Callie Van Houtan
Roger's Roadside Service
Oklahoma City,Ok
11
years of professional experience
Experienced finance professional adept in accounts receivable management and client relations. Dedicated to delivering exceptional service and fostering lasting client relationships through effective communication and problem-solving. Ready to leverage leadership, training, and process improvement skills to drive success in a dynamic organization.
Work History
Bookkeeping Administrative Assistant
2 Years 9 Months- Processed accounts payable and receivable transactions to maintain accurate financial records.
- Assisted in preparing monthly financial statements for management review.
Factoring Clients Account Manager
3 Years 9 Months- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Developed tailored financing solutions to meet diverse client needs.
- Analyzed client accounts to identify opportunities for financial optimization.
- Coordinated with internal teams to streamline account management processes.
- Led training sessions for new hires on account management best practices.
- Implemented strategies that improved response times for client inquiries.
- Monitored industry trends to provide clients with informed financial advice.
- Evaluated account performance metrics to drive continuous improvement initiatives.
Senior Lead Representative
1 Year 8 Months- Led team in managing client accounts, ensuring timely and accurate service delivery.
- Developed training programs to enhance staff skills and improve operational efficiency.
- Oversaw daily operations, ensuring adherence to company policies and industry regulations.
- Analyzed client feedback to identify areas for service enhancement and strategic adjustments.
- Identified process inefficiencies within department workflows, resulting in streamlined practices that saved time and resources.
- Collaborated with stakeholders to define project requirements, setting clear expectations for deliverables and timelines.
- Coordinated events that promoted company culture, fostering employee engagement and satisfaction levels within the workplace.
Lead Large Client Representative
1 Year- Managed client accounts, ensuring timely communication and satisfaction with services provided.
- Facilitated onboarding processes for new clients, streamlining procedures to enhance user experience.
- Resolved client inquiries efficiently, utilizing CRM software to track communications and outcomes.
- Implemented process improvements that increased operational efficiency and reduced response times significantly.
- Collaborated with cross-functional teams to align service offerings with evolving client needs and market trends.
Large Client Representative
1 Year 6 Months- Analyzed financial data, identified trends, and developed strategies to improve the company's performance.
- Managed client accounts, ensuring timely communication and resolution of inquiries.
- Developed robust relationships with clients to enhance satisfaction and retention.
- Facilitated onboarding process for new clients, streamlining documentation and training.
Education
Associate in Liberal Arts - Business Administration
GPA: 3.87
Skills
Receivables management
Invoice processing
Cash flow management
Financial Software
Salesforce
Managing Client Accounts
Leadership/Training
Problem-solving
Attention to detail
Professional Communication
Written communication
Customer service
MS office
Confidentiality
Accomplishments
- Successful resolution to escalated issues resulting in a 95% retention rate
- Implemented leadership training that resulted in 25+ promotions to leadership and senior leadership roles
- Contributed to the achievement of company milestones, including multiple 1-billion account receivable years.
- Adapted to multiple departmental changes and transitioned 65 representatives to work-from-home environment with minimal impact on operation.
- Implemented cross-training initiatives and monthly training programs to ensure alignment with company goals/policies.
Timeline
Bookkeeping Administrative Assistant
Roger's Roadside Service
11.2023 - CurrentRead More
Factoring Clients Account Manager
TBS Factoring Service
02.2020 - 11.2023Read More
Senior Lead Representative
TBS Factoring Service
06.2018 - 02.2020Read More
Lead Large Client Representative
TBS Factoring Service
06.2017 - 06.2018Read More
Large Client Representative
TBS Factoring Service
12.2015 - 06.2017Read More
Redlands Community College
Associate in Liberal Arts from Business Administration
Read More