Callie Mahoney - CAS

• Created and maintained employee records, including new hires, terminations, salary changes, and tax withholding forms.
• Reviewed timesheets for accuracy and completeness prior to processing payroll.
• Recovered lost revenue by persistently reaching out to customers with past due accounts.
• Identified areas of improvement in existing training methods and procedures.
• Managed daily operations of the dispatch team to ensure efficient workflow and customer service.
• Maintained up-to-date records of employee attendance, payroll information, vacation requests.
• Reviewed and verified invoices for accuracy, completeness, and compliance with company policies.

• Directed technicians and managers to receive and communicate status updates.
• Researched problems, determining nature of issue and steps to achieve resolution.
• Communicated with customers upon service completion to answer final questions and determine level of customer satisfaction.
• Provided timely feedback to management on service failures and customer concerns.
• Balanced customer schedules, employee availability and maximum load levels while scheduling appointments.
• Created and maintained spreadsheets tracking all in coming product for installations and service requests. Coordinate jobsite deliveries when applicable.
• Answered customer invoice questions and resolved issues discovered during invoicing and collection process.

• Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
• Enhanced the process for outgoing/incoming freight shipments to fulfill orders and maintain stock onsite to improve turn around time on orders.
• Responded to customer inquiries quickly and professionally to maintain customer satisfaction.

Certified Annuity Specialist - Institute of Business and Finance.

• Established an Annuity New Business Division. Personally hired, trained and oversaw 25 individuals generating multi-billion dollars in revenue in the first year of the divisions creation.
• Traveled abroad to facilitate the training of a team of new hires to work in tangent with my team in the United States.
• In charge of working with an outside vendor to help build a new software system to better implement the new Annuity Division.
• Cultivated strong professional relationships with key clients to drive long-term business development.
• Delegated work to staff, setting priorities and goals.
• Coached staff on strategies to enhance performance and improve customer relations.
• Provided feedback to improve strategies, programs and initiatives.
• Communicated client priorities, delivering presence and business objectives.