Experience

Wil-Kil Pest Control Company

• United States
• Environmental Services
• 1 - 100 Employee

• Administrative Support Representative

  • Apr 2019 - Present

  Appleton Administrative Support for the technicians. Enter Contracts, reporting, inbound phone calls. Submit certificates of insurance. Submit cancellations.



The Retirement Advantage, Inc. (TRA)

• United States
• Financial Services
• 100 - 200 Employee

• Transaction Coordinator

  • Apr 2018 - Nov 2018

  appleton wi Monitor incoming emails Enter Distributions, Deposits & Loans in Pension Pro and on Provider websites Process Distribution withdrawals/Rollovers, Refunds & RMD’s to ensure transactions are compliant with IRS/ERISA codes. Inbound/Outbound phone calls with clients, brokers and internal staff



National Planning Holdings (NPH)

• United States
• Financial Services
• 1 - 100 Employee

• SUPPORT SERVICES ASSOCIATE

  • Aug 2017 - Mar 2018

  Appleton • Create and process Commission Statements, (Advisory Fees, General Securities, Insurance, and Clearing Firm) Adjustment/Deductions, and worked closely with accounting. • Outbound phone calls • Monitor incoming emails for 5 separate mailboxes • Process Daily deposit, and run supporting reports • Reviewed Account/Order Violations • Run Macros

• Commissions Processor

  • Nov 2015 - Aug 2017

  Appleton, WI • Process Commission statements for 4 broker dealers total of 2995 - 2015, 4755 - 2016 and 3169 – 2017 with an average of over 400 per month with average 98 % accuracy • Outbound Phone calls • Process Pershing and National Files • Create and Process audits to catch errors • Monitor Order Violations • Process System Violations • Process Rep ACH payments



Convergys

• Federal Support Customer Service

  • Oct 2012 - Apr 2013

  Appleton, WI • Answer and enter customer service calls into CRM (case management tool) • Manage cases that come into the CRM tool (booking orders, making changes to orders, expediting orders, entering in returns, entering replacement orders, sending out invoices and packing slips) • Contact manufacturing to check status of orders. Also responsible for giving Partners access to Cisco tools, contracts and orders

• Administrative Assistant/Sales Support Representative

  • Feb 2006 - Oct 2012

  Appleton, WI • Responsible for financial accountability of sales results to the client • Ran and prepared various daily reports for the sales team and the client • Manually reviewed order transaction records to ensure financial accuracy • Trained team in the Philippines on how to enter order information for sales credit and how to review all sales for Convergys booking guidelines to ensure orders pass final Cisco audit • Sent out daily emails to sales team for audit errors • Updated… Show more • Responsible for financial accountability of sales results to the client • Ran and prepared various daily reports for the sales team and the client • Manually reviewed order transaction records to ensure financial accuracy • Trained team in the Philippines on how to enter order information for sales credit and how to review all sales for Convergys booking guidelines to ensure orders pass final Cisco audit • Sent out daily emails to sales team for audit errors • Updated SharePoint with reports for the agents, managers and Cisco client • Calculated Expiring Amounts • Entered in quotes and ran various reports for sales agents as requested.

• Administrative Assistant

  • Aug 2001 - Feb 2006

  Appleton, WI • Created spreadsheets of surveys for the phone agents • Handwrote orders as needed and sent orders back to the Kraft reps to be filled • Checked email databases on a daily basis for any new participating wholesalers and created schedule of calls for the month • Entered parent/child accounts into AMS • Made AMS error corrections and helped with program enhancements • Helped team leader enter in agent schedule changes and time keeping changes in TKS system • Entered in agent… Show more • Created spreadsheets of surveys for the phone agents • Handwrote orders as needed and sent orders back to the Kraft reps to be filled • Checked email databases on a daily basis for any new participating wholesalers and created schedule of calls for the month • Entered parent/child accounts into AMS • Made AMS error corrections and helped with program enhancements • Helped team leader enter in agent schedule changes and time keeping changes in TKS system • Entered in agent scores in PPM system for agent reviews



Plexus Corp.

• United States
• Appliances, Electrical, and Electronics Manufacturing
• 700 & Above Employee

• Human Resources Administrative Assistant

  • Nov 2000 - Mar 2001

  Neenah, WI • Entered applications, resumes, new hires, transfers, promotions, salary changes, and terminations into AS400 • Created new hire letters and termination letters into MS Word • Back-up receptionist, filing, faxing and photocopying



Langstadt Electric

• Order Entry / Expeditor

  • Aug 1997 - Nov 2000

  Appleton, WI • Entered orders on internet and house systems • Expedited and tracked orders • Back-up receptionist, faxing, entering repairs and returns, rebates, and checking status of orders • Created reports and letters in MS Word and Excel • Assisted with taking inventory • Assisted with entering payroll



First National Bank

• Teller

  • Mar 1995 - Aug 1997

  Menasha, WI • Assisted customers, managed phone calls, computer data entry, typing, filing, daily balancing of deposits and vault and report preparation.