KIMBERLY WILLIAMS
Mesquite
Summary
Results-driven professional with comprehensive experience in account management, focusing on building strong client relationships and driving business growth. Adept at negotiating contracts, resolving client issues, and aligning services with client needs. Proven success in fostering team collaboration and adapting to dynamic environments, showcasing excellent communication and problem-solving skills. Proven track record in fostering client relationships, driving revenue growth, and managing complex accounts. Known for strong focus on team collaboration, adaptability, and delivering results. Expertise includes strategic planning, client communication, and problem-solving. Highly reliable and flexible in meeting changing business needs.
Overview
5
5
years of professional experience
Work History
Director of Payroll
The Capitol Group
02.2024 - Current
- Implemented payroll policies to ensure compliance with regulatory requirements. Supervised a team of payroll processors in processing bi-weekly, monthly, and annual payrolls. Resolved discrepancies between employees' earnings and deductions on paychecks. Spearheaded the transition to a new payroll system, coordinating efforts across multiple departments for a smooth implementation process. Created financial dashboards to provide insights into key performance indicators. Established and checked coding procedures, monitored reports and updated internal files.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs. Increased client satisfaction by building strong relationships and addressing their needs promptly. Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution. Leveraged CRM tools to maintain accurate records of client interactions and transactions.
Payroll Implementation Analyst
HouseCall Pro
07.2023 - 02.2024
- Managed multiple projects simultaneously, prioritizing tasks effectively to meet deadlines and exceed expectations. Identified areas for improvement and implemented necessary changes, resulting in successful project completion. Improved system efficiency by analyzing and implementing software solutions for clients.
- Oversaw document development across project workstreams to create internal control statements per compliance and regulatory standards. Troubleshot incidents reported by end-users to schedule system changes and identify permanent solutions.
- Coordinated efforts between HR and IT departments to improve data security measures related to sensitive payroll information, safeguarding employee privacy. Managed complex payroll issues with HR partners, resolving discrepancies promptly to maintain employee satisfaction.
Data Analyst
HouseCall Pro
09.2022 - 07.2023
- Delivered comprehensive reports highlighting key trends, patterns, anomalies, presenting findings to senior management for informed decision-making purposes. Analyzed large amounts of data to identify trends and find patterns, signals and hidden stories within data.
- Leveraged text, charts and graphs to communicate findings in understandable format. Trained junior analysts in best practices for statistical modeling techniques, fostering professional growth within the team. Streamlined data analysis processes, significantly reducing turnaround times for monthly reports. Updated and developed scripts and queries to extract and analyze data from multiple sources.
Sr Loan Closer
Summit Funding Inc
03.2021 - 08.2022
- Expedited loan approval times through close collaboration with underwriters, processors, and title companies. Mentored junior staff members in best practices for loan closing procedures, enhancing team performance overall. Reduced instances of delayed fund disbursements by diligently following up on outstanding items prior to scheduled settlement dates. Ensured timely closings by proactively addressing potential issues and maintaining open communication among all parties. Managed a high volume of loans simultaneously while maintaining attention to detail and meeting deadlines consistently.
- Developed comprehensive checklists for pre-closing activities, minimizing errors or omissions during crucial stages. Handled sensitive client information discreetly and ensured secure storage in accordance with company policies. Supervised loan personnel and motivated to maintain customer service and performance standards.
Funding Manager
Shop Your Own Mortgage
04.2020 - 02.2021
- Developed a comprehensive funding database, simplifying tracking processes and improving access to critical information for stakeholders. Resolved challenges related to funding disbursements or reporting deadlines by proactively communicating with donors and implementing solutions.
- Negotiated favorable contract terms with funders, maximizing resources available for program implementation while minimizing administrative burdens. Leveraged data analytics tools to identify trends in funding landscape and develop targeted approaches for resource mobilization. Collaborated with finance teams to develop accurate budgets for grant applications, ensuring optimal allocation of resources. Monitored project progress against milestones, providing regular updates to donors and adjusting plans as needed to achieve desired outcomes. Streamlined the application process for increased efficiency and higher success rates in securing funds.
- Consulted with potential investors to assess objectives and discuss optimal strategies. Devised and implemented hedging strategies to decrease investment risks.
Education
Associate's degree - Accounting
Tyler Junior College
Tyler, TX06.2006
Skills
- Payroll Implementation
- Excel
- Portfolio Management
- Quality Assurance
- SQL
- Tableau
- Training Programs
- Employee relations
- Audit preparation
- Payroll management
- Fraud prevention
- Internal controls
- Payroll software proficiency
- General ledger
- Customer service
- Problem-solving
- Multitasking
- Effective communication
- Planning and coordination
- Customer relationship development
- Cash handling expertise
- Task prioritization
- Client relationship management
- Operations management
- Recruitment and hiring
- Cash flow management
- Written communication
- Accounting management
- Project management
- Process implementation
- Data analysis
- Sales professional
- Risk management
- Financial reporting
- Performance management
- Budget planning
- Sales support
- Portfolio management
- Loan processing
- Performance metrics
Timeline
Director of Payroll
The Capitol Group
02.2024 - Current
Payroll Implementation Analyst
HouseCall Pro
07.2023 - 02.2024
Data Analyst
HouseCall Pro
09.2022 - 07.2023
Sr Loan Closer
Summit Funding Inc
03.2021 - 08.2022
Funding Manager
Shop Your Own Mortgage
04.2020 - 02.2021
Associate's degree - Accounting
Tyler Junior College
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