Summary
Work History
Education
Skills
Work Availability
Timeline

Cathleen (Cathi) Green

Customer Service/Sales
South Bend,IN
If you have a job without aggravations, you don't have a job.
Malcolm Forbes

Summary

Customer service and sales professional providing over 25 years of experience in metal finishing, steel, and chemical sales to industry. Responsive communicator, passionate customer advocate, with focus on relationship building, problem solving, and partnership with customers. Detail-oriented, creative thinker, willing to tackle added responsibilities to achieve team goals.

Work History

Customer Care Representative /Quotation Specialist

Pioneer Metal Finishing - South Bend
07.2022 - 10.2023
  • Demonstrated support to customers every day with positive attitude and focus on customer satisfaction.
  • Facilitated customer expedited order requests by working with production and scheduling to provide best possible service.
  • Operated effectively in self-directed work environment, managing day-to-day operations and decisions, completing multiple tasks daily.
  • Quoted prices for customer parts through accurate reading and interpretation of blueprints. Reviewed customer requests for quotation for compliance to specifications, production capabilities, fixturing, customer turnaround needs, and knowledge of internal processes.
  • Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
  • Responded to customer needs through competent customer service and prompt problem-solving.
  • Exhibited high energy and professionalism when dealing with customers.
  • Reviewed customer orders for correct finishes, contract terms, part counts, pricing, specifications, packaging requirements, masking instructions, required shipping dates, and additional process requests.
  • Reviewed non-compliant material with quality team and advised customer of any issues.
  • Navigated multiple ERP systems and applications to locate customer parts, orders, specifications, prints, quotations, and other pertinent information.
  • Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
  • Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.
  • Reported information to General Manager and Corporate Management regarding customer complaints, credits to accounts, pricing of customer parts to sales plan, EBITDA margins, accounts receivable disputes, production schedule hits and misses, and non-conforming material reports.
  • Collaborated with commercial sales teams to identify new opportunities, high production/ high value quotations, customer on-boarding, customer communication, and customer reclamation.

Administrative Lead/Administrative Assistant

Logistics Health Incorporated/Optum Serve
07.2012 - 05.2022
    • Contract labor for company providing Physical Health Assessments (PHA) to the U.S. Military Reserves throughout the United States.
    • Provided essential customer care to service members with check-in, check-out services, and direction to various health stations throughout the event.
    • Maintained confidentiality of service member personal information, medical information, and history.
    • Performed vital statistics measurements and blood pressure readings with company provided equipment.
    • Provided vision screening for service members through use of Snellen charts.
    • Set up/assisted in set up of event, including tables, chairs, computer workstations, provider workstations for audio, immunizations, phlebotomy, ekg, and medical reviewers.
    • Traveled to military units in Indiana, Michigan, Ohio, and Illinois for weekend and weeklong events.
    • Provided accurate records to company regarding travel mileage, expenses, and working hours.
    • Created relationships with frequent military point of contact personnel and maintained professional, respectful demeanor with all service members.

Sales Manager/Outside Sales Manager/Office Manager

Various
, IN, OH, IL
  • Self-motivated, with a strong sense of personal responsibility.
  • Passionate about learning and committed to continual improvement.
  • Excellent communication skills, both verbal and written.
  • Worked effectively in fast-paced environments.
  • Organized and detail-oriented with a strong work ethic.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Proven ability to learn quickly and adapt to new situations.

Education

Business And Marketing

Indiana University South Bend, South Bend, IN
  • Professional development completed in Business and Marketing.

Skills

  • Microsoft Dynamics 365 ERP/CRM system and Microsoft AX experienced
  • Comfortable with Microsoft Office (Word, Excel, Outlook, SharePoint)
  • Excellent organizational skills
  • Customer care specialist
  • Detailed data entry support
  • Creative and thoughtful problem solving
  • Accurate maintenance of customer account information
  • Handle and resolve customer complaints
  • Confirm customer orders, pricing, and terms
  • Comfortable in manufacturing and related fields
  • Technical knowledge of metal finishing, metals, and chemical processes
  • Skilled in evaluating customer parts for quotation of metal finishing requirements
  • Friendly Attitude, Empathetic to Customer needs
  • Inside and Outside Sales experience, including workforce management

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Customer Care Representative /Quotation Specialist - Pioneer Metal Finishing - South Bend
07.2022 - 10.2023
Administrative Lead/Administrative Assistant - Logistics Health Incorporated/Optum Serve
07.2012 - 05.2022
Indiana University South Bend - , Business And Marketing
Sales Manager/Outside Sales Manager/Office Manager - Various

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Cathleen (Cathi) GreenCustomer Service/Sales