Courtney Burgess

About

I’m a detail-oriented and dependable professional with a passion for fostering meaningful relationships and cultivating a supportive, collaborative environment. With experience spanning automotive logistics, hospitality and entertainment, funeral services, and financial services, I bring a unique blend of adaptability, problem-solving, and integrity to every role I take on. Highly organized and committed to excellence, I thrive in strategic planning, event coordination, and client engagement—helping businesses streamline operations and enhance customer experiences. My people-first approach ensures that clients, teams, and stakeholders feel valued, supported, and empowered. Colleagues and leaders have recognized me for my reliability, positive attitude, and unwavering support for those around me. In nominations for a Corporate Values Award, coworkers described me as someone who leads with integrity, fosters collaboration, and consistently goes above and beyond to uplift the team. I take pride in creating an environment where people feel heard, supported, and motivated to succeed. Whether coordinating projects, managing client needs, or orchestrating seamless events, I am dedicated to making an impact through thoughtful execution and strong relationship-building. Let’s connect and explore opportunities to collaborate!

Experience

• Marketing Project and Events Manager · ACERTUS2024-07-01 – 2024-12-01

  Led a team of 3 in managing and prioritizing marketing and design requests via Asana, ensuring timely execution and alignment with project goals. Oversaw task delegation, progress tracking, and direct reporting to the SVP of Marketing, resulting in seamless project and event completion. Directed a web migration and integration project as part of a company acquisition, overseeing the consolidation of 115 web pages into a unified platform. Collaborated with the in-house Product and Development team, as well as 3rd party vendors to ensure seamless integration and alignment with brand standards. Developed and maintained a comprehensive tradeshow calendar to streamline planning and execution for 8+ events within 6 months. Managed marketing assets while coordinating logistics, including booth and sponsorship confirmations, attendee registration, and travel arrangements.

• Project Manager, Product and Technology · ACERTUS2024-03-01 – 2024-07-01

  Managed 3 key projects central to the Product Team’s 2024 Strategic Initiatives. Tracked project progress and maintained comprehensive documentation within Confluence, effectively delegating tasks and ensuring alignment with project milestones and strategic objectives. Prepared and presented detailed project status reports to upper management, ensuring transparency and serving as a key liaison for team and stakeholder communications via Zoom and Slack.

• Account Manager, Operations · Precoa2022-12-01 – 2024-03-01

  Led onboarding for 4+ new accounts, creating tailored business plans to ensure smooth integration and long-term client satisfaction. Supported 4 Field Managers overseeing 25+ funeral homes across Central and Eastern US, managing accounts worth $10M+. Conducted quarterly reviews with Field Managers, utilizing Tableau, Excel, Salesforce, and Microsoft CRM to analyze account health and provide actionable insights. Coordinated marketing strategies for 3–5 in-person and virtual events per month per account, reaching 2,500–5,000 households per event, to drive audience engagement, brand awareness, and successful outreach. Managed monthly direct mail campaigns targeting ~100,000 local families, ensuring accurate zip code targeting and distribution to promote pre-need services and expand market share. Nominated by peers for Corporate Values Award, recognized for above and beyond work ethic, integrity, and workplace spirit.

• QC Auditor · LeaderOne Financial2020-11-01 – 2022-07-01

  Reviewed residential mortgage loans pre-submission to ensure compliance with underwriting guidelines, applying necessary conditions for approvals. Assisted the Quality Control Closing Team in finalizing loan processing. Conducted detailed audits of loan files to verify accuracy, completeness, and regulatory compliance. Worked closely with Loan Originators to resolve outstanding issues and escalated critical matters to the Regional Manager. Developed business strategies alongside Loan Originators, managed the branch’s social media presence, and strengthened client relationships to drive retention and referral-based sales.

• Mortgage Loan Originator · LeaderOne Financial2020-09-01 – 2022-07-01

  https://courtneyburgess.leader1.com/ NMLS# 2012282 636.795.2254 LeaderOne Financial NMLS# 12007 7500 College Blvd, Suite 1150 Overland Park, KS 66210 Equal Housing Lender For licensing information, go to: www.nmlsconsumeraccess.org

• Group Sales Manager · Levy Restaurants2016-02-01 – 2019-02-01

  Partnered with sales and culinary teams to design customized food and beverage menus for events with attendance ranging from 200 to 500+ participants, including weddings, galas, concerts, and corporate meetings, ensuring client satisfaction and alignment with event goals. Prepared detailed proposals, contracts, banquet event orders, and billing documentation, maintaining accuracy and consistency throughout the event planning process. Managed end-of-month reconciliations, ensuring accurate reporting and the timely resolution of payments received, outstanding balances, and past-due accounts.

• Corporate Services Manager · Ballpark Village St. Louis2015-09-01 – 2016-02-01

  Managed sponsorship and partner agreements, maintaining accurate records, monitoring fulfillment, and conducting annual audits to ensure compliance and deliver maximum value to stakeholders. Audited and reported daily cash flow operations for high-traffic dining and entertainment venues, ensuring financial accuracy and operational efficiency. Processed and reconciled marketing-related expenses, maintaining an up-to-date budget to support strategic decision-making and fiscal accountability.

• Marketing Assistant · Ballpark Village St. Louis2014-04-01 – 2016-02-01
• Account Technician · Allianz Global Corporate & Specialty (AGCS)2013-03-01 – 2014-04-01
• Human Resources Generalist · Aerotek2010-09-01 – 2011-12-01

Education

• Miami UniversityBachelor of Arts, Strategic Communication, Management

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