Whitney Potts
Lincoln,AR
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth while being successful at managing multiple priorities with a positive attitude.
Overview
7
7
years of professional experience
Work History
CASE MANAGER
Tax Response Center
Bentonville, AR
08.2022 - Current
- Skilled in using various software applications and programs including Microsoft Office and Adobe Acrobat.
- Responded quickly to meet customer needs and resolve problems.
- Worked with coworkers to complete tasks.
- Demonstrated ability to manage multiple tasks while remaining adaptable and flexible.
- Provided efficient and courteous service to customers at all times.
- Monitored and evaluated case management services to ensure quality and effectiveness.
- Provided ongoing evaluation of client progress towards goals established in service plans.
- Used adaptive communication style and practiced empathy to build trust and rapport with clients.
- Managed and coordinated multiple projects while ensuring timely completion.
- Focused on learning new skills and staying updated with industry changes.
- Collaborated with departmental leaders to establish organizational goals, strategic plans and objectives.
- Committed to delivering excellent customer service while working in a fast-paced environment.
- Adhered to legal requirements regarding confidentiality of information related to clients' cases.
- Maintained clients' records by reviewing case notes and logging events and progress.
- Participated in team meetings to discuss case management strategies for individual cases.
- Achieved positive client outcomes by developing and implementing comprehensive case management plans.
- Developed and implemented comprehensive case management plans to address client needs and goals.
RETAIL MERCHANDISING ASSOCIATE
Driveline
Taylorville, IL
07.2021 - 08.2022
- Coordinated with vendors to ensure timely delivery of products.
- Managed multiple tasks simultaneously while meeting tight deadlines.
- Implemented innovative display solutions that improved the shopping experience for customers.
- Collaborated with team members across departments to execute projects successfully.
- Developed creative solutions to challenging problems within the retail environment.
- Successfully monitored inventory levels, including restocking shelves and rotating stock as necessary.
- Created effective visual merchandising strategies that resulted in higher conversion rates.
- Ensured compliance with company policies regarding safety procedures and security regulations.
- Inspected incoming shipments for quality assurance before stocking shelves.
- Organized store displays to maximize visibility of products, increasing overall sales volume.
- Arranged consistent shelves, bins, and racks at numerous locations by following established planograms.
CUSTOMER SERVICE / COLLECTIONS AND BILLING SPECIALIST
Washington Regional Business Office
Fayetteville, AR
07.2019 - 01.2021
- Strong customer service skills.
- Skilled in payable/receivable accounts/ handling monies or debit transaction.
- Able to learn quickly and proficiently on new systems/ programs.
- Knows how to work with dual monitors and multiple systems simultaneously.
- Listening to the customers needs and figure out the best situation for the customer.
- Locate and notify customers of delinquent accounts by mail, telephone to solicit payment.
- Persuade customers to pay credit accounts or billing due.
- Answer customer questions regarding problems with their accounts.
- Perform various administrative functions for assigned accounts, such as recording address changes and purging the records of deceased customers.
- Strong phone communication
- Strong knowledge of excel and word documents
- Skilled in detailed notes in customer accounts
- Navigates well through multiple systems while on the phone with customers
- Knowledgeable on sales and payment plans or loans
- Arrange for debt repayment or establish repayment schedules, based on customers' financial situations.
- Advise customers of necessary actions and strategies for debt repayment.
- Locate and monitor overdue accounts, using computers and a variety of automated systems.
- Record information about financial status of customers and status of collection efforts.
- Receive payments and post amounts paid to customer accounts.
Skills
- Proficient in Excel and Microsoft Word
- Data Entry and Analysis
- Experienced with sales and customer care
- Exceptional communication skills
- Time management
- Handles high call volumes and patience
- Decision making and collaboration
- MS Office
- Case Notes
- Conflict Resolution
- Documentation
- Excel in high conflict calls
- Multitasking and Organization
Timeline
CASE MANAGER
Tax Response Center
08.2022 - Current
RETAIL MERCHANDISING ASSOCIATE
Driveline
07.2021 - 08.2022
CUSTOMER SERVICE / COLLECTIONS AND BILLING SPECIALIST
Washington Regional Business Office
07.2019 - 01.2021