Barbara A. Allan

606-***-****

fwl1hv@r.postjobfree.com

Summary of Qualifications: I am proficient in Microsoft Word, Excel, Power Point, Adobe, Access,

AS400, Internet, Intranet, Outlook, GroupWise, SharePoint (SPN), WebEx Virtual meeting and Verizon for Business. I have over 5+ years as a call center representative both inbound and outbound calling. I am proud of my ability to get things done. I have a great attention to detail and the ability to communicate and collaborate well with all the appropriate stakeholders. My organizational skills are excellent and I enjoy seeking out new responsibilities and improving upon existing systems.

June 2007 – October 2010: CUNA Mutual Group

Administrative/Project Coordinator – Lender Development Program (LDP)

• Executive Support: Provide support to the Director of Lender Development, the Director of business management, the leadership team and 7 outside Sales Managers (SMLP) along with intermittent support of 60 Lending Protection Managers (LPM) in the field.

• Calibration: Compile competency reports for mid-year and end of year calibration for 60+ LPMs and 7 SMLPs. Forecasting salaries and budgets within regions

• Calendar Maintenance: Maintain calendars for all whom I support to include scheduling meetings both face to face and via WebEx our webinar meeting application.

• Event Planning: Coordinate trainings and meetings throughout the United States both for internal CUNA Mutual employees and outside Credit Union staff. This includes venue selection, catering, hotel and meeting space accommodations and registration. For the Master Coaches Exchange there are 30+ trainings with 60+ attendees for each location. I coordinate the mailing of materials, create innovative materials and ship to events. Working closely with Corporate Events to ensure 100% accuracy for all trainings, and events.

• Training: Coordinate materials and for workshops and training events for internal staff for new lending protection managers. Create interactive meetings allowing participant interactions

• Team Building: Coordinate and create team building events for Sales Managers and Lending Protection managers throughout the year. Manage venue, catering, transportation and be the onsite contact.

• Financials/Reporting: Prepare reports using Access, Excel and CUNA Mutual software. These reports include the Capacity Analysis that tracks revenue and participation for 300+ credit unions reviewing trends and acting upon credit unions below the 30% threshold. Pull reports from Salesforce.com and the Oversight also reporting on revenue and participation which drives our overall departmental results.

• Communication: Compile and publish the bi-weekly Lender Development Program (LDP) communication converting all hyperlinks and documents to .PDF and save to Sharepoint (SPN)

• SPN: Manage the LDP field SPN granting access, removing and uploading documentation.

• Database Maintenance: LDP Zone database: Add new content to existing port lets create new port lets and update and remove content.

• Territory Management: Track credit unions for 7 territories to review capacity of Lending Protection Managers and regional objectives. Find ways to balance credit unions by their lenders and advising new lenders on how to work through overloaded accounts.

• Marketing: Responsible for creating unique designs for sales meeting. i.e. mock “LDP Concert Tickets”, “LDP Sold out show” and “Scalpers” to get into the training. Creating “Clue game” like figures and gaming for credit union training. Present training materials during F2F meetings and virtually using WEBEX teleconferencing.

• Ad hoc: Create PowerPoint, Excel, Word and .PDF requests on an as needed basis.

June 2005 – February 2007 – Conney Safety Products, Madison, WI

Event Coordinator /Executive Assistant

• Executive support: Provide Executive Support to the Vice President of Sales and Customer Service, Customer Service Manager, Inside and Outside Sales Managers, Customer Service Supervisors and Customer Service staff. Provide support for 5 Inside Sales and 15 Outside Field Sales personnel.

• Calendar maintenance: Maintain calendars, schedules and appointments in GroupWise

• Meeting and Event Planning: Coordinate 4 annual Sales Meetings including all hotel reservations, site selection, lunches, and dinner and vendor coordination. Coordinate various Trade Shows, conferences and workshops to include the annual Safety Expo, ASSE, QSSP, MN, IL, and IN Tradeshows, Golf Industry show, SEDA, “Safety Sandwiched In” and other shows throughout the United States.

• Tchotchke – Order give-away and branded items for tradeshows. Pens, paper, t-shirts, golf balls, safety kits, etc. to hand out at shows and booths.

• Reporting: Create and maintain reports in Excel with advanced formulas and pivot tables these are run daily, weekly and monthly showing trends in sales vs. forecasts.

• New Business Acquisition: Maintain “lead” database of vendors and customers we have contacted or have attended our shows. These vendors then become potential or future customers. Send samples and materials and contact them personally thanking them for their business offering my assistance with products and follow ups.

