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Office Staff Administrative Assistant

Fort Myers, FL
October 20, 2018

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Marilyn Kennedy

***** ******** ***, ******, ** **928

847-***-**** Cell

Corcentric Capital Equipment Solutions, LLC

Ameriquest Remarketing Services, Inc. Naples, FL July 2016 to June 2018

Fleet Operations Administrator

Managed all fleet activity, expedite advertising for marketing, manage all invoicing, and funding. Obtained Notary 07, 2016, Passed the dealership licensing exam September 2016 and April 2018. Managed CRM system, create reports/inquiries as needed. Implemented new software system from current CRM system into IMAN Pro for dealerships. Created and implemented a paperless system for the dealership. Managed Sharepoint drive.

D M Siegel, Ltd., Bannockburn, IL March 2011 to June 2016

Office Manager- Audit Processor/IT

All office management duties including IT.

Set up laptops, desktops, maintain network system. Program creation and maintenance of current excel and access files for various business needs. Set up new users on network maintained file space monitored network-- all backups, security, laptop, desktop, Network system maintenance.

Created audit reports in Excel with complex tables using pivot tables, data imports and VLOOKUP’s.

Maintained Access Databases for audits and customer files.

Interpreted CBA into reports, and automated final audit reports for customers and the Chicago Plumbers’ Union P130.

Responsible for all computer and software purchases, along with all help desk duties for all equipment, printers, scanners, desktops, laptops, and mobile hotspots.

Wm. W. Meyer and Sons, Libertyville, IL Oct 2006-May 2011

Engineering Administrative Assistant

Support 8 department engineers, and work closely with sales engineers for any technical correspondence needed by customers.

Create databases with Access and Excel (pivot tables).

Create submittals for drawing requirements and documentation for customer accounts,

and handle customer requests for technical documentation needed.

Created and updated “in-house” programs for handling revisions of drawings using VB6 (Visual Basic), on the network system.

Guitar Heaven Grayslake, IL 2008-August 2010

Owner-Bookkeeper Set up QuickBooks Program for Retail System/Managed all Accounting functions, A/P, P/R, Deposits, Bank reconciliations, Inventory Control.

1997-2009 Boardwalk Mortgage Grayslake, IL

Accounting Bookkeeping/Manager-Owner

Co-managed a corporation for 15 years with 25m in Gross sales.

Set up all business systems for handling a Mortgage Brokerage

Hired Loan Officers and office staff.

Training, and mentoring office staff and Loan Officers.

1991-1997 Faucet Queens (Helping Hand brand) Vernon Hills, IL

Management Information Systems Director

Managed all aspects of the computer operations for the company.

Conducted needs analysis for computer users.

Recommended software upgrades

1986-1991 Dan Howard Industries (Maternity-stores) Chicago, IL

Information Systems Director

Managed all computer systems for the Home-Office and 100+ retail store locations.

Supervised 80 stores with PC’s designed and programmed all data flow into the back office Accounting, Inventory, and distribution systems.

Maintained the back office computer systems.

1984-1986 Pilot Systems Software Oak Brook, IL

Consultant /Analyst/Programmer

Conducted customer needs analysis, created proposals for software changes.

Installed Software to small manufacturing/distribution companies.


Computer classes SQL,VBA, Excel, ACCESS, College of Lake County, Grayslake, IL December 2010- December 2015.

AAS-Computer Science/Business Administration/College of Du Page, IL,1989

American Production Inventory Control Society Certification (APICS) 1986

Principles of Management Certification, Strategem Partners, 1997


CRM-Customer Relationship Management system, Salesforce, Sharepoint

ERP - A/R, A/P. G/L, Inventory Control, purchasing, warehousing, distribution system.

POS Point of Sale system - Logan Computer Systems proprietary.

MS Office -Word, Excel, Power Point, Access

VB6 Visual Basic, SQL programming, Java HTML

Adobe IX Autocad, Autovue

Software includes: Lacerte, Sage timeslips, AVG, Adobe XI, QuickBooks Pro, Microsoft 2007 & 2010, 2013 visual basic, Microsoft Small Business Server 2011. (Word, excel-pivot tables, V-lookups, access, notes, outlook; tasks, calendars, email, VBA applications)

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