Casey Warren Email & Phone Number

Alpharetta, Ga, Us

Alpharetta, Ga, Us

Alpharetta, Ga

Alpharetta, Ga

- Developed reporting and processes to create a new compliance program; to proactively identify errors and address issues in a timely manner.- Oversaw Compliance & Risk Analyst(s) by monitoring KPI performance and product quality.- Analyzed audit and backend data to aid Operations Management with Associate performance.- Conducted investigations, facilitate associate research calls, and create summary documentation for Operations.- Maintained Ai Coaching and Discipline processes and standards.- Produced reference guides, process outlines, and performance management training materials for associates and supervisors.- Advised supervisors and provide feedback on coaching and discipline content.- Identified field trends and collaborate with Best Practices and Development to reduce error rates and company risk.- Provided clients with risk reviews and default summaries.- Coordinated with Human Resources and Legal to provide litigation materials.- Implemented and maintain Salesforce workflows and automation for Compliance & Risk cases.- Developed an error severity scoring system for a weighted associate performance model.

Springfield, Mo & Alpharetta, Ga

- Managed two regions of 25+ Field Risk Specialists.- Oversaw productivity and scheduling to manage associate performance and identify areas of opportunity and make adjustments for efficiency gains and maximize revenue.- Increased associate quality by establishing a standardized review process and administering annual performance evaluations.- Communicated with clients to resolve escalated issues.- Performed interviews, onboarding training, and quality reviews of new associates.- Collaborated with peer supervisors for group audit scheduling and territory assistance.- Partnered with Development for testing and software enhancements.

South Central Region

- Managed field-based auditing for a variety of clients to mitigate potential risk and help identify areas for potential growth. - Supervised regional operations to identify financial risk factors for clients, and interpret industry dealership model changes. - Interviewed potential candidates and conducted field training. - Addressed management and client concerns with field operations to improve performance. - Performed validation audits by reviewing results, processes, and performance to implement best practices. - Assisted in daily operations management for quality assurance and risk monitoring for field-based employees. - Assisted in software testing. Aided in company acquisition transition.

Springfield, Missouri, United States

- Maximized profits and reduce risk through client relationships, managing A/R and coordinating collections for legal departments. - Lead orientation and continuing education for dealers and DSC employees regarding business practices in the floorplan industry and dealership trends. - Maintained relationships with clients to manage unresolved loan issues, inform, educate, and collect receivables in maturing, default, and delinquent statuses. - Coordinated collections/seizures and remarketing, as well as pursuing additional sources of equity to resolve outstanding lines of credit. - Managed lien and UCC filings; securing lines of credit. - Trained incoming managers and branch employees on software systems and business processes.

Springfield, Missouri, United States

- Managed and control A/P, A/R, Cash Write-offs, and debt balances. - Audited inventory. - Maintained branch-level corporate accounts by service, sales calls, and dispute resolution. - Provided customer service to retail, insurance, fleet, and corporate accounts.

Springfield, Missouri, United States

- Managed staff of 9 office personnel and 53 non-consultative teams members.- Store trainer for CACs and Hub associates. - Managed charge backs, A/P, A/R, scheduling, and deposit management. - Assisted in resolving escalated issues for National Customer Relations.