Greater Chicago Area
Passionate about fostering financial health and empowering teams, I believe that effective communication, empathy, and collaboration form the foundation of long-lasting business relationships. My guiding principle centers around finding alignment among clients and colleagues alike to create solutions that support organizational success and individual growth. With extensive experience in collections management, personal and business lending, and accounts receivable, I bring a comprehensive skill set to financial services operations. My specialties include portfolio management, credit decisioning, vendor relations, payment processing, and staff coaching. My hands-on approach to quickly absorbing new skills has enabled me to maintain smooth day-to-day operations and deliver measurable improvements in cash flow and delinquency reduction. Among my career highlights, I have successfully directed a $30M portfolio spanning multiple business divisions, consistently maintaining an 85% current receivables rate through proactive relationship management. I was recognized company-wide for improving current receivables from 15% to 90% within a year. Additionally, I have mentored and developed collections staff managing multi-million-dollar portfolios and have completed distinguished leadership training including Dale Carnegie’s Breakthrough Performance Award. My goal is to leverage my proven track record in financial management and team leadership to help organizations enhance their cash flow, reduce risk, and nurture strong client relationships. I am eager to connect with like-minded professionals and explore opportunities where my expertise can contribute to sustainable financial health and business growth. Let’s start a conversation on how we can achieve impactful results together.
Directed a $30M portfolio spanning three business divisions, ensuring effective collections and customer account management. Supervised and mentored two individual collectors in Florida and Louisiana, each responsible for a $4M portfolio and 2,000 clients. Maintained 85% current receivables through proactive collections and relationship management. Recognized for achieving the highest current percentage improvement company-wide, increasing from 15% to 90% in one year. Managed high call volume, averaging 30 customer contacts daily to resolve payment issues and strengthen client relationships. Reviewed, analyzed, and approved an average of 15 commercial credit applications weekly, balancing risk with business growth.
Processed an average of 750 invoices per day for Europe and Asia. Developed working knowledge of VAT in Europe and Great Britain. Completed and fielded 75 inbound calls per month to process customer payments, find missing invoices, and provide payment info to internal customers.
Made approximately 100 outbound calls per week to follow up on delinquent accounts. Reviewed and processed an average of 10 commercial credit applications weekly for approval decisions. Processed customer payments and handled general customer service inquiries.
Completed an average of 60 outbound calls daily to resolve delinquent agreements. Managed a portfolio of 300 lessees per month, contributing to team delinquency recovery goals totaling $2M. Partnered with vendors to develop and negotiate payment plans with lessees and ensure timely collection of vendor funds.
Handled an average of 15 daily calls from insurance agents regarding appointment status and agent changes. Consistently achieved an average call quality score of 95 out of 100. Processed approximately 20 agent change requests per day with accuracy and efficiency. Prepared and distributed daily education reports for broker / dealers.