Courtney Williams Email & Phone Number

Raleigh, Nc, Us

Cary, North Carolina, United States

• Led process improvement cross-functional Tech team to revamp the member intake process, reduced processing time by 75%, and increased accuracy by implementing automated data entry and quality control measures, and supported writing queries, IQAs, and reports• Member Services Regional Liasion: Serve as the primary point of contact for inquiries related to membership in the Central and Western regions, including new member applications, member recognition programs, renewals, transfers, reinstatements, and general membership concerns.• Database Management: Maintain and update the membership database to ensure accurate records for all regional members, chapters, and alumnae. Utilize database tools to track membership status and generate reports as needed (i.e. iMis).• Chapter Reporting: Support chapters with membership reporting, ensuring timely submission of membership information, updates, and compliance with internal policies.• Culture Committee: Advocates for operational excellence and streamlined cross-departmental communication and improving staff morale of International Corporate Headquarters team.• Collaboration: Work closely with the Regional Syntakti (Regional Directors), Basilei (Chapter Presidents), and other regional officers to support chapter needs and ensure alignment with organizational goals.• Subject matter expert for process improvement documenting and other membership training supportsKey Accomplishment: 2023 Official Leadership Development Institute for Central Region, IL. Lean Six Sigma Council - White Belt Certification

North Carolina, United States

- Designed business plans, secured financing, reviewed sales, develops marketing strategies, and manages businesses operations-Planned and executed 10 consecutive community pop-up shops in partnerships with local malls and other events resulting in 50% increased sales. -Generated sales by increasing inventory through sales distribution of a vending machine in high-traffic malls and shopping centers.-Hosted one-on-one group coaching sessions to support small business owners in the vending machine industry.-Cultivated strategic business relationships and collaborations with business owners to expand from e-commerce to several physical locations-Completed trainings and workshops to learn best practices pertaining to sales, purchasing, and marketing.Key Achievements: 2020 Launch Rocky Mount Small Business Development Program Recipient, Kiva Grant Awardee, and iHeart Business Radio Personality

-Coordinate Outreach & Partnerships: Organize quarterly partner meetings and recruit strategic partners (financial institutions, nonprofits, legal and business professionals) to strengthen Thread Capital’s network and visibility.-Develop & Deliver Presentations: Create and present up to 15 educational sessions in collaboration with community partners, positioning Thread Capital as a leader in small business support.-Identify & Engage Underserved Markets: Research and target underserved communities (minority, women, low-income, rural entrepreneurs) with outreach strategies to increase access to capital, coaching, and resources.-Improve Programs & Services: Identify opportunities to enhance small business support services, and implement feedback to improve outreach, delivery, and effectiveness.-Maintain CRM & Data: Ensure accurate data entry in CRM systems, track outreach outcomes, and assist with reporting and analytics to evaluate program impact and inform future initiatives.Key Accomplishments: Increased visibility and built capacity in these areas: lending, coaching, connection to small business markets, fundraising, organizational partners and collaborations, and community engagement. I curated new program materials and outreach strategies and secured more strategic partnerships to better equip the CDFI to serve regional entrepreneurs and small businesses.

Raleigh, North Carolina, United States

Performed a variety of loan documentation duties on complex loan packages to ensure compliance with company policies and procedures for loan products.• Verified data reports, identified issues, researched solutions, and performed a variety of procedural tasks for moderately complex functions around newly funded loans.• Communicated and collaborated with colleagues by researching and analyzing problems and recommending solutions to improve clientele relations.• Maintained a high level of corporate professionalism, excellent customer service and confidentiality with borrowers and partnered dealerships.

Charlotte, North Carolina, United States

• Prepared documentation and referred cases for Suspicious Activity, Identity Theft Operations and Suspected Financial Abuse, reported cases to government agencies, and made recommendations to management• Provided consultation on development and delivery of a wide range of individual education for financial crimes awareness.• Conducted detailed examination to detect transactional and relationship patterns, trends, anomalies and schemes across multiple businesses or products• Conducted extensive investigative research, root cause evaluation, and consulting regarding complex financial crimes transactions, policy violations, and suspicious situations with moderate to high-risk• Reviewed and assessed business, operational, or technical assignments or challenges that require research, evaluation, and selection of alternatives, and exercise independent judgment to guide medium-risk deliverables

Greenville, North Carolina, United States

Responsible for a group of medium to high level risk bankrupt accounts and applying Bankruptcy Code andgeneral collection law requirements.• Made recommendations for assigned accounts in repossession status.• Made negotiations with attorneys and/or debtors, where permissible.• Assisted customers with direction to file appropriate documents/forms directly with court.• Appointed lead on special projects.• Provide direct assistance and training to less experienced staff.

Greenville, North Carolina, United States

Bachelor Of Science - Bs, Business Administration, Human Resource Management

Associate Of Science - As, Applied Health Science

Psychology