Summary
Overview
Work History
Education
Skills
Certification
Early Career
Websites
Timeline
Generic

KAYLIN PATRICK

Irving,TX

Summary

Analytical Finance Specialist adept at collecting, posting and managing account payments. Independently handles client requests, billing needs and administrative functions. Reviews contracts and other documents to issue accurate invoices.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Order Management & Billing Specialist

Gartner, Inc
Irving, TX
04.2023 - Current
  • Supported 50+ sales executives by completing efficient order-to-cash processes within SLA.
  • Processed orders and entered into Oracle and Salesforce program for tracking, maintaining, monitoring and reporting.
  • Prepared and distributed 300 reports weekly documenting open orders, sales, shipping and service activities.
  • Performed data import, scanning or manual keying processes to verify invoice accuracy.
  • Understand and adhere to all corporate guidelines for pricing, legal, product, Gold Notes, SOX and country specific laws.
  • Review and help prepare all Sales Agreements with Sales before presenting to Client; provide updated language, calculation of credits for re-writes and recommendations for edits or further approvals before submission to Client.
  • Review order packages for accuracy and compliance within booking guidelines, SOX, contractual language, country specific laws and pricing.

Business Development and Marketing Consultant

Kaylin Consulting Co.
Dallas, TX
10.2022 - 03.2023
  • Created 30+ days of content for clients' social media platforms
  • Increased social media profile views by 42.1%
  • Maintained correspondence with 1K+ inquiries
  • Created marketing policies and procedures, evaluating and revising to maximize team efforts
  • Prepared and sent proposals to prospective clients
  • Tracked, analyzed and reported on marketing program results

Personal Banker

Bank of Oklahoma Financial
McKinney, TX
07.2022 - 03.2023
  • Represented BOK as Digital Ambassador to lead in onboarding clients to the bank's digital services
  • Conducted 50.5% of all transactions at 32.4 seconds each
  • Completed 1,107 transactions monthly
  • Maintained 3,053 accounts across Consumer and Business banking
  • Opened 30+ consumer and business accounts on a monthly basis
  • Facilitated learning opportunities to advance team's customer service and technical skills

Assistant Manager

CASH N’ GO LOAN SERVICES
Oxford, MS
03.2020 - 03.2022
  • Increased clientele by 100% by implementing the development of the company website that increased application accessibility
  • Secured personal/customer service team sales targets and call handling of 300+ loan inquiries per month
  • Increased social media page reach by 1.7K% and page visits by 83.6%
  • Collaborated with store manager to develop strategies for achieving sales and profit goals
  • Built sustainable relationships and trust with account holders through open and interactive communication

Education

Health And Anxiety Research Lab - Recruitment Leader

University of Mississippi
University, MS
01.2022

Bachelor of Arts - Psychology

University of Mississippi
University, MS

Skills

  • MS Office
  • Excel
  • Asana
  • Agile Methodologies
  • Graphic Design
  • Basecamp Software
  • Salesforce
  • Resource Allocation
  • Project Management
  • Stakeholder Relations
  • Oracle
  • OPI Fusion
  • Risk Management
  • Project Planning
  • Data Analysis
  • Budget Control
  • Invoice Processing
  • Discrepancy Resolution
  • Inquiry Handling
  • Invoice Generation
  • Payment Processing
  • Purchase Orders
  • Problem-solving aptitude

Certification

  • Google Project Management: Specialization, Coursera, 2023
  • https://coursera.org/share/16a057f74de66f7572af083c92934a1b

Early Career

  • Burlington, Prosper, TX, 2019, Lead Sales Associate
  • CVS, Frisco,TX, 2019, Customer Service Associate
  • Steak n' Shake, Southaven, MS, 2017-2018, Lead Server

Timeline

Order Management & Billing Specialist

Gartner, Inc
04.2023 - Current

Business Development and Marketing Consultant

Kaylin Consulting Co.
10.2022 - 03.2023

Personal Banker

Bank of Oklahoma Financial
07.2022 - 03.2023

Assistant Manager

CASH N’ GO LOAN SERVICES
03.2020 - 03.2022

Health And Anxiety Research Lab - Recruitment Leader

University of Mississippi

Bachelor of Arts - Psychology

University of Mississippi

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