Accounts Receivable Project Manager

David Sharelis

Itasca, IL ***** • 708-***-**** • *************@*****.*** • linkedin.com/in/davidsharelis Credit Analysis and Collections Specialist

Distribution industry and Collections professional providing A/R management, cash application processing, skip-tracing, new- credit evaluation, and general bookkeeping processes while working under limited supervision. Project manager with the ability to build professional relationships with internal/external customers at all levels, including both SMB and enterprise clients. Business leader with experience monitoring key performance indicators, providing data analytics, compiling routine accounting reports, and assisting in the overall growth of service and distribution business operations. Core Competencies

Accounts Receivable • Employee Mentoring • Skip-tracing • Credit Data Analysis • Month-end Summary • FDCPA Familiarity • Objection Overcoming • Credit Memo Writeoffs • Shipping Industry Experience • Cash Application Processing Technical Proficiencies

Virtual Training • Bookkeeping – QuickBooks/SAP • Google Cloud • MS Teams • D&B Report Analysis • Credit Generation and Evaluation • MS Office (Excel/Outlook/Access) • Salesforce Lightning Experience • General Cash Applications • Regulatory Compliance • Troubleshooting • Quality Assurance • Risk Identification / Mitigation • Logistics Service Skills Employment Experience

CANON SOLUTIONS AMERICA, Schaumburg, IL 9/2022-7/2024 Credit Representative

Oversaw the invoicing and credit analysis of 700+ accounts to reduce aging balances and generate business opportunities.

• Generate detailed credit reports utilizing Excel and Canon developed S21 accounting software.

• Audit payments of high-profile customers by reviewing D&B reports and Bank of America CashPro.

• Contacted (phone, email) delinquent customers to obtain payment of past-due invoices.

• Interacted with internal (sales & operations) customers and external resources (law and bankruptcy).

• Backed-up multiple co-workers in servicing accounts upon requirement of business operations. BRILLIANT FINANCIAL STAFFING on behalf of EARLE M. JORGENSEN CO., Schaumburg, IL 3/2022-6/2022 Collections Representative (Temporary Contractor Position) Communicated with 500+ accounts/weekly in order to collect on delinquent invoices.

• Processed payments via credit card, online web portal, ACH/EFT, and mailed-in checks.

• Evaluated D&B reports in order to determine creditworthiness of new and continuing customers.

• Routinely obtained payments from seriously delinquent accounts by developing personalized conversation style.

• Developed Excel and Outlook templates to more effectively communicate with high profile customers. Letter of Recommendation from Earle M. Jorgensen Co. available upon request. UNITED PARCEL SERVICE, Addison, IL 10/2021-3/2022

Intermediate Collections Associate - Global Business Services Lowered average aged trial balances by more effectively reaching out to delinquent accounts.

• Improved customer database accuracy by proactively contacting inactive customers and skip-tracing.

• Provided remote training to internationally-based co-workers and business partners.

• Resolved high-profile client and invoicing issues. David Sharelis 708-***-**** *************@*****.*** Page 2 Employment Experience (continued)

UNITED STATES CENSUS BUREAU, Chicago, IL 7/2020-11/2020 Federally Certified Census Enumerator, Temporary

Met federally-approved residential interviewing metrics, routinely earning $50-100 weekly bonuses.

• Obtained team leadership status, remaining available to answer inquiries from teammates.

• Adhered to detailed federal regulations to overcome both routine and unusual Census interviewing objections.

• Utilized knowledge of the entire Chicagoland area to more effectively meet Census Bureau clients.

• Developed personalized conversational interviewing techniques to obtain housing data verification. MARK PRODUCTS, LLC., Wood Dale, IL 11/2013-3/2020

Sales Support Agent Bookkeeping Representative

Oversaw, processed, and interpreted highly-engineered drawings and purchase order transactions.

• Increased revenue by opening new distribution channels, achieving an 8% sales growth in 2019.

• Led the customer service development team, including increasing client satisfaction levels.

• Upsold additional sales development opportunities to attain SMART goals.

• Quoted pricing on standard and customized logistical itemization to meet stretch KPIs. TOP FLITE FINANCIAL, Mokena, IL; CHICAGO FUNDING, Addison, IL; GMAC MORTGAGE, Hillside, IL 6/2003-11/2012 Licensed Mortgage Loan Officer

Directed the entire mortgage loan process from original solicitation of the customer, signing of mortgage application and compliance documents, processing loan through underwriting, and ultimately closing at real estate or lawyer’s office.

• Assisted in the development of the company website and updated the sales brochures and marketing pieces.

• Led a four-person mortgage origination department in product training and sales / customer service development in a telephone call center environment.

Professional Licenses (previously held)

• Licensed Loan Officer, Nationwide Mortgage Licensing System (NMLS) License Number 224717

• Licensed Loan Officer, Illinois Dept. of Financial and Professional Regulation Number 031.0005375 Education

Bachelor of Science, Organized Behavior - Business Leadership Northwestern University, Weinberg College of Arts & Sciences, Evanston, IL Associate of Applied Science, Accounting

Highland Community College, Freeport, IL

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