• Financials: Create queries using the AS400 and Access Databases using Winspool and multiple internal databases.

• Sample of products: Process samples from the Inside and Outside Field Sales Group to customers and vendors. Trying to increase overall sales and drive results.

• Cross functional support: Provide backup for other Executive Assistants as needed for other areas of the business

• Intranet maintenance: Upload documentation both for internal employees and outside customers via the intranet and internet connections.

• Ad hoc: Create PowerPoint, Excel, Word and .PDF requests on an as needed basis.

February 2005 – June 2005: Humana Insurance, Middleton, WI

Client Service Specialist Humana One – Licensed in Accident/Health and Life Insurance

• Product and benefit knowledge: Extensive training and knowledge of Humana One insurance to include Humana One HAS, HDHP and PPO individual plans in the Choice Care Plus Network.

• CALL CENTER: Act as incoming call center to agents and applicants wishing to acquire Humana One insurance or checking the status of applications.

• Customer Service and communication: Provide support to outside field agents and applicants for the Humana One insurance plan for 15 states. Give status updates for MRS, paramed (medical exams) and underwriting process.

• Underwriting: Prescreen with agents and applicants the Underwriting guidelines and Agent Sales Guide.

• Reporting: Run quotes for agents through the Humana Agent portal and Rate Calculator software for the Humana One Individual health insurance plan, stand alone life insurance, and optional riders such as the dental product, maternity, life insurance rider and the office visit co-pay.

March 2004 – August 2004 Association of State Floodplain Managers, Madison, WI

Office Management/Conference coordination

• Executive Support: Provide support for the Executive Director, Project Manager and Administrator

• Accounts Payable and Accounts Receivable: Process AP/AR for both the ASFPM Organization and the ASFPM Foundation. To include invoicing and weekly bank drops of registration money and membership dues. Reconcile the company credit card on a monthly basis.

• Reporting: Run reports of financials for quarterly reports and project management to include general ledger and detailed account information.

• Membership Database: Maintain membership database in Access for members of Association of State Flood Plain Managers (ASFPM).

• Registration: Provide registration for the Annual Conferences.

• Conference Coordination: Coordinate day and night time activities. Both field events such as golfing, boating and shopping outings depending on the locations. Contract with buses, cruise ships, gambling casinos as appropriate.

• Financials: Act as on-site contact for registration; information and field events to include registration material handling, registration monies and track conference costs and fees and maintain budget vs. forecasts.

August 03 - January 2004: Madison Metropolitan School District, Madison, WI

1) Purchasing Clerk

• Purchase Requests: Responsible for purchasing requests and proposals for the Madison School District. Coordinate, deny or correct incoming and outgoing Purchase Requisitions through the AS400. Each order from a pencil to a piano came to me. We have a list of approved vendors and each purchase must be reviewed.

• Purchase Requisitions: Release or order Purchase Requisitions on a timely and accurate basis.

• Federal Requisitions: Process Federal, Bond, Purchase and Pre-pay requisitions.

• Product Return: Coordinate returns for the district to include lost or damaged merchandise.

• Procurement Cards: Process coordinate and secure procurement cards for the School District.

• Vendor database: Assign new vendor numbers and enter information into their database.

2) Administrative Clerk Senior Leopold Elementary

• Office Management: Responsible for managing the office of the largest public elementary

school in Madison, WI

• Maintain databases: Coordinate field trips, and special requests from parents, students, staff and instructors. Ensure accurate headcount of students to ensure proper monies are allocated. This number has to be 100% accurate as distribution of funds is dependant upon number of students enrolled.

• Accounts payable and receivable: for three major accounts using Quicken. Weekly bank drop of deposits.

• Communication: Create and process monthly newsletter and weekly bulletin.

• Registration: register students for school and update and maintain student records using theAS400.

• Building Permits: Create and maintain building permits for Leopold School in the AS400 database.

• Substitute teachers: Request and ensure Substitute coverage for all teachers and teacher assistants.

• Payroll: Process payroll for teachers, substitutes, aids, OT/PT and biweekly employees to include entering and cross checking time sheet data; time off for vacation and/or sick leave and paid and unpaid leaves.

• Events: Coordinate upcoming events and open houses, ice cream socials and book clubs and notify parents, teachers and staff both verbally and in writing.

• Manage requests: on an Ad hoc basis manage requests for miscellaneous custodial work and key acquisition.

