Katelyn Adams
Cincinnati
Summary
I am very passionate about the financial markets and would like to work in a dynamic and challenging work environment. I chose finance because this professional field allowed me to develop a skill set focused on my analytical thinking and decision-making skills, which are the two activities I enjoy most. Finance also allows me to demonstrate my proficiency in accounting, maths, critical thinking, communication, and budgeting. I am also an Experienced Customer care and sales Associate bringing 10+ years of applying exceptional customer service, conflict mediation and communication skills to address diverse needs. Smoothly mitigate customer conflicts through calm, level-headed strategies. Responsive and resilient team player with adaptable and resourceful mindset.
Legal professional prepared for this role with strong foundation in legal account management and client services. Proven track record in managing client portfolios, ensuring compliance, and facilitating smooth financial transactions. Emphasizes teamwork and adaptability, leveraging analytical skills and effective communication to achieve results and foster collaborative environments.
Upbeat and personable with knack for understanding and utilizing marketing strategies and tools. Possesses solid foundation in digital marketing principles and social media management, adept at creating engaging content and analyzing marketing metrics. Committed to driving impactful marketing campaigns that enhance brand visibility and engagement.
Overview
16
16
years of professional experience
Work History
Legal Account Representative
Weltman, Weinberg & Reis
02.2022 - 12.2024
- Managed a high volume of accounts, maintaining accuracy and organization in documentation.
- Demonstrated adaptability when faced with changing priorities or challenging situations.
- Provided exceptional customer service, addressing client concerns and inquiries promptly and effectively.
- Streamlined legal processes by implementing efficient account management strategies.
- Developed strong persuasive skills through successful negotiation tactics and effective correspondence.
- Ensured compliance with industry regulations, adhering to strict ethical guidelines during collections efforts.
- Participated in ongoing professional development initiatives aimed at enhancing expertise within the industry.
- Reduced outstanding debts for clients by diligently pursuing collections and negotiations.
- Conducted thorough research on debtor assets, uncovering hidden sources of income for potential repayment.
- Collaborated with team members to achieve optimal resolutions for client cases.
- Exceeded performance metrics regularly while managing a large caseload efficiently.
- Improved client satisfaction by providing timely and accurate case updates.
- Analyzed financial documents to develop tailored repayment plans for individual clients.
- Supported colleagues in their efforts to achieve departmental goals by sharing knowledge and best practices.
- Assisted attorneys in preparing legal documents, ensuring proper formatting and adherence to court requirements.
- Maintained open lines of communication with clients and opposing counsel, fostering positive working relationships.
- Coordinated with internal departments on billing issues, ensuring timely resolution of discrepancies.
- Negotiated settlements with debtors, reaching mutually beneficial agreements for all parties involved.
- Responded to customer inquiries and provided detailed account information.
- Maintained accurate records of customer accounts, payments and payment plans.
- Monitored customer accounts for payment delinquency and initiated collection efforts.
- Contacted customers to discuss past-due accounts and negotiated payment plans.
- Worked with customer to create debt repayment plan based on current financial condition.
- Established relationships with customers to encourage payment of delinquent accounts.
- Listened to customers and negotiated solutions that met creditor and debtor needs.
- Entered client details and notes into system for interdepartmental access and review.
- Processed debtor payments and updated accounts to reflect new balance.
- Located customers with overdue accounts and solicited payment in compliance with fair debt collection practices.
- Analyzed customer financial records to determine appropriate payment plan.
- Generated and distributed monthly customer statements.
- Developed and documented collection procedures and policies to comply with government regulations.
- Deployed automated system tracking and skip tracing to locate hard-to-find, re-located customers.
- Compiled and analyzed data for review by senior management of loan loss reports to measure portfolio performance.
- Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate.
Quality Control Inspector
Smithfield Foods
05.2021 - 10.2023
- Maintain production quality control
- Operate production lines when needed on both cold and pack side of the facility, coordinate machine maintenance and assist QC in operation logs
- Supervise production lines and maintain open communication with production workers to resolve any issues with production lines
- Communicated with production team members about quality issues.
- Inspected quality of products, taking note of functionality, appearance and other specifications.
- Reported repeated issues to supervisors and other departments, collaborating to identify issue roots and rectify problems.
- Performed visual inspections and non-destructive tests where appropriate.
- Improved product quality by conducting thorough inspections and identifying defects in a timely manner.
- Maintained compliance with industry regulations through meticulous record-keeping and documentation of inspection results.
- Collaborated with production staff to establish and meet quality standards
Account Manager
Lbrands
09.2018 - 05.2022
- Maintained accurate documentation of incoming requests.
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
- Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Collaborated with sales team to identify potential upsell opportunities and expand client base.
- Negotiated contract terms with clients, securing favorable agreements for both parties.
- Established clear communication channels between clients and internal teams, ensuring seamless project execution.
- Actively participated in networking events within the industry, expanding professional connections and generating leads.
- Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
- Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
- Streamlined internal processes for better efficiency in account management tasks.
- Improved overall team productivity by implementing best practices in organization and time management.
- Developed customized account plans for clients to help them achieve their business goals.
- Assisted in the development of training materials for new hires, ensuring smooth onboarding process.
- Leveraged CRM tools to maintain accurate records of client interactions and transactions.
- Spearheaded coordination of cross-functional teams for delivering customized solutions that met client needs.
- Facilitated client meetings to gather feedback and adjust strategies accordingly, ensuring alignment with client objectives.
- Negotiated contracts with focus on maximizing profit and ensuring client satisfaction.
- Coordinated with product development teams to relay client feedback, influencing future product enhancements.
- Drove revenue growth by identifying new business opportunities within existing accounts.
- Cultivated portfolio of high-value clients by leveraging industry knowledge and strategic networking.
- Fostered detailed understanding of product offerings, enabling effective communication of features and benefits to clients.
- Boosted client retention by developing and implementing comprehensive account management strategy.
Server
Hofbrauhaus
09.2015 - 05.2020
- Monitored guests for intoxication and immediately reported concerns to management, contributing to safe and welcoming environments for all patrons
- Greeted and maintained relationships with regular customers
- Collected credit card, cash and gift certificate payments and dispensed change for cash transactions
- Exceeded service objectives by applying proven customer service and sales best practices
- Improved customer satisfaction ratings by addressing issues and fostering timely resolution
- Conferred with customers about concerns with products or services to resolve problems and drive sales
- Managed customer relations and customer service through daily communication and interaction
- Increased efficiency and team productivity by promoting adherence to operational best practices and company policies
- Reported to work early, checked low inventory, learned sales or special offerings, and became aware of store issues
Tax Preparer
H&R Block
10.2010 - 04.2014
- Experienced Tax Preparer with 4 years of expertise in developing and implementing tax planning strategies for high net worth individuals and corporate clients
- Proven track record in conducting thorough research and analysis of tax laws and regulations to identify and maximize tax credits and deductions, resulting in a 25% increase in tax savings for clients
- Skilled in providing expert guidance and advice to clients during IRS audits, resulting in a 90% success rate in resolving disputes and avoiding penalties
Server
Perkins Restaurant & Bakery
08.2008 - 07.2012
- Created orders, documented special requests and followed up with kitchen personnel to foster top-quality service and minimize complaints
- Collaborated with kitchen team to support order preparation, manage efficient deliveries and minimize customer service issues by verifying meals
- Kept register accurate through correct billing, payment processing and cash management practices
- Enhanced operational efficiency by using slow periods to restock employee and customer supplies, including ice, condiments, utensils, napkins, trays and delivery bags
- Supervised restocking of salad bar and buffet for lunch and dinner service
- Kept updated knowledge of menu and promotions, recommending specific items according to preferences and food allergies
- Collected credit card, cash and gift certificate payments and dispensed change for cash transactions
Education
Associate's degree - Art
Cincinnati State Technical and Community College
Cincinnati, OH06.2012
High school diploma -
William Henry Harrison High School
Harrison, OH06.2010
Skills
- Desktop Support
- CRM Software
- Inside sales
- Linux
- Quality control
- Remote access software
- Troubleshooting
- Data management
- Customer service
- Oracle
- Market research
- Accounts receivable
- POS
- Live chat
- Time Management
- Negotiation
- Quality Assurance
- Microsoft Outlook
- Mac OS
- LAN
- Kronos
- Conflict Management
- Computer Networking
- Account management
- VPN
- Salesforce
- Analysis skills
- Accounts payable
- Administrative Experience
- Mediation
- Google Docs
- Typing
- Sales
- QuickBooks
- Talent acquisition
- Facebook Advertising
- Active Directory
- Microsoft Windows
- Financial planning
- Debt recovery
- Client management
- Contract drafting
- Legal research
- Case analysis
- Ethical judgment
- Legal compliance
- Microsoft office expertise
- Teamwork
- Teamwork and collaboration
- Organization skills
- Time management
- Attention to detail
- Problem-solving
- Multitasking
- Updating customer accounts
- Reliability
- Excellent communication
- Clear communication
- Critical thinking
- Data entry skills
- Payment scheduling
- Microsoft office
Personal Information
Authorized To Work: US
Timeline
Legal Account Representative
Weltman, Weinberg & Reis
02.2022 - 12.2024
Quality Control Inspector
Smithfield Foods
05.2021 - 10.2023
Account Manager
Lbrands
09.2018 - 05.2022
Server
Hofbrauhaus
09.2015 - 05.2020
Tax Preparer
H&R Block
10.2010 - 04.2014
Server
Perkins Restaurant & Bakery
08.2008 - 07.2012
High school diploma -
William Henry Harrison High School
Associate's degree - Art
Cincinnati State Technical and Community College
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