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May 01 2014
CreditWise
CreditWise 
Published by NACM Business Credit Services and ICEL 
E-News May 2014

In This Issue
- Save Time and Money with E-Signatures
- The Importance of Customer Visits
- Dressing for Success
- 3 for 3
- Wanda Borges Seminars
- CSI Credit: Credit Specialist Investigations
- ICEL Spotlight: D'Ann Johnson, CCE


Looking Ahead

 

May 8 - ICEL Executive Appreciation Luncheon with Economist James Woods
More information and registration 

May 26 - Paperwork Deadline for July 28 Professional Designation Exams

Jun 4 - Credit Boot Camp
Basic Training in Credit & Collections
More info and registration

Jun 8 - 11 NACM National Credit Congress & Expo
 in Orlando, Florida. More info 

Sep 19 - NACM Fall Outing and Golf Tournament  Dinner Prizes and Fun 

Check out photo highlights of the NACM Spring Banquet on our Facebook Page

 

Why should I submit potential members to NACM?"

Help gain information on your customers. As a member, their information could help build the database on your customers. It's not just a one-way street. more Info

 

 

Save Time and Money with E-Signatures

by DeAnna Leahy, CCE, Sunroc Corp.

In today's busy, fast-paced world everyone is seeking new ways to save time and money. Here is way that you can electronically sign lien waivers, credit references, and other documents without ever having to print them out or leave your desk to walk to the printer. Previously, I would get a lien waiver emailed to me. I would print out the document, fill it out, sign it, scan it to myself and then finally return it to the customer by email. Now, with Adobe Acrobat XI, when I receive a request for a lien waiver by email as a PDF file, I simply click on "add text" to fill in . . . Read full article  

The Importance of Customer Visits

by Ryan Palmer, CBF, LKL Associates

How many of us remember when we were in school and would look forward to the days when we would go on field trips? We would all have our brown paper sacked lunches and our "buddy" for the buddy system. Our bright eyes were excited for the adventures that were awaiting us away from school. I feel the same way now when I get to go visit with customers.

It has been my experience that customers respond much better when they can put a face to the name that is behind all the calls that are made to them. They seem more willing to open up their pocketbooks to pay us . . . Read full article    

ICEL Chair Message

Dressing for Success

by Melissa Mickelsen, CCE, Geneva Rock Products, Inc.

We've all heard the saying "You never get a second chance to make a first impression." This is especially true in the business world. Creating a positive first impression with a potential employer, customer, co-worker or business associate is critical. Before we can even say a word, a lasting impression is created that can potentially impact future interactions. We should work to ensure that those future interactions are influenced for good by a positive first impression. Read full article 

3 for 3

The votes are in! Whitney Davidson, CBF, Sunroc Building Materials, Erik Wright, CBF, Spectrum Engineers, Inc. and Shane Inglesby, CCE, Geneva Rock Products, Inc. were elected to serve on the NACM Business Credit Services Board of Directors. Results of the election were announced in the annual stockholders meeting on Friday, April 25, 2014 at The Gathering Place at Gardner Village. Each year three board members retire and three new board members are elected.  Read full article  

Wanda Borges Seminars

by Shane Inglesby, CCE, Geneva Rock Products, Inc.

NACM/ICEL members had the opportunity of learning from Wanda Borges on April 10th at the NACM Learning Center. Ms. Borges presented on anti-trust and bankruptcy which are her specialties in her practice of law. She works very closely with NACM members and has established her reputation as an expert in representing the creditor's perspective in bankruptcy matters. To even attempt to cover all of the information she presented in the meeting would be impossible within the scope of a recap article. Suffice it to say, those who attended had the privilege of being able to learn from a highly regarded expert in the field.  Read full article  

CSI: Credit Specialist Investigations

by Shane Inglesby, CCE, Geneva Rock Products, Inc

What have you done to demonstrate/reinforce the value of the credit department within your company? 

Mary Jane McIntosh, CBA, Credit Manager, Henderson Wheel & Warehouse

We have three new salesmen that have just started with our company. I train them to fear me! By fear, I mean they need to understand the importance of collecting from accounts that are higher risk. I have them briefly meet with me on a weekly basis where I give them a list of accounts with outstanding balances they need to collect. They are then expected to report back to me if their efforts were successful. If not, the force is with me. I will place an account on hold if the payment is not collected. Read full article 

 

ICEL Spotlight: 
D'Ann Johnson, CCE, Roofers Supply

by DeAnna Leahy, CCE, Sunroc Corp.

D'Ann Johnson, CCE, is the Credit Manager at Roofers Supply. She acknowledges good "Karma" for helping steer her into the credit world. D'Ann was working as the General Manager of HQ Global Workplaces, a company that provides offices, meeting rooms and network access at locations worldwide, but she found herself looking for something new when the company left the State of Utah. She briefly worked for another provider of flexible work spaces, but on the day that she left that company, she packed up her office and was headed home with her things when her friend Carma called and let her know about a job as a collector and encouraged her to apply. This friend was the good "Karma" that helped to direct D'Ann into the credit world where she has been ever since. Read full article