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Manager Office

Renton, WA
April 26, 2020

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Julie A Mineard

Cell 425-***-****


-Over 25 years of experience supporting and implementing operations and financial projects with exact detail

-Excellent interpersonal skills and effective team leader of directly and indirectly-managed resources

-Lauded for Project Management skills

-Experience in supporting coworkers in all facets of work

-Strong communications skills and Microsoft Office Suite knowledge

-Endeavor to join an established organization that will utilize me to grow and flourish


Client Success Manager

Zones (August 2019 – Present) Auburn WA

Collaborate with Sales Manager and Regional Management to ensure accounts are managed efficiently

Managing four large accounts & the operational team associated with each to include Regional Resource Coordinator, Advance Quote and Order Specialist, Standard

Quote and Order Specialist, Sourcing and Supply Chain Management.

Monitor quote requests, quotes completed, orders and invoicing for efficiency and accuracy.

Ensure Standard Level of Service (SLA’s) are met and maintained

Monitor any stopped orders or delayed orders to completion and escalate as needed

Report on account health weekly

Weekly cadence calls for all accounts managed

Constantly review of open orders for issues and delays

Report on closed orders and invoicing that hasn’t been completed

Developed Standard Processing tool to complete all tasks on accounts for successful operation of account from start to finish.

Manage all Returns

Resolve any client issues or questions

Associate Agent

Redfin (August 2019 – Present) Renton WA

Touring buyers in Renton, Kent and Auburn WA

Managing open houses

Assisting Agents with clients to ensure their needs are met efficiently

Collaborate with agents and management to make client experience is exceptional

Federal Way Office and Market Administrator

Redfin (Dec 2018 – August 2019) Federal Way WA

Coordinate four area team meeting in the Federal Way office

Inventory and ordering of all office supplies

Kitchen management and ordering of all food and snacks

Catering for all in office and local events

Assisted office with any IT needs

Estate Administrator

Estate Administrators LLC (Aug 2018 – November 2019) Renton WA

Guidance while distributing assets to heirs

Ensuring clients questions are answered and needs are met

Liaison between clients and financial institutions while consolidating accounts

Estate planning recommendations


DoubleDown Interactive LLC (Jan 2018 – Aug 2018) Seattle WA

Reconcile and process invoices and credit memos

Process Bi-Weekly Check Run

Reconcile vendor statements and respond to vendor inquires

Established contract repository and contract renewal process

Maintain accounts payable files and vendor permanent files

Created file system to include vendor W9’s & transitioned over 200 vendor’s to ACH payments

Assisted other departments as needed

Monthly bank account reconciliation

Operations Supervisor and Senior Registered Client Associate with Series 7, 66 and CRPC designation

Merrill Lynch (Feb 1999 – Nov 2017) San Diego CA and Seattle WA

Led team of seven that managed over $500 Million in assets

Overseeing account opening for all clients, receiving accounts, providing recommendations and investing cash, discussing performance analysis with clients

Tracking client contact and annual reviews as well as reviewing all notes entered from meetings to ensure complete and clear instructions

Operations Manager overseeing cashiering and accounting department

Oversaw all aspects of operations, setting and achieving goals

Continuously measure and evaluate the departmental goals and all work processes

Deliver continuous efficiencies and cost savings

Excel proficient in compiling data for analysis

Controlled four calendars to coordinate meetings and conference calls as well as travel

Assistant Banquet Manager and Assistant Beverage Manager

Hyatt Regency (May 1996 – Feb 1999) Bellevue WA and San Diego CA

Staffing and coordinating service needs with event contact-exceeding expectations

Coordinate all details with Catering Manager and Chef before event

Order wine and alcohol for the bars and banquet bars


Washington State University Pullman WA

Bachelor’s degree – Hotel Restaurant Management, Minor – Business Administration

Customer service-exceeding expectations at a profit

Successful business practices-organization and leading others

Business accounting and Food & Beverage cost analysis

Managing others effectively


Securities Series 7 and 66 February 2000

Black Belt in Tae Kwon Do December 2014

WA Real Estate License October 2018

Legal Secretary/Paralegal diploma Stratford Institute-March 2019


Excel, Word and Outlook


Julie Metelski Data Content Management Choice Hotels


Walter Burenin Resident Director Merrill Lynch/UBS


Philip Wells Catering/Banquet Mgr University Puget Sound


Stephanie Hawes Edward Jones Senior Branch Office Manager


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