Derek Owen

FAQ About Derek Owen

• What is Derek Owen's address?

  Derek Owen is located at
  United States

• What is Derek Owen's job title?

  Derek Owen is a
  • Create detailed credit report summaries by analyzing credit data and financial statements to determine the degree of risk involved in extending credit or lending money. • Solely manage a $14M+ portfolio of receivables by minimizing client’s bad debt risk and maximize accounts receivable collections. • Participate in weekly executive meetings to help improve internal processes • Approve and designate client credit limits. • Assist Sr. Credit Analysts during their scheduled time off; which includes generating various financial reports, analyzing data to determine client's ability to handle their current obligations, working with clients to solve any issues that may arise in a timely manner, and reporting during scheduled meetings. • Reconcile customer statements and assist with the buyout verification process • Conduct collection calls to collect on outstanding Accounts Receivables. • Provide back office support to clients in the completion of processing invoices • Research and advise customers of discrepancies to determine what course of action the client wants to take. • Responsible for helping organize and set up events from the ground up for more than 10,000+ guests, at times. • Responsible for leading a team and facilitating work to ensure events take place at their scheduled times and run smoothly. • Travel to meet with vendors to pick up event materials and supplies.• Worked with advisors in a support role providing client reports, assisting in research, developing financial plans, and various other planning products. • Composed meeting agendas that consisted of recommended talking points, portfolio allocations, and gains/ losses with the use of detailed charts. • Determined if individual clients had adequate insurance coverage and estate planning documents in order. • Also helped with clerical tasks during any free time to stay active; such as making phone calls, photocopying/ scanning, and updating documents. Paychex

• What industry does Derek Owen currently work in?

  Derek Owen currently works in the
  Paychex

• What is Derek Owen's area of expertise?

  Derek Owen specializes in
  • Create detailed credit report summaries by analyzing credit data and financial statements to determine the degree of risk involved in extending credit or lending money. • Solely manage a $14M+ portfolio of receivables by minimizing client’s bad debt risk and maximize accounts receivable collections. • Participate in weekly executive meetings to help improve internal processes • Approve and designate client credit limits. • Assist Sr. Credit Analysts during their scheduled time off; which includes generating various financial reports, analyzing data to determine client's ability to handle their current obligations, working with clients to solve any issues that may arise in a timely manner, and reporting during scheduled meetings. • Reconcile customer statements and assist with the buyout verification process • Conduct collection calls to collect on outstanding Accounts Receivables. • Provide back office support to clients in the completion of processing invoices • Research and advise customers of discrepancies to determine what course of action the client wants to take. • Responsible for helping organize and set up events from the ground up for more than 10,000+ guests, at times. • Responsible for leading a team and facilitating work to ensure events take place at their scheduled times and run smoothly. • Travel to meet with vendors to pick up event materials and supplies.• Worked with advisors in a support role providing client reports, assisting in research, developing financial plans, and various other planning products. • Composed meeting agendas that consisted of recommended talking points, portfolio allocations, and gains/ losses with the use of detailed charts. • Determined if individual clients had adequate insurance coverage and estate planning documents in order. • Also helped with clerical tasks during any free time to stay active; such as making phone calls, photocopying/ scanning, and updating documents.

• Which languages does Derek Owen speak? 

  Derek Owen speaks the following languages:
  No languages available.

• Which industries has Derek Owen previously worked in?   

  Derek Owen has prior experience in the following industries:
  Paychex , Paychex , Hw Financial Advisors , Linda

• What is Derek Owen’s work experience?  

  Derek Owen has the following professional experience:
  Paychex , Paychex , Paychex , Hw Financial Advisors , Linda .

• How can I find Derek Owen on LinkedIn?  

  You can view Derek Owen’s
  LinkedIn profile at LinkedIn URL.

• What are Derek Owen’s work email addresses?  

  Derek Owen’s work email addresses are
  [email protected] .

• What company does Derek Owen work for?  

  Derek Owen works at
  Paychex