Summary
Overview
Work History
Education
Skills
Timeline
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Terri Williams

Irving,TX

Summary

Forward-thinking professional offering advanced experience in overseeing operations, driving business strategy and overhauling distribution networks. Highly proficient in business development and strategic planning resulting in consistent growth and profitability. Proven leader with track record of successful communication, client relationship building, and achievement of sales goals.

Overview

13
13
years of professional experience

Work History

AVP Client Service Officer

Texas Capital Bank
Dallas, Texas
02.2023 - 11.2023
  • Developed and presented compelling reports highlighting achievements to senior management.
  • Led weekly status meetings with project teams in order to track progress against milestones.
  • Formulated and nurtured strategic partnerships with clients.
  • Engaged customers in conversation to effectively determine needs and requirements

Senior Business Analyst

Indecomm Global Services - Vereit Inc, Real Estate Domain
Charlotte, NC
09.2020 - 12.2022
  • Translated business objectives into measurable success criteria that could be tracked over time.
  • Analyzed existing systems and processes, identified gaps and recommended improvements.
  • Developed detailed project plans outlining tasks, deadlines and resources needed for successful implementation of projects.
  • Identified opportunities for automation of manual processes through technology solutions.

Senior Project Manager

RoundPoint Mortgage Company
Charlotte, NC
11.2017 - 09.2020
  • Ensured compliance with relevant regulations during all stages of a project's lifecycle.
  • Liaised between senior management, project team members and clients to ensure effective communication throughout the duration of the project.
  • Resolved conflicts between team members in order to maintain productivity levels.
  • Identified potential risks associated with projects and developed mitigation strategies.
  • Implemented process improvement initiatives aimed at increasing efficiency within the organization.

Risk Analyst

Wells Fargo & Company
Charlotte, NC
08.2015 - 10.2017
  • Developed risk management strategies to mitigate financial losses.
  • Advised senior management on appropriate actions based on results from analyses.
  • Investigated suspicious transactions as part of fraud prevention efforts.

Operations Manager

Verizon Enterprise
Greenville, SC
06.2010 - 08.2015
  • Monitored and improved efficiency of processes, team performance, and customer service.
  • Developed key performance indicators to measure effectiveness of operational processes.
  • Resolved customer complaints in a timely manner while ensuring customer satisfaction remains at optimal levels.
  • Coordinated with other departments including sales, marketing, finance, human resources. to ensure efficient operations.

Education

Master of Science - Organizational Leadership

Southern Wesleyan University
Central, SC
12-2018

Bachelor of Science - Business Marketing

Winston-Salem State University
Winston-salem, NC
12-2009

Skills

  • Crisis Management
  • Innovation management
  • Internal Communications
  • Partnership Development
  • International business
  • Client Relations
  • Project Scheduling
  • Agile Methodology
  • KPI Tracking
  • SQL and Databases
  • MS Excel

Timeline

AVP Client Service Officer

Texas Capital Bank
02.2023 - 11.2023

Senior Business Analyst

Indecomm Global Services - Vereit Inc, Real Estate Domain
09.2020 - 12.2022

Senior Project Manager

RoundPoint Mortgage Company
11.2017 - 09.2020

Risk Analyst

Wells Fargo & Company
08.2015 - 10.2017

Operations Manager

Verizon Enterprise
06.2010 - 08.2015

Master of Science - Organizational Leadership

Southern Wesleyan University

Bachelor of Science - Business Marketing

Winston-Salem State University

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Terri Williams