Data Entry & Administrative Support Professional

Lori Roberts, *

Lori Roberts

Customer and Operations Support

********@*****.*** - Lexington, NC 27295

A personable, well-rounded, and hard-working team player looking for a flexible work environment, a harmonious workplace and a challenging experience, preferably hybrid or remote work, on-site negotiable. Authorized to work in the US for any employer

Work Experience

Customer & Operations Support

ENTECCO Filter Technology - Winston-Salem, NC

November 2023 to December 2025

• Entered new customer information into Microsoft Business Central Dynamics 365.

• Entered customer orders into Microsoft Business Central Dynamics 365.

• Requested required documents for customer set up.

• Added new items into Microsoft Business Central Dynamics 365, as well as, built Bill of Materials for production.

• Collaborated with the Sales Team & Operations Team regarding stock levels and replenishment of stock, design changes, and streamlining processes, along with supporting projects from start to finish with Project Managers.

• Document control.

• Requested parts quotes from suppliers and prepared purchase orders.

• Prepared forms for quality control, export shipping documents, and work orders.

• Assisted Finance Department with account reconciliation, cash flow projections, AR Collections, and AP Reconciliation.

• Customer Service.

• Performed other duties requested by Finance Manager and CEO of the company.

• Worked with Spare Parts and Service Manager preparing quotes and sales orders.

• Trained new hires in: new customer set up, new vendor set up, as well as, entering Sales Orders and Purchase Orders into Business Central, along with sharing industry information.

• Worked with international inter-company personnel and international vendors.

• Worked with freight brokers (domestic and international) for shipping purposes. Purchasing Manager

ENTECCO Filter Technology - High Point, NC

November 2019 to November 2023

• Purchased material for major projects and warehouse stock.

• Performed other daily tasks as requested; see above for details.

• Customer Service.

• Assisted Outside Sales.

• Collaborated with international inter-company personnel and international vendors.

• Spare parts and service inside support.

Sales Representative

US Duct - Kernersville, NC

February 2018 to August 2018

• Prospected for new customers, researching companies and cold calling, lead generation.

• Prepared duct take-offs using DuctQuote 3D Design Software, and generating quotes from drawings.

• Key contact for customers for technical assistance, quote requests, purchase orders, and basic questions.

Lori Roberts, 2

• Built and maintained strong, long-lasting customer relationships.

• Maintained interpersonal communication with various departments regarding customer needs.

• Managed customer account information and activities in CRM (Customer Relationship Management).

• Networked via Social Media; Linkedln and WhatsApp.

• Communicated with freight companies to arrange shipments, resolve shipping issues, and obtain freight estimates when necessary.

Inside Sales Account Manager

Nordfab Ducting, Inc - Thomasville, NC

September 20 I I to January 2018

• Key contact for customers for technical assistance, quote requests, purchase orders, and basic questions.

• Built and maintained strong, long-lasting customer relationships.

• Maintained Interpersonal communication with various departments regarding customer needs.

• Managed customer account information and activities in CRM (Customer Relationship Management).

• Researched and Identified opportunities within the territory, collaborated with Outside Sales and other sales teams to ensure successful growth.

• Attended Industry specific trade shows to help promote products, services and networking.

• Communicated with freight companies to arrange shipments, resolve shipping issues, and obtain freight estimates when necessary.

Administrative Assistant

The Assurance Group, Inc -Archdale, NC

December 2007 to February 2009

• Primary Assistant to Chief Compliance Officer (CCO); Worked with executive level personnel daily.

• Responsible for applying, renewing, and logging Corporate Business and Insurance licenses in all 50 States.

• Assisted agents with concerns regarding licensing, insurance plan information, and compliance issues.

• Distributed contracts for agents including updating Adobe files and uploading contracts to company web portal.

Administrative Assistant

Chapter 13 Office - Winston-Salem, NC

October 2002 to January 2006

• Primary Assistant to Office's Chief Clerk; researching, delegating, & responding to incoming mail.

• Researched Chapter I 3 debtor files for errors and took proper action to correct errors.

• Created & composed correspondence regarding Debtor and/or Creditor issues.

• Supported receptionists and staff when needed.

Income Maintenance Worker II

Forsyth County Department of Social Services -Winston-Salem, NC April 2000 to August 2002

• Interviewed clients and gathered information needed to determine their eligibility for public assistance.

• Researched & interpreted federal, state & county policies for Medicaid & Work First Cash Assistance.

• Analyzed information provided by clients and took appropriate action in determining their eligibility.

• Maintained control logs of caseload activities to insure goals were accomplished within specific deadlines. Patient Services Representative

Wake Forest University Physicians - Winston-Salem, NC November 1998 to April 2000

Lori Roberts, 3

• Created new patient charts, edited existing ones, & entered patient information into computer system.

• Worked closely with doctors, nurses, and other staff for scheduling and patient concerns.

• Performed patient check-in & check-out; scheduled new appointments. Customer Service Representative

Sara Lee Direct -Winston-Salem, NC

March 1989 to April 1997

• Responsible for entering orders from customers over the phone into the company-wide computer system.

• Monitored staff & call volume at company's Control Station.

• Performed random call screening of other staff to ensure proper customer service and quality of performance.

• Led a group of co-workers in initial set-up and implementation of the "Inclement Weather Plan" for phone calls to be routed to homes of workers when weather conditions were severe. Education

Light University - Mental Health Coach in Addiction & Recovery - July 2025 - present C.A.C.L.C. in Biblical Studies (Certified)

International Christian Coaching Institute - Plano, TX January 2022 to January 2024

Associate Degree in Paralegal Technology (Associates in Applied Sciences - A.A.S)

Forsyth Technical Community College I Davidson County Community College Winston - Salem, NC August 1989 to May 1992

Skills

• Web-Based

• Data Entry

• Detail Oriented

• Excellent Communication Skills

• Microsoft Office (IO+ years)

• Filing (IO+ years)

• Account Management (8 years)

• Customer Service ( I 0+ years)

• CRM (8 years)

• Documentation (10+ years)

• Key Account Management (7 years)

• Negotiation (7 years)

• Project Management (7 years)

Lori Roberts, 4

• Relationship Management (7 years)

• Research (8 years)

• Sales (7 years)

• Customer Relationship Management

• Order Entry

• Inside Sales

• Document Management

• Purchasing

• Procurement

• Microsoft Outlook

• Google Suite

Links

https:llwww.iinkedin.com/in/lori-roberts-7 I b2077 6/ Certifications and Licenses

Driver's License

C.A.C.L.C.

January 2024 to January 2025

Certified Associate Christian Life Coach

Help others overcome obstacles and achieve goals they desire to meet using Biblical principles and Christ-Centered mindsets.

Certified Notary Public

March 2023 to March 2028

North Carolina Certified Notary Public

Groups

B.R.E.A.T.H. of Hope

January 2021 to Present

Founder and Director of B.R.E.A.T.H. of Hope Gathering Support Group Ministry, which is a branch of Ministry through the House of Hope Worship Center in Lexington, NC. We are a support group for individuals and their families that are currently or have overcome addictions, alcoholism, depression, anxiety, and/or traumas, abuse, etc., and need support in their recovery or their loved one's recovery. Additional Information

The above listed skills, experience, and achievements have molded me into a well-rounded individual that is capable of learning new skills and achieving goals. Thank you for your time and consideration.

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