Sue Pfohl Email & Phone Number

San Francisco Bay Area

San Francisco Bay Area

• Collections: Responsible for a portfolio of customers for specific Wideorbit product groups. Work closely with sales and finance on escalation issues.• Operations: When needed apply daily cash receipts with accuracy and an emphasis on quality control Research, reconcile and resolve payment discrepancy issues with customers. Review data to identify patterns and potential causes of discrepancies. Work with billing and revenue team to resolve discrepancies. Prepare weekly and monthly Accounts Receivable reports including metrics and forecasting for senior management. Submit ideas to help streamline and improve credit process.• Credit Analysis: Perform D&B credit checks. Review credit applications and submit recommendations for lines of credit. Proactively place credit holds on high risk clients. Decide when to release credit holds. Send delinquent accounts to outside third party collection agencies. Follow up and advise on their progress. • Team Player: Focus on results while working independently and in a collaborative team environment on the credit and collections, accounting, finance, revenue and sales teams.

San Francisco Bay Area

•Decreased delinquencies reducing over 60 percentage by 40%+. •Improved collections/sales relationships enabling a united front when approaching customers about past due balances. •Advise on order approval based on analysis of financials and Dun & Bradstreet reports in an effort to decrease company exposure to bad debt.•Work closely with accounting and revenue departments to coordinate billing and write off procedures to help streamline process to decrease errors. •Advise on when and if to send delinquent accounts to a collection agency to further reduce bad debt. •Use high degree of diplomacy and compassion when approaching customers regarding past due balances. •Consistent and persistent collection efforts to maximize cash collection and reduce write offs.

Hayward, California

•Problem solved and collected on $2M+ receivable balance reducing over 90 balance from 29% to 18% in three months.•Worked closely with customers to analyze, identify and resolve payment issues. •Analyzed Dun & Bradstreet reports, financial data and payment history to set credit limits.•Worked closely with collection agencies on existing accounts and assigned new accounts based on collectability of past due invoices. •Prepared pertinent A/R reports for all relevant parties.•Posted payments and balanced to general ledger.•Rewrote A/R Standard Operating Procedure into more user-friendly format.

Concord, California

• Processed and underwrote a large portfolio of refinance home loans working closely with borrowers utilizing persistent and out-of-the-box problem solving skills to achieve loan approval. • Used SASE authority extensively to underwrite and approve loans within federal guidelines. • Quickly mastered multiple processing platforms needed during the approval process. • Consistently in the top 20% among 300+ loan processors for achieving blueprint metrics and goals

Concord, California

• Managed a multi-billion dollar portfolio of large corporate credit facilities with 99% customer satisfaction. • Interfaced daily with corporate finance and Treasury personnel regarding loan requests.• Managed large groups of participant banks who were investors in the credit facilities.• Maintained an excellent record in achieving personal metrics and goals.

Walnut Creek, California

• Managed a multi-million dollar portfolio of 800+ accounts. • Utilized eRAM (Dun & Bradstreet) software to advise appropriate credit limits.• Consistently met or exceeded monthly collection goals always maintaining the >60 below 2%. • Participated on a team as the only credit analyst asked to review and revise franchise employment contracts.

Walnut Creek, California

• Analyzed incoming office equipment lease orders for configuration and lease compliance. • Input and billed orders in multiple systems to transmit to the warehouse and 3rd party leasing company.

Walnut Creek, California

• Managed a portfolio of 700+ high volume, small balance accounts always meeting collection and aging reduction goals.• Identified, reconciled and resolved billing issues, partnering with sales and service managers.• Consistently in top 10% earning several “Collector of the Month” awards.

Orinda, California

Sold residential real estate in the Lamorinda area in the East Bay.

Palo Alto, California

• Hired as a Collection Specialist. • Was promoted within a year to Collection Supervisor.• Was promoted again to Assistant Credit Manager.