Post Job Free
Sign in

Financial Secretary Customer Service

Location:
Pearland, TX
Posted:
November 04, 2022

Contact this candidate

Resume:

KEISHA MILES

CONTACT

832-***-****

***********@*****.***

Pearland, TX 77584

CAREER OBJECTIVE

A hardworking and reliable Person focused on going above and beyond to support the team and serve customers. Trained in Administrative Management and Customer Service offering top-notch abilities. Motivated to continue to learn and grow in any professional environment. Administrative management/Organizational Skills Self Motivator Proven Leadership Skills Adaptability and ability to work under pressure Excellent Customer Service Skills Trained in Salesforce and other Oracle based systems Trained in invoicing and cash

EXPERIENCE

July 2021 - Present

CTE Financial Secretary To The Director

Alvin ISD, Manvel, TX

Provided clerical support to CTE Director as well as CTE Coordinators and Teachers

Made travel arrangements for students and Teachers for varies events.

Researched and cataloged supporting documentation and data for management projects.

Set up and oversaw administrative policies and procedures for offices and organizations.

Provided support to CTE staff by generating customer Po's and preparing them for invoicing

Managed and maintained teacher CTE and Classroom budgets for the school year

Cash handling, event prep and set, and assisted with varies other clerical duties.

December 2017 - January 2020

CurrentSenior Sales Administrator/Project Management

Stewart & Stevenson Equipment, Parts & Rental, Houston, TX

Established ambitious quotas and helped each team member implement a personalized plan to achieve targets

Worked closely with all sales personnel to assist with quoting generator sales bids and handle advanced issues

Continuously classified and filed records to keep the system efficient and all information organized

Reviewed the incoming Generator Bids and assigned work to the Sales Team to maintain a demanding schedule

Consulted with customers to understand their desires and suggest the best products to meet their needs

Worked closely with third party contractors on bids and or generator sales

Processed Purchase order paper work and invoice at completion of delivery.

April 2015 - December 2017

Preventive Maintenance Coordinator

Cummins Sales and Service, Houston, TX

Conferred with the customer and team supervisors to address and resolve service

Education needs

Scheduled and dispatched workers and service crews to handle service and repair needs

Organized daily assignment and run schedules for Service Technicians

Monitored personnel in the field to maintain location knowledge and provide ongoing support

Delivered expert administrative support each day, including processing all of the paperwork, appointment requests and payments coming through a busy Service office

Reviewed the incoming orders and assigned work to the Service Technicians to maintain a demanding schedule

Continuously classified and filed records to keep the system efficient and all information organized

Determined the type and amount of resources required based on the specifications outlined in the work order

Provided on-call support during after hours a and Holiday periods

Reviewed and process invoices daily.

October 2010 - April 2015

Service Manager

Wells Fargo Bank, Seabrook, TX

Recruited and trained top-quality candidates to fill vacancies and maximize the team's performance

Helped customers with financial problems using a relationship-based approach

Evaluated applications for loans and lines of credit to determine whether customers were suitable candidates for the desired product

Networked around the local area to identify and capture new business opportunities

Enforced sound procedures to maintain adequate control of and secure business assets

Reviewed the incoming orders and assigned work to the Tellers and Bankers to maintain bank procedures

Followed and enforced all banking policies and procedures

Reviewed business forecast for the Month and assigned set schedules for the Tellers and other bank staff

Set procedures in place for my Tellers to ensure we met all audit requirements.

EDUCATION

Expected Graduation December 2022

Associate in Science (A.S.) GPA 3.3

San Jacinto Community College, Houston, TX

May 2000

High School Diploma

Samuel Clemens High School, Schertz, TX

REFERENCES

References available upon request



Contact this candidate