• Oversee the Accounts Receivable operation. • Manage customer credit limits, and report delinquent accounts. • Handle the day to day cash postings to customer accounts. • Assist the sales force with account reconciliation. • Collaborate directly with the Wine & Spirits Wholesalers of Connecticut.

Software Utilized: Experian Business IQ Commercial Credit Management, Command Credit Corp, Microsoft Word, Microsoft Excel, CRM, Mitel Micollab Client. • Determined credit worthiness according to business parameters and guidelines. • Made decisions to hold or release customer orders.• Ensured A/R and account balance accuracy by processing payments and reconciliation of transactions. • Independently identifed, researched, and resolved account issues. • Drafted promissory note loan agreements. • Reviewed and approved customer’s Purchase Orders for billing. • Provided training and assistance to new employees. • Participated in companywide Ownership Thinking and Rapid Improvement Project committees.

• Pursued payment of debts owed by individuals or businesses. • Generated outbound collection calls to debtors.• Facilitated inbound calls to the collection agency.• Utilized “skip tracing” procedures to locate debtors who have changed address.

• Researched copyright and ownership rights of journal articles available in company database.• Entered applicable copyright and ownership data of journal articles into spreadsheet database.

• Presented the firm’s services in personal finance and asset management to prospective clients.• Accumulated leads of Qualified Accredited Investors.

• Presented the personal finance and asset management services of the firm to prospective clients.• Qualified leads of Accredited Investors for Senior Brokers.

• Utilized QuickBooks 2008 to complete “Monthly Financial Reports” for the chapter.• Prepared and maintained budgets for the fiscal year in excess of $10,000.• Sent out invoices for billing statements.• Organized fund-raising events and activities.