Customer Service Office Administrator
Resume:
Katrina Cherry
Haysville, Ks. *7060
Work History
Appen Global/ Rator 2018 – Present
• Review, investigate, rate websites, advertising, posts, forums per guidelines Senior Branch Office Administrator Edward D. Jones Investments 12/2003 - 07/2010
• Completed 6-month basic training course required. Completed the advanced training courses in 1 year.
• Proficient at answering all incoming calls, scheduling
• appointments, and preparing all supporting documentation and reports requested by the Investment Rep.
• Prepared and processed contracts, documents for the opening,
• closing, transferring, liquidating, and purchasing securities.
• Established and maintained client records in addition to branch
• records for annual audits.
• Provided highly personalized customer service to clients and prospective clients by resolving issues in a timely and
• accurate
• manner. Coordinated and executed Marketing Campaigns, Seminars,
• Speaking Engagements, Open houses, and Continuing
• Educational Broadcasts
• Calculated cost basis information for securities for clients, CPAs, tax preparations, and attorney.
• Responsible for all check processing, bank deposits and shipping.
• Executed trades for the purchases of securities.
• Supporting role for the regional leadership team role for
• Region 104. Responsible for training the new Financial Reps. Benefit Analysts Tier II Claims Processor Cigna Healthcare 01/2001 - 12/2003
• Processed medical claims maintaining 100% accuracy
• Meet and exceeded production goals
• Adjusted claims paid in error
• Created spreadsheets to record special projects
• Assigned to National Accounts
• Assisted in special production project for management
• Volunteered for all overtime or production shortage
• Cross training in customer service and Tier I claim processing Office Manager/Bookkeeper South Central Sand Gravel, Inc 06/1996 - 10/1998
• South Central Sand Gravel, Inc.
• 1996-1997
• Office Manager/Bookkeeper
• Full Charge Bookkeeper
• Prepared payroll, and maintained A/R, A/P, G/L
• Complete bank reconciliation
• Generated quarterly, and year-end reports
• Prepared quarterly, and year-end tax liabilities
• Analyzed job costing as needed
• Acted as Secretary/Treasurer for the Incorporation
• Maintained MSHA requirements
• Ensured customer satisfaction
• Excellent communication skills
• Bonded scale operator
Small Business Owner K. S. Cherry Bookkeeping Service 01/1994 - 01/2001
• K. S. Cherry Bookkeeping Service
• 1994-2001 Small Business Owner
• Full Charge Bookkeeper for small business
• Prepared Payroll, and maintained A/R, A/P, G/L
• Complete Bank Reconciliation, Monthly, Year End, YTD
• Generated quarterly, and year-end reports
• Prepared quarterly, and year-end tax liabilities
• Analyzed job costing as needed
• Appointed a Notary Public
Laboratory Technician Heath Care Industry in local hospital 01/1977 - 12/1987
• Heath Care Industry in local hospital, physicians' offices
• Laboratory Technician. 1977- 1987
•
Education
Cowley County Community College, High School in General Studies for GED/Diploma 1977 Ashworth College, 2 Semesters in Accounting and Finance 2001 Skills
Skill Experience (in Years)
Computer Skills/Administrative 20 years
Investments/Banking/Accounting 8 years
Customer Service 22 years
Certifications
Covid-19 Contact Tracing 2020 - Purdue Global University Contact Tracing 2020 - WHO
Social Networks
Facebookhttps://facebook.com/katrina.cherry3/
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