Work Experience

Imaging Production Specialist

Iron Mountain - Spanish Lake, MO

December 2020 to Present

•Index Key Data into multiple software applications

•Print Document Control Sheets for all records

•Sorting and/or preparing hard copy records for scanning – document preparation

•Scan hard copy files to electronic images. Assuring a quality image

•Follow production procedures and completing internal documentation & tracking

Account Services Representative

Edward Jones

April 2017 to July 2017

•Answers non-routine incoming calls and/or written correspondence (Service Requests) from branches, clients or third parties utilizing multiple information sources to respond

•Maintains performance standards and expectations while contributing to department initiatives

•Completes necessary training and keeps up-to-date on changes in processes or information necessary to do the job

•Identifies opportunities and issues to ensure continuous improvement

•Collaborates with other team members to achieve appropriate resolutions

Customer Service Representative

Alpine Engineered Products

June 2016 to February 2017

•Enter orders into ERP System and ensure that they are provided to Distribution for allocation once released by Credit Department

•Log order details into tracking system

•Collect payment for any Cash In Advance accounts by processing payment through credit card terminal and/or working with Accounts Receivable until check/wire is received

•Field customer calls and emails regarding product inquiries, order changes or special instructions, order tracking, and order issues/errors

•Communicate clearly both internally with co-workers and externally with customers and vendors.

•Prepare and distribute invoices to customers via mail or electronic transmission

Customer Service Representative

Dent Wizard/KhS

February 2016 to June 2016

•Conduct Incoming and outgoing calls to insurance company Members to schedule hail damage appraisals

•Work with insurance company representatives to ensure quality customer service & completion of appraisals

•Answer questions and respond to inquiries regarding appraisal and claim processes and procedures

•Train new representatives on computer systems and processes for serving client's members

•Created new customer service representative training materials and manual

Education Coordinator

National Association of Electrical Distributors November 2015 to February 2016

•Execute daily electrical education course process

•Perform Learning Center technical duties, including "helpdesk" function

•Provide advice and direction to all inquiries regarding NAED/NERF products/services

•Preparation and shipping of framed diplomas to graduating students at each level

•Daily update student curriculum statuses to reflect successful completion of every module and level achieved

•Process customer transactions such as orders, quotes and invoices

Relocation Management Specialist

Unigroup

May 2015 to October 2015

•Receives move information from clients (federal government and/or corporate entities).

•Coordinates and/or monitors the entire relocation process, provides or obtains required data/documents for entry into applicable databases.

•Educates customers on client's policies for the safe and effective transportation of personal household goods.

•Counsels customer, spouse, and family members on the organizational details of a move.

•Enters, updates and maintains data associated with specific program qualification requirements• Counsels Fleet and Agency Van Operators regarding the Federal Hours of Service Rules, and other mandates necessary to maintain compliance.

Attended Bible College Full Time

Customer Service Rep

Xerox Corporation

November 2013 to March 2014

•Using a CRM database on a computerized system, responded to customer contacts in a call center environment

•Respond to, handle and resolve customer inquiries

•Provide customers with product and service information, enter product orders, upgrades and service package add-ons

•Identify and escalate customer issues

•Resolve customer billing Issues

Customer Project Coordinator (CSR)

ASC Profiles, Inc.

October 2007 to July 2012

•Work closely with clients to increase sales, coordinate projects and assist in product selection across a four state territory.

•Provided customer project coordination services on complex million dollar architectural roofing projects. Maintained frequent communication with customers/project managers through project completion and close out • Entered data in concert with project timetables and specifications, taking orders and suggesting products and accessories needed to ensure acquisition of all materials required for quality installation at customer jobsites

•Interacted with local and multi state business owners, subcontractors, architects, project managers and other key stakeholders to ensure timely project completion

•Utilized the AS 400-based Pacman system to retrieve information regarding coil inventory, order status, stock holds, credit holds and various information required for order management and CAR resolution. Updating and maintenance of customer information in the Pacman database, prompt follow up with new and existing customers regarding questions and processes

•Issued order amendments to accurately reflect changes/coordinated orders with specific shipment schedules

•Maintained project warranty information and produced warranty upon project completion and set up and maintained extensive project files of active projects from start up to close out

Territory Executive Assistant

Colonial Supplemental Insurance

July 2005 to March 2007

•Managed a variety of administrative tasks, including file documentation, presentations, travel arrangements, equipment utilization and Concur expense reports, workplace manager/benefits specialist relationship data management, and organized weekly new agent recruiting events

•Coordinated agent training classes and continuing education requirements and assisted internal staff with documentation, issue resolution, representative literature shipments and general office procedures • Coordinated the annual territory kick-off campaign conference, from invitations to vendor payment, including transportation, accommodations, supplies, achievement awards, entertainment and food & beverage, and reward events.

•Compiled projection numbers and reports for the Territory Sales Manager for production goal tracking and reporting

•Completed contracting and licensing documentation and authorized commission setup for producer teams

•Developed, implemented and managed a rework management system for a two-state territory

•Conducted timely follow up with potential new agents and customers to ensure complete understanding of benefits and products

Project Administrative Specialist (Contract)

Port of Tacoma

September 2003 to July 2005

•Administrative management of contracts, bid proposals, and presentations, including special projects, document tracking and internal and external customer relations.

•Cross referencing requirements and independently revised the entire Engineering department archives to an electronic filing system.

•Prepared professional service agreements, contracts, and bid agendas, and responded to public disclosure requests and, provided RFB, RFQ, RFI and RFP information.

•Responded to bid inquiries, provided internal evaluation and prepared specifications and submittals

Education

Charis Bible College,

Biblical Institute Training Program

Certificate of Completion in Project Management Fundamentals

Tacoma Community College Corporate & Continuing Education

Certificate of Completion in General Studies, Medical

Tacoma Community College

General Studies and English Bellevue Community College

Skills

•CLIENTS (5 years)

•CONTRACTS (1 year)

•RFP (1 year)

•CUSTOMER SERVICE (8 years)

•RECEPTIONIST (5 years)

•Microsoft Office (10+ years)

•Scheduling

•Data Entry (10+ years)

•Typing (10+ years)

•Project Coordination (5 years)

•CRM Software

•Order Management System (8 years)

•ERP Systems

•Document Management

•Microsoft Excel

•Personal Assistant Experience

•Order Entry

Additional Information

SKILL SUMMARY

•Project and contract administration / compliance • Administrative support up to executive level

•Contracts / service agreements • High level customer service, internal and external

•Professional interaction with clients / government agencies • Order/account management

•Developed and managed account re-service (Rework) process for existing customer accounts

•Public Disclosure requests, bid inquiry and preparation / editing of RFB, RFQ and RFP

• Created contract process tracking system • Relationship building

TECHNICAL SKILLS

•Advanced skills in Microsoft Office (Word, Excel, Outlook, PowerPoint)

•Proficiency with Maximo, Cabinet NG, Concur, AIMS, ProducerNet, AS400 systems and miscellaneous proprietary systems

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