SEARCH

Credit Analyst Resume Example

Resume Score: 100%

Love this resume?Build Your Own Now
CREDIT ANALYST
Summary

A dedicated self-starter with over 11 years experience in the Customer Service and Finance Industry. Reliable compassionate team player with experience in SAP, GetPaid, ADP, Oracle, and Excel. Adaptable; works well in a team as well as individually.

Highlights
  • Employee training and development
  • Strong Problem Solver
  • Results-oriented
  • Expert in customer relations
  • Effective time management
  • Meticulous attention to detail

Accomplishments

Data Organization

  • Participated in SAP reason code project which resulted in consolidating and eliminating 30 reason codes and stream-lined data reporting for Upper Management.

Process Improvement

  • Restructured refund process for Retail Customers which resulted in a more cost-effective service.

Research 

  • Assisted Management with reduction of potential bad debt write-offs which resulted in savings of $100,000

Multitasking

  • Demonstrated proficiency in handling a 15M portfolio as well as other special projects as requested by Management.




Experience
DistributionNOWApril 2015 to CurrentCredit Analyst
Houston, TX
  • Managing an A/R portfolio of $45 million.
  • Approving credit inquiries up to $150,000.
  • Working with SAP order release system while ensuring status is obtained on delinquent receivables.
  • Performing tasks related to credit and collections and overall A/R management.
  • Identifying delinquency drivers as well as achieving resolution.
  • Cash reconciliation of portfolio.
  • Identifying process improvements both externally and internally.
  • Experienced in managing a high volume of credit inquiries.
  • Ensuring optimal cash flow by continued positive contact and relationship building.
  • Developing and maintaining positive relationships with internal and external customers.
Coca-Cola RefreshmentsFebruary 2009 to October 2014Credit Analyst
Sugarland, TX
  • Applied company's credit and collection policies, practices, and procedures to the requirements of accounts assigned.
  • Reviewed accounts to identify past due customers and to determine proper course of action.
  • Planned and maintained a program for the systematic follow up and collection of amounts due.
  • Communicated with Customers for up to date payments.
  • Worked with Sales Management to establish and monitor credit for marginal risk accounts.
  • Contacted appropriate Customers in writing or in person when necessary to correct, prevent, or minimize delinquency.
  • Built strong relationships within customer hierarchy to help resolve complex issues.
  • Communicated with Key Accounts, Sales Center Managers, and their Associate Management Personnel which may require being restricted to C.O.D.
  • Took appropriate action on collection irregularities, adjustments, and customer complaints as deemed necessary.
  • Prepared spreadsheets for customers to resolve collection issues.
  • Requested or approved reinstatement of credit privilege, when necessary.
  • Prepared write-offs, adjustments, and agency claims as needed.
  • Provided management with status logs and reports as needed.
  • Followed up on bill backs of short payments.
  • Maintained file of customer contacts, agreements and documentation.
  • Successfully trained new associates in the SAP system, specific customer accounts, as well as office policies and procedures.
  • Performed administration tasks such as filing, developing spreadsheets, faxing reports, photocopying, and scanning documents for inter-departmental use.
Coca-Cola CompanyJanuary 2006 to February 2009Accounting Assistant
Houston, TX
  • Made decisions regarding validity of customer promotion claims.
  • Provided support/direction to Field Sales Personnel on how to resolve deductions.
  • Reduced and resolved customer deductions for assigned area of responsibility.
  • Ensured accurate and timely recognition of trade liabilities and deductions which can be disallowed.
  • Ensured controls, activities, and processes associated with these areas are in compliance with the Coca-Cola North America policies and procedures.
  • Processed deduction payments in numerous markets.
  • Managed accounting operations, accounting close, account reporting, and reconciliations.
Coca-Cola CompanyDecember 2004 to January 2006Senior Accounting Administrator
Houston, TX
  • Matched invoice statements to supporting documentation and distributed accordingly.
  • Retrieved documents for chargebacks and invoices from microfiche machine.
  • Matched customer deductions and/or customer adjustment requests to promotion check statements.
  • Maintained detailed administrative and procedural processes to improve accuracy and efficiency.
  • Recorded claim information received from Management as well as Promotion Financial Specialist into the Deduction Management System.
  • Initiated verbal and written communication to Field Sales, Brokers, and Customers.
  • Contacted Customers to discuss status of rebilling and reimbursement process to ensure account resolution.
  • Updated Customer account and information on a daily basis.
  • Coordinated all department functions for a team of 15 employees.
  • Participated in special projects as requested.
Education
Houston Community College SystemHouston, TX
Skills
  • 10-Key
  • Great Organizational Skills
  • Enthusiastic People Person

Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • DistributionNOW
  • Coca-Cola Refreshments
  • Coca-Cola Company

School Attended

  • Houston Community College System

Job Titles Held:

  • Credit Analyst
  • Accounting Assistant
  • Senior Accounting Administrator

Degrees


Similar Resumes

View All
CREDIT-ANALYST-resume-sample

CREDIT ANALYST

PRIVATE BANK SENIOR UNDERWRITER, Wells Fargo Bank

Charlotte, North Carolina