Summary
Overview
Work History
Education
Skills
Occupational History
Career Overview
Timeline
Generic

Terra Williams

Little Elm

Summary

Account Manager with extensive experience at NCR Atleos, specializing in data analysis and project management. Proven ability to engage stakeholders and solve complex problems, leading to strategic improvements in performance and quality. Strong communication skills facilitate collaboration and ensure timely project delivery.

Overview

13
13
years of professional experience

Work History

Account Manager/Customer Success Manager

NCR Atleos /Cardtronics
Frisco
08.2021 - Current
  • Tracked and invoiced eight portfolios monthly, managing values ranging from $10-20 million.
  • Scheduled and facilitated meetings with stakeholders, project team, and others to communicate progress, issues, and timelines for the resolution of issues.
  • Reviewed data analysis reporting to identify business process improvements, performing root cause analysis and proposing enhancements to Program Management Teams.
  • Performed as the liaison between Network Operations Teams, Audit Teams, and other stakeholders while serving as the central point of contact.
  • Reporting of project progress to stakeholders and management to ensure KPIs of deliverables are met.
  • Assist with the troubleshooting process for internal and external clients to resolve hardware and/or software inquiries regarding equipment defects or malfunctions.
  • Manage all aspects of ATM installations, de-installations, branding, and reprogramming plans for assigned projects.

Collection Officer/Trainer (Consumer/Real State)

Arkansas Federal Credit Union
05.2018 - 08.2021
  • Managed customer payment arrangements to restore delinquent loans to current status.
  • Evaluated member situations and established specialized payment plans during hardship periods.
  • Evaluated override requests from staff and branch personnel to ensure compliance and accuracy.
  • Advised on collateral and loan submissions for repossession or charge off to mitigate risk.
  • Train incoming team members as well as cross-train other internal departments.
  • Assist in deceased member loan account processing.

Senior Contact Center Advisor

Arkansas Federal Credit Union
06.2016 - 05.2018
  • Resolved customer and team escalations by fostering constructive interactions among team members and customers, ensuring seamless resolutions.
  • Assisted members by phone with requests related to financial portfolio, including loan processing, IRA services, credit consultations, and new account processing.
  • Managed Member Support business process flows and coordination between different Teams & Stakeholders for incident discovery, troubleshooting, testing data setup, and test executions.
  • Delivered Team projects in an agile-centered environment by facilitating agile ceremonies, creating user-stories and acceptance criteria to ensure all deadlines are met in alignment with the Program Roadmap expectations.
  • Completed tasks aligned with team objectives to support overall performance.
  • Finalized closing tasks before the end of day.

Senior Service Consultant

Arkansas Federal Credit Union
09.2012 - 06.2016
  • Assist members in person with all requests pertaining to members’ financial portfolio. (Loan Processing, IRA Services, Credit Consultations, New Account Processing)
  • Scheduled consultations with potential customers, internal administrators, and operational teams to educate & promote products and services offered by Arkansas Federal Credit Union.
  • Coordinated with business teams, development teams, program management team, and stakeholders throughout project delivery phases to support timely outcomes.
  • Resolved equipment issues for customers by troubleshooting program updates and addressing product malfunctions.
  • Monitored daily performance metrics to identify defect trends and improvement opportunities, facilitating timely action across the enterprise.
  • Facilitated coaching and product demonstrations to internal teams and business program teams, enhancing understanding and usage of offerings.
  • Completed closing duties at the end of each day to maintain operational efficiency.
  • Performed vault balancing and peer-to-peer training to enhance team performance.

