Tracy Lyn Cox
Credit Manager
Baton Rouge, LA ***17
*********@*****.***
Seeking a position where I can maximize my 20+ years of experience as a Credit Manager as I’ve managed various credit and customer service functions, with a primary focus on collection efforts.
Professional Certifications
Notary Public, State California
National Association of Credit Management
CBA Classes
CFDD San Diego Chapter Treasurer 2019-2020
San Diego Credit Association Chair 2016-2020
Professional Highlights
Exceptional problem-solving skills.
Excellent written and verbal communication.
Ability to manage and motivate team members.
Extremely well organized and able to multi-task.
Able to be flexible and adapt to ever-changing deadlines.
Limited contract review.
Establishing and nurturing strong relationships with both new and existing customers.
PO 3-way match.
Laser Vault document software.
Familiar with CyberSource credit card transactions.
Experience in several ERP systems including, but not limited to SAP, Billtrust, High radius DBS, CODA, QuickBooks, and DOS.
Preparation, verification, and processing of expense reports, budgeting, and auditing.
Implementation and process simplification.
Experience
Credit Master and Lien Manager, H&E Equipment Services
2020 - current
Conduct credit investigations into existing and potential customers to extend or raise credit limits.
Oversight in the distribution of customer invoices and ensuring delivery of invoices to the correct email address.
Handle customer correspondence, including responding to inquiries and providing necessary supporting documentation.
Provide support and training on Bond and Lien rights.
Qualify and update Certificate of Insurance to customers’ accounts.
Assist and provide support to different Credit Regions within the organization.
Collaborate with regional teams to address specific credit-related challenges and ensure consistency in credit management practices.
Establish and track quarterly Key Performance Indicators related to credit management.
Complete vendor forms as required by suppliers or partners.
Manage and complete UCC filing as necessary.
Take charge of a team of 5 staff members, including hiring, training, motivating, and evaluating them.
Implement industries' best practices and standard service level agreements.
Credit Manager, Hawthorne Cat
2011 - 2020
Managing a portfolio of over 10 million.
Review and approve customer credit applications.
Assist Regional and/or Corporate Credit Managers, when necessary, in customer account services
Review, approve, and monitor adjustments to existing accounts.
Complete credit reference requests and assist in opening new accounts.
Assists Accounting personnel and customers.
Internal and external communications for customer complaints
Assist Financial Managers as needed with financing transactions.
Provide support to the Credit Department.
Protected and secured Bond and Lien rights for accounts.
Gatekeeper of all customer portals.
Credit Manager, Pacific Tank Lines
2007 - 2011
Communication with customers regarding customer account details and/or irregularities
Customer correspondence concerning collections and accounts receivable circumstances.
Maintain organized and up-to-date files for all accounts payable and receivable documents.
Bank Deposits
Maintain W-9 and ACH information on file.
Provide ongoing training of the credit staff.
Full cycle of Accounts Receivable and Account Payable posting.