Customer Service Data Entry, Billing Specialist, Estimator

Lindsey Halvorsen

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

https://www.linkedin.com/in/lindsey-halvorsen-859a06214

Neenah, WI • 224-***-****

Candidate Profile

Experienced professional adept in invoicing billable hours and services, management of orders, estimation, and customer service. Exhibits track record of precisely and efficiently handling customer inquiries, managing order production, and estimating project timelines. Proficiently leverages cutting-edge software programs to format and generate invoices and billable hours and services reports, draft and submit orders to production, collate all necessary information, and rapidly generate accurate quotes for customers. Possesses exceptional collaboration skills, effectively partnering with other internal departments and providing training to new personnel on proper procedures. Demonstrates commitment to excellence by delivering necessary communication and customer service, with sharp focus on guaranteeing accuracy and customer satisfaction.

Areas of Expertise

•Invoice Formatting & Generation

•Billable Hours & Services Reporting

•Data Collection & Entry

•Management of Federal Regulation Documentation

•Order Processing & Management

•Customer Service & Communication

•Project Coordination & Organization

•Estimation & Quoting

•Internal Department Collaboration

•Training & New Personnel Mentoring

•Data Analysis & Reporting

•Product Knowledge & Prerequisites

•Diverse Software Utilization

Career Experience

Westwood Professional Services, Appleton, WI 2024 –2025

Billing Specialist – Appleton Operations

Charged with managing company's billing process, including generating invoices, verifying billing information, resolving billing discrepancies, formatting invoices, and maintaining accurate financial records to ensure timely and correct customer payments. Worked closely with aviation, public infrastructure, and structural engineering departments, accounting, land surveying, laboratory sciences, and project management teams to streamline billing procedures.

●Generate and process accurate invoices for clients by collaborating with internal partners to obtain the necessary information and return to project managers for review and approval.

●Compile specialized billable hours, laboratory sciences, and land surveys data for manual entry into the invoicing database.

●Collect unbilled hours and services data to create detailed reports for the project managers to review and confirm accurate invoices.

●Entering all billable hours for the Department of Transportation into their proprietary invoicing software.

●Converting billable hours for aviation engineers into lump sum dollar amounts for translation into a percentage complete for entry into proprietary Federal Aviation Administration software and custom billing format.

Westwood Professional Services, Appleton, WI 2023 –2024

Document Control Specialist

Responsible for providing professional and efficient clerical support to public infrastructure engineering team, which would include receiving, reviewing, categorizing, scanning, filing, and tracking documents using company classification and organization systems and procedures. Utilizing a high attention to detail to proof, edit, and prepare document packages for delivery to project management teams and federal entities. Managing inbound communications and maintaining familiarity working with documents of confidential nature, such as Federal procedures or company-specific proprietary information.

●Work with clients, contractors, vendors, and internal stakeholders to issue and transmit requested documents.

●Develop procedures for transmittal of document packages.

●Train and assist team members in the use of document management software.

●Prepare documentation packet for Federal approval, as well as distribute for approval and release into the system for review.

●Ensures document transmittals by others are accurate and complete.

Oshkosh Door Company, Oshkosh, WI 2021 –2023

Order Detailer

Oversaw outlook inbox to guarantee prompt handling of all inquiries concerning orders, enhancements to ship dates, and requests for information. Programmed order production system with door construction prerequisites to ensure accurate manufacturing, finishing, accessory addition, order fulfillment, and customer shipment. Facilitated free flow of communication between company and customers as point of contact, answering inquires pertaining to hardware, glass, and other door accessories. Educated customers on viable door constructions based on end use, while making customers aware of any limitations that may exist on specialty application doors.

●Extracted requisite details from architectural specifications, hardware and door schedules, machining sheets, project estimates, and customer requests to ensure timely and precise order entry.

●Collaborated with other internal departments to ascertain vital information acquisition for order entry accuracy.

●Collated necessary information from multiple software programs to properly draft and submit orders to production.

●Examined estimating database and located previously completed quotes to establish accurate pricing for received purchase orders prior to release to production.

●Discerned appropriate placement, dimensions, and inputting of hardware specifications into the production order database, by interpreting hardware templates with precision.

●Ensured structural integrity of construction as evidenced by crucial task of calculating allowable cut-out dimensions in doors.

●Comprehended stipulations for fire label certifications, acoustical ratings, and ballistic rating mandates, imperative for ensuring appropriate construction of doors while upholding necessary barrier requisites.

Belmark, Inc., De Pere, WI 2018– 2021

Estimator

Obtained essential information from project specifications, technical services documents, and customer requests to generate both accurate and punctual quotes. Possess an in-depth understanding of diverse packaging material structures and printing press capabilities, essential to accurately and efficiently quote projects. Took charge of transferring of all finalized quotes from estimating department to appropriate filing system.

●Enabled collaboration with other internal departments to ensure acquisition of all necessary information, in order to facilitate generation of accurate quotes.

●Instructed and trained new personnel from diverse departments on correct procedures and duties carried out by estimating department.

●Provided customers with comprehensive understanding of how to accurately read and interpret delivered estimates.

●Aided Accounting Department in reconciling any pricing inconsistencies between received purchase orders and forthcoming release to production.

●Sustained customer label database and ensured correct linking of all customer labels within assigned sales territories to appropriate estimates.

●Scrutinized customer data reports and compiled clear and informative spreadsheets for dissemination to customers, while safeguarding proprietary company information and processes.

Eggers Industries, Neenah, WI 2016 - 2018

Estimator (2018)

Oversaw Request Queue of the Estimating Department. Conducted review of quotes completed by other estimators to verify accuracy of quoting. Partnered with other internal departments to ensure acquisition of all necessary information for generation of accurate quote. Facilitated transfer of all completed quotes from estimating department to appropriate filing system. Provided service to both internal and external customers and offering assistance with any specialized tasks.

●Conducting training for new personnel from multiple departments on proper procedures and tasks executed by estimating department.

●Provided customers with comprehensive training on effective utilization of company’s web-based quoting software, enabling selective organizations to gain quick access to quotes needed for rapid turnaround projects.

●Evaluated desired constructions and determined optimal approach to accurately quote design, particularly when requested designs fall outside scope of standard constructions, to achieve closest feasible match.

Project Coordinator (2016 - 2018)

Offered appropriate and timely responses to all received emails. Arranging all received information into simple, logical, and quotable formats for purpose of creating estimates. Analyzed architectural specifications and extracting relevant details to ensure accurate bidding. Submitted customer requested finish samples to the samples coordinator for processing and entering necessary details. Trained new project coordinators on company procedures and best practices. Assisted both internal and external customers and offering support with any specialized tasks.

●Examined customer concerns and acquiring essential information to resolve issues or aid internal departments with resolution process.

●Generated fast and accurate quotes for customers through estimation.

●Inputted relevant details from received estimate requests into the quote tracking system.

●Fostered collaborative work-environment, partnering with engineering, customer service, and other relevant departments to ensure accuracy of requested bids.

●Designated follow-up calls to assigned Regional Sales Managers based on sales territory and specialized product type.

●Retrieved critical order information for customers by utilizing the AS400 databases.

●Provided first-level technical assistance to customers who use Online quoting and ordering systems.

Additional Experience as Estimating Office Associate at Smalley Steel Ring Company in Lake Zurich, IL, and Acting Customer Service Manager and Government Contracts & W.I.C. Services Coordinator at Ameda Inc. in Lincolnshire, IL.

Education

Associate’s Degree in Psychology, Philosophy, and Sociology, Northern Illinois University

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