Alicia Wortham
Mountain Home,ID
Summary
Results-driven professional with comprehensive experience in account management, focusing on building strong client relationships and driving business growth. Adept at negotiating contracts, resolving client issues, and aligning services with client needs. Proven success in fostering team collaboration and adapting to dynamic environments, showcasing excellent communication and problem-solving skills.
Experienced with assessing financial risk and evaluating insurance applications. Utilizes analytical skills and industry knowledge to make informed underwriting decisions. Track record of maintaining compliance with regulatory standards and fostering positive client relationships.
Overview
9
9
years of professional experience
Work History
Account Manager
BoBo’s Contracting LLC
2025.07 - Current
- Managed monthly financial reconciliations to ensure accuracy and compliance with accounting standards.
- Utilized advanced accounting software to maintain accurate records and enhance reporting capabilities.
- Prepared monthly financial statements ensuring compliance with accounting standards
- Conducted variance analysis to identify discrepancies and recommend corrective actions
- Developed and implemented internal controls to enhance compliance and reduce errors.
- Managed accounts payable and receivable functions, ensuring timely and accurate processing of transactions.
- Conducted monthly reconciliations for financial statements, improving accuracy in reporting.
Indirect Lending Buyer
Pioneer Federal Credit Union
2022.02 - Current
- Oversaw dealer relationships to enhance indirect auto loan sales, ensuring compliance with credit union standards during negotiations.
- Achieved high customer satisfaction through effective call center management and support. Enhanced operational processes in insurance and lending roles, resulting in improved service delivery. Fostered a collaborative environment that promoted team success and professional growth.
- Analyzed financial documents to assess applicant creditworthiness and reliability.
- Provided training support to junior underwriters, improving overall team performance.
- Analyzed credit, income, compliance, title documents, and appraisals during underwriting process.
- Documented underwriting decisions and provided evidence of compliance with applicable regulations.
- Made approval and denial recommendations by determining accurate risk levels.
Barista
Starbucks
2017.08 - 2022.02
- Operated espresso machines and brewing equipment to prepare high-quality beverages.
- Delivered exceptional customer service by engaging with customers and understanding their preferences.
- Maintained cleanliness and organization of workstations, ensuring compliance with health standards.
- Collaborated with team members to optimize workflow during peak hours, enhancing service speed.
- Trained new baristas on beverage preparation techniques and company policies for consistency.
- Implemented process improvements to reduce beverage preparation time without compromising quality.
- Managed inventory levels, ensuring availability of ingredients while minimizing waste through efficient ordering practices.
- Maintained a clean and organized workspace for optimal productivity and safety.
- Promoted a welcoming atmosphere by greeting customers with a friendly demeanor and promptly addressing their needs.
Education
High School Diploma -
Green Valley High School
Henderson, NV05.2021
Skills
- Account management
- Customer service
- Teamwork and collaboration
- Client relations
- Strategic planning
- Client relationship management
- Documentation and reporting
- Project management
- microsoft
Languages
English
Full Professional
Timeline
Account Manager
BoBo’s Contracting LLC
2025.07 - Current
Indirect Lending Buyer
Pioneer Federal Credit Union
2022.02 - Current
Barista
Starbucks
2017.08 - 2022.02
High School Diploma -
Green Valley High School