Customer Service Administrative Coordinator

PATRINE LEE

**** ****** ***** ********, ** ***** 561-***-****) **********@*****.***

Regional Administrative Coordinator

PROFILE

Accomplished and motivated professional with over ten years experience in Administrative and Customer Service Management. Diverse experience, demonstrating an ability to successfully manage multiple accounts or projects and effectively communicate client needs to staff members. Recognized as a personable and energetic team member with a passion for exceeding expectations; offer outstanding interpersonal and conflict resolution skills. Exceptionally disciplined and organized with the ability to motivate others in a supportive and cooperative team environment. Proficient in Microsoft Word, PowerPoint, Windows Outlook, Generations, OMD, Timberline. QuickBooks, Sage CRM, Great Plains, Excel Share Point, PSA PeopleSoft and MTA.

CORE COMPETENCIES

Inventory Management

Accounts Payable/Receivable

Purchasing

Payroll

Quality Control

Cost Control

Account Management

Customer Service/Client Relations

Financial Reporting

Effective Time Management

PROFESSIONAL EXPERIENCE

Accounting Business, Transaction Coordinator

CBRE, Inc. Dallas, TX September 2016 to Present

Created deal files and verified required documents per CBRE's policies and Real Estate guidelines by completing the Deal File Checklist.

Ordered and removed all property signs for all new listing. Entered signage purchase orders, and marketing budget in PeopleSoft.

Processed all sale and lease vouchers in MTA.

Assisted Transaction Accounting in the process of collection and distribution of brokers commission payments.

Assigned new listing numbers and created files for all executed listing/commission agreements.

Verified electronic voucher against the written contract.

Entered all sales and lease information into the Company’s database according to the organization’s guidelines and procedures.

Prepared billing requests for non-transaction items such as client marketing reimbursement and/or employee reimbursement.

Researched vendor invoices and payment inquiries.

Processed vendor invoices for payment.

Code and submitted invoices for payment, using PeopleSoft.

Reviewed and approved expense reports.

Assisted with pipeline forecast quarterly.

Manage open issues for returned payments and stop checks.

Assist with broker payroll.

Construction Coordinator

Cencor Realty Services, Inc. Dallas, TX January2015 to August 2016

Performed site visits and update punch-list.

Created and reviewed sign criteria’s pursuant to the lease.

Invoiced project manager’s time.

Read construction drawings and compared them to the lease agreements and landlord requirements.

Completed payment applications as needed.

Defined scopes of work, obtain bids, scheduled vendors and handled contract administration.

Processed payments collect conditional and unconditional lien waivers and mailed off checks.

Scheduled department head meetings.

Created service agreements.

Created AIA Contrasts.

Regional Administrative Assistant

Rapid Response Team, LLC Pompano Beach, FL March 2014 to January 2015

Processed and uploaded vouchers for payment.

Created, emailed, and uploaded invoices for payment monthly to Share Point.

Ordered office supplies as needed.

Ordered and maintained company appeals.

Recorded NOC’s.

Filed roofing permits.

Completed roofing intake forms and emailed them to the respective sales personnel.

Updated and maintained the company phone list.

Emailed emergency response summaries to the respective estimators.

Entered timecards in ADP and PSA.

Assisted in filing construction liens as required.

Coordinated project workflow.

Registered Roofing Division in Counties as required.

Performed collections for the Roofing Division.

Assisted Marketing with Roofing campaign.

Scheduled weekly meetings.

Regional Administrative Coordinator

Amano Mcgann, Pompano Beach, FL May 2013 to March 2014

Extensive Great Plains Dynamics reporting.

Extensive Invoicing.

Processed all project service work orders from five regional branches.

Created and processed purchase orders and sales orders for all five Regional branches.

Ordered inventory, supplies, and consumables.

Entered, adjusted, forecasted budgets for projects.

Invoiced and performed collections for projects, service, and consumables.

Coordinated project workflow.

Participated in project meetings with Regional Operations Managers and Regional Vice Presidents.

Tracked serial numbers, ensuring correct ones are pushed to correct projects.

Implemented work order tracking, to ensure all work orders are invoiced.

Updated NowCare contracts and invoiced the contracts quarterly.

Tracked NowCare renewal using calendar reminder.

Drafted and mailed out NowCare renewal letter.

Audited and inventory control quarterly.

Shipped and received.

Audited and reconciled the company’s American Express.

Performed other duties as assigned by the regional branch Operational Managers and Regional Vice Presidents.

Office Administrator

Primerica, Fort Lauderdale, FL Aug 2011-August 2013.

Developed a system to monitor customer follow up log, product sold, and feedback using Excel worksheets

Managed the invoice process using the Service Works system.

Created transmittals for bank deposits.

Scheduled interviews.

Provided customer care and customer service to clients on a daily basis.

Managed CEO’s calendar and travel arrangements.

Managed and distributed office supplies.

Reviewed and maintained clients’ accounts.

Assisted with employee relations.

Planned special activities and workplace events.

Reviewed and processed employment applications.

Organized an end of the work year event for the sales department.

Entered American Express Credit Card charges in QuickBooks.

Expense charges to jobs in QuickBooks.

Media Payable Coordinator

Zimmerman Advertizing Mar, 2009-Aug 2011

Heavy data entry inputting invoices for payment

Invoicing process by creating standardized form using Microsoft Excel and calculating all pertinent information for the customers

Maintain contact with key client(s) responsible for budget control, both Regional and National.

Anticipate client needs to keep the agency in the position of leading rather than following.

Counsel with account managers and Clients on any potential changes in budget positions. Execute appropriate changes.

Develop and present to Client(s) fiscal year budgets.

Monitor and report relative budget generations and ensure balance between incoming dealer collections and outgoing media spend by DMA/Dealer.

Plan, coordinate and deliver monthly budget reviews to Account Managers and appropriate Region and National Client staff.

Provide on-going communication with Account Managers and Client regarding budget issues.

Construction Administrative Assistant

Merco Group Inc., Jan 2 2006 to Mar 2009

Estimated and manage materials from start to finish on major accounts.

Purchased all project materials from major industry vendors.

Operated in a supervisory position.

Accounts Payable, Invoicing and all phases of accounting.

Experience interacting with design teams, Project Managers, subcontractors and vendors daily.

Generated spreadsheets and status reports on jobs and materials.

Provided customers care and customer service to high-end clientele.

Created a large number of invoices weekly.

Generated work orders by using Service Works in Timberline.

Coordinated and followed up on city inspections.

Scheduled deliveries for materials within the tri-county area.

Create transmittal for Bank to inspect work done on job site.

EDUCATION

Palm Beach State College, Boca Raton, FL April 2012

Associate of Science in Business Administration and Management.

FAU, Boca Raton, FL April 2015.

BBA Management Analysts (major) and Marketing (minor)

Paralegal July 2013.

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