Halley Born
Tulsa,OK
Summary
Highly organized and motivated Account Executive with demonstrated track record of building relationships with clients, developing successful sales campaigns, and managing teams of account managers. Skilled in financial analysis, customer service and problem-solving. Experienced in coordinating activities with various departments to achieve strategic objectives. Recognized for collaborative leadership style, proactive, approach, and keen ability to effectively translate complex operational concepts into tangible action plans. A proven leader with a strong executive presence, capable of blending big-picture viewpoints with tactical considerations to inspire, build trust, and achieve growth.
Overview
4
4
years of professional experience
1
1
Certificate
Work History
Operations Coordinator
Quantive Group
03.2023 - Current
- Liaised with assorted base of customers and reps, addressing requests and inquiries via phone or email.
- Entered and maintained billing information in company internal databases for accessibility.
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Verified accuracy of billing data and corrected discrepancies.
- Managed over 120 client records.
- Interacted with customers to resolve billing disputes and respond to inquiries.
- Delivered clerical support by handling range of routine and special requirements.
- Supported clients with proactive correspondence management, document coordination and customer relations.
- Kept detailed records of supplies and office equipment use to budget and make orders for new supplies.
- Evaluated office documentation to check accuracy and complete missing pieces, avoiding delays and maximizing team productivity.
- Reconciled account files and produced monthly reports to keep owners informed about office operations.
Account Executive
Access Business Capital
11.2021 - 03.2023
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Balanced between 20-50 projects at a time, reviewing the businesses viability for certain loan qualifications as we'll reviewing the client's financial background to best determine projects viability.
- Communicated effectively with our clients while maintaining and growing our client relationships.
- Documented effective and replicable methods for extracting data and organizing data sources.
- Worked with business intelligence software and various reports to glean insights into trends and prospects.
- Developed required policies and procedures that reflected actual goals, tasks and workflows, while meeting all regulatory compliance requirements.
- Communicated with customers to assess and address individual needs, providing timely and quality support via portal/email/phone calls systems.
- Analyzed the proper loan structure for the client's business's needs. Once the loan had been selected, I was responsible for also packaging the loan.
- Highly detail oriented when reviewing documentation.
- Prepared documentation for each project verifying all information was accounted for and correct to achieve the highest level of success.
- Built client relationships by responding to inquiries, identifying, and assessing clients' needs, resolving problems, and following up with potential and existing clients.
- Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes and followed up to achieve resolution.
Office Manager/Administrator
On- Deck Roofing
01.2020 - 11.2021
- Managed supervisor itinerary and appointments and streamlined scheduling procedures.
- Reconciled account files and produced monthly reports.
- Created reports, presentations and other materials for executive staff.
- Assisted in preparation and processing of payroll to facilitate prompt staff payments.
- Scheduled conference rooms, prepared agendas, and maintained calendars to prepare for meetings and events.
- Built and managed processes for tracking and monitoring department performance.
- Oversaw maintenance of office facilities and equipment by collaborating with and inspecting work of repair contractors.
Legal Secretary
Higgins & Easly Law Firm
08.2019 - 01.2020
- Prepared legal correspondence and wrote professional letters for legal assistants and attorneys.
- Organized files for court proceedings.
- Filed documents with courts on behalf of attorney.
- Received and placed telephone calls to clients and prospective clients.
- Obtained signatures from attorneys for legal documents.
- Assisted with preparation of trial materials and documents.
- Prepared and processed invoices for attorney billing.
- Managed check requests, expense reimbursement requests, invoices and accounts payable and receivable information.
Education
Bachelor's Degree - Business Administration And Management
Oklahoma State University
Stillwater, OK12.2023
Skills
- Detail Oriented
- Client first, service oriented
- Policies And Procedures
- Self-Starter
- Project Management
- Microsoft Systems /Adobe Systems
- Public speaking
- Calm and Professional Under Pressure
- Relationship Management
- Ability to influence without direct authority
- Strong verbal and written communication
- Strategic thinking
- Ability to adapt to changing environment
- Analytical Skills
Additional Information
- Awards | Oklahoma State FFA Degree Recipient May 2019 | National FFA Degree Recipient May 2020
Certification
- CNP - Certified Notary Public
Languages
English
Native or Bilingual
American Sign Language
Elementary
Timeline
Operations Coordinator
Quantive Group
03.2023 - Current
Account Executive
Access Business Capital
11.2021 - 03.2023
Office Manager/Administrator
On- Deck Roofing
01.2020 - 11.2021
Legal Secretary
Higgins & Easly Law Firm
08.2019 - 01.2020
Bachelor's Degree - Business Administration And Management
Oklahoma State University
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