Customer Service Manager

THOMAS K. ORTH

**** *** ***** **. **** Road ( Dry Ridge, Kentucky 41035

859-***-**** ( ****.***@*********.***

PURCHASING/PLANNING SPECIALIST ~ INVENTORY SPECIALIST

Meticulous and detail-oriented professional with 17+ years of success

coordinating and supporting daily administrative and accounting operations.

Well-equipped with advanced skills honed in Purchasing/planning, Accounts

Payable, Investment Operations, Data Entry, and ERP Systems. Excel in

dynamic, fast-paced environments that demand "grace under fire" and

excellent organizational skills. Consistent track record of completing

multi-faceted projects on time and on budget.

. Extensive background efficiently and accurately processing millions of

dollars in billing, inventory, and investment transactions on a daily

basis.

. Perfectionist's eye for detail and astute analytical skills channeled to

control costs, avoid accounting errors, and resolve billing issues.

. Superior interpersonal and communication skills; adept at building

rapport with individuals on all levels.

PROFESSIONAL EXPERIENCE

QUALIS AUTOMOTIVE, Hebron, Kentucky ( Aug 2013-Present

Purchasing/Planning Specialist

Charged with working with automotive parts suppliers to communicate

requirements, issue purchase orders, negotiate price and delivery. Perform

supplier evaluations based on supplier delivery percentage against agreed

lead times. Generate sales forecasts, develop budgets, maintain costs and

control inventory levels.

Inventory Control Specialist

Charged with maintaining all inventory items within the inventory system

AS400. Responsible for replenishment of all items (pick-fill movement)

within the system to allow for order fulfillment. Created, filed and

monitored recievers within the system for stock items received.

Selected Achievements:

. Acknowledged for successfully processing and entering large volumes of

data on a daily basis, consistently achieving 100% rate of accuracy.

LEXMARK INTERNATIONAL, Lexington, Kentucky ( Feb 2013 - July 2013 -

Contractor

Business Operations Manager

Recruited to manage fleet of assets (printers) for numerous key accounts,

effectively coordinating actions and issues related to toner

orders/reconciliation, lease expiration dates, warranty entitlement, and

order management. Perform monthly customer billing processes, ensuring

accurate and timely delivery of all invoices. Update inventory systems with

new printer information and maintain precise documentation for all

transactions and account activity.

Selected Achievement:

. Noted for rapidly assimilating job requirements including operation of

new Siebel and Business Objects systems.

THOMAS K. ORTH

( Page 2 (

****.***@*********.***

FIDELITY INVESTMENTS, Covington, Kentucky ( 1996-2012

Operations Representative III (2007-2012)

Promoted to process a wide range of accounts payable transactions totaling

nearly $9 million per day in 401(k) plan activity. Initiated and documented

rollovers to IRA, payout (check creation), loans, hardships, death

benefits, QDRO's (divorces), etc., based upon client requests. Prepared and

submitted appropriate tax records (1099s). Conducted daily audit of all

401(k) activity to guarantee accurate balance and full compliance with

corporate, plan, and government regulations. Mentored and trained new

Associates.

Selected Achievements:

. Headed key projects to automate manual processes utilizing Visual Basics

Developer, triggering immediate and measurable improvements in

productivity and cost efficiency.

. Received multiple awards for 'above and beyond' performance and accuracy

including Perfect Quarter Awards for zero processing errors during 2

quarters of 2012, several Teamwork Awards, and a Synergy Award for

successful completion of automation projects.

. Continuously reviewed, edited, and ensured accuracy while meeting strict

deadlines and quality requirements.

. Praised for high-caliber customer service, reliability, and a team-

oriented work ethic.

FIDELITY INVESTMENTS Continued:

Inventory Control Clerk II (1999-2007)

Charged with managing, tracking, maintaining, and auditing all corporate

mailing items within Oracle ERP Inventory System. Created, processed, and

monitored Purchase Orders for inventory items and Bill of Materials for all

mailing items. Continuously reviewed, edited, and ensured accuracy while

meeting strict deadlines and quality requirements.

Selected Achievements:

. Acknowledged for successfully processing and entering large volumes of

data on a daily basis, consistently achieving 100% rate of accuracy.

. Trained all new team members on Fidelity inventory systems.

. Received Spot Award for continuously exhibiting 'above and beyond'

performance and highest levels of accuracy.

. Spearheaded and led initiative to automate manual keying through Visual

Basics Developer, eliminating errors within inventory system while

increasing efficiency, quality, and cost savings.

EDUCATION

Bachelor of Arts, Graphic Arts

Northern Kentucky University, Highland Heights, Kentucky

TECHNICAL SKILLS

Microsoft Office ( Business Objects ( IBM Mainframe ( Oracle ERP ( Siebel (

Discoverer ( Dataload ( WMS (Warehouse Management Systems) AS400

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