Preston Montgomery Email and Phone Number
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Experienced credit analyst with a demonstrated history of working in the financial services industry. Skilled in risk management, loss prevention, credit evaluation, and account reconciliation. Strong credit and collections professional with a Bachelor of Science (B.S.) from Ashland University.
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Commercial Risk AnalystAmerican Electric Power Jul 2021 - PresentColumbus, Ohio Metropolitan Area● Validate trades and review confirmation documents for accuracy and completeness of information.● Prepare accurate confirmations for energy commodities for review.● Negotiate and administer market data agreements directly with vendors with prudent cost management, with assistance until competency achieved.● Gather market price information from various independent sources & use data to perform price curve validation.● Use SQL● Assess and report on the credit risk and… Show more ● Validate trades and review confirmation documents for accuracy and completeness of information.● Prepare accurate confirmations for energy commodities for review.● Negotiate and administer market data agreements directly with vendors with prudent cost management, with assistance until competency achieved.● Gather market price information from various independent sources & use data to perform price curve validation.● Use SQL● Assess and report on the credit risk and collateral requirements of open contracts, monitor counterparty exposure, negotiate and maintain proper collateral enhancements to mitigate credit risks. Show less -
Credit AnalystUnivar Solutions Jul 2019 - Jul 2021Columbus, Ohio AreaAnalyze new customer’s credit risk and recommend credit limit and credit terms.Review credit risk monitor, credit reports, balance sheet, income statement, cash flow statementAnalyze new companies legitimacy to prevent fraud.Continually evaluate customer risk profiles and recommend updates to credit terms and limits.Run monthly bad debt reports and work directly with collection agencies on bad debt accounts.Perform various tasks such as: update company update, add new hires… Show more Analyze new customer’s credit risk and recommend credit limit and credit terms.Review credit risk monitor, credit reports, balance sheet, income statement, cash flow statementAnalyze new companies legitimacy to prevent fraud.Continually evaluate customer risk profiles and recommend updates to credit terms and limits.Run monthly bad debt reports and work directly with collection agencies on bad debt accounts.Perform various tasks such as: update company update, add new hires into various systems, remove terminated employees from our systems, send credit references, update DNB reports, train coworkers on using SAP and UVX and helped AR and Cash Apps when they were behind. Show less -
Credit AssistantNexeo Plastics Nov 2017 - Jul 2019Columbus, Ohio Area● Manage a portfolio of over seven hundred company accounts.● Approve credit limits for new and existing customers.● Correctly match payments to past due invoices, account reconciliation.● Review and release orders on credit hold.● Contact the customer via phone and email to collect past due balances. Use GetPaid software.● Work with sales and customer service to resolve customer disputes.● Support Accounts Receivable: process daily invoices and credits. -
Senior Collections SpecialistBmw Group Financial Services North America, Llc Oct 2016 - Nov 2017Hilliard OhioTrain new associatesManage a portfolio between five to eight million dollarsTake escalated phone callsWork with repossession agencies to prevent charge offs by getting payment or collateralNegate loss between half a million to a million each month.Manage a small team -
Midrange Collections SpecialistBmw Group Financial Services North America, Llc Sep 2015 - Sep 2016Hilliard OhioEffectively communicate with delinquent customers and negotiate payment terms.Comply with GLBA, FDCPA and all applicable state regulations.Make outbound and take inbound calls with customers, dealers, impound lots and repo agents.Perform skip tracing utilizing internal tools such as Accurint and credit bureaus.Manage repossession process from initial assignment to vehicle pickup
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Customer AdvocateBmw Group Financial Services North America, Llc May 2013 - Sep 2015Hilliard OhioHelp resolve 80-100 customer issues a day in a polite and courteous mannerProactively review automatic payment sources to ensure on time paymentsEducate customers about credit reporting, registration, taxes, our website and more
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Marketing And Promotions InternAshland University Recreation Center Aug 2010 - May 2012Create fliers and brochures to market the Rec Center.Update the PowerPoint slideshow each day along with our Facebook and Twitter page.Create a newsletter for faculty along with a newsletter for the students.Edit and update the website for the Rec Center -
StudentAshland University Aug 2008 - May 2012I graduated from Ashland University with a major in marketing and a minor in business management.
Preston Montgomery Skills
Preston Montgomery Education Details
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Marketing
Frequently Asked Questions about Preston Montgomery
What company does Preston Montgomery work for?
Preston Montgomery works for American Electric Power
What is Preston Montgomery's role at the current company?
Preston Montgomery's current role is Commercial Risk Analyst at American Electric Power.
What is Preston Montgomery's email address?
Preston Montgomery's email address is pr****@****var.com
What schools did Preston Montgomery attend?
Preston Montgomery attended Ashland University.
What skills is Preston Montgomery known for?
Preston Montgomery has skills like Credit, Credit Analysis, Collections Management, Customer Service, Critical Thinking, Newsletters, Marketing, Social Media, Lines Of Credit, Credit Management, Sap Portal, Repossessions.
Who are Preston Montgomery's colleagues?
Preston Montgomery's colleagues are Rylan Lounsbury, Sue Warner, Kim Hill-Coleman, Ms, Troy Goins, Glenn Echols, Jean Keele, Robert Edwards.
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2oneincsystems.com, oneincsystems.com -
Preston Montgomery
Bloomington, Il5dell.com, hotmail.com, paloaltonetworks.com, paloaltonetworks.com, paloaltonetworks.com4 +140875XXXXX
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