Qualified Administrative & Credit Analyst Professional

Mary Ann Colter

Zionsville, IN

Supplier’s Summary:

•Seasoned professional with 18 years of diverse experience in customer service, administrative support, and credit analysis.

•Demonstrated expertise in processing financial transactions, managing credit assessments, and coordinating administrative tasks.

•She is local and available to start ASAP.

Skills:

Proficient in Computers and Various Software (SAP, Microsoft Word, Excel, Axapta, Access)

Professional Experience:

Group 1001

Aug 2023 – July 2024

Contract Administration Representative

•Process and review new business documentation to ensure accurate and prompt issuance.

•Maintain comprehensive knowledge of diverse financial products, internal processes, and regulatory compliance.

•Facilitate maintenance and withdrawal transactions, providing operational support to Agents/Advisors and Clients.

•Verify agent licensing and training requirements for the sale of financial products, ensuring full compliance with industry standards.

Dormakaba USA, Inc.

Oct 2018 - July 2023

Credit & Collections Analyst

•Assessed and established collection priorities to effectively manage receivables and mitigate financial risks.

•Conducted thorough credit evaluations for applicant vetting and performed cross-functional coordination to resolve customer account issues.

•Executed payment agreement negotiations with customers and meticulously documented all interactions and collection efforts.

•Trained new employees on credit procedures, managed account updates adhering to company guidelines, and processed payments to address outstanding receivables.

•Post and reconcile batches, research, and resolve customer A/ R issues, prepare aging reports, place billing and collection calls, maintain cash receipts journal, and update and reconcile Sub-ledger to G/ L.

•Complete month-end close tasks such as GL account reconciliations and monthly reports

•Tracking and resolving outstanding payment issues in a timely manner. Maintain records of all communications and collection activities within SAP

•Reconciling customer disputes as they pertain to payment of outstanding balances.

•Monitor accounts on credit hold and advice customer service when accounts achieve release status.

•Managed the full cycle of accounts receivable, including B2B billing and collections.

•Maintain accurate records of customer transactions and update the ERP system with relevant information.

Dow AgroScience

Sep 2012 - Jun 2018

Office Professional

•Coordinated logistics for meetings, managed room bookings, and arranged catering services.

•Facilitated domestic and international travel arrangements for staff, including transportation and accommodations.

•Supported human resources functions by setting up interviews, aiding in new employee onboarding, and assisting with visa and passport renewals.

•Handled administrative tasks such as sorting mail, document preparation, supply and equipment procurement, and expense report processing.

Dow AgroScience

Oct 2010 - Sep 2012

Credit Analyst

•Conducted thorough credit checks and reviews on existing accounts to ensure financial reliability and maintain company standards.

•Managed the processing of credit applications, including obtaining D&B reports and coordinating the collection of bank and trade references, streamlining file setup procedures.

Vanguard Services, Inc.

Dec 2006 - Jan 2009

Risk Management Assistant

•Assisted in the analysis of historical and current claims data to inform the procurement of Workers' Compensation and other insurance programs, ensuring the accuracy of all relevant documentation.

•Compiled and maintained comprehensive reports on payroll and claims using Excel, and managed up-to-date client insurance certificates, contributing to the efficiency of the annual audit process.

Education:

Mount Vernon Community High School

High School Diploma, General Studies

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