Work Experience

PRIMARY ENERGY East Chicago, IN

**** – 2015 Business & Inventory Manager

• Coordinate the reorganization, develop and implement a system for tracking 4000+ items in storeroom and $500k

Inventory; integrate with current CMMS and manage all upon completion

• Develop Equipment Bill of Material (EBOM); listing all components of each asset, including assemblies and

sub-assemblies

• Receive all inventory and storeroom items, conduct monthly cycle counts based on computer monitoring

• Review all documentation from labor sources for accuracy and authorization

• Coordinate and conduct annual physical count of inventory and storeroom

2014 -- 2015 Business and Administrative Manager

• Integrate all business data into actionable information for management review

• Compile monthly Accrual Report

• Consolidate management information for daily, weekly, and monthly reporting and metric tracking

• Assist with the monthly review of the P&L including year-end variance projections

• Direct and manage facility accounting team to meet deadlines and objectives set forth by corporate

• Assist staff with all day-to-day operations of $30 million revenue power plant

2012 – 2014 CMMS/Budget Coordinator

• Develop and manage electronic shared company system/library

• Support staff users of the Maximo maintenance management system

• Obtain best pricing, overall value and terms on equipment rental/purchases and services for three facilities

• Coordinate with the corporate accounting department and lead development of the annual budget process

2010 – 2012 Administrative Assistant

• Use of computer technology to streamline financial and administrative work processes and actively managed costs

• Create employee handbook for 70+ administrative procedural processes

• Reconcile credit card and expense reports for staff for remittance to corporate accounting department

•Implementation of Outlook calendar for staff at facility level

ARCTIC ENGINEERING CO., INC. Merrillville, IN

2004 – 2010 Service Sales Representative

• Develop company website www.arcticengineering.com

• Develop marketing material; electronic and written - Created New Company Logo, Business Cards, Brochures, Post Cards, Newsletters

• Introduce 70 new HVAC Service Program customers to custom base in 3 years (2005–2008);

Increase of $380,000 residual annual revenue; additional $250,000 annually for service

• Assist with all aspects of account management; including account collections

Terri L. Bord

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AIR COMFORT CORPORATION Merrillville, IN

2002 – 2004 Service Sales and Marketing Representative

• Develop marketing strategies to generate new business opportunities; Geographic and Industry based

• Introduce 38 new HVAC Service Program customers to customer base in 18 months (2002);

Increase of $250,000 residual annual revenue

• Develop equipment tasking program utilizing Excel and Word documents

• Create and implement service estimation system company-wide; reducing time for estimation

by 50%

• Top Sales Award in 2004

1995 – 2002 Sales Engineer

• Estimate, propose, sell, and manage HVAC Service Programs, Service Jobs, and Construction Jobs

• Participate in organizational committees to assist in procedural enhancement; sales & marketing

1994 – 1995 Office Manager

• Develop and implement company internal forms for computer network utilizing Excel and Word

documents; creating uniformity throughout the company

• Perform all aspects of A/R and A/P duties for $2.3 million annual revenue

HEARTLAND TEMPERATURE SERVICES Madison, WI

1991 – 1994 Office Manager

• Select and implement new software; G/A, A/P, A/R, Payroll, Inventory, Job Costing, Fleet

Maintenance Tracking System; integrating all systems for more efficient & accurate record keeping;

Decreased clerical time by 20 hours per week

• Assist in all operations of HVAC business ($1 million annual revenue); including Dispatching, Accounting,

Collections, Clerical, Parts Requisitions, Customer Service, Phone, Scheduling

• Coordinate service schedule; to create Service Guarantee Response of 2 hours

ODANA CHIROPRACTOR CLINIC Madison, WI

1988 – 1991 Front Desk Manager/PR Clerk

• Complete payroll duties; preparation of tax forms, W-2s, payroll taxes for staff of 10

• Open and close business daily for faced paced medical office; 150-200 patients daily

• Train new hires in office environment

• Management of all front desk duties; including collections, scheduling

MASS MERCHANDISERS, INC. Abilene, TX

1984 – 1988 Service Representative

• Maintain a route, controlling inventory, ordering, and merchandise product in retail environment;

Increased sales 40% annually

K’s MERCHANDISE MART Danville, IL

1980 – 1984 Sales Clerk

•Training of all new hires in retail jewelry environment

Terri L. Bord

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Education

2015 Maximo Management Maintenance System Training

2009 Cold Calling Marketing Seminar

2004 Facilities Maintenance Conference

2002 – 2003 Various Sales Seminars

2001 Rooftop Unit Replacement Training

2000 Introduction to Power Point 97 (7.0 contact hrs)

Advanced MS-Power Point 97 (7.0 contact hrs)

E20-II Block Load for Windows Training

1999 National Account Management Training

1996 Various Sales Seminars

Exceptional Customer Service Training

1995 Event Management Seminar

1994 Lotus 1-2-3 Class

1993 Basics of Sales & Use Tax

Beginning Word Windows

Intermediate Windows

Marketing Course

Labor Law Clinic (DIHLR)

Corporation Tax Course (UW)

WI Lien Law Seminar (7.0 hrs CLE Credit)

WI Labor and Employment Law (7.0 hrs CLE credit)

1992 Business & Finance – University of Wisconsin

1991 Year End Accounting Seminar (3.0 hrs CPE credit)

1990 Training Seminar for Receptionist

1981 Academic Diploma and Scholarship Graduate of Covington High School;

Ranked top 10% of graduating class; 4 year Honor Roll Student

Computer Skills

ACT – Contact Management Software

Audacity – Audio for Slide Presentation

Block Load for Windows – E20II

Corel WordPerfect

Lotus Smart Suite

Internet Explorer

Maximo Maintenance Management Software

Maxwell Management Suite – Construction Software

Microsoft Office

Excel

Power Point

Word

Microsoft Dynamics Great Plains Accounting Software

Microsoft Outlook

Mozilla Firefox

Quicken

TeleMagic – Contact Management Software

TIMES – Payroll Time Tracking

VPN Connections – Citrix, 2X Client, Cisco

Windows Operating System

WinStets – Safety Management Software

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