KO Katrina Ott

Lowell, IN ***** 219-***-**** ad3518@r.postjobfree.com

PROFESSIONAL

SUMMARY

Reliable professional with experience notarizing documents, filling out paperwork and verifying client identities. Consistent with following notary process and knowledgeable of relevant laws and regulations. Experienced individual providing high-quality administrative support to various departments. Highly organized and detail-oriented with great multitasking and task prioritization skills. SKILLS Identification Requirements

Recordkeeping Skills

Document Review

Fraud Understanding

Documentation Skills

Proficient in Keystone

Identification Options

Documentation Abilities

Recordkeeping Abilities

Business Administration

Supply Restocking

Logistical Planning

Mail Handling

Materials Distribution

Bookkeeping

Records Management

Mail Management

Calendar Management

Administrative Support

Expense Validation

Professional and Mature

Accounting Familiarity

Strong Problem Solver

Support Services

Documentation and

Recordkeeping

Business Correspondence Writing

Administrative Background

Proofreading

Excel Spreadsheets

Report Writing

Inventory Replenishment

Billing and Coding

Filing and Data Archiving

Spreadsheet Management

WORK HISTORY NOTARY PUBLIC 02/2019 to CURRENT

Self-employeed Lowell, IN

Followed proper protocol when notarizing documents, verifying signatures and dates for compliance.

Administered oath to document signers to obtain affirmation of truth. Checked documents and identifying credentials for all parties. Examined documents for accuracy, completion and compliance before notarizing.

Set up and managed appointments for client notary services. Maintained accurate records of all documents notarized to support accurate recordkeeping and reporting requirements. Checked client identification to maintain compliance with state legal requirements.

Drafted and executed notarial affidavits in accordance with applicable laws. Checked documents for accuracy and correct signing before notarizing. Certified and attested power of attorney documents, acknowledgements and deeds.

Updated journal with names and dates for permanent record. Looked for signs of fraud or coercion and refused notarization. CLUB HOUSE SERVER 05/2016 to CURRENT

Lugene Links Lake Village, IN

Assisted with bussing tables and cleaning up spills. Monitored food and beverage supplies, assisting with restocking when needed.

Delivered exceptional guest experiences through attentive service and quick response to issues.

Answered customer questions about food and beverage items and assisted with menu selections.

Prepared food and beverage items.

Answered customer questions about Golf, Club, and cart rentals. Reconcile cash drawers, and change at the end of the night. UTILITY WORKER 06/2019 to 10/2023

Town Of Schneider Schneider, IN

Kept work area clean, neat, and well-stocked.

Collected and disposed of trash and debris.

Verified that all safety procedures were followed while working on utility systems.

Performed weekend monitoring of utility systems to confirm proper functioning.

Followed instructions from supervisor regarding daily job tasks and duties. Reported issues to property manager so effective resolutions could be put into place.

Continuously adhered to strict regulations as well as detailed instructions, guidelines and specifications.

Safely and effectively handled wide range of cleaning products and solutions.

Collected water samples from semi-processed, processed and raw water. Prepared summaries and charts by testing and gathering samples and summarizing findings.

Inspected sanitary conditions at public facilities. Prepared samples or photomicrographs for testing and analysis. Skilled at working independently and collaboratively in a team environment.

Self-motivated, with a strong sense of personal responsibility. Proven ability to learn quickly and adapt to new situations. Managed time efficiently in order to complete all tasks within deadlines. Demonstrated respect, friendliness and willingness to help wherever needed.

Paid attention to detail while completing assignments. Worked flexible hours across night, weekend and holiday shifts. DEPUTY CLERK-TREASURER 11/2017 to 10/2023

Town Of Schneider Schneider, IN

Drafted treasury reports to support management decision-making needs. Receipted in an updated utility payments and reports, prepared and hung utility shut off notices.

Assisted building department and preparing and filing building permits and contractors licenses.

Assisted the police department in fire departments with the filing of state reporting.

Created monthly newsletter and distributed to residence of the town. Assisted in preparation for town events.

Implemented strategies to improve organizational financial performance. Coordinated with external auditors to enforce compliance with financial regulations and standards.

Advised management regarding significant expenditures to keep operations in line with budget limitations.

Executed financial due diligence tasks on daily basis to maintain optimal company finances.

Oversaw financial reporting process to facilitate timely and accurate financial statement preparation.

Developed and maintained internal control systems to protect organizational assets.

Established policies and procedures to support compliance with laws and regulations.

Negotiated and managed contracts with external vendors to optimize value for organization.

Completed journal entries, reconciliations, and account analysis to prepare quarterly financial documents and general account management. Created and distributed reports on internal and external finances, audits, and budgets.

Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns. Reviewed documents and data to give accurate presentations and forecasts to upper management.

Worked with both internal and external users to create detailed financial reports.

Reviewed processes and procedures to guide program implementation and optimize auditing.

Used Keystone and Micosoft to prepare external audit documentation and financial reports to assist management in operational planning and key decision making.

Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards. Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.

Supported program managers in providing procedural training on finance and accounting.

FRONT OF HOUSE MANAGER 03/2014 to 12/2016

Sweet Racks DeMotte

Resolved guests complaints while maintaining positive customer environment.

Managed day-to-day FOH operations to drive quality, standards, and meet customer expectations.

Maintained positive team environment by encouraging teamwork and respect in accordance with company mission.

