Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Managed diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Managed high volume of export orders, prioritizing tasks effectively to meet tight deadlines.
Managed accurate preparation of all necessary documentation including commercial invoices, packing lists, and certificates of origin to avoid complications during customs clearance.
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Enhanced data accuracy by implementing strict validation processes and routine quality checks.
Maintained accurate records of all export transactions, facilitating easy retrieval of information when required for auditing or reporting purposes.
Logistics Specialist
Screaming Eagle Winery
04.2019 - 12.2019
Manage winery email accounts and phone lines.
Coordinate for Screaming Eagle and French brand Bonneau Du Martray.
Coordinated with clients and shippers to ensure continuity with shipping details.
Work closely with ocean carrier operations and drayage dispatch of accurate inventory for French brand Bonneau Du Martray shipments.
Schedule pick-up appointments with carriers and clients.
Coordinating orders with members and warehouse personnel; inventory movements and levels.
Work directly with procurement and receiving departments to reconcile any pricing or quantity variance
Process all electronic payments including ACH, Wires, and Credit Card.
Monthly reconciliations; process reclass journal entries as needed.
Assist sales team with generating invoice requests; receivables and payables, compliance.
Coordinate product donations for events, samplings and marketing events.
Executive Assistant to the Human Resources Director
Providence. St Joseph Health
11.2017 - 04.2019
Maintained confidentiality with sensitive documents, ensuring proper storage and distribution as needed.
Prioritize Director's communication methods, and prepare necessary information for meetings (i.e., emails, portfolios, contracts, time billing information, directions, etc.)
Support the Director of Health Information Management, with oversight of ongoing activities related to development, implementation, education, maintenance of, and adherence to the organization's Policies and Procedures covering the privacy of, and access to, employee protected health information.
In collaboration with Directors and management to create, update, and maintain accuracy of standard physician/ medical staff contract templates, related documents, policies and procedures.
Provide contracting services for vendors, professional services, medical staff, and management contracts, including proposal of terms and conditions, negotiations, document preparation and/or review.
Collaborated on special projects to improve overall business operations within the organization efficiently.
Processed travel expenses and reimbursements for executive team and senior management group.
Supported business and hospitality needs of corporate partners and staff during meetings and company events.
Developed strong relationships with vendors leading to improved contract terms resulting in cost savings for the company.
Marketing Coordinator
Opus One Winery
10.2015 - 11.2016
Support to Vice President of Winemaking and Marketing Director, including scheduling travel arrangements, meetings, and events.
Researched and evaluated potential new markets and products.
Managed email marketing campaigns.
Created customized marketing materials to increase product awareness.
Implemented successful public relations strategies to enhance company reputation and media presence.
Execute and oversee Production Special Events, including Harvest Lunches, Winery Winemaking Teams events, and educational seminars.
Analyzed campaign performance data, providing insights for future improvements and optimizations.
Work with Communications Coordinator to schedule all videography, press, filming, and interviews for the Vice President of Winemaking and production team.
Assist with internal allocation wine gifts and yearly attire allowance to employees. Assist in ordering supplies Facilities, Cellar, Vineyard, and lab teams.
Providing cost information for budgeting of special events and offsite.
Responsible for tracking activities with outside contractors and approving invoices.
Executive Assistant / Data Systems Management
Kurt Kesler & Associates
02.2005 - 05.2014
Administrative support to CEO and office manager
Taking minutes at Board meetings; preparation of records such as agenda, notices, and resolutions for corporate meetings, created and maintained database and spreadsheet files, managed executive's calendar and independently schedule appointment
Primary point of contact between lenders and data system support in-house
Maintained relations with all lenders to monitor information regarding all accounts, A/R and A/P accounting
Reviewing data and reports for continuous supervision of records; routing new clients through new process, including travel to site for logistical adherence
Responsible for assembling resources, driving projects to completion including removing obstacles, solving problems and developing contingency plans and success measurements
Manage and coordinate daily operations of employees with strong disposition to cross-train qualified employees to uphold integrity of the firm in support of growth, relations, and perform business analysis to operate successfully.
Education
Certification - Wine Marketing & Sales
Napa Valley College
Napa, CA
01.2018
AA-AS -
Napa Valley College
Napa, CA
01.2010
Timeline
Assistant Account Executive
US Wine Transport
03.2022 - Current
Logistics Specialist
Screaming Eagle Winery
04.2019 - 12.2019
Executive Assistant to the Human Resources Director