Education

Bachelor of Science - Applied Business Analytics

Grand Canyon University
02.2026

Bachelor of Science - Chemistry, Psychology

Arkansas State University
Jonesboro, AR
05.2011

Skills

  • Stakeholder engagement
  • Customer service
  • Project management
  • Data reporting
  • Data visualization
  • Vendor relations
  • Problem solving
  • Team leadership
  • Skills training
  • Effective communication
  • Cause analysis

Occupational History

  • NCR Atleos /Cardtronics, Account Manager/Customer Success Manager, Frisco, TX, 08/21, current, Assist with the troubleshooting process for internal and external clients to resolve hardware and/or software inquiries regarding equipment defects or malfunctions., Schedule and facilitate meetings with stakeholders, project team, and others to communicate progress, issues, and timelines for the resolution of issues., Synthesizing data and feedback from audit activities into a comprehensive view on performance and quality., Review data analysis reporting to identify business process improvements by performing root cause analysis while also proposing strategic enhancements to the Program Management Teams., Perform as the liaison between Network Operations Teams, Audit Teams, and other stakeholders while serving as the central point of contact., Manage all aspects of ATM installations, de-installations, branding, and reprogramming plans for assigned projects., Reporting of project progress to stakeholders and management to ensure KPIs of deliverables are met., Provide excellent analytical, organizational, critical thinking, problem solving, and presentation skills. As well excellent verbal and written communication skills., Billing duties include (but not limited to) - Review of customer billing and SLA's against contract, gathering supporting documentation for Accounting to submit invoices timely and ensure fees are accurately set up within the customer profile., Responsible for monthly tracking and invoicing of eight portfolios ranging from $10-20 Million.
  • Arkansas Federal Credit Union, 09/12, 08/21, Collection Officer/Trainer (Consumer/Real State), 05/18, 08/21, Setup/Manage customer arranged payments to bring delinquent loans current., Assist in deceased member loan account processing., Assess and provide override for all staff and branch personnel., Assess and determine if specialized payment plans are necessary to facilitate for member during hardship periods., Review and advise when collaterals or loans should be submitted for repossession or charge off., Train incoming team members as well as cross-train other internal departments., Senior Contact Center Advisor, 06/16, 05/18, Assist members primarily by phone with all requests pertaining to member’s financial portfolio. (Loan Processing, IRA Services, Credit Consultations, New Account Processing), Delivered Team projects in an agile-centered environment by facilitating agile ceremonies, creating user-stories and acceptance criteria to ensure all deadlines are met in alignment with the Program Roadmap expectations., Rectified Customer and Team escalations by promoting constructive and appropriate interaction amongst team members and customers for a seamless resolution., Ensure completion of closing duties prior to EOD., Managed Member Support business process flows and coordination between different Teams & Stakeholders for incident discovery, troubleshooting, testing data setup, and test executions., Perform any other duties as required or assigned., Senior Service Consultant, 09/12, 06/16, Scheduled consultations with potential customers, internal administrators, and operational teams to educate & promote products and services offered by Arkansas Federal Credit Union., Conducted troubleshooting efforts for equipment with customers to strategically resolve program updates as well as product defects/malfunctions., Coordinated with Business Teams, Development Teams, Program Management Team and Stakeholders for various phases of Project delivery to ensure efficiency., Monitored daily performance metric reporting to identify defect trends and deadlines for improvement opportunities across the enterprise., Facilitated coaching and demonstrations of the overall product to internal teams and Business Program Teams., Ensure completion of closing duties prior to EOD., Assist members in person with all requests pertaining to member’s financial portfolio. (Loan Processing, IRA Services, Credit Consultations, New Account Processing), Conducting audits, Cash ordering, Vault balancing, conducting peer to peer training.

Career Overview

Strategic financial services professional with 16 years of experience driving operational execution, leading stakeholder engagement, and managing business initiatives within complex environments. Proven ability to coordinate cross-functional teams, oversee project progression, mitigate risks, and deliver customer-focused solutions while maintaining alignment with organizational objectives. Known for translating business needs into actionable plans, strengthening processes, and leading with accountability, adaptability, and a solutions-oriented mindset.

Timeline

Account Manager/Customer Success Manager

NCR Atleos /Cardtronics
08.2021 - Current

Collection Officer/Trainer (Consumer/Real State)

Arkansas Federal Credit Union
05.2018 - 08.2021

Senior Contact Center Advisor

Arkansas Federal Credit Union
06.2016 - 05.2018

Senior Service Consultant

Arkansas Federal Credit Union
09.2012 - 06.2016

Bachelor of Science - Applied Business Analytics

Grand Canyon University

Bachelor of Science - Chemistry, Psychology

Arkansas State University
Terra Williams