Katie Bates

Historic Preservation Grants Contract Specialist & CLG Contract Specialist at History Colorado
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Contact Information
us****@****om
(386) 825-5501
Location
Denver, Colorado, United States, US

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Credentials

  • Series 7
    FINRA (Financial Industry Regulatory Authority)
    Sep, 2018
    - Nov, 2024
  • teaching license - social studies education (7-12)
    Colorado Department of Education
    Sep, 2014
    - Nov, 2024
  • World Art History
    Smithsonian Associates

Experience

    • United States
    • Museums, Historical Sites, and Zoos
    • 100 - 200 Employee
    • Historic Preservation Grants Contract Specialist & CLG Contract Specialist
      • Feb 2021 - Present

      - conduct the contracting process & review fiscal compliance of state funds for the State Historical Fund grant awards program - support grant encumbrance and payment management - provide technical and administrative guidance to grant recipients and subcontractors - review and score grant applications - conduct the contracting process & review fiscal compliance of state funds for the State Historical Fund grant awards program - support grant encumbrance and payment management - provide technical and administrative guidance to grant recipients and subcontractors - review and score grant applications

    • United States
    • Financial Services
    • 100 - 200 Employee
    • Resource Center Specialist
      • Jul 2017 - Jan 2021

      - served as a resource to financial professionals in order to problem-solve brokerage account issues, answer operational and compliance questions (paperwork and regulatory), and facilitate communication between departments - created and worked 100+ cases per week in Salesforce - trained financial consultants on a variety of software products, also helped with training new employees on my team - part of the team that created a knowledge database for the Resource Center specialist role - presented operational topics on monthly Supervision and Operations Connection conference call to over 100 financial professionals and Cetera Advisors employees - employee engagement committee - coordinator and editor of monthly employee newsletter, involved in event planning and execution, as well as prize tracking and reporting - Software: Salesforce, Outlook, Excel, NetX360, Docupace, Atlassian's Confluence wiki software Show less

    • United States
    • Staffing and Recruiting
    • 700 & Above Employee
    • Administrative Assistant
      • Jul 2016 - Dec 2017

      - adapted efficiently to continually changing tasks - quickly learned to use each company’s proprietary software and databases - positions at Comcast Spotlight, Citywide Banks, Land Rover, ClientSolv, and Cetera Advisors - adapted efficiently to continually changing tasks - quickly learned to use each company’s proprietary software and databases - positions at Comcast Spotlight, Citywide Banks, Land Rover, ClientSolv, and Cetera Advisors

    • United States
    • Banking
    • 100 - 200 Employee
    • Help Desk Assistant
      • Nov 2016 - Apr 2017

      - processed incoming/outgoing ACH transactions and distributed reports - ran transactions and customers against due diligence lists regarding sanctions, money-laundering, terrorism, etc (OFAC) - assisted bank employees with IT issues (resetting passwords, unlocking accounts, restarting printer writers) - database clean-up - Software: Jack Henry, Accusystems, Outlook, Word - processed incoming/outgoing ACH transactions and distributed reports - ran transactions and customers against due diligence lists regarding sanctions, money-laundering, terrorism, etc (OFAC) - assisted bank employees with IT issues (resetting passwords, unlocking accounts, restarting printer writers) - database clean-up - Software: Jack Henry, Accusystems, Outlook, Word

    • United States
    • Advertising Services
    • 700 & Above Employee
    • Traffic Coordinator
      • Jul 2016 - Nov 2016

      - assisted traffic coordinators with scheduling commercials and accurate data entry - entered commercial airing instructions into database - verified data on unaired commercials - maximized billing opportunities by adjusting commercial placement in schedules - Software: Eclipse, Excel, Outlook - assisted traffic coordinators with scheduling commercials and accurate data entry - entered commercial airing instructions into database - verified data on unaired commercials - maximized billing opportunities by adjusting commercial placement in schedules - Software: Eclipse, Excel, Outlook

    • United States
    • Restaurants
    • 700 & Above Employee
    • Server & To-go Specialist
      • Apr 2015 - Jul 2016

      - ensured order accuracy for dozens of orders daily - assisted managers with EOD cash handling and bank deposit paperwork - ensured order accuracy for dozens of orders daily - assisted managers with EOD cash handling and bank deposit paperwork

    • United States
    • Events Services
    • 100 - 200 Employee
    • Guest Services at History Colorado Center
      • Aug 2015 - Apr 2016

      - front desk reception, answered main phone line and transferred calls, greeted and directed visitors, monitored exhibits, collected guest satisfaction data, processed admissions and program reservations, administrative support as needed - Software: Raiser's Edge - front desk reception, answered main phone line and transferred calls, greeted and directed visitors, monitored exhibits, collected guest satisfaction data, processed admissions and program reservations, administrative support as needed - Software: Raiser's Edge

    • United States
    • Government Administration
    • 500 - 600 Employee
    • Ballot Judge
      • Oct 2014 - Nov 2014

Education

  • University of Colorado Denver
    Bachelor of Arts (B.A.), History
  • University of Northern Colorado
  • Smoky Hill High School

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