Experience

Thayer Leadership

• United States
• Higher Education
• 1 - 100 Employee

• Client Relations Specialist

  • Oct 2021 - Present

  Salesforce Database Administrator Data analytics, tracking and reporting. Salesforce Database Administrator Data analytics, tracking and reporting.



Summit Bobcat

• Warranty Administrator

  • Aug 2018 - Oct 2021

  Confirming warranty status of customer machines scheduled for service. Ensuring supporting evidence for warranty claims is documented by technicians (pictures, test results, repair actions, damaged parts, etc). Processing and submitting of warranty claims within required time period. Responding to requests for additional information, pictures, parts to be returned. Tracking and processing of warranty claim reimbursment credits. Ensuring all damaged parts retained for warranty claims are appropriately disposed of after required time period has passed. Personally responsible for a 15% increase in claim reimbursements within my first six months in position. Oversee factory recall process from start to finish. Including, contacting customers to alert them of recalls, opening work orders and processing the warranty claims. Oversee opportunities for regular maintenance of customer machines at scheduled intervals utilizing installed software Machine IQ. Including contacting customers, creating quotes and opening work orders. Assisting service manager by contacting customers when repairs to their machines have been completed. As well as by ensuring all calls and messages are passed along in his absence and followed up on upon his return. Processing of customer payments for services. Including consistently noting in accounts follow-up actions taken to obtain overdue payments. Processing of branch credit cards, cash and checks and forwarding information to accounting department daily. Back-up timesheets submission duties for branch. Assisting sales department by ensuring calls and messages are passed along to appropriate salesmen based on territory. Processing sales paperwork for internal reimbursement program. Assisting rental department by ensuring all calls and messages are passed along to appropriate person. Assisting parts department to ensure all calls and messages are passed along to the appropriate person. Show less



Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Branch Office Administrator

  • Aug 2015 - Aug 2018

  Ensuring compliance with all state and federal regulations. Opening and closing of investment, retirement, trust accounts. Processing of funds, including deposits, withdrawals, EFT's, RMD's, distributions to beneficiaries, state and federal withholdings, transfers into and out of accounts and processing of physical stock certificates. Administrative processing of trades by financial advisor, including stocks, bonds, cash, CD's, and annuities. Mailing of administrative paperwork. Electronic distribution of forms via secure network for signatures. Administration of all office duties, including answering phones, emails, secure messages, incoming and outgoing mail, copying, faxing, scanning and shredding of documents, ordering of office supplies, paying of bills, scheduling of appointments, arrangement of client events and seminars. Administrative preparation of life insurance quotes and applications. Typist of 40 words per minute. Show less



Access: Supports for Living

• United States
• Non-profit Organizations
• 400 - 500 Employee

• Quality Assurance Specialist

  • Mar 2012 - Aug 2015

  -Audit documentation for all OPWDD programs to ensure compliance with all applicable state and federal regulations (including OMIG).COMPASS Initiative -Fire Safety Audit Team- Lead AuditorCommittee membership: -Corporate ComplianceChairperson-Corporate Compliance; Code of Ethics & Conduct Subcommittee -Family Empowerment Council Safety Subcommittee -Vision Leadership Team -Vision Leadership Team; History Subcommittee-Database Administrator Show less

• Archive Record Specialist; Quality Assurance Dept.

  • Oct 2011 - Feb 2012

  -Plan, coordinate and ensure storage of documents and records for the entire agency.-Develope and implement processes and procedures to improve organization and efficiency.-Completely revised the Archived Record Procedure, trained staff and was responsible for the development and implementation of processes to improve organization and efficiency. -Created several databases from scratch of which I was solely responsible for all data management and report generation.-Worked collaboratively with others on larger database projects. -Performed a variety of statistical duties in the form of research and collection of data, including inputting, changing, extraction and storage of data in applicable database and verifying entry of data into computer system for specialized analysis. Show less



Jos. A. Bank Clothiers

• United States
• Retail
• 700 & Above Employee

• Retail Sales Associate / Dept. Manager / Key Holder

  • May 2011 - Oct 2011

  -Thorough knowledge of all products. -Build and maintain positive customer relationships. -Fast-paced, commissioned sales environment. -Online ordering, filling of online orders. -Tuxedo rentals. -Inventory management. -Fittings. -Thorough knowledge of all products. -Build and maintain positive customer relationships. -Fast-paced, commissioned sales environment. -Online ordering, filling of online orders. -Tuxedo rentals. -Inventory management. -Fittings.



Mohonk Mountain House

• Hospitality
• 100 - 200 Employee

• Guest Services / Desk Attendent

  • Sep 2010 - May 2011

  -Public relations and information resource to guests. -Trip coordination and scheduling. -Assist with luggage and vehicle mangement. -Public relations and information resource to guests. -Trip coordination and scheduling. -Assist with luggage and vehicle mangement.



Maternal Infant Services Network

• Non-profit Organizations
• 1 - 100 Employee

• Program Assistant

  • Oct 2009 - Jul 2010

  -Assist Executive Director and five Program Managers with: -General office duties: pones/scheduling, copying, filing, data entry, record keeping, mail, etc. -Meeting and event registration and coordination. -Creation of newsletters and PowerPoint Presentations. -Project research and cost analysis. -Database and spreadsheet creation and management. -Assist Executive Director and five Program Managers with: -General office duties: pones/scheduling, copying, filing, data entry, record keeping, mail, etc. -Meeting and event registration and coordination. -Creation of newsletters and PowerPoint Presentations. -Project research and cost analysis. -Database and spreadsheet creation and management.



Advance Testing Company, Inc.

• United States
• Civil Engineering
• 1 - 100 Employee

• Document Control Specialist / Lab Manager Assistant

  • Apr 2008 - Oct 2008

  -Collection, organization and dissemination of reports and information between various departments, employees and clients. -Logging of concrete, asphalt, stone and other material samples for laboratory testing. -Data entry and preliminary report approval. -Tracking and oversight of 55 Nuclear Gauges. -Contacting clients and responding to calls from clients. -Faxing, filing, emailing, mailing, copying, etc. -Collection, organization and dissemination of reports and information between various departments, employees and clients. -Logging of concrete, asphalt, stone and other material samples for laboratory testing. -Data entry and preliminary report approval. -Tracking and oversight of 55 Nuclear Gauges. -Contacting clients and responding to calls from clients. -Faxing, filing, emailing, mailing, copying, etc.