Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
32
32
years of professional experience
Work History
Team Manager
Automatic Funds Transfer Service/AAA Mailing Svc
06.2014 - Current
Manage office workflow to ensure efficient and timely completion of printing and mailing projects
Respond to client inquiries via telephone and email regarding current and potential projects
Prepare project estimates in CRM system
Prepare purchase orders in CRM for necessary paper and mailing supplies
Review work orders for accuracy prior to billing
Prepare invoices in CRM and post to Quickbooks
Receive payments, post in CRM and Quickbooks
Process credit card payments
Monitor past due accounts, contact clients for collection
Assist in job completion including database management and troubleshooting, inkjetting and inserting materials
Maintain client files
Receive and distribute incoming mail to appropriate departments
Office Manager/Accounts Receivable
AAA Mailing Service
05.1993 - 06.2014
Prepared invoices from work orders, received payments, prepared bank deposit, monitored past due accounts
Performed data entry to maintain customer databases using Excel
Manipulated customer provided databases using Excel to standardize, imported data to mailing program, presorted and prepared data for printing and delivery to USPS
Prepared mailings on various office machines including inkjetting, folding and inserting
Monitored job flow to ensure timely completion and accuracy
Ensured compliance with postal regulations relevant to project
Followed up on customer inquiries and complaints regarding projects
Education
Bachelor of Arts - Business Administration/Accounting
University of Washington
Seattle, WA
Skills
Customer engagement expertise
Work planning and prioritization
Scheduling and coordinating
Teamwork and collaboration
Problem resolution
Time management
Multitasking Abilities
MS office and CRM systems
Timeline
Team Manager
Automatic Funds Transfer Service/AAA Mailing Svc
06.2014 - Current
Office Manager/Accounts Receivable
AAA Mailing Service
05.1993 - 06.2014
Bachelor of Arts - Business Administration/Accounting