Ann Heinrichs
SARATOGA SPRINGS,UT
Summary
Professional and welcoming in creating upbeat work environment. Focused on improving policies and procedures, increasing customer satisfaction and optimizing workflow in busy offices. Excellent administrator with top-notch communication.
Personable Office Administrator with 10+ years of experience prioritizing multiple tasks requiring prompt solutions. Talented problem-solver managing workloads while greeting visitors, answering incoming phone calls and fulfilling staff members' requests. Professional and welcoming in creating upbeat work environment.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Office Administrator
Horizon Management, Property Management
02.2023 - Current
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors. Processed payments securely using the property management system while adhering to strict privacy guidelines.
- Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions. Maintained rent rolls by diligently monitoring tenant payments and updating records accordingly. Maintained electronic and paper filing systems for easy retrieval of information.
- Ensured compliance with federal, state, and local regulations pertaining to property management by staying current on relevant laws, codes, or ordinances that impacted the facilities under my purview.
Notary Signing Agent
Independent Management
02.2021 - 02.2023
- Enhanced client satisfaction by efficiently managing loan signing appointments and providing clear explanations of documents.
- Reduced errors in document processing by meticulously reviewing each document prior to obtaining signatures from parties involved.
- Collaborated with real estate professionals, attorneys, and title companies to ensure a smooth transaction process for all parties involved.
Account Processor
RURAL Power And Light
06.2022 - 01.2023
- Project Management, from Sales process all the way through Solar Panel activation.
- Developed working relationships with associates, employees of other departments and representatives of other organizations.
- Successfully resolved complex planning and communication issues, while maintaining professionalism and preserving client relationships.
- Examined documents for accuracy, legality and compliance with pertinent regulations.
Certified - Life Insurance Agent
Independent
02.2022 - 12.2022
- Attended continuing education courses and workshops to gain additional insurance industry knowledge.
- Participated in professional development opportunities such as training sessions and conferences to stay informed on best practices within the life insurance industry.
- Developed comprehensive financial plans for clients, ensuring proper coverage and security for their families.
- Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
RESEARCH DIRECTOR, PROJECT COORDINATOR & ADMINISTRATIVE ASSISTANT
KLAS Research
06.2016 - 02.2021
- Coordinated research collection efforts and ran projects across the company needs for report publications (30+ annually) used in the Medical Industry - nationally and internationally
- Scheduled with 60+ researchers and worked with thousands of providers
- Strategic development of new processes, role changes, and company growth
- Handled phone work, business travel, event planning, invoicing/bookkeeping, and other roles as needed.
DOCUMENT SPECIALIST - STREAMLINE INITIAL DISCLOSURE SPECIALIST
Flagship Financial Group LLC / Intercap Lending
01.2015 - 06.2016
- Specialized in creating Initial Disclosures for borrowers
- Audited each application for accuracy before disclosing and followed all compliance requirements set by government standards
- Worked closely with upper management to keep the company workflow moving.
- Managed high volumes of documents efficiently, prioritizing tasks according to deadlines and project requirements.
- Expedited project completion times by proactively identifying bottlenecks in document processing workflows and proposing solutions.
PRIVATE CHEF (SEASONAL)
Bucks and Bulls, Guides and Outfitters
08.2012 - 12.2015
- Catered to high-end business clientele from all over the world. Organized and helped the camp foremen run a smooth camp and made sure the customers enjoyed their time in camp.
- Built returning client relations for future high dollar business transactions
- Budgeted, planned, and shopped for a menu each week tailored to specific dietary needs and weather changes
- Adapted quickly to last-minute changes in menu requests or guest counts without sacrificing quality or presentation standards.
- Developed innovative recipes and cooking techniques to continually exceed client expectations. Baking, Cooking and Grilling.
BUSINESS ADVISOR AND MANAGER
G.C. Porter Trucking & Truck Repair
01.2014 - 06.2014
- Contacted vendors. Handled data entry, phone and email communication, audited contracts, scanning, and faxing
- Updated customer profiles and resolved bookkeeping problems as needed
- Performed office work, paperwork organization, and customer service
- Restocked inventory and maintained the industrial facility.
- Reduced costs by identifying inefficiencies in client businesses and proposing targeted solutions.
CORPORATE AUDITOR
Vision Home Security
01.2013 - 09.2013
- Audited contracts for accuracy before disclosing and followed all compliance requirements set by government standards
- Worked closely with upper management to keep the company workflow moving
- Handled data entry, phone and email communication, audited contracts, scanning, and faxing
- Updated customer profiles and solved problems
- Worked closely with the Software Engineer to quickly resolve issues with the database
- Handled bookkeeping responsibilities as needed
- Performed office work, paperwork organization, and customer service
- Supervised other workers
- Restocked inventory and maintained the industrial facility.
SENIOR DAIRY PRODUCTION LAB ASSISTANT, ADMINISTRATIVE ASSISTANT
Utah State University, Dairy Lab
05.2005 - 05.2011
- Assisted with dairy lab production projects as needed
- Handled bookkeeping responsibilities as needed.
Education
BFA - Photography
UTAH STATE UNIVERSITY
Logan, UT2010
GED -
PAYSON HIGH SCHOOL
Payson, UT2004
Skills
- Office Administration
- Database entry
- Time Management
- Appointment Setting
- Telephone reception
- Managing office supply inventory
- Customer Relationship Management (CRM)
- Problem-solving abilities
- Clerical Support
- Attention to Detail
Certification
- Notary Public - State of Utah, 718039
- Life Insurance Field Agent, State of Utah, 908021
Hobbies include Family, Reading, Traveling Art.
I love spending time with my family. I am a bonus Mom to 2 wonderful children. My husband is from the Netherlands and we love discussing European travel, history and food! I have a passion for all things Art. In my spare time I enjoy reading and trying new recipes. Recently I've been tinkering with sourdough bread - trying to master the craft while improve my families health.
Timeline
Office Administrator
Horizon Management, Property Management
02.2023 - Current
Account Processor
RURAL Power And Light
06.2022 - 01.2023
Certified - Life Insurance Agent
Independent
02.2022 - 12.2022
Notary Signing Agent
Independent Management
02.2021 - 02.2023
RESEARCH DIRECTOR, PROJECT COORDINATOR & ADMINISTRATIVE ASSISTANT
KLAS Research
06.2016 - 02.2021
DOCUMENT SPECIALIST - STREAMLINE INITIAL DISCLOSURE SPECIALIST
Flagship Financial Group LLC / Intercap Lending
01.2015 - 06.2016
BUSINESS ADVISOR AND MANAGER
G.C. Porter Trucking & Truck Repair
01.2014 - 06.2014
CORPORATE AUDITOR
Vision Home Security
01.2013 - 09.2013
PRIVATE CHEF (SEASONAL)
Bucks and Bulls, Guides and Outfitters
08.2012 - 12.2015
SENIOR DAIRY PRODUCTION LAB ASSISTANT, ADMINISTRATIVE ASSISTANT
Utah State University, Dairy Lab
05.2005 - 05.2011
BFA - Photography
UTAH STATE UNIVERSITY
GED -
PAYSON HIGH SCHOOL
- Notary Public - State of Utah, 718039
- Life Insurance Field Agent, State of Utah, 908021
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