Financial Services Portfolio Management
Resume:
KATHLEEN A HEIDEL
Millsboro, DE 19966
******@*******.***
SUMMARY: Energetic, results-oriented professional seeks challenging position in large organization. Experienced in solving complex problems in a fast paced environment. Experienced in varied environments with a unique mix of business skills and teaching/training skills.
SKILLS INVENTORY
Skilled Collector Excellent Follow Up Skills
Negotiation Skills Effective Communicator
Proficient Computer Skills Oracle Trained
Teacher/Trainer Credit Evaluation Experience
Dialer Experience
EMPLOYMENT EXPERIENCE
De Lage Landen Financial Services 2013-2022
Position : Senior Collector III
Managed and collected on accounts delinquent for reasons such as taxes, insurance, late fee and finance charges know as OR (other reasons)
Practiced proper negotiation skills to come to agreeable compromises.
Successfully achieved 100% of target 9 out of 12 months
Initiated a new approach for accounts not able to be settled or resolved.
De Lage Landen Financial Services 2011- 2013
Position: Partner Pass Through/Lease Administration
Analyzed a funding reconciliation project due to double claw backs to save company $16,000+ dollars
Provided varied services and support to vendors to resolve their issues in a timely fashion
Learned operations processes that help correct booking and contract problems
De Lage Landen Financial Services 2010-2011
Position: Support Professional/Portfolio Management
Supported PM group in managing the “Out Of Business” clients from beginning claim through final buyout process.
Created manual invoice using Microsoft Paint to assist in providing correct invoices for client to pay
Pulled credit bureau reports and Dun and Bradstreet requests to assist in credit assessment.
De Lage Landen Financial Services 1999-2010
Position: Portfolio Management Officer
Managed five portfolios (three Federal and two commercial) with a combined value of 18+ million dollars. Reduced delinquency to below $600,000(reduced Federal portfolio from 41% to 8% delinquency in 1 year)
Resolved the entire Danka vendor portfolio to a zero balance with an initial worth of 6 million (a complete resolution never done in the company before)
Created proper billing invoices for government and commercial accounts to comply with their purchase orders or contracts
Conducted extensive research and maintained detailed records of payments made and sent to the Danka headquarters in error to help resolve the Danka delinquency and make a final financial demand.
Developed tracking system for identifying misrouted funds to recover over $24 million dollars in misremitted funds
Created detailed spreadsheets enumerating the extensive investigations required to reconcile problem accounts
Resolved major billing issues through research of government contracts to correct pricing, interpreted terms of both GSA contracts and vendor contracts
Negotiated satisfactory agreements between end users and program partners to resolve end of contract issues
Computers For the Professional, Ltd. King of Prussia, PA 1988-1998
Credit and Collections Specialist
Researched credit information from various sources to determined credit worthiness of clients
Reviewed billing decisions and strategies to ensure timely payment
Managed Accounts Receivable department, monitoring over 300 accounts with 30 to 40 million dollars in receivables
Maintained an unusually low delinquency rate. Worked directly with clients and salespeople to ensure payment as agreed; wrote successful collection letters and conducted required follow-up
Performed legal aspects of collection
TEACHING EXPERIENCE
Souderton High School, Souderton, PA
Helped develop curriculum and taught English composition, basic writing skills and all levels of 10th and 11th grade English
Designed and worked with four other teachers on a summer enrichment program which expanded into a yearly event
Advised the yearbook for six years; managed a staff of eight to ten students; taught workshops on layout, design and editing.
Assisted in the implementation of the IBM “Writing to Read” program. Studied in the IBM training center in Atlanta, Georgia.
Trained staff and managed the implementation of the program at the St. Philip Neri School, East Greenville, PA
EDUCATION
Kutztown University, Kutztown, PA B.S./English
Kutztown University, Kutztown, PA M. Ed/Education
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