Summary
Overview
Work History
Education
Skills
Timeline
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Courtney Richardson

Summary

Dynamic and multifaceted professional with a strong track record of success across diverse roles, including executive assistant, sales representative, director-level admissions, logistics coordination, and financial services. Known for quickly adapting to new industries and delivering results in both strategic and hands-on capacities. Skilled in relationship-building, operations, client support, and team coordination. Brings a proactive mindset, excellent communication skills, and a commitment to getting things done efficiently and effectively. Ready to contribute value in fast-paced, goal-driven environments.

Overview

20
20
years of professional experience

Work History

Logistics Coordinator / Freight Broker

ZMAC Transportation
02.2024 - Current
  • Built and actively manage a personal book of business consisting of long-term, loyal customers across multiple industries; developed through cold-calling, referrals, and relationship management.
  • Coordinate end-to-end logistics, including truck booking, lane planning, load tracking, and problem resolution to ensure timely pickups and deliveries.
  • Regularly create and execute logistics projects from scratch, including pricing strategy, operational planning, carrier onboarding, and performance tracking.
  • Responsible for truck building, assembling multiple loads and routing trucks efficiently to maximize utilization and reduce deadhead miles.
  • Manage day-to-day communication with shippers and carriers, acting as the primary liaison to ensure alignment and transparency throughout the supply chain.
  • Negotiate rates with both carriers and customers to ensure competitive pricing while maintaining profitability and service standards.
  • Monitor market trends and spot rates to make strategic decisions on lane coverage, pricing, and customer outreach.
  • Proactively resolve issues such as delays, equipment failures, or detention, maintaining customer satisfaction and operational flow.
  • Generate new business through prospecting, networking, and leveraging industry tools (e.g., DAT, Truckstop, LinkedIn).
  • Maintain accurate documentation for compliance, billing, and internal reporting purposes.

Commercial Loan Officer

Oak Street Funding/ First Financial Bank
11.2017 - 11.2023
  • Executed 250 cold calls each week to develop new loan prospects.
  • Maintained compliance with laws and regulations governing commercial loans.
  • Managed up to 8 client loans at any given time.
  • Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans/credit worthiness.
  • Handled customer complaints with relative ease by conducting research, listening carefully and taking appropriate action.
  • Monitored pipelines to track and log status of loans.
  • Explained very technical financial information to applicants in easy to understand language.
  • Proactively identified solutions for customers experiencing credit issues. Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Reviewed over 30 financial statements per month Created a pipeline of over $30 million in funded loans
  • Over 6 years of commercial lending experience
  • Walked my clients through acquisitions ( buying and selling)
  • calculated EBIDTA
  • completing a financial analysis to see the strength of their current business and their lending power
  • keeping up to date with U.S treasury and Prime rates to accurately depict any changes to my clients
  • Walked clients through the entire process from starting to releasing funds presenting my financial write- ups to a UW panel in order to weigh financial risk with the risk profile
  • Presented terms and collecting deposits from customers
  • Responsible for funding $6M in new originations a year.

Director of Admissions

Achieve Test Prep
02.2016 - 06.2017


  • Advised applicants on prospects for admission and strategies for meeting academic and extracurricular credentials.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Demonstrated respect, friendliness and willingness to help wherever needed. Worked flexible hours; night, weekend, and holiday shifts.
  • Achieved monthly sales goals by promoting product benefits and enrolling new clients.
  • Retained excellent client satisfaction ratings through outstanding service delivery.
  • Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
  • Increased sales by offering consultation on products and services and applying customer service and upselling techniques. Maintained a pipeline of over $230,00k.
  • Met monthly sales goals of $25k per month. Conducted high-volume outbound outreach, averaging 50+ calls/emails per
  • Delivered 3–5 daily consultations with prospective students or parents to assess goals, present tailored program options, and close sales.
  • Achieved or exceeded daily sales goals by consistently converting leads into enrolled students through personalized follow-ups and solution-based selling.
  • Managed a full sales pipeline using CRM tools to track leads, schedule follow-ups, and document client interactions with accuracy and efficiency.
  • Maintained high conversion rates by handling objections, highlighting program value, and offering custom packages and promotions.

Sales Representative

The College Network
01.2013 - 10.2015
  • Trained and mentored new sales representatives.
  • Increased sales by offering consultation on products and services and applying customer service and upselling techniques.
  • Developed and delivered engaging sales presentations to convey product benefits.
  • Organized sales paperwork, presented proposals and finalized contracts for the nursing programs.
  • Organized sales paperwork, presented proposals and finalized contracts. Cold-called leads and closed large number of new sales over several months. responsible for meeting sales goals of 15 contracts a month or total over $195,000 in originations a month.
  • Enhanced marketing and sales strategies to increase profitability and develop organizational pipeline.
  • completed multiple presentations daily.

Executive Assistant/Appointment Coordinator

The College Network
07.2005 - 01.2013
  • Organized and coordinated conferences and monthly meetings.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Created expense reports, budgets and filing systems for management team. Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Trained junior office staff in correct procedures and reporting requirements. Updated executives on changing business needs by thoroughly documenting internal and client meetings.
  • Researched, proposed and implemented vendor agreements to decrease costs and improve services.
  • Oversaw daily household activities for traveling clients.
  • Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
  • Arranged travel for over 450 employees across the 50 states.
  • Settled American Express Accounts monthly Called and set up/arranged meeting rooms for monthly seminars

Education

Bachelor of Science - Management, HR And Finance

Marion University
Indianpolis, Indiana
06-2011

Skills

  • Problem-solving
  • Decision-making
  • Logistics analysis
  • Customer service
  • Shipment tracking
  • Invoicing and shipping documentation
  • Transportation planning
  • Transportation management
  • Scheduling coordination
  • Punctual and dependable
  • Supply chain operations
  • Sales support
  • Client relations
  • Purchase orders
  • Contract negotiation
  • Portfolio management
  • Fee structures
  • Pulling credit reports
  • Time management
  • Attention to detail
  • Leadership skills
  • Problem-solving abilities
  • Multitasking

Timeline

Logistics Coordinator / Freight Broker

ZMAC Transportation
02.2024 - Current

Commercial Loan Officer

Oak Street Funding/ First Financial Bank
11.2017 - 11.2023

Director of Admissions

Achieve Test Prep
02.2016 - 06.2017

Sales Representative

The College Network
01.2013 - 10.2015

Executive Assistant/Appointment Coordinator

The College Network
07.2005 - 01.2013

Bachelor of Science - Management, HR And Finance

Marion University

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