Cassidy Watters

Analyze and verify buyer information using CIS and D&B to support credit underwriting decisions. Manage high-volume task workloads, completing ID tasks, reporting accounts, and financial analysis tasks within strict timelines. Maintain accurate and up-to-date buyer records, ensuring data integrity across systems. Coordinate credit report requests and resolve data gaps with internal teams and external sources. Support credit approval processes through detailed documentation and data preparation.

Execute daily financial transactions including deposits, withdrawals, payments, and account servicing while maintaining strict accuracy, security, and compliance standards. Identify customer financial needs and provide product recommendations and referrals, contributing to branch sales and customer satisfaction targets. Consistently meet or exceed monthly performance metrics for transaction accuracy, customer experience, and referrals.

Orchestrate vendor partnerships with 6+ locally sustainable designers and vintage boutiques by creating outreach templates, managing communications from initial contact to final design submission, and coordinating model fittings. Recruiting and managing 30+ runway models through an audit process; assign models based on design requirements and coordinating measurements. Developed a Cradle to Grave creative concept with a 6-scene narrative and executed end-to-end event planning including vendor outreach, model auditions and choreography, venue booking, sponsorship coordination, and final production for a 160+ attendee audience.