THOMAS UTZMAN
Independent
Longview,TX
10
years of professional experience
Customer-focused business professional with a B.B.A. in Finance and experience building customer relationships, identifying needs, explaining solutions, supporting sales, and coordinating operations. Background includes banking, customer service, vendor communication, team leadership, and high-volume customer interactions. Dependable and organized, with a relationship-driven approach and a strong interest in developing referral partnerships and growing business throughout the East Texas region.
Work History
Caregiving & Independent Work
1 Year 11 Months- Manage schedules, time-sensitive responsibilities, and independent projects while adapting to changing priorities and maintaining reliable follow-through.
- Coordinate appointments, errands, and day-to-day responsibilities with organization, patience, and attention to detail.
Financial Assistant
7 Months- Processed 500+ vendor invoices monthly while maintaining accurate records and managing recurring deadlines.
- Prepared purchase orders and communicated with vendors to resolve questions and discrepancies.
- Reviewed documentation, researched issues, and coordinated follow-up to support accurate, timely processing.
Credit Analyst
4 Months- Reviewed financial statements and supporting information to assess risk and develop data-based recommendations.
- Communicated financial information professionally and handled sensitive customer information with care.
New Accounts Representative
1 Year 3 Months- Built customer relationships by identifying needs and explaining relevant account options and banking solutions.
- Handled a high volume of customer interactions, explained products and digital services clearly, and coordinated timely resolution of customer concerns.
Delivery Supervisor
2 Years 2 Months- Coordinated daily delivery operations while balancing customer needs, team priorities, and service standards.
- Reviewed delivery patterns, supported process improvements, prepared team performance reports, and coached employees on operational best practices.
Manager
3 Years 10 Months- Supported sales by identifying customer needs, communicating product benefits, and making relevant recommendations.
- Helped lead truck deliveries and supported inventory movement to keep merchandise organized and available.
- Trained employees and reinforced performance expectations; recognized as an Old Navy Card District Leader in 2016 and 2017, processing more than 300 applications.
Education
B.B.A. - Finance
Skills
Relationship Building & Customer Outreach
Needs Assessment & Issue Resolution
Vendor Communication & Purchase Orders
Team Leadership & Coaching
Microsoft Office & Excel
Sales Support & Solution Recommendations
Professional Communication & Follow-Up
Operations & Delivery Coordination
Documentation & Recordkeeping
Time Management & Prioritization
Timeline
Financial Assistant
Special Health Resources
03.2025 - 10.2025Read More
Caregiving & Independent Work
Independent
11.2024 - 10.2026Read More
Credit Analyst
Austin Bank
04.2024 - 08.2024Read More
New Accounts Representative
First National Bank of Hughes
01.2023 - 04.2024Read More
Delivery Supervisor
Chick-fil-A
10.2020 - 12.2022Read More
Manager
Old Navy
12.2016 - 10.2020Read More
The University of Texas at Tyler
B.B.A. from Finance
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