TERRI WILLIAMS

Work History

Texas Capital Bank

01.2023 - 11.2023

Developed and maintained strong relationships with clients, resulting in increased business opportunities.
Managed 15-20 projects efficiently, ensuring timely delivery and high-quality results.
Maintained compliance with industry regulations by implementing risk mitigation measures and maintaining accurate documentation.
Increased revenue by developing targeted sales strategies tailored to specific customer segments.
Shaped solutions and approaches by leveraging trends in customer marketplaces and industries.
Streamlined communication channels between departments, facilitating better collaboration on projects across the organization.

INDECOMM GLOBAL SERVICES

01.2020 - 01.2022

Conducted analysis and evaluation of qualitative and quantitative financial data using V-Lookup and Pivot Tables to guide decision-making
Implemented best-practice methodologies that improved overall project delivery timelines while maintaining quality standards.
Analyzed data to identify root causes of problems and recommend corrective actions.
Collaborated closely with stakeholders to identify opportunities for process improvements and drive continuous innovation in the organization.
Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.

ROUND POINT MORTGAGE COMPANY

01.2017 - 01.2020

Led the development and successful deployment of a Dashboard for inclusion in annual reports
Recognized by senior management for consistently providing excellent customer services, surpassing clients’ needs and expectations
Established sustainable relationships with clients, leveraging exceptional communication and interpersonal skills
Maintained 70% customer satisfaction and drove revenue acceleration by strategically managing various high-profile projects, such as FEMA loss mitigation reviews, analysis of high-volume claim submissions, and the review of client survey data.
Presented regular status reports to executive leadership, providing insights into progress made toward achieving key milestones.
Mentored 10 junior project managers and team members to enhance their skills and career growth.
Communicated project plans and progress to key stakeholders and project contributors.
Conducted post-project evaluations to identify areas of improvement and implement corrective actions for future endeavors.

WELLS FARGO

01.2015 - 01.2017

Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Improved 40% of customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Reduced employee turnover by fostering a positive work environment and offering competitive compensation packages.
Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.

VERIZON ENTERPRISE

01.2010 - 01.2015

Led a team to achieve company goals and exceed targets consistently, fostering a positive work environment.
Conducted regular performance evaluations to identify areas for improvement and develop action plans for growth.
Assessed reports to evaluate performance, develop targeted improvements, and implement changes.
Developed and implemented strategies to improve customer service and increase sales.
Negotiated contracts with vendors to secure favorable terms that benefited both parties involved.