Katie Bates
Historic Preservation Grants Contract Specialist & CLG Contract Specialist at History Colorado- Claim this Profile
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Bio
Credentials
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Series 7
FINRA (Financial Industry Regulatory Authority)Sep, 2018- Nov, 2024 -
teaching license - social studies education (7-12)
Colorado Department of EducationSep, 2014- Nov, 2024 -
World Art History
Smithsonian Associates
Experience
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History Colorado
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United States
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Museums, Historical Sites, and Zoos
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100 - 200 Employee
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Historic Preservation Grants Contract Specialist & CLG Contract Specialist
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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
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Cetera Advisors LLC
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United States
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Financial Services
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100 - 200 Employee
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Resource Center Specialist
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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
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Robert Half
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United States
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Staffing and Recruiting
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700 & Above Employee
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Administrative Assistant
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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
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Citywide Banks, a division of HTLF Bank
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United States
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Banking
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100 - 200 Employee
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Help Desk Assistant
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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
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Comcast Spotlight
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United States
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Advertising Services
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700 & Above Employee
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Traffic Coordinator
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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
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Olive Garden
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United States
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Restaurants
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700 & Above Employee
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Server & To-go Specialist
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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
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Service Systems Associates
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United States
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Events Services
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100 - 200 Employee
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Guest Services at History Colorado Center
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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
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Arapahoe County
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United States
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Government Administration
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500 - 600 Employee
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Ballot Judge
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Oct 2014 - Nov 2014
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Education
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University of Colorado Denver
Bachelor of Arts (B.A.), History -
University of Northern Colorado
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Smoky Hill High School