Sasha Brown-Williams
Overland Park,KS
Summary
15+ years of initiating and delivering sustained results and effective change for Fortune 500 organizations across a wide range of industries including enterprise software, financial management software, and government. Major experience lies in strategizing and leading cross-functional teams to bring about fundamental change and improvement in strategy, process, and profitability - both as a leader and expert Financial Specialist.
Overview
13
13
years of professional experience
Work History
Financial Relationship Specialist
CommunityAmerica Credit Union
01.2018 - 01.2025
- Ensuring that financial master data, mapping rules, dimensions are accurately maintained to carry out month-end close processes
- Initiated direct support of a consolidation team that are capable of meeting 99% (monthly management reporting, external quarterly, annual reporting and budgeting)
- Developed and maintained knowledge of various practical financial applications that consist of regulations and policies as well as internal operational procedures
- Completed an average of 50-60 daily inbound financial phone inquiries that resulted in deescalating member's complaints with minimal authoritative assistance
- Mentorship, guiding, supporting, and motivating the team to meet performance metrics while maintaining high standards of customer service to meet goal metrics
Credit Card Specialist
US Bankcard Services, Inc
01.2015 - 01.2018
- Coordinates credit card portfolio administration support such as monitoring delinquencies, document interactions, collateral value monitoring, and covenant compliance
- Cultivated on 75% of special projects that supported organizational goals for the improvement of card services statistics
- Ex; analyzing alternatives paths that strategically decrease time on closing for approval of credit card loans
- Performed high level efficiency by developing 'New Hire Help' call flow hierarchy
- Maintained 100% open communication with multiple departments within the financial institution, to ensure remaining knowledgeable within profession
- Researched and resolved customer complaints and disputes related to credit card accounts.
- Built strong relationships with customers to increase retention and loyalty.
Team Lead Assistant
CBE Companies
01.2012 - 01.2014
- Facilitated Commercial and Consumer payments processing following instructions discovered in enrollment processing
- Ensured implementation assistance, application training, and problem resolution to customer's and employee's for full service of credit card product
- Oversees/performs system set-up for customer (i.e., parameter set-up, creates job files for processing, etc)
- Ensures related business processes will run on software
- Provided 100% statistical and performance feedback and coaching for a team of 9 employees on a regular basis to each team member
- Assists the manager(s) with daily operations of the call center to include the development, analysis and implementation of staffing, training, telemarketing, scheduling and reward/recognition programs
- Coached team members in techniques necessary to complete job tasks.
Education
Associates - Audio Engineering
Kansas City Kansas Community College
Kansas City, KS01.2017
Skills
- Sales Force Expert
- HCM Applications
- Microsoft Applications
- Sales Consultant
- Character User Interface Operating System
- Financial System Manager
- ROI Forecasting
- Financial services
- Cash flow management
Timeline
Financial Relationship Specialist
CommunityAmerica Credit Union
01.2018 - 01.2025
Credit Card Specialist
US Bankcard Services, Inc
01.2015 - 01.2018
Team Lead Assistant
CBE Companies
01.2012 - 01.2014
Associates - Audio Engineering
Kansas City Kansas Community College
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