Experience

Viking Forest Products

• United States
• Paper and Forest Product Manufacturing
• 1 - 100 Employee

• Receptionist

  • Aug 2021 - Present



MRA Associates (Now CAPTRUST)

• United States
• Investment Management
• 1 - 100 Employee

• Tax Assistant

  • Feb 2021 - May 2021

  • Preparing documents for tax preparation using various tools such as scanners, printers, Adobe Acrobat, ProSystem fx Scan and Autoflow • Assembly of client copies of printed and digital versions of tax returns for delivery • Preparing client deliverables and tracking their status in person, by courier and via certified mail • Utilizing CCH ProSystem fx Practice Management to track billable time on projects on a weekly basis • Preparing documents for tax preparation using various tools such as scanners, printers, Adobe Acrobat, ProSystem fx Scan and Autoflow • Assembly of client copies of printed and digital versions of tax returns for delivery • Preparing client deliverables and tracking their status in person, by courier and via certified mail • Utilizing CCH ProSystem fx Practice Management to track billable time on projects on a weekly basis



U.S. Bank

• United States
• Banking
• 700 & Above Employee

• Document/Cost Validation Processor

  • Sep 2020 - Jan 2021

  • Used Small Business Administration guidelines to evaluate CARES Act/Paycheck Protection Program loans for forgiveness • Reviewed tax, financial, insurance and utility statements to evaluate and decision loan forgiveness for submission to the SBA for approval • Provided guidance and specific direction to customers regarding additional documentation needed, if applicable • Regularly adapted to ever-changing procedures and specific team changes to different styles loan applications Show less



Steven Scott Management, Inc

• United States
• Real Estate
• 100 - 200 Employee

• Executive Assistant

  • Mar 2019 - Feb 2020

  • Perform routine administrative and logistical duties like answering calls and correspondence, filing, copying, printing, faxing, etc. • Researching and executing Partner Valuation letters, in addition to corresponding with accountants and partners regarding Quarterly Distributions via email and direct mail • Assisting in the collection and transmission of due diligence documentation to lenders for the refinancing of company assets and obtaining signatures from executives and partners to meet closing deadlines with attorneys and title companies • Maintaining accurate accounting of the CEO/President’s banking and credit accounts • Planning and organizing travel • Planning and Preparing for company parties and events Show less



TÜV SÜD

• Germany
• Public Safety
• 700 & Above Employee

• Project Coordinator

  • Oct 2017 - Oct 2018

  • Audit planning in advance by establishing and documenting due dates for each project task associated with client’s certification requirements. • Support MS Management and Lead Auditors in the administrative aspects of the operations process for Management Services, including the management of engagements, coordination and designation of projects, and the assignment of tasks to appropriate and designated resources • Generate quotes in accordance to rules and regulations of the Certification and Accreditation Body to ensure maintenance of client’s certificate validity • Provide timely information and project status to customers, Lead Auditors and Key Account Managers involved. Routinely monitor and expedite project tasks to ensure timely completion Show less



Digi International

• United States
• Telecommunications
• 400 - 500 Employee

• Project Coordinator

  • Jul 2016 - May 2017

  Support the Project Management team by generating and providing weekly financial reports, staff planning reports and revenue reports Assist in the setup of project plans in Microsoft Project 2013, along with setting up other critical documentation environments like Confluence, SharePoint and SVN. Record and compile meeting minutes and correspondence for Project Managers and Senior Directors Management of beverage/food orders and event planning for special department functions Show less



SICK Sensor Intelligence

• Germany
• Automation Machinery Manufacturing
• 700 & Above Employee

• Project Manager - contract

  • Apr 2015 - Apr 2016

  Incorporate Microsoft Dynamic’s CRM software, along with SharePoint 2010 and Sick, Inc.’s internal Dataflow system to ensure accurate and efficient reporting and tracking on Safety Services and Validations Projects Schedule Safety Specialists and Safety Application Engineers, in addition to tracking their workflow, timecards and expenses from the early stages of proposals through to the invoicing of a completed project Faciliate high level conversation to coordinate a customers scheduling need with internal lead times Analyze timecards and expenses to determine best practices in quoting services to customers Show less



Ingram Micro

• Chaska, MN

• Project Manager

  • Jul 2012 - Mar 2015

  Serve as lead on long-term Fujitsu project for TJX Corporation on store remodels; installation of blade servers, POS and call forwarding systems, and the extensive clean-up of data cabling in TJ Maxx, HomeGoods and Marshalls stores Manage ongoing digital signage project for Pharmacy Health Network/Cardinal Health, installing and servicing their health and wellness programming systems seen in thousands of pharmacies in the US Oversee continuing TouchMD project, installing HP8300 touchscreen computers in plastic surgery offices, running data cable, installing wireless APs, and completing light electrical scopes Lead ongoing servicing, installation and de-installation project for EnVu on their enSpire interactive overhead projection system Show less



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Loan Documentation Specialist

  • Dec 2008 - Jul 2012

  Utilize Wells Fargo's LPS Operating System to access and service borrowers files in a prompt and accurate manner with additional experience on the 3-Step and HARP Express Refinance platforms Develop open communication on a regular basis with assigned borrowers to ensure customer satisfaction Process applications in a timely and organized fashion by working with vendors and customers alike Assess situations regularly on inbound calls and from the general phone line, addressing customers concerns in a calm and helpful manner from start to finish Show less



Rollouts, Inc.

• Resource Coordinator

  • Sep 2008 - Nov 2008

  Review technicians strengths via the extensive Rollouts database to staff them in assorted projects Utilize the database to add technicians, complete purchase orders and process vendor pay on a daily basis Maintain communication with colleagues, clients and contracted technicians via high volume phone and email correspondence Review technicians strengths via the extensive Rollouts database to staff them in assorted projects Utilize the database to add technicians, complete purchase orders and process vendor pay on a daily basis Maintain communication with colleagues, clients and contracted technicians via high volume phone and email correspondence



First American Title Company

• Order Processor

  • Mar 2005 - May 2008

  Utilize First American's FAST Transaction System to enter multiple types of title insurance orders Oversee up to five projects simultaneously in addition to multiple independent agencies Provide daily customer service to customers via telephone and e-mail Use notes and compiled information to compose process manuals and assist in the training of the company's outsourced resources Communicate issues and maintain an open relationship with clients via telephone & e-mail correspondence Show less



American Multi-Cinema

• Hourly Operations Manager, FT

  • Dec 2003 - May 2005

  Review resumes, interview, and hire new employees Supervise the daily activities of between twelve and fifty employees Supervise and perform projection booth duties, such as build-up/tear down and trailer/advertisement programming Initiate weekly inventory and complete concession report Complete nightly and weekly payroll through Workbrain Workforce Management Software Organize all paid invoices and manager receipts to complete the weekly Purchasing Card Report Audit daily and weekly paperwork, including closing and daily summary reports Manage the location's records retention and filing system Assist with processing of accounts receivable paperwork Negotiated barters and trades with local businesses for use through employee rewards program Show less