April Shelton

Researching and verifying the ultimate status of owed/not owed properties that have been written-off to Unclaimed Property followed by creating and sending due diligence letters to attempt member outreach before transferring assets to government custody.

Completed annual report research to uphold compliance with state laws for upper management review regarding property escheatment.

Annual filing of reports through state websites, including payments such as ACH debits and wire transfers.

Working incoming emails and escalations from the teams inbox, this encompasses internal and external emails inside and outside of Costco.

Processed incoming physical mail, handling due diligence letters and uploading scanned documents into Sovos to support property resolution workflows.

Create a FV60 in SAP for reissue checks

Printed and stuffed letters to support timely mail operations.

Prepared journal entries for designated properties, including reissued payroll checks, to support proper accounting and documentation.

Reviewed daily workload levels and allocated tasks to processing areas to support balanced operations.

Designed daily mail opening schedule for 21 employees to streamline mail opening coverage and assignment.

Motivated employee performance to meet or exceed production targets.

Assisted in manual check inquiries and escalations to maintain timely issue handling.

Managed daily upload of membership renewals into AS400 to ensure renewal processing.

Managed daily upload of income deposit records.

Scheduled, led, and documented monthly team meetings and recurring employee 1:1s.

Prepared and delivered annual reviews to support performance evaluation and feedback processes.

Tracked daily mail income to identify trends.

Handled escalated emails from both call center and warehouse as we served as a supporting department

Scheduled and prepared biweekly Loomis pick-ups for manual check handling and transport.

Supported quarterly supervisor training presentations for call centers.

Reviewed weekly FV60 file for accuracy and forwarded validated documents to APWinshuttle.

Oversaw mail room operations, including mail machine loading, daily cleanliness standards, preventive maintenance of mail machines, and vendor coordination for repairs.

Conducted building opener sweep and prepared for start of day by preparing daily schedule and posting it onsite.

Organized and rewrote internal letters and SOPs for improved document consistency.

Coordinated weekly Friday business recap creation, summarizing weekly performance updates for upper management.

Prepared agendas, facilitated discussions, and documented outcomes for daily and weekly meetings with upper management.

creating slides for our annual all hands meeting

Sorted and processed membership renewals using OPEX machines to ensure timely updates

Scan Auto Renewals into AQ2 software then review line by line to ensure accuracy

Audit Unprocessed Report Transactions that originated from Costco.com orders where action was taken but no payment was received.

Uploading bulk comments to memberships providing detail on what action was taken, whether a downgrade or cancellation to make the membership whole

Assists in other areas of the business as necessary

Maintenance on membership accounts such as address changes, phone number and email changes that were requested by the member.

Evaluated daily refrigeration and HVAC provider invoice entries in Smartsheets for accuracy and approval.

Coordinated weekly meetings with providers to manage open projects and enforce upcoming deadlines.

Managed daily communication with warehouse management to support resolution of ongoing refrigeration or HVAC issues.

Supervised day-to-day operations for 42 Texas region locations.

Supported the Assistant Buyer and Buyer on any open projects

Coordinated recurring phone communications with warehouse contacts to review invoices and confirm accuracy.

Planned and coordinated new provider training sessions, including preparation and instructional coverage.

Fast paced high priority environment

Preparing and communicating Monthly high dollar bill reviews, per Warehouse location with the Buyer and Assistant Buyer

Following up on projects to ensure accuracy and completion on time

Created Monthly Purchase Orders and spreadsheets for Fixed Assets review

Oversaw quarterly preventative maintenance by service providers for warehouse facilities, ensuring preventive maintenance tasks were completed accurately and on schedule.

Assisted in annual contacts

Refrigerant Tracking through Verisae

Handled daily escalated emails and phone calls, ensuring prompt routing and follow-up.

Promoted open communication and teamwork to foster positive working environment.

Executed assigned daily tasks to support day-to-day operations and maintain workflow continuity.

Held structured one-on-one sessions with team members for ongoing feedback, issue resolution, and day-to-day progress discussion.

Tracked employee metrics and reviewed findings with employees on a weekly basis to support ongoing performance monitoring.

Led a team of 9 employees who were 100% in the office to a work from home environment during Covid

Strong communication with the upper management team while working from home

Oversaw Employee Executive Reward issues that encompassed retired complimentary memberships, annual rewards that did not cut, audits of shopping history if disputed etc.

Strong relationship with Membership IT and supporting roles for issues

Oversaw returned rewards worked with membership IT to create a process in which we would take the returned reward, place comments on the membership that the reward was owed and put a block on the membership to update the address

Monthly rotation of Supervisor on Saturdays to support the Shop Card Department

Worked closely with other members of management of supporting departments on weekly and daily goals, to facilitate support for our sister departments.

Help train others in the Supervisor in Training program within Membership Processing and the Membership call center

Invoicing - responsible for creating and working with our print vendor to send out all membership renewals including autobill and marketing inserts for campaigns

Ensuring accuracy of verbiage and marketing material by auditing reviews on a regular basis

Regular communication and meetings with our print vendor of any issues or upcoming projects

Worked closely with the Marketing Team to follow marketing's insert campaigns

Weekly and monthly audit of invoice samples to ensure accuracy.

Facility walk through at our print vendor Broadridge in California and completed a 4,000 + employee paper rewards audit review, to ensure accuracy

Skill sets needed: Accuracy, detail oriented and driving results to make deadlines.

Managed daily operations including scheduling, performance evaluations, clear expectations and objectives for
employees

Managed hiring and onboarding of 7 seasonal contractors to support seasonal operations, including training on executive rewards reissue and returned rewards workflows.

Developed and implemented comprehensive training programs to enhance team capabilities through structured learning initiatives.

Fostered positive working environment by promoting open communication and teamwork

Managed and prioritized multiple projects, tracking status and solving issues to meet deadlines

Maintained continuous communications and check-ins with contracting company Parker.

Team successfully completed 150,000 reissue requests and processed 70 flats of returned rewards

Reissued lost Executive Rewards checks to ensure timely receipt for members

Researched high dollar reward checks

Extensive use of AS400 for research

Calculated disputed reward amounts

Completed a 6 week training course with different Supervisors and Managers throughout Costco

Successful completion of Leadership 101

Maximized employee performance with hands-on training and close mentoring

Investigated Members' complaints through escalated emails, identifying and changing processes to remove faults

Managed daily workloads by organizing schedules and delegating tasks

Reissuing of members' lost Executive Reward checks

Looking up members' shopping histories for disputed reward amounts. Sending findings to the members home address
via a letter

Actively researching high dollar reward amounts

Manually calculating and reissuing rewards that did not cut

Sending escalated shop card requests to members'' warehouse via email

Working high volume of forms of approximately 110 per hour to meet deadlines.

Completed SIT (Supervisor in Training) program to enhance management skills and prepare for leadership role

Maintained up-to-date knowledge of promotions, rates, and special packages.

Received inbound calls, booked Hawaii vacation packages for members including air, rental car and hotel

Managed inbound calls to efficiently book airline travel for members, ensuring a smooth customer experience

Re routed passengers airline flight travel due to mechanical or weather related issues

Developed weekly curriculum to enhance learning experiences for preschool students

Held quarterly parent/teacher conferences

Morning daily circle time with children

Daily outside time play

Upkeep of curriculum board with different activities

Oversight of approx 10 children in our care