Deneane Farley, Mba Email & Phone Number

Houston, Tx, Us

United States

· Examine financial statements, manage accounts, keep track of financial data changes, and evaluate the credit report's historical credit repayment history. · Determine the present financial state and make predictions by calculating financial ratios, trend and cash flow analysis, as well as evaluating the financial health of current and potential Petroleum, Nitrogen, and Solvents, etc. clients. Issue and/or update Letter of Credits and NDAs.· Rectify any inconsistencies found in credit files by gathering information from DnB, Cortera, SAP (Business Objects) and ICE.· Oversaw credit limit approvals and adjustments for accounts up to $25 million, ensuring alignment with customer performance and company risk policies. Approved accounts up to $200k

· Analyze new and existing accounts by determining a business credit worthiness, while also maintaining/updating them.· Implementation of a dispute resolution and escalation process as part of the collection strategy.· Determined credit worthiness of clients while providing guidance on portfolio performance.· Managed a portfolio up to $10 million.· Prepare and send account statement/report and invoices monthly or as needed/upon request.· Lowered account delinquencies, customer service, credit evaluation, achieve or surpass departmental targets for past due, over 90, and cash collection, in addition to other performance goals.· Maintained adequate receivables averaging $800,000.00 - $1MIL per week or more.· Request Credit Memos/Return Merchandise Authorizations.· Manage accounts with credit limits up to $20 million; increase and decrease credit limits· Place and release account holds when needed.· Flexible and open to new experiences, a good team player, self-driven, results-driven, with strong time management skills.· Communicate by email or phone with AP/AR/Finance or whichever department that handles billing.· Performed tasks in CSD, MaxRecall, Visual Compliance, Cert Capture, Dun n Bradstreet (DnB), customer portals.· Participated in meetings, kept track of documents, helped reconcile client statements, sent 10-Day Demand letters, forwarded delinquent accounts to the legal dept., and located and acquired the appropriate Tax Certificates.· Dispute resolution for short paid invoices that included taxes, freight, PO/Final Invoice pricing errors. · Send tax credit request to the tax department. Ensured the system has the most recent versions of the tax certificates in order to prevent further tax violations.

United States

· Analyze new and existing accounts by determining a business credit worthiness, while also maintaining them.· Managed a portfolio up to $30 million.· Ensure the customers have received proper documents for Purchase or Sales Orders and invoice payment processing.· Place and release account holds if the balance exceeds more than half of their credit limit.· Communicate by email or phone with AP/AR/Finance or whichever department handling billing.· Determined credit worthiness of clients while providing guidance on portfolio performance.· Performed tasks in Omega, Oracle, High Radius, Data Warehouse, Visual Compliance, Credit Risk Management, Dun n Bradstreet (DnB), customer portals.

Houston, Texas, United States

· Eliminate fees, taxes, & volatility from your portfolio; help you retire closer to the 0% tax bracket · Create a plan through education to help build wealth with strategies to help reach your financial goals· Produce accounts for any insurance needs, IRA’s/ROTH IRA’s, Investment Grade Life Insurance, Municipal Bonds· Develop relationships with customers, participate in on site customer client meetings, provide risk assessments and exposure limitations· Conducted financial review of customer portfolios· Determined credit worthiness of clients while providing guidance on portfolio performance

Houston, Texas, United States

· Reconciled collection activity and close out of unpaid membership dues from previous year to minimize future losses using an excel spreadsheet· Created customer payment plans and workout timelines for customers which had not paid membership dues if wanting to retain open membership status· Collaborated with and Conducted work with other levels of the organization internal and external clients

Houston, Texas, United States

· Developed treatment plans, including expenses for customers and payment schedules for financing.· Created solutions for customers listening to their needs and recommending appropriate products and merchandise. · Performed outgoing collection calls daily to resolve delinquent past due balances· New hire training and onboarding

Austin, Texas, United States

•Promoted preventive dental care, education, and dental homes for Medicaid and CHIP patients • Maintained 4-8 community health fairs per week servicing over 500 people per event.• Customer service / Accounts Payable and collections

United States

• Managed the practice by insuring it was running effectively and efficiently• Greeted and checked in patients• Processed dental insurance claims (PPO, DHMO, Medicaid, CHIP), answer phones, schedule and confirm recall and new patients, order office supplies, pick up supplies, pass out flyers, verify insurance benefits, insurance credentialing, payment processing, delivered the daily bank deposit, helped clean the office daily, write and process appeals for claims, and pay the office bills• Present and explain treatment plans and the importance of completing the treatment• Fast braces• Care Credit, Patterson Eaglesoft, & Dentrix

Master Of Business Administration - Mba, Finance And Financial Management Services, 3.75

Bachelor Of Business Administration - Bba, Finance, General