Summary
Overview
Work History
Education
Skills
Websites
Awards
Core Skills
Timeline
Generic

Casey Womble

Evanston,IL

Summary

Dynamic financial services professional with a focus on underwriting and dealer relationship management. Known for delivering high-quality customer service and cultivating trusted partnerships that drive business growth. Offers a solutions-driven approach, exceptional communication skills, and a commitment to operational excellence.

Overview

16
16
years of professional experience

Work History

Leave of Absence Coordinator

Sedgwick
02.2026 - Current
  • Administered FMLA, state-specific, military, and employer leave programs, ensuring accurate claim setup, documentation tracking, and coding for compliance.
  • Evaluated leave requests for eligibility and certification requirements, ensuring adherence to federal, state, and client-specific regulations.
  • Developed action plans, calculated benefits, and issued determinations aligned with plan provisions.
  • Communicates decisions and next steps through professional phone, written, and system-based correspondence.
  • Cultivated strong client relationships by providing clear guidance and responsive support throughout the leave process.
  • Consistently meets or exceeds quality assurance and performance metrics.

Customer Service & Ecommerce Shopper

Whole Foods Market
01.2026 - Current
  • Exceeded productivity expectations, outperforming top-tier “elite” shoppers within the first month.
  • Selected products across multiple departments, ensuring freshness and completeness of orders for customer satisfaction.
  • Fulfilled customer pickup and delivery orders with accuracy and speed, delivering high-quality service.
  • Nominated for Team Member of the Month for exceptional contributions to team success.

Member Relations Specialist

McGaw YMCA
04.2025 - 07.2025
  • Managed daily Member Relations operations, enhancing service delivery and fostering positive member experiences.
  • Assisted members with account inquiries and provided relationship support, strengthening member engagement.
  • Performed data analysis and generated operational reports to inform decision-making and improve service outcomes.
  • Represented the organization at community events and led on-site engagements.
  • Provided expertise in SNAP and financial assistance programs during training sessions.

Collections Specialist

Halstead Financial Services
12.2024 - 01.2025
  • Recovered outstanding debts through persistence and strong customer service skills, contributing to overall revenue retention.
  • Contacted customers with past-due accounts using a calm, solution-oriented approach.
  • Managed daily A/R activities, identifying overdue accounts and tracking outstanding balances to minimize financial risk.
  • Maintained detailed records of payments, conversations, and negotiations.
  • Ensured compliance with company policies and regulatory requirements.

Seasonal Retail Sales Associate

Sur La Table
11.2024 - 12.2024
  • Delivered exceptional customer experiences through proactive engagement and personalized recommendations.
  • Utilized product knowledge to enhance customer interactions and support store sales objectives.
  • Promoted gift registry services, cooking classes, and product demonstrations to increase customer engagement.
  • Executed accurate POS transactions and effective merchandising to uphold operational standards.

Credit Underwriter III

U.S. Bank
09.2021 - 11.2023
  • Analyzed and approved indirect auto, RV, and marine loan and lease applications.
  • Managed a diverse portfolio aligned with credit, pricing, and risk guidelines.
  • Held approval authority up to $100,000.
  • Cultivated dealership relationships, enhancing volume growth and maintaining credit quality.
  • Promoted U.S. Bank products to deepen dealer engagement.
  • Reviewed funding and booking reports for accuracy, ensuring timely processing.

Credit Underwriter III

JPMorgan Chase
05.2018 - 09.2021
  • Held approval authority up to $125,000, including exception-level approvals.
  • Delivered timely credit decisions while maintaining high quality standards.
  • Underwrote auto credit applications, ensuring alignment with policies and attention to detail.
  • Facilitated business development via outbound calls and follow-ups with dealers.
  • Provided expert guidance for telecommute operations and supported new application start-ups.

Credit Relationship Manager (Sr. Associate)

Capital One Auto Finance
11.2013 - 01.2018
  • Cultivated long-term relationships with dealership partners and internal teams to enhance collaboration and support.
  • Led Monthly Business Reviews and account planning sessions.
  • Oversaw daily workflow of sales calls, funding follow-ups, and targeted outreach to ensure consistent engagement.
  • Reviewed underwriting decisions across prime and subprime tiers.
  • Analyzed financial statements and credit documentation.
  • Trained new hires and provided subject matter expertise to improve onboarding and knowledge transfer.