Addressed guest concerns and resolved all issues to guests' satisfaction. Performed cash handling activities and secured nightly bank deposits. Demonstrated leadership by keeping up with cleanliness and organization and delegating roles to employees.

Analyzed customer feedback and implemented strategies to improve customer satisfaction.

Utilized upselling techniques to maximize revenue and increase customer satisfaction.

Inspected stocks to identify shortages, replenish supply and maintain consistent inventory.

Emphasized guest satisfaction during departmental meetings and focused on continuous improvement.

Adhered to safe work practices, food safety regulations, and corporate guidelines.

Developed and maintained relationships with vendors and other business partners to establish trust and build rapport.

Coordinated with suppliers to establish timely delivery of food and beverage items.

Collaborated with chefs to create seasonal menus and promotional offers. Managed staff schedules and maintained adequate coverage for all shifts. Motivated staff to perform at peak efficiency and quality. Handled escalated customer concerns with speed and knowledgeable support to achieve optimal satisfaction and maintain long-term loyalty. Reduced health risks and safety hazards by preparing beverage products consistently while creating cleaning schedules, restocking items and sanitizing equipment to adhere to health department standards. Verified prepared food met standards for quality and quantity before serving to customers.

Reduced inaccuracies by carefully counting cash and keeping meticulous records of transactions.

Kept facility compliant with health codes, sanitation requirements and license regulations, alleviating potentially heavy fines. Enhanced financial controls to minimize theft and loss risks, continuously maintaining accurate accounts and cash drawers.

STORE MANAGER 07/2013 to 05/2015

Jays Liquors Crown Point, IN

Managed inventory control, cash control, and store opening and closing procedures.

Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.

Completed point of sale opening and closing procedures. Rotated merchandise and displays to feature new products and promotions.

Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation. Assisted with hiring, training and mentoring new staff members. Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.

Approved regular payroll submissions for employees. Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements. Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings. Reconciled daily sales transactions to balance and log day-to-day revenue. Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success.

Supervised guests at front counter, answering questions regarding products.

Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness. Trained new employees on proper protocols and customer service standards.

Scheduled employees for shifts, taking into account customer traffic and employee strengths.

Interacted well with customers to build connections and nurture relationships.

Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.

Trained and guided team members to maintain high productivity and performance metrics.

Monitored daily cash discrepancies, inventory shrinkage and drive-off. Tracked employee attendance and punctuality, addressing repeat problems quickly to prevent long-term habits.

Observed each employee's individual strengths and initiated mentoring program to improve areas of weakness.

Reported issues to higher management with great detail. BARTENDER 05/2009 to 07/2012

Southern Lake County Conservation Club Schneider, IN Served high customer volumes during special events, nights, and weekends.

Performed opening and closing duties, printing sales reports, setting up for incoming shift, preparing cash drawers, and taking inventory. Kept bar presentable and well-stocked to meet customer needs. Followed alcohol awareness procedures for preventing excessive guest intoxication.

Trained new bartenders on drink preparation, product promotion, garnish preparation, and sanitation protocol.

Adhered to state laws regarding alcoholic beverage services and customer regulations.

Obtained cash bank and stocked service bar to prepare for operation. Followed strict recipes and drink measurements to minimize product used. Cultivated strong relationships with repeat customers, engaging in friendly conversation and memorizing drink orders to promote loyalty. Regularly cleaned and sanitized bar area, beer lockers, refrigeration and storage areas.

Verified drinking age requirements of customers by carefully reviewing photo identification.

Maintained impeccably clean, attractive and well-stocked bar area. Kept bar stocked with liquors, juices and garnishes for drinks. Upheld strict regulations for safe alcohol service and food safety. Used extensive knowledge of beer, wine and spirits to make informed recommendations to customers.

Prepared custom drink orders by accurately measuring and mixing house ingredients.

Mixed unique and interesting cocktails for customers, including bar specials.

Prepared garnishes by evenly slicing and pitting fruits. Tracked bar stock levels and promptly replenished low materials to prevent shortages.

TAX PREPARER 01/2002 to 04/2010

H And R Block Lowell, IN

Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.

Completed and filed returns with tax departments at local, state, and federal levels.

Maintained complete records of client tax returns and supporting documentation in secured areas.

Assessed client tax situations to determine best filing options. Prepared tax returns for clients in various industries according to government regulations and requirements.

Maintained compliance by adhering to current tax laws and regulations. Offered clients recommendations to reduce tax liabilities. Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.

Communicated with clients regarding tax situations, providing guidance on financial decisions.

Analyzed financial records to verify accuracy of tax returns. Researched complex tax issues utilizing online resources and professional tax software.

Identified potential audit red flags to minimize risk of IRS audits. Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation. Developed tax plans and projections to help clients meet objectives. Liaised with accountants to confirm accuracy of client tax returns. Utilized tax software to prepare returns and meet deadlines. Calculated estimated tax payments for clients.

Analyzed financial documents to accurately reflect client information on tax returns.

Collaborated with clients to answer questions and provide advice on tax matters.

Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities. Facilitated communication between clients and tax authorities. Prepared written responses or tax return amendments to resolve state and federal notices.

Researched tax implications for various deductions and credits. Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.

Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.

Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.

Developed spreadsheet models to accurately track tax information. Responded to inquiries from IRS and other tax authorities. Prepared US, multistate, and international tax returns for business clients. Facilitated integration of modern tax software with client accounting software.

EDUCATION United States Government And Politics

State Board of Accounts, Various

Taxation 11/2001

H And R Block, Cedar Lake, IN

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