Marlene Coleman Email & Phone Number

City Of Industry Ca

• Managed a team of three, a sales staff of 15, and 1,500 active accounts. • Managed $72M in open accounts receivable annually. • Reviewed new accounts and existing accounts, and granted credit limits and terms, based on credit review.• Sent preliminary notices and mechanic liens or bonds claims on projects awarded.• Negotiated and implemented online digital credit application. • Implemented an accounts receivable credit structure and process.• Conducted accounts receivable reporting and implemented management controls to ensure on-time payments.• Managed credit limits on a daily basis to release orders and minimize risk or cautionary measure to promote sales growth.• Generated and monitored department goals, and worked with the credit and executive teams to ensure both company and team goals were met.• Managed third-party contracts and negotiations for the customer payment portal, credit bureaus, third-party collections, preliminary notices, and online digital credit applications. • Implemented all processes and procedures for internal and external teams.• Collaborated with the customer and sales staff on projects and contract, promoting sales growth. • Developed relationships with customers, sales, and other business partners to ensure a high quality of service that streamlined and improved the overall experience. • Conducted month-end close and bad-debt reserve for accounts receivable.

Oceanside, California, United States

• Managed a $10M customer AR portfolio for contractor divisions (both solar installation and construction).• Provided customer service to both the sales team and portfolio customer base.• Filed preliminary notices, material releases, mechanic liens, and bond claims.• Managed third-party collections and partnered closely with the legal team to expedite timely follow-up on open cases.• Managed exposure and mitigated risk for the customer base (Inland Empire). • Performed financial analysis and risk assessment to provide open credit lines and terms to new and existing customers.• Managed daily credit limits to release orders and minimize risk or cautionary measures to promote sales growth.• Performed daily and monthly reporting for both finance and sales management teams to identify growth potential and / or service failures.• Managed third-party financing companies (Sunlight / Loanpal). Implemented all processes and procedures for internal and external teams. Set up individual portal access and management of team access and training.• Implemented internal processes to identify needs for both customers and internal partners on all new platforms rolled out to the customer base. • Developed relationships with customer, sales, and other business partners to ensure a high quality of customer service that streamlined and improved the overall experience both for internal and external partners.

Southern Ca, Nv And Hi

• Manage exposure and mitigate risk for customer within my portfolio. Establish appropriate credit limits. Protect assets by managing CL and write-off accountability. . • Perform financial analysis and risk assessment to identify high-risk customers.• Manage credit limit on portfolio weekly to minimize service failure, risk and promote sales growth. • Communicate Credit Hold requirement to customer and sales staff.• Work with customer and Sales staff on projects and contract with will promote sales growth. • Create and maintain Customer Hierarchy on small and complex customer. • Develop relationships with customer, sales and other business partners to ensure a high quality of service that will streamline and improve overall experience. • Promote alternative billing and payment options to simplify process for customer.

Dallas/Fort Worth Area

Responsible for the collection and analysis of credit information and financial data in accordance with Credit Policy and applicable law to extend trade lines on credit Ensure that payments are collected within the terms of sale, via direct customer contact and account monitoring for an assigned portfolio of customers. Achieve monthly cash collection goals. Initiate and moderate monthly A/R meetings with Area Sales Managers to review agings and discuss resolutions for troubled accounts. Review Area results with the Division Credit Manager and complete specific objectives as assigned. Meet with customers and sales associates in their territory. Provide customer service as required to enhance customer relations. Periodic reconciliation of customer accounts as needed

Wylie Tx

Evaluate and validate credit risk of existing and new customers. Define credit limits for existing and new customer database. Review account activities to release new product for shipment. Build positive, trusting relationships with customers, business unit mgmt. groups and sales organizations to resolve disputes surrounding AR balance due. Lead initiative to automate and streamline mgmt of customer’s AR balance due and account information effort. Report on key collection effectiveness matrix’s to ensure employees, peers, customers and management has the information they need. Assign clear accountability by refining and devising policies and procedures under JSox rule for customer’s collections activities and customer information mgmt activities. Advise Senior Mgmt. on past due AR risks and trends as they occur. Manage efforts of daily invoicing and monthly statements both electronically and manually. Leads continuous improvement efforts with the credit, collections and account management teams to streamline process and insure compliance to standard operating procedures. Manage, report and lead team through month end and year end close.