account Chargeback, Credit & Debit Memo Reconciliation with CSR and Sales Team
Weekly AR meeting
Weekly and End Of Month Reporting
Order Hold & Release
Account Reviews
Shaped Bodies Fitness June 2009 – October 2019
Owner/Instructor
Register and teach outdoor boot camp in the Houston and surrounding areas. Work with 3rd party marketing companies to advertise gain and retain clients. Participate as a vendor with 5k/10k walks and runs with Avon Breast Cancer, Team RWB and local health fairs. *all classes are held at 6:00 p.m.
MI Swaco Houston, TX April 2010 - September 2010
Contract Collector, World Headquarters
Get Paid, No Direct Report
Managing $35 million portfolio, 7% Past Due Net 30 Day Terms
Prepare uncollectible accounts for Third Party Collection Agency
Collection Calls Letters
Negotiated settlements and payment plans for slow paying customers
Bi-Weekly Report Analysis
Republic Services, Houston, TX 2008 - 2009
National Cash, Credit & Collections Manager
National Account Division
AS400, InfoPro, 6 Direct Reports
Responsible for managing Receivables, Cash Applications and Credit Authorization for the National Accounts Division.
Portfolio over $300 million profits/EBITDA.
Document and implement new Business Processes, Policies and Procedures for the Credit, Cash and Collection Processes.
Maintain and manage complex aging and account research within companies existing National Accounts customers.
Direct weekly meetings with collection staff on outstanding accounts greater than 45 days past due.
Prepare reports that reflect the status of credit and collection activity on all accounts.
Conduct bi-weekly Focus and Significant Account conference calls with the Director of Credit and Collections, Senior Management, Sales and Procurement.
Prepare follow-up reports reflecting status of credit and collection activity with collection staff on a weekly basis.
Evaluate new customers and existing customers.
Approve credit limit and payment terms.
Directly manage credit, cash and collections staff teams.
Create Business Process, Policy and Procedures for Unapplied Cash clean up with Cash Applications team.
Philip Services Corporation (PSC), Houston, TX 2001 - 2008
Credit & Collections Manager, Container Services Division 2004 - 2008
Credit & Collections Manager, Corporate Office 2001 - 2004
Promoted to Container Service Division June 2004
OneWorld, Corrigo, Oracle 11i and C-Power, 4 Direct Reports
Corporate Responsibilities
Customer Data Development for all three systems
Responsible for Reviewing Address Book
Define Custom Fields, Tax Identification
Customer Formats, Define Customer Reports
A/R Specifications, A/R Configuration and Validation
Customer Master, A/R Transaction Export & Import File Feeds
End to End Unit Testing, User Acceptance Testing
Review Risk Assessment, Ongoing A/R Contact
Drafted Corporate Credit & Collections Policy and Procedures; Credit Limits Levels, Credit Evaluation Process, Payment Terms Process
Trained collection team on Credit Investigation Process
Reviewing & Assessing Dun & Bradstreet Report, Established standardized PSC Matrix based on D&B Information
Retrieving and utilize other sources. I.E. SEC Edgar, Hoovers, Bankruptcy Review
Formatted Third Party Collection Process & Procedures: Forwarded all Uncollectible Accounts to Third Party Collection Agency, Continuous contact with Attorney of Record for accounts in litigation
Division Responsibilities
Responsible for managing Outsourced Receivables and Cash Applications for the Container Services Division.
Continuously maintaining the lowest DSO within the PSC Organization.
Portfolio over $50 million profits/EBITDA
Form, document and implement Business Processes, Policies and Procedures for Account Receivables and Cash Applications Outsourced to Creditek/Genpact.
Direct ongoing bi-weekly Disputed Items Report conference calls with Container Division administration and management. Identifying disconnects to resolve continued failures at the front end. Ultimately establishing a successful relationship between Management, Sales and Collection to identify Disputed Items within allotted timeframe (45 – 60 days).
Participate in bi-weekly Focus and Significant Account conference calls with the Corporate Director of Credit & Collections to identify Tier One accounts that meet A/R specific criteria.
Distribute Month End Collection and Customer Agings Reports to Management and Sales.
Participate in weekly Sales calls to identify customer issues, and factor high risk accounts.
Negotiate settlements and payment agreements with high risk customers. Forward and monitor uncollectible accounts to Third Party Collection Agency.
Evaluate new customers and existing customers. Approve credit limit and payment terms.
Create Business Process, Policy and Procedures for Unapplied Cash clean up with Cash Applications, as well as approve conversion reconciliation of USD and CAD receipts at Month End.
Liaison with company bank accounts for Container Services Division
Part of the Implementation Team for A/R System Conversion and Implementation of Corrigo, Oracle 11i and C-Power to all 20 locations.
Kent Electronics/ Datacomm Industries, Sugar Land, TX 1998 – 2001
Credit & Collections Supervisor
Noetix, 8 Direct Reports
$100 million portfolio. Maintained DSO at 58 days
Reviewed and approved new and existing credit applications $5 million approval limit
Sent uncollectible accounts to Third Party Collection Agencies
Participated in weekly Sales Calls to identify customer issues and high risk accounts
Established & reviewed Cash Applications process
Negotiated settlements and agreements with past due accounts
Release Credit Hold orders once payment received or plan established
IDM/OMRON Electronics, Houston, TX 1996 – 1998
Senior Credit & Collections Analyst
Rumba, 4 Direct Reports
Managed $25 million portfolio. Beginning DSO 78 days, maintained DSO at 52 days.
Investigated new and existing accounts for open lines of credit. $100k credit approval level.
Prepared uncollectible accounts for Third Party Collection Agency Collection Calls, Letters
Negotiated settlements and payment plans for slow paying customers
National Association of Credit Management 1993 – 1996
Education Manager and Meeting Planner
Responsible for providing credit professionals with Business Industry education seminars and Professional Certification Courses.
Sought out speakers to conduct weekly education seminars effecting business industry: Advertisement of seminars, Registrations & Invoicing
Set-up Professional Certification courses with Houston Community College and the National Association of Credit Management for Credit Professionals: Advertisement of Courses & Registration
Assisted members with Road Maps for achieving certification
Conducted testing
Recorded and reported members designations with National Awards Ceremonies
Created NACM Member Monthly Newsletter and Mid Month Mailer
EDUCATION
National Association of Credit Management
Courses: Financial Statement Analysis II -Completed 2007, Basic Financial Accounting Completed 1996
Financial Statement Analysis Completed 1996, Business Credit Principles 1997, North Harris Community College 1993
TECHNICAL SKILLS
OFS, WorldPort, SAP, Get Paid, Lawson, Oracle11i, AS400, InfoPro, JD Edwards, C Power, Corrigo, Noetix, Rumba, D&B Rating Plus, DNBi, ADP E Time, PDF Writer, Documentum, All MS Office programs Word, Excel, Access, Outlook, PowerPoint, Visio,C-People, CRMZ, Salesforce, Esker,
PROFESSIONAL REFERENCES
Provided Upon Request
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