Credit Analyst Resume Example Distributionnow

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

DistributionNOW April 2015 to Current Credit 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 Refreshments February 2009 to October 2014 Credit 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 Company January 2006 to February 2009 Accounting 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 Company December 2004 to January 2006 Senior 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 System Houston, TX

Skills

10-Key
Great Organizational Skills
Enthusiastic People Person

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Credit Analyst Resume Example

Resume Score: 100%