Project Coordinator Customer Service

Shannon K. Loughlin

Primary Phone Number: 727-***-****

***** ** ******* ** *****, Unit 802, Clearwater, FL 33763 SUMMARY

An experienced Administrative Coordinator seeking a challenging position that will utilize education and experience to expand knowledge and offer opportunities for personal and professional growth. Qualifications

• Organized and maintained close relationships with 3,000 plus providers to ensure that Compliance was completed online and met the deadline.

• Analytical with problem solving and mathematical skills.

• Previous experience in payroll management and debt collection. Proficient in all Microsoft applications (2007 & 2010) including Word, Excel, PowerPoint, Access, and SAP databases used for purchasing and inventory control.

• Scheduling of travel arrangements using Outlook and time management of executives along with processing expenses using various expense programs (NECCO) daily.

• Certified SAP ‘Super-User’ Database

• Certified Database Administrator in Microsoft Access PROFESSIONAL EXPERIENCE

Suddath Relocations

A seasoned international moving company that will help you choose an appropriate container and will arrange to have your items transported by land, air, sea, or a combination of those. Project Coordinator/Customer Service Specialist `

Jan. 2023 to April 2024

• Provide support to multiple Sales Representatives such as contacting the customer to introduce myself as the Project Coordinator for their move and that I will be organizing their move from the initial start to finish. This lets the customer know that I am the person to execute their move and handle any questions or concerns they may have during the moving process.

• Work in Korber (High Jump) with any designer moves or warehouse orders. This program helps to receive in/out items for the customer, make waves for any outgoing delivery or pickup orders and maintain inventory counts for each customer.

• Work closely with the Ops Manager and Dispatcher with scheduling moves, handling any last- minute moves or issues, contact the customer when we anticipate being late to start the move and any other issues.

• Continue a close relationship with the Warehouse Supervisors for when items from a move have been reported missing. Communicate with the Warehouse Supervisors for when new or existing customers would like to tour our warehouses to either see how we operate or to find items that they need to have moved to their facility.

• Handle billing issues such as working with the sales rep to find a missing vendor quote or invoice. Ensuring that all documents are uploaded prior to pushing services/registering the order in MoversSuite.

PSCU, Inc.

PSCU stands for Perinatal Special Care Unit and is the largest credit union service organization in the United States.

PDPO Administrative Assistant II `

Aug. 2022 to Dec. 2022

• Provide administrative support to the Senior Vice President of PDPO (Project Delivery Platform Operations) and the other members of the team with cleaning and maintaining email accounts daily, consistently schedule meetings and handle any last-minute needs for projects prior to the start of a meeting as an example; last minute creation of a PowerPoint slide to add to the deck.

• Create and submit the SVP’s expense reports in Concur along with serving as liaison to the other members of leadership for approval of their expense reports to ensure this is done in a timely manner.

• Offer support to the three VPs within the PDPO as to scheduling meetings, organizing travel arrangements, updating the PDPO organization chart, help prepare meeting agenda’s, PowerPoint presentations and miscellaneous projects. This includes providing support to our external clients as well with scheduling conflicts.

• Head of the ‘Welcome Committee’ to welcome newcomers and to send each new hire within PDPO a welcome package.

• Help to support all other levels of management within the PDPO. Some examples include troubleshooting meeting invites done through Microsoft Teams, creating specific documents needed ahead of meetings such as creating an Excel spreadsheet with the information being converted to a pivot table.

Amerilife, Inc.

Offer Medicare Supplement and Life Insurance services to qualifying policy holders. MODD Analyst

June 2016 to Aug. 2022

• Manage the ‘board’ known as CMS (Centers for Medicare and Medicaid Services) which displays every incoming call for every carrier contracted with Amerilife as well as all office/department calls.

• Ensure that all calls are answered in less than a minute to secure 80% or higher (as contracted with each carrier) on SLA (Service Level Averages) for all carrier calls.

• Support 45-50 Customer Service Representatives with breaks, lunches, late arrivals, absences, and PTO requests daily. This includes managing CSR’s occurrences, daily attendance reporting and available PTO which is reported to the Workforce Manager and Department Vice President.

• Process and approve payroll bi-weekly through the program Workday for all CSRs within the department.

• Support leadership with miscellaneous projects, creating meetings and managing their time effectively throughout the day.

• Assist Reception and internal departments in taking calls daily along with assisting POS (Policy Owner Services) with miscellaneous projects to meet set deadlines. SupplyOne Tampa Bay

Seller and manufacturer of corrugated boxes, packing peanuts, bubble wrap, food containers and shrink bands/films.

Inside Sales/Customer Service Representative/Coordinator May 2014 to June 2016

• Work closely with the Outside Sales Reps, entering their orders into the system, making sure all questions were answered and monitoring the shipments from order to delivery stage, tracking and ensuring orders were correct and on time.

• Responsible for handling inside sales of corrugated packaging materials to The UPS and Pack and Ship stores throughout the entire state of Florida on average, enter between 50-75 orders per day.

• Create sales presentations, organize, and coordinate meetings with vendors and order sample boxes and containers to be sent to the customer for testing purposes.

• Back-up support to other customer service reps and any other areas as needed. Raymond James Financial

Financial advisement and wealth management firm, serving clients nationwide. Brokerage Assistant – Cost Basis and Tax Reporting (Contract position) Sept. 2013 to May 2014

• Provided cost basis, gain/loss, and corporate action information to clients as well as internal departments.

• Responsible for entering all cost basis data for Mutual Funds, Stocks and Bonds.

• Review and process daily reports and research any discrepancies.

• Supported the Tax Reporting Department with mailing deadlines, updating, and reissuing of 1099’s through Wall Street Concepts.

• Utilization of Portfolio Management System and Brokerage Accounting System. EmCare, Inc.

EmCare recruits and schedules Emergency Room Doctors/Providers Compliance Coordinator/HR/Executive Assistant to Corporate Directors Aug. 2008 to Dec. 2012

• Managed compliance for 3,100 medical providers, detailing what needs to be completed and assisting in getting the providers online to complete year end requirements.

• Assistance to the Director of Operations and the Director of Finance, responsible for handling expenses, travel arrangements, miscellaneous projects, and scheduling appointments.

• Aided support to:

o Benefit Coordinators and Directors in budget/forecasting and employee payroll/benefits projects.

o Contract Administrator in contract processing and execution of providers travel agreements and pay rates with benefits.

• Responsible for answering 42 incoming lines and managing the front desk daily. OTHER EXPERIENCE

The Limited

Clothing retailer

Part-time Sales Associate

July 2003 to June 2015

• Specialized in catering to the needs of customers while promoting revenue for the company.

• Relieved supervisors of various duties including scheduling, floor supervision and display formations.

EDUCATION

Associate degree in business administration/management-graduated with a 3.78 GPA. ACTIVITIES

• Head the charity team in the all-night walk efforts to raise money and awareness for the American Cancer Society.

• Volunteer time and guidance to my adopted ‘little sister’ through the Big Brothers/Big Sisters program and to Habitat for Humanity projects.

• Supporter of the St. Jude’s Children’s Research Hospital.

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