
Timeline
About me
Account Manager
Education

Keller central high school
2009 - 2013DiplomaActivities and Societies: Academic Decathlon | National Honor Society | Future Business Leaders of America | Model UN | Chess Club | Track & Field | Cross Country | Health Occupational Students Of America

University of north texas
2013 - 2018Bachelor of education - bed kinesiology and exercise science 3.8Activities and Societies: Phi Kappa Tau - Founding Member Kinesiology with a Concentration on Health-Related Fitness, Management, Nutrition, and Corporate Health and Development.
Experience

Kick tiger martial arts
Oct 2012 - Apr 2016Taekwondo instructor**Coach | Educator | Public Speaker | Character Development | Competitive Training**I have successfully instructed over 300 students in Taekwondo, leading classes that frequently accommodated more than 50 participants. My approach emphasizes the cultivation of strong personal character traits and self-defense skills. I have been actively involved in instructing and performing at various events, including school functions, seminars, tournaments, and group activities. Additionally, I have provided personalized training sessions outside of standard class hours, working closely with students to help them achieve their individual fitness goals. Show less

Treenewal llc
Mar 2017 - Aug 2018Lead tree care consultant | project managerIn the capacity of facilitating client relations and outreach, I collaborated closely with proprietors to promote the advancement of the company. - Spearheaded a targeted sales campaign that engaged 50 to 100 contractors, home builders, high-end homeowners, developers, landscape companies, and farmers on a daily basis to establish business relations and arrange meetings with client decision-makers.- Fostered and maintained positive relationships with recurring clients, while providing solution-oriented action plans for upcoming projects.- Managed projects at client sites, conducting surveys and generating scouting reports to identify potential problems or issues that could impact the completion of ongoing projects.- Developed and implemented marketing campaigns aimed at expanding the customer base.- Documented all relevant client information utilizing Salesforce CRM to ensure thorough service history, update current work relations, track courtesy calls, and sustain a robust pipeline.- Participated in workshops, business commerce meetings, builder association meetings, young professional gatherings, and various conferences to strengthen business relationships within the industry.- Conducted interviews for prospective new hires and facilitated onboarding training sessions. Show less

Woodforest national bank
Sept 2018 - May 2020Assistant branch manager- Worked as a retail banker to help the bank qualify for 100% of our RBI and MPI goals. Initially started as a Teller, promoted to Assistant Branch Manager, and became a Notary Public within six months. - Provided excellent customer service by managing client relationships and performing necessary transactions with integrity.- Conducted one-on-one conversations with new and existing customers to identify opportunities for branch growth, while reaching out to 20-25 businesses each week to establish new B2B relationships.- Analyzed existing accounts to identify opportunities for cross-selling additional banking products that meet customers’ needs.- Managed scheduling, maintained timesheets, tracked attendance, performed disciplinary actions when necessary, processed refunds, calculated and allocated incentive payouts, documented cash audits, prepared expense reports, and attended weekly meetings as an Assistant Branch Manager.- Served as Interim Manager for an extended period during times when the branch was without a manager.- Interviewed potential new hires and conducted onboarding training. Show less

Corelogic
May 2020 - Nov 2022Researcher- Resolved property tax issues and managed homeowner escrow accounts using Research Workflow CRM. - Verified property tax payments and exemptions to prevent overpayments and issue refunds. - Communicated effectively with clients and tax agencies to address outstanding tasks. - Developed expertise in Excel and quality control systems, creating reporting tools to track errors and enhance operational efficiency.

Adp
Mar 2023 - nowAccount manager-Promoted to Account Manager within six months of joining as a Payroll Specialist. - Resolved client challenges related to tax exemptions, payroll deductions, benefits, and system issues. - Built and nurtured client relationships through phone, email, and chat, consistently exceeding expectations. - Provided training and support for ADP technology to client teams managing employee groups of 50 to 999.
Licenses & Certifications

Certified taekwondo instructor
Jan 2012
Notary public
The office of the texas secretary of stateJan 2020
Cpr certification
American red crossJan 2014
Honors & Awards
- Awarded to Jeremy CaseyBachelor of Science, Kinesiology University of North Texas May 2018
- Awarded to Jeremy CaseyGED with Honors Keller Central High School
Volunteer Experience
Fundraising Volunteer
Issued by SeriousFun Children's Network on Jan 2014
Associated with Jeremy Casey
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