Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
Catherine Davis

Catherine Davis

Redfield,IA

Summary

Personable and dedicated individual, with extensive experience in administrative, retail and customer service. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients and associates. I strive to maintain customer satisfaction and contribute to company success. I am an enthusiastic and results-orientated person that demonstrates passion for building relationships, cultivating partnerships and growing businesses.

Overview

30
30
years of professional experience
1
1
Certification

Work History

Office Manager

Karl Chevrolet - Stuart
10.2024 - Current


  • Oversaw daily office operations, ensuring efficiency and adherence to company protocols.
  • Streamlined communication processes between departments, enhancing collaboration and information flow.
  • Developed and implemented office procedures that improved workflow and increased productivity.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Payroll of Body Shop Technicians
  • Follow up with clients and insurance companies to collect unpaid balances
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
  • Increased customer satisfaction by developing effective client feedback system that led to service improvements.
  • Service and body shop cashiering
  • Receptionist back up on the phone
  • Dealership programs used are CCC ONE, Era Egnite, Collision Resource, GM Global and Mitchell Connect
  • Acted as the main point of contact in matters relating to client concerns and needs.
  • Processed invoice payments and recorded information in the account database
  • Monitored past due accounts and pursued collections on outstanding invoices.

Wholesale Representative

Christopher's Fine Jewelry
11.2022 - Current
  • Acted as the main point of contact in matters relating to client concerns and needs.
  • Answered customer invoice questions and resolved issues discovered during invoicing and collection process.
  • Processed invoice payments and recorded information in the account database.
  • Processed and sent invoices, adjustments and credit memos to customers.
  • Monitored past due accounts and pursued collections on outstanding invoices.
  • Managed all payments processing, invoicing and collections tasks.
  • Contacted vendors to follow up on late invoices.
  • Organized inventory for multiple locations and diversified product selections.
  • Inspected jewelry for blemishes and defects.
  • Coordinate inventory, repairs, memos out/incoming to vendors, refurbish jewelry for stock, buyer, and assist in sales when needed.

Client Support Specialist

Associated Computer Systems
05.2022 - 11.2022
  • Supported sales team members with product detailing pricing.
  • Engaged in conversation with sales representatives to understand needs, resolve issues and answer product questions.
  • Conferred with vendors by telephone or email to provide information about products or services and placing orders and registrations.
  • Enhanced productivity and service levels by anticipating needs and delivering accurate quotes.
  • Collaborated with sales team members to stay current on inventory levels and resolve item issues.
  • Prepared and evaluated CRM reports to identify problems and areas for improvement.

Agency Administrator

EquiTrust Life Insurance Company
07.2019 - 05.2022
  • Reviewing Agent/Agency contracting
  • Agent/Agency license reviewing and updating
  • Terminating non-producing Agent/Agencies

Receptionist/Administrative Assistant/Service Disp

Access Systems
06.2014 - 07.2019
  • Greet current and prospective clients as well as company guests
  • Answer 80 to 100 calls daily while submitting and dispatching service calls
  • Submit supply orders and relay information to sales personnel and service technicians
  • Manage company calendar and scheduling of conference rooms
  • Oversee company maintenance and supplies

Receptionist/Switchboard Operator

Brokers International Financial
11.2005 - 06.2014
  • Greeted business agents and clients
  • Efficiently answered and routed 600 to 800 calls per day
  • Managed company calendar and scheduling
  • Assisted in the planning and development of modernized phone system

Loan Technician

First American Bank
06.2005 - 11.2005
  • Accurately reviewed borrower credit reports and statements
  • Inspected and verified borrower credit history
  • Gathered information to navigate files from pre-approval to closing
  • Entered detailed loan information into the system for processing
  • Authenticated financial, loan, and income credit appraisal documents.
  • Reviewed and approved file documentation and records for accuracy
  • Regularly processed loan payments and advances
  • Conducted check cashing, savings deposits, and withdrawal services
  • Issued cashier's checks, traveler's checks, money orders, and drafts
  • Effectively promoted bank products and services
  • Securely performed bank opening and closing procedures
  • Consolidated and balanced daily financial transactions
  • Accurately maintained correct balances in cash drawers
  • Observed procedures allowing customers to access safe deposit boxes