• Supervise: Supervise the Clerk Receptionist and the Temporary Office Assistant. Ensure accurate information is kept and work is done on a timely basis. Manage the projects each person is responsible for in the office.

October 1994 - November 2002: Harley-Davidson Motor Company, Milwaukee, WI

1) Sales Administration - “SPOC” Single Point of Contact Dealer Service Coordinator - Region 4

• CALL CENTER: Contact for dealers in the South and Southwest - Region 4.

• Dealer Inquiries: Respond to all dealer concerns regarding customer service and technical service needs.

• Product resolutions: Solve product resolutions, including fitment, features and backorder concerns.

• Product identification: Assist with part number identification for both current and past model year motorcycles. Determine paint codes, part numbers, and assistance with custom paint, custom touring.

• Marketing: Support Sales Promotion overall goals for the month, quarter and year. Travel to Harley rallies, events, open houses, dealer shows and the International Motorcycle Trade shows to represent the Harley-Davidson Company and the Harley brand.

• Input Orders: Order maintenance of orders for both parts and accessories and motor clothes and custom rework programs for metal and fiberglass product.

• Remanufactured engine program: Act as sole contact for remanufactured engine program

2) Parts & Accessories - Genuine Motor Accessories/Category Management Product Specialist

• Product Samples: Coordinate, implement and track new product samples to the domestic and international dealer network to coincide with new product launches.

• ISO Internal Auditor: Perform random audits of parts and accessories department, the Franklin distribution center and line personnel.

• Confidentiality: Insure the highest confidentiality is maintained with new product launch.

• Reporting: Track revenue and prepare revenue reports on existing and new product lines. Determine sales vs. forecast. Create and run queries on the AS400 to track revenues, royalties, back orders and model year changes.

• Invoicing: Monitor royalty revenue and payments on a quarterly basis.

• Pricing: Update pricing to coincide with sales and or price adjustments in the pricing database.

• Budgets: Track and maintain the economic justifications and budgets.

• Product bulletins: Update and maintain the new product bulletins, and instruction sheets.

• Facilities coordinator: Act as facilities coordinator for entire first floor of the parts and accessories building. Coordinate moves of employee’s offices, work spaces and new hires.

• Executive Support: Act as Assistant to the Director of Parts and Accessories Genuine Motor Accessories and eight Category Managers.

• Marketing and meeting coordination: Coordinate on site special events and parts and accessories shows as well as major events such as Sturgis, Daytona and Laughlin. This included site selection, registration, catering and event planning.

3) Harley Owners Group (HOG) - Member Services Representative

• CALL CENTER: Member of 8 person call center for over 400,000 H.O.G. (Harley Owners Group) members worldwide. High level of contact with members verbally and in person at events.

• Database: Maintain and update AS400 database of member information and profiles. Process membership dues, Fly & Ride programs, Life memberships, Safe Rider Skills and Towing and Mileage for members. Maintain high level of confidentiality working with membership information which includes vehicle information, home phone address and credit card information.

• Event coordination: Act as registrant for HOG members for rallies, open houses and dealer events. Plan, coordinate and attend H.O.G. events to include site inspection, travel arrangements for hotel and airline, and both day and evening events such as Sturgis, Daytona, Laughlin and other major events in all cities in the U.S. including the International Motorcycle Show.

• Marketing: Market H.O.G. to attendants at events. Staffing the booth and taking monies for membership.

• Supervision: Supervised H.O.G. events both of internal Harley staff and on-site temporary employees for the duration of the shows.

• Liaison: Act as liaison between Primary Officers (Dealership members) and Service Team

• Motorcycle rental: Attend various sites to sponsor “free motorcycle rides” for individuals with motorcycle licenses. This included signing contracts and waivers.

Licenses:

WI Resident Intermediary - Accident & Health, Life Insurance License

Non-Resident Producer License: MO, KS, IL, IN, FL, TX, AZ, MI, KY, TN, OH, CO, LA, GA

Education:

Solomon Juneau High School Business studies Milwaukee, WI 1982 Graduate

University of Wisconsin - Lacrosse Recreation Therapy Lacrosse, WI 1983-1985

University of Wisconsin - Milwaukee Recreation Therapy Milwaukee, WI 1985-1986

Waukesha County Technical College Medical Transcription Waukesha, WI 1993-1994

Mount Mary College Business Admin Milwaukee, WI 1996-1998

University of Phoenix Business Admin On-line 2002

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