Julie A Mineard
Cell 425-***-****
adcy2k@r.postjobfree.com
SKILLS AND OBJECTIVES
-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
EXPERIENCE
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
Accountant
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
EDUCATION
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
SPECIAL SKILLS/ACHIEVEMENTS
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
COMPUTER SKILLS
Excel, Word and Outlook
PROFESSIONAL REFERENCES
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