Jo Ellen D.

Sales and Distribution Operations Manager at Everence Financial
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Contact Information
us****@****om
(386) 825-5501
Location
Goshen, Indiana, United States, IN

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Credentials

  • Capstone: Applying Project Management in the Real World
    Coursera
    Dec, 2022
    - Oct, 2024
  • Agile Project Management
    Coursera
    Nov, 2022
    - Oct, 2024
  • Project Execution
    Coursera
    Oct, 2022
    - Oct, 2024
  • Project Planning
    Coursera
    Aug, 2022
    - Oct, 2024
  • Project Initiation
    Coursera
    Jul, 2022
    - Oct, 2024
  • Foundations of Project Management
    Coursera
    Jun, 2022
    - Oct, 2024
  • IT Security
    Coursera
    Oct, 2020
    - Oct, 2024
  • System Administration and IT Infrastructure Services
    Coursera
    Oct, 2020
    - Oct, 2024
  • Operating Systems and You
    Coursera
    Sep, 2020
    - Oct, 2024
  • Technical Support Fundamentals
    Coursera
    Aug, 2020
    - Oct, 2024
  • The Bits and Bytes of Computer Networking
    Coursera
    Aug, 2020
    - Oct, 2024
  • Bridges Out of Poverty: Strategies for Professionals and Communities Workshop
    Goodwill Bridges
    Mar, 2020
    - Oct, 2024
  • Market Manager Certificate Program
    Michigan Farmers Market Association
    Feb, 2020
    - Oct, 2024
  • Mental Health First Aid USA
    National Council for Mental Wellbeing
    Nov, 2022
    - Oct, 2024

Experience

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Sales and Distribution Operations Manager
      • Jan 2023 - Present

      Assistant the Senior Vice President of Sales and Distribution in carrying out Everence's strategic vision. Working collaboratively across departments on behalf of the Sales and Distribution team with a focus on operational support and special projects. Makes operational decisions on behalf of the SVP, and coordinating timely responses. Providing administrative and logistics support to the Everence Trust Company Board of Directors, SVP, and overall Sales and Distribution team. Show less

    • United States
    • Retail
    • 1 - 100 Employee
    • Farmers Market Manager
      • Dec 2013 - Present

      Successfully manage a year round Farmer Market with 28 to 35 weekly vendors. Work with 50 various vendors throughout the year ranging from farmers, home based vendors, and artisan vendors. Fulfill general banking and accounting needs utilizing QuickBooks. Plan the annual budget, recruit vendors, manage social media accounts, plan and organize events, and report to the Board of Directors. Successfully manage a year round Farmer Market with 28 to 35 weekly vendors. Work with 50 various vendors throughout the year ranging from farmers, home based vendors, and artisan vendors. Fulfill general banking and accounting needs utilizing QuickBooks. Plan the annual budget, recruit vendors, manage social media accounts, plan and organize events, and report to the Board of Directors.

    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Store Manager
      • Aug 2012 - Jan 2023

      Oversee the processing of donated goods for a million dollar store with a staff of 23. Specific duties include: maintain and balance store accounts, handle cash transactions and deposits, oversee production of textile and wares, ensure store policies are followed, interviewing, hiring, and scheduling needs. Oversee the processing of donated goods for a million dollar store with a staff of 23. Specific duties include: maintain and balance store accounts, handle cash transactions and deposits, oversee production of textile and wares, ensure store policies are followed, interviewing, hiring, and scheduling needs.

    • United States
    • Government Administration
    • 1 - 100 Employee
    • Interim General Manager
      • Jan 2012 - Jul 2012

      Oversaw a natural food cooperative in full capacity of General Manager during the Board of Director's search for a new General Manager. Responsible for managing a staff of 25 including: supervising, scheduling, monitoring financial statements, interview/hiring, performance reviews, meeting sales/margin goals, and reporting to Board of Directors.

    • Operations and Marketing Manager
      • Aug 2009 - Jan 2012

      Developed new training programs and procedures including: two-day staff orientation on co-op history and customer service guidelines, emergency response plan and supply kit, and customer/staff accident reporting form. Implemented new marketing and outreach programs including: Co-op Wellness Retreat, Annual Health Fair, Bikes for Kids Fundraiser, and Thanksgiving Meal Fundraiser. Handle general accounting and assisted with overseeing store operations.

    • United States
    • Retail
    • 700 & Above Employee
    • Customer Service Cashier
      • Aug 2008 - Aug 2009

      Earned Rising Star Award for Team Member of the Month. Earned Rising Star Award for Team Member of the Month.

    • United States
    • Retail
    • 700 & Above Employee
    • Training Store Manager
      • May 2008 - Aug 2008

      Responsible for daily store operations of a convenience store/gas station. Ensure store appearance upheld company standards. Purchasing/inventory management including shrink control. Scheduling and directing a staff of 8-12. Successfully completed the 6-month Store Management training program in 3-months. Responsible for daily store operations of a convenience store/gas station. Ensure store appearance upheld company standards. Purchasing/inventory management including shrink control. Scheduling and directing a staff of 8-12. Successfully completed the 6-month Store Management training program in 3-months.

    • United States
    • Government Administration
    • 1 - 100 Employee
    • Assistant Produce Manager
      • Jun 2006 - May 2008

      Made purchasing decisions for the produce department in the absence of the Produce Manager. Maintained product stock to expected standards. Made pricing decisions to meet department margin goals. Made purchasing decisions for the produce department in the absence of the Produce Manager. Maintained product stock to expected standards. Made pricing decisions to meet department margin goals.

Education

  • Indiana Wesleyan University
    Associate of Science - AS, Business/Commerce, General
    2016 - 2018

Community

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