Mary Blake Email and Phone Number

Evaluate credit applications and perform risk assessments.Review financial statements and credit reports to determine creditworthiness.Ensure compliance with local, state and federal credit regulations.Prepare detailed credit reports for management.Use 5 different financial software ERP's to track and maintain customer accounts. Negotiate payment plans for customers with financial difficulties.Conduct periodic review of existing credit policies and procedures. Monitor and manage outstanding accounts and collection activity. Manage daily banking deposits and posting of ACH and Wire Transfer payments.Determine validity of chargebacks and gather backup for customer dispute.Monitor 50+ National Accounts both Domestic and Import activity maintained by 7+ employees.

Handled general office tasks and administrative duties.Analyze sales meeting notes to compile and summarize information for proposals and presentationsDrafted and prepared proposals for both private sector and government bidsManaged project and account managers calendars for bid proposal walkthrough schedulesCoordinate logistics for onsite meetings, including room set up, catering and storage facility toursWorked with sensitive information and discretion to maintain confidentiality and security to ensure we remained in compliance with privacy policies and regulations. Ensured all contractual paperwork deadlines were met.

Facilitated communication between customer accounts and franchise owners.Updated and managed data entry of work performed complaints, resolution and jobs.Managed work schedules of project managers and coordinated walkthroughs of accounts.Conducted monthly follow up calls to accounts to ensure satisfaction of services.Acted as a mediator between customer and franchisee to provide conflict resolution.Scheduled, organized, set up and led franchise sales meetings and annual training classes to ensure all franchise owners stayed current with training and contractual agreements.