Assistant Relationship Manager / Principal Coordinator

Capital One Auto Finance
11.2012 - 11.2013
  • Acted as the primary connection point between Capital One and dealership partners.
  • Managed service needs to enhance support for ASM, DSM, and RM partners.
  • Handled dealer escalations with high-touch, concierge-level service.
  • Coordinated agreements, cancellations, title issues, and receivables to streamline administrative processes.
  • Supported sales partners through opportunity identification and appointment scheduling.
  • Supported sales partners by identifying opportunities and scheduling appointments to facilitate sales initiatives.

Funding Analyst / Coordinator

Capital One Auto Finance
03.2012 - 11.2012
  • Funded auto loans across all credit spectrums, facilitating access to financing for diverse customer profiles.
  • Managed high-volume queue of customer files, meeting tight deadlines to support timely funding decisions.
  • Investigated and verified documentation to assess risk, ensuring accurate funding and compliance with regulations.
  • Handled 1,000+ monthly calls while maintaining excellent customer service.
  • Attained high performance ratings consistently.

Teller / Coordinator

Capital One N.A.
07.2010 - 03.2012
  • Mastered teller transactions and daily balancing with accuracy and efficiency.
  • Provided integrity-driven service that reinforced company values and enhanced customer trust.
  • Resolved customer issues and supported branch operations to improve overall customer satisfaction.
  • Ensured compliance with legal, corporate, and regulatory requirements.
  • Ensured operational continuity by covering multiple branch locations during peak times.

Education

Associate-level coursework -

Oakton Community College
Des Plaines, IL
05-2026

Associate-level coursework -

Collin County Community College
Dallas, TX
01-2011

Graduate -

Pine Creek High School
Colorado Springs, CO
01-2008

Skills

  • Leave of absence management
  • Leave and case management
  • Customer experience and service
  • Data analysis and entry
  • Project management
  • Relationship management
  • Credit report interpretation
  • Credit risk assessment
  • Credit policy compliance

Awards

  • 2017, Relationship Manager of the Month
  • January
  • February
  • 2016, Relationship Manager of the Month
  • November
  • December
  • 2016, Financial Services Chairman’s & President’s Club
  • 2013, Assistant Relationship Manager of the Year, Seven consecutive ARM of the Month awards
  • 2012, Diamond Club Member, Top 15% performance ranking

Core Skills

Manual underwriting (prime/subprime), Risk assessment, Financial analysis, Credit report evaluation, Loan structuring, Dealer partnerships, Consultative selling, Escalations, Business development, Account planning, High-touch service, Conflict resolution, Communication, Advocacy, Cross-functional collaboration, Workflow prioritization, Queue management, Documentation accuracy, Regulatory adherence, Data interpretation, Reporting, Multi-system navigation, Case management tools, Independent work style, Adaptability, Attention to detail, Training & SME support

Timeline

Leave of Absence Coordinator

Sedgwick
02.2026 - Current

Customer Service & Ecommerce Shopper

Whole Foods Market
01.2026 - Current

Member Relations Specialist

McGaw YMCA
04.2025 - 07.2025

Collections Specialist

Halstead Financial Services
12.2024 - 01.2025

Seasonal Retail Sales Associate

Sur La Table
11.2024 - 12.2024

Credit Underwriter III

U.S. Bank
09.2021 - 11.2023

Credit Underwriter III

JPMorgan Chase
05.2018 - 09.2021

Credit Relationship Manager (Sr. Associate)

Capital One Auto Finance
11.2013 - 01.2018

Assistant Relationship Manager / Principal Coordinator

Capital One Auto Finance
11.2012 - 11.2013

Funding Analyst / Coordinator

Capital One Auto Finance
03.2012 - 11.2012

Teller / Coordinator

Capital One N.A.
07.2010 - 03.2012

Associate-level coursework -

Oakton Community College

Associate-level coursework -

Collin County Community College

Graduate -

Pine Creek High School
Casey Womble