Summary
Overview
Work History
Education
Skills
Volunteer Experience
Affiliations
References
References
Timeline
Generic

Ashlee Garcia

Broken Arrow

Summary

To put all my experience and knowledge to work by helping people and families achieve their life long goals! Skilled in sales and customer relationships, management, with a background in diverse sales & accounting environments. Possess strong communication, negotiation, and strategic planning skills critical for success in sales roles. Demonstrated ability to increase customer satisfaction and loyalty through effective sales tactics and service excellence. Contributed to significant growth in client base and revenue in previous positions by identifying new opportunities and optimizing processes. I am a highly-motivated employee with desire to take on new challenges. Strong work ethics, adaptability, and exceptional interpersonal skills as well as adept at working effectively unsupervised and quickly mastering new skills. I am a hardworking employee with great customer service, multitasking, and time management abilities. Devoted to giving every customer a positive and memorable experience. Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills and eager to contribute to a dynamic team and support organizational goals.

Overview

18
18
years of professional experience

Work History

Corporate Governmental Sales Administrator

Kirby-Smith Machinery Inc.
Tulsa
01.2024 - Current
  • Managed customer inquiries, providing timely responses that enhanced satisfaction.
  • Coordinated sales orders and ensured accurate processing through internal systems.
  • Maintained inventory records to effectively support sales operations.
  • Analyzed data and prepared sales reports for strategic decision-making.
  • Facilitated communication between sales teams and departments for streamlined operations.
  • Organized training sessions for new staff on sales procedures and tools.
  • Implemented software solutions to improve efficiency in sales processes.
  • Tracked shipments and notified customers of delivery status updates.

Office Manager/Accountant

Horizon CPAs
Tulsa
05.2019 - 01.2024
  • Streamlined office operations to enhance efficiency and organization of daily activities.
  • Coordinated executive and staff schedules across departments to optimize time management.
  • Negotiated vendor contracts for office supplies, achieving cost savings and favorable terms.
  • Implemented efficient filing systems, improving document retrieval and storage processes.
  • Trained new employees on office procedures and company policies to ensure compliance.
  • Maintained office equipment, coordinating repairs and servicing to minimize downtime.
  • Prepared comprehensive budgets for departmental expenses, monitoring costs throughout the year.
  • Facilitated cross-departmental communication to promote collaboration on projects and initiatives.

Co-Owner

B&A Plumbing LLC
Broken Arrow
08.2014 - 10.2022
  • Executed daily office tasks, including scanning and inputting invoices and tax preparation.
  • Managed billing and collections alongside payroll processing using QuickBooks.
  • Oversaw scheduling and dispatching of service technicians to optimize workflow.
  • Ensured compliance with local plumbing codes while conducting inspections for quality standards.
  • Cultivated supplier relationships for timely material procurement, enhancing operational efficiency.
  • Coordinated customer service initiatives to resolve complaints and maintain satisfaction.
  • Directed marketing campaigns and special events to promote products and services effectively.
  • Reviewed employee performance evaluations regularly, ensuring accuracy and fairness in assessments.

Sales Agent

Coldwell Banker Select
Tulsa
09.2016 - 04.2019
  • Utilized Microsoft Office and proprietary bank software to deliver outstanding customer service.
    Leveraged knowledge of real estate transactions to guide clients through buying and selling processes.
    Monitored market trends to provide informed insights on property values.
    Worked collaboratively in team settings while remaining self-driven in achieving objectives.
    Implemented marketing initiatives to promote products and elevate brand presence.

Business Service Specialist

Grand Bank
Tulsa
07.2017 - 10.2017
  • Streamlined opening and closing procedures to enhance workflow efficiency.
    Exceeded sales goals by leading a team and implementing effective practices.
    Applied extensive knowledge of Microsoft Office and banking software for daily tasks.
    Facilitated superior customer service alongside accurate money handling practices.
    Successfully managed multiple employees while maintaining cash limits.
    Utilized insights into Treasury Management services, including RDC machines and lockbox systems.
    Possessed strong understanding of credit reports and applicable financial services.
    Efficiently navigated audit processes through diligent adherence to dual control measures.

Teller, Relationship Manager, Mortgage Loan Officer

Bank of America
Tulsa
08.2011 - 08.2016
  • Implemented opening and closing procedures to optimize workflow efficiency.
    Drove achievement of sales goals through effective management and motivation of staff.
    Exhibited proficiency in Microsoft Office Suite, PowerPoint, Word, and banking applications.
    Ensured high-quality customer service while overseeing money handling processes.
    Administered cash limits for employees and customers to protect financial integrity.
    Applied comprehensive knowledge of FHA, VA, and Conventional loans in client interactions.
    Analyzed credit reports to inform lending decisions and assess risk levels.
    Demonstrated multitasking skills while collaborating effectively within teams.

Teller, Personal Banker, Supervisor

Bank of Oklahoma
Tulsa
11.2007 - 08.2011
  • Executed opening and closing procedures for seamless daily operations.
    Managed sales goals to drive revenue growth across departments.
    Demonstrated proficiency in Microsoft Office Suite and banking software.
    Applied extensive product knowledge to enhance customer service experiences.
    Handled monetary transactions accurately while maintaining cash limits.
    Multitasked effectively to oversee multiple employees and their responsibilities.
    Streamlined audit processes and procedures to ensure compliance with dual control standards.

Education

Certificate - Bookkeeping/Accounting

Accounting Coach
Online
05-2025

Licensed in Real Estate Buying & Selling - Real Estate

Oklahoma Real Estate Academy
Tulsa, OK
09.2016

High School Diploma -

Prue High School
05.2004

Some College (No Degree) - Spanish I, Spanish II, Spanish III

Tulsa Community College
Tulsa, OK

Skills

  • Team collaboration and leadership
  • Self-motivation and goal orientation
  • Hands-on learning and training facilitation
  • Customer relationship management
  • Sales order processing and reporting
  • CRM software proficiency
  • Data accuracy and analysis
  • Effective communication skills
  • Problem solving and decision-making
  • Attention to detail and organizational skills
  • Business development and account servicing
  • Time management and productivity enhancement
  • Continuous improvement strategies
  • Upselling techniques and territory management

Volunteer Experience

I have always been very involved in my community. I have volunteered at several events and always love serving my community in any way I can.

Affiliations

  • I enjoy spending time outdoors hiking & kayaking
  • I love traveling and experiencing life
  • I love reading & art projects

References

Christina Stunkart 

Luis Perez

Bruce Taylor

References

References available upon request.

Timeline

Corporate Governmental Sales Administrator

Kirby-Smith Machinery Inc.
01.2024 - Current

Office Manager/Accountant

Horizon CPAs
05.2019 - 01.2024

Business Service Specialist

Grand Bank
07.2017 - 10.2017

Sales Agent

Coldwell Banker Select
09.2016 - 04.2019

Co-Owner

B&A Plumbing LLC
08.2014 - 10.2022

Teller, Relationship Manager, Mortgage Loan Officer

Bank of America
08.2011 - 08.2016

Teller, Personal Banker, Supervisor

Bank of Oklahoma
11.2007 - 08.2011

Certificate - Bookkeeping/Accounting

Accounting Coach

Licensed in Real Estate Buying & Selling - Real Estate

Oklahoma Real Estate Academy

High School Diploma -

Prue High School

Some College (No Degree) - Spanish I, Spanish II, Spanish III

Tulsa Community College

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