Global Financial & Leasing Services is a veteran owned company, founded in 2009 and based in Scottsdale, AZ. As Collections Manager, I handle taking our regular monthly lease payments and follow up when any/all payments are returned. Additionally, I monitor and work with those Customers who are having financial difficulty to ensure the best outcome for the company and that Customer. Our Customers are like family and as such, we have developed a multitude of programs to assist them during these trying times.

Developing processes and procedures in line with the Sarbanes-Oxley Act with regard to collections of past due balances. Hiring, training, and developing a team of corporate Accounts Receivable Clerks to assist with collection of past due balances at the branch level. Assisting with collateral exams by compiling and redistributing data into readable and understandable reports for the process of obtaining funding for the company. Uniting the current team of Accounts Receivable professionals to standardize current processes and procedures.

Managing a national business to business portfolio of past due customers. This includes assisting the Client Success Team with training and answering questions to facilitate their successful collections work. Managing a team of two Accounts Receivable professionals which includes training in cash application, collections, general accounting principles and research. Working closely with the Strategic Accounts team to collect on and assist large customers with their billing and payment issues. We focus on process improvement, customer satisfaction, and monitoring of any issues. My role with Strategic Accounts includes: creating reconciliations to check for discrepancies, coordinating corrections with the Strategic Accounts team, and ensuring problems are dealt with in a timely manner as it relates to Accounts Receivable. Working with my team regarding those Customers who require special billing practices, including but not limited to : recreating invoices for rent roll customers, training staff to use Customer invoicing portals efficiently and timely, and reporting to the Controller and CFO weekly and sometimes daily.

Responsible for organizing, planning, directing, and controlling all operations of the Collections Department; oversee all collections functions including the control of credit accounts that are late, potentially delinquency, delinquent, or charged off; assist in the resolution of difficult and complex account situations; ensure established policies and procedures, and legal requirements are followed; coordinate activities, ensuring all subordinate areas of responsibility support Credit Union objects; train, direct and conduct appraisals on personnel; ensure services are delivered professionally and efficiently; support SunWest goals; including maintaining excellent service and participate in membership growth opportunities and improve and maintain the member experience. Achievements include : successfully removed over 180, 000 of accounts over 60 days past due within two months; facilitated working relationships with most other departments within SunWest; reestablished SunWest's relationship with the Arizona Credit Union Collectors Council; transformed SunWest's Collection Department by hiring three new collectors with a combined experience level of over.

Increase client payments by 429% over 690, 000 from 2015 to 2017 overhaul CPE records to align with peer review requirements; enact monthly statement policy to boost collections; develop monthly billing processes allowing more customized billing and shortened turnaround time; succeed in monitoring time entry to facilitate billing and productivity research; execute all new client set up, inactivation, and reactivation; analyze all Audits, Compilations, and Reviews for structure, format, and readability; make and record bank deposit daily; prepare and submit renewals for CPA and EA licenses; refine collections practices to ensure contact on all outstanding balances over 60 days due; establish protocol and relationship with an attorney to reinforce collections of overdue accounts; embrace assisting reception with phone calls and client inquires regarding balances due; create and implement procedures for automatic card debits to increase collections.

Negotiate effectively with customers to expedite payment of past due balances; partner with merchants to optimize approved authorizations align with training instructor to teach other students to successfully increase collection.

Perfect assisting in processing judgments, garnishments, and subpoenas; assess debtor financial statements and offers-in-compromise for approval or rejection; negotiate payment agreements, release of liens and garnishments, and offers-in-compromise with debtors; partner with the Accounting Unit to decrease error rate with daily deposits and maintaining the accounting system; train employees to use and understand the Arizona Department of Revenue's tax system to increase swiftness and understanding; design and successfully implement a lead collector model to succeed at increasing rapport with client agencies and increase collections; spearhead collector testing and training of new payment acceptance system; inspire new leadership strategies and strategy changes.

Enhance and redesign Field Collections Training Manual and accompanying Facilitator's Guide to include new systems and procedures; train many new field collectors honored with TEAM Award in February 2007 for assistance in this area partner with programmers in the testing and correction of new roll - outs of the Department of Revenue's tax system honored with TEAM Award in December 2007 for assistance in this area; analyze comprehensive financial information and communicate effectively and respectfully with taxpayer's to cultivate an environment of voluntary compliance; conduct thorough field investigations to locate a taxpayer, taxpayer's assets, and/or verify financial information; supervise and conduct seizure and sale of taxpayer's assets; provide expert testimony at hearings.

Negotiate payments agreements, release of levies and liens, and offers-in - compromise with taxpayer's honored with Customer Service Award for 1, 065 total calls in July 2003 highest of any collector honored with Customer Service Award for 881 total calls in November 2003 highest of any collector honored with Certificate of Achievement for 2, 232 closed cases for 2003; honored with Whatever It Takes Award for 10, 536 phone calls for 2003 honored with Customer Service Award for 247 closed cases for May 2004 honored with Whatever It Takes Award for 6, 295 phone calls for 2004 honored with Certificate of Achievement for 1, 935 closed cases for 2003.