Jada Freeman Email & Phone Number

• Review, understand and monitor transaction document provisions with other team members.• Act as bridge with outside vendors, lenders and portfolio companies to help internal team with execution.• Make decisions to approve or deny the extension of credit, within credit authority established by management and state/federal laws.• Analyze credit data to determine the degree of risk involved in extending credit.• Research issues within cash applications, receivables, payables, credit and collection.• Ensure credit center cooperation with other departments, to maximize efficiency within the company.• Achieve credit quality and productivity by ensuring all queues are worked to acceptable levels.• Update financial forecasts and report to Operational Leaders, on monthly basis.• Produce reports used to analyze security trends, assess risk and monitor portfolio execution.• Identify opportunities for process improvement within the organization and develop solutions.• Review and communicate orders on credit hold with customers, Sales and Credit Team to resolve.• Ensure compliance with applicable policies and procedures.

Fishers, Indiana

• Manage and direct billing and invoicing activities for over 3000 customers. • Process invoices, post payments, credit memos, refunds, research variances, disputes and cost allocation.• Team lead dedicated to: Providing resolution for over 850 outstanding line items. Releasing $40,000 + credits back to the P&L. Continuing to ensure invoice issues are resolved quickly.• Conduct in-depth research on all issues raised (i.e. billing-vs-contractual amounts, refund request, validation of charges, service support/request, etc.) using various software applications.• Identify, mitigate and/or escalate accounting risks, while maintaining client information confidentiality.• Review aging report delinquencies and contact clients when accounts are past due.• Support Write-off request including; research, submission, tracking approval and close-out. • Serve as a managerial backup assuming all critical approval responsibilities; coach and mentor team members of direct send procedures, thus eliminating errors in daily operations• Received, edit process and verify the accuracy of orders from customers using SAP• Received, evaluate, and answer customer inquiries of a general nature in a timely manner using catalogs and resource material as supporting documentation.• Prepared, generate and distribute daily reports and order acknowledgments to appropriate personnel.