Courtney Oberholzer

Manage the project from sale to design, to production, to shipping, and installation.

Manage all accounting for projects.

Work closely with the builder or homeowner to ensure that their project is going smoothly and it is exactly what they want.

Coordinate and run meetings for the FL team members.

• Making sure revenue is exported correctly from Terminal, recorded correctly in Netsuite and all invoices have been exported from Terminal into Netsuite.
• Making sure all payments are exported correctly from Terminal and recorded correctly in Netsuite.
• Support the sales team in balancing orders, producing invoices and applying payments to orders.
• Reconcile all bank accounts on a monthly basis.

• Administrative Assistant to the Asset Manager of Viewrail
• Work closely with Installers to make sure all w9’s and 1099’s were up to date.
• Attend meetings and assist in taking notes.
• Managed and assisted in selling assets like machinery, vehicles, buildings and obsolete parts.
• Assisted in executing leases in other states for warehouse leases.
• Managed the accounting for 7 small entities within Viewrail.
• Reconciled all bank accounts on a monthly basis.

• I started as a Supervisor with a roadmap of transitioning into the Manager position.
• Assisted in interviewing and hiring of qualified candidates.
• Actively managed performance and development of all of the staff.
• Served as a backup to Customer Service Representatives (Tellers) and Client Associates (desk personnel)
• Assisted in balancing the Vault and ATM.
• Assisted in new account opening, both personal and business loan processing and closing, Heloc’s and Business accounts.
• Collaborated with cross-functional teams, participated in business calls with business partners and set up meetings with business partners and clients.
• Worked closely with Treasury Services, Business Lenders, Trust and Wealth and Asset Management. Cross selling products that would enhance their banking experience and add wealth.

• Main point of contact for all new accounts and loan inquiries.
• Assisted the tellers when needed.
• Cross sold products that would enhance the clients banking experience and add wealth.

• Assisted clients with all teller transactions.
• Assisted in balancing the vault and ATM.
• Cross sold products that would enhance the clients banking experience.

• I started as a teller and was quickly made Branch Float.
• Assisted clients with teller transactions.
• Assisted the Head Teller with the vault and ATM.
• Closed loans and opened new accounts.