Summary
Overview
Work History
Education
Skills
Timeline
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Katie Willis

Muscle Shoals,AL

Summary

Resourceful professional in customer-facing roles, adept at handling high volumes of inquiries and administrative tasks with speed and accuracy. Specialize in effective communication, data entry, and appointment scheduling to support operational flow. Excel in problem-solving, time management, and adaptability, ensuring positive experiences for both clients and team members.

Overview

17
17
years of professional experience

Work History

Accounts Receivable Manager

One Source Heating and Cooling
Birmingham, AL
01.2022 - 12.2024
  • Analyzed customer accounts to identify and resolve discrepancies.
  • Managed entire accounts receivable process, ensuring timely invoicing and collection activities.
  • Maintained updated customer records, including contact information and payment terms.
  • Implemented effective billing procedures, reducing errors and improving customer satisfaction.
  • Developed invoicing systems and internal controls to boost billing efficiencies.
  • Provided support for executive staff members by scheduling appointments and organizing travel arrangements.
  • Assisted with administrative tasks such as data entry into company databases.

Teller Supervisor

America's First Federal Credit Union
Gardendale, AL
03.2020 - 01.2022
  • Counted currency, coins and checks received to prepare for deposit or shipment to branch banks or Federal Reserve Bank.
  • Cross-sold bank products by answering inquiries, informing customers of new services and promotions.
  • Delivered exceptional service to customers in person or over telephone.
  • Assisted customers in opening new accounts and completing required paperwork.
  • Resolved customer complaints quickly and efficiently in order to maintain positive relationships with clients.

Office Manager

Parker and Townes, PC
Gardendale, AL
06.2012 - 01.2020
  • Answered phone calls, responded to emails, routed mail and coordinated courier services.
  • Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
  • Coded and entered daily invoices with in-house accounting software.
  • Organized company events including holiday parties, team building activities .
  • Managed, scheduled and coordinated office functions and activities for employees.

Branch Manager

Woodforest Bank
Irondale, AL
06.2008 - 05.2012
  • Responded promptly to all customer inquiries regarding availability or schedule changes.
  • Developed work schedules according to budgets and workloads, covering priority tasks.
  • Coordinated with HR to onboard new hires, including scheduling interviews and orientation sessions.
  • Resolved escalated customer complaints in a timely manner.
  • Provided guidance and support to team members regarding problem resolution and customer service issues.
  • Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
  • Managed staff scheduling, hiring and training processes.

Education

Bachelor of Science - Marketing Management

University of North Alabama
Florence, AL
05-2006

Skills

  • Collections experience
  • Scheduling
  • Bookkeeping
  • Record preparation

Timeline

Accounts Receivable Manager

One Source Heating and Cooling
01.2022 - 12.2024

Teller Supervisor

America's First Federal Credit Union
03.2020 - 01.2022

Office Manager

Parker and Townes, PC
06.2012 - 01.2020

Branch Manager

Woodforest Bank
06.2008 - 05.2012

Bachelor of Science - Marketing Management

University of North Alabama

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Katie Willis