Goldsmith Jeweler

Riddles Jewelry
08.2003 - 02.2004
  • Performed management duties for jewelry services and repairs
  • Developed maintained detailed jewelry repair logs
  • Completed sizing, engraving, polishing, and diamond setting services
  • Hired as Assistant Manager when store opened
  • Sales

Assistant Manager

Fred Meyer Jewelers
10.1995 - 02.2004
  • Greeted customers, managed associates and daily store operations
  • Maintained daily customer logs, vendor files, and cash drawer balances
  • Controlled inventory, accounts receivable, and data processing procedures
  • Supervised daily profitability operations of the retail outlet
  • Enforced effective cost control measures for all operating, maintenance, and supply expenses
  • Effectively managed store inventory and product merchandising
  • Supervised store personnel duties and labor scheduling
  • Cleaned and organized retail outlet to meet company standards
  • Analyzed business strength through company generated reports
  • Organized store layout and merchandise for efficient inventory and cycle counts
  • Dutifully enforced company policies and procedures
  • Thoroughly trained store personnel in occupational duties, security measures, policies, and procedures
  • Completed administrative tasks using a variety of technology and software

Education

High School Diploma -

Dike-New Hartford High School
Dike, IA
05.1994

Skills

  • Customer Service
  • Teamwork and Collaboration
  • Multitasking and Prioritization
  • Time Management
  • Calm and Professional Under Pressure
  • Understanding Customer Needs
  • Verbal and Written Communication
  • Patient and Empathetic
  • Computer Skills
  • Upbeat and Positive Personality
  • Efficient and Detail-Oriented
  • Relationship Building
  • Creative Problem Solving
  • Excellent Attention to Detail
  • Building Customer Trust and Loyalty
  • Team-Oriented and Cooperative
  • Responding to Difficult Customers
  • Data Entry
  • Courteous with Strong Service Mindset
  • Work Prioritization
  • Inbound and Outbound Calling
  • Establishing and Maintaining Customer Relationships
  • Inventory Management
  • Data Entry and Maintenance
  • Customer Data Confidentiality
  • Administrative and Office Support
  • Upselling Products and Services
  • Proactive Self-Starter
  • Multi-Line Phone Systems
  • POS Systems and Ordering Platforms
  • CRM Software
  • Merchandise Orders and Exchanges
  • Microsoft Exchange
  • Client Service Excellence
  • Office management
  • Office administration
  • Data entry
  • Policy and procedure modification
  • Adaptability and flexibility
  • Verbal and written communication
  • Customer service management
  • Phone and email etiquette
  • Customer relations
  • Billing
  • Administrative support
  • Payroll processing
  • Account reconciliation
  • Clerical support
  • Credit and collections
  • Mail handling
  • Staff management

Accomplishments

    · Diamond Council of America Spring 1997 Certified Diamontologist

    · Ridco Inc. Rapid City, SD Spring 2003 Goldsmith Specialized Training

Certification

  • Diamond Council of America Spring 1997 Certified Diamontologist
  • Ridco Inc. Rapid City, SD Spring 2003 Goldsmith Specialized Training

Timeline

Office Manager

Karl Chevrolet - Stuart
10.2024 - Current

Wholesale Representative

Christopher's Fine Jewelry
11.2022 - Current

Client Support Specialist

Associated Computer Systems
05.2022 - 11.2022

Agency Administrator

EquiTrust Life Insurance Company
07.2019 - 05.2022

Receptionist/Administrative Assistant/Service Disp

Access Systems
06.2014 - 07.2019

Receptionist/Switchboard Operator

Brokers International Financial
11.2005 - 06.2014

Loan Technician

First American Bank
06.2005 - 11.2005

Goldsmith Jeweler

Riddles Jewelry
08.2003 - 02.2004

Assistant Manager

Fred Meyer Jewelers
10.1995 - 02.2004

High School Diploma -

Dike-New Hartford High School

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