Objective:

Searching for a position in a more stable type work environment due to the current economy.

Profile

Motivated, personable and a quick learner of new software. Talent for quickly mastering any software that I have encountered. I recently taught myself how to use MS Access to compile reports pulling data from our order entry system. I am able to create any type of report currently asked of me. Accustomed to constantly changing paramaters for the reports that I have created. Demonstrated history of producing accurate, timely reports for quarterly Board of Directors Meetings.

Multi-Tasking – able to handle both sales administrator duties as well as receptionist duties at the same time. Poised and competent with demonstrated ability to easily adjust to every situation.

Skills Summary

 MS Word, Excel, Access

 Ultris, FileMaker

 Written Correspondence

 General Office Skills  Computer Savvy

 Customer Service

 Multi-tasking

 SalesLogix  Order Processing

 Report Writing

 Type 60 wpm

Professional Experience

ORDER ENTRY: FILEMAKER/ULTRIS

 Enter and revise sales orders in both FileMaker and Ultris simultaneously.

 Create and maintain sales folders with pertinent paperwork.

 Determine amount of commission that an outside sales person receives, make changes when necessary, and track on a monthly basis.

 Balance our monthly backlog to all open orders.

REPORTING

 Track and report all quotes going out of the office to potential customers.

o Send President and Controller monthly numbers.

o Prepare and maintain quarterly charts based on totals / amount won / amount lost / and amount dead for quarterly Board of Directors Meeting.

 Create and maintain various charts based on sales trends and totals.

o Send President and Controller monthly sales numbers.

o Track and report totals by Sales Rep, Market, and Class.

o Track and report sales for Outside Sales Reps.

 Developed and implemented a log to track all of our Demo units.

 Created a price list for the sales department to use calculating the margin that we have on each product.

 Update and maintain our backlog based on status of order in production.

CUSTOMER SERVICE

 Took on additional Receptionist responsibilities when company downsized.

o Answer phones.

o Process incoming mail.

o Order catered lunches as needed.

ADMINISTRATIVE ASSISTANT

 Administrative Assistant to the HR Manager.

o In charge of the administrative hiring / review process for all new employees.

o Composed confidential reports from the HRIS system.

o Administered Insurance for all employees.

o Kept track of and updated all HRIS records.

 Office Assistant

o Responsible for setting up new foster family applications for processing.

o Created a program to track the application process for over 8000 foster homes in NC.

o Managed the NC criminal background check program for all new foster parents cases.

 Assistant to the Branch Manager, Office Manager

o Handled clients questions and complaints when Branch manager was out of the office.

o Filed various forms e.g. (Mutual Fund, Annuity & Monthly Statements; Correspondence).

o Generated several types of reports (Gains & Loses, Cost Basis).

o Prepared office for Compliance & Divisional Manager visits.

o Composed numerous types of letters (Liquidation, Registration, Death, Lost shares, etc.).

o Requested and printed all client checks.

o Sent and received wires from various branches.

o Entered trades and various transactions in client accounts.

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