Haley Terranova
Olympia
Summary
Experienced with coordinating office services to ensure efficient and smooth operations. Utilizes organizational skills and multitasking abilities to handle administrative tasks effectively. Track record of maintaining well-ordered office environment and addressing issues promptly for continuous improvement.
Overview
8
8
years of professional experience
Work History
Office Services Coordinator
Moss Adams Wealth Advisors
Tacoma, WA
05.2025 - Current
- Coordinated office supply inventory management, ensuring timely replenishment and reducing shortages.
- Implemented streamlined filing systems to enhance document retrieval efficiency and accuracy.
- Supported cross-departmental communication by scheduling and organizing meetings and events.
- Developed training materials for new staff, improving onboarding process consistency and effectiveness.
- Monitored office operations, identifying areas for process improvement to enhance workflow efficiency.
- Managed vendor relationships, negotiating contracts to secure favorable terms for office services.
- Distributed incoming mail from shipments, couriers and postal delivery within organization.
- Managed front desk area by welcoming and greeting visitors and responding to in-person requests.
- Used scanner and PFX to scan important documents into computer system.
- Monitored stock of office supplies to report shortages to management.
Contact Center Representative
O Bee Credit Union
Lacey, WA, USA
03.2024 - 04.2025
- Processing transfers for members over the phone
- Handling the live chat function where I must be great at multitasking, taking phone calls and responding to live messages
- Investigating accounts for fraudulent activity and gathering information from the member in order to build a case
- Handling up to 100 calls a day while maintaining excellent customer service and navigating online platforms with the member
- Using my communication skills with members when reporting abnormal card charges : I gather proper information to send off to our card services team to start a dispute
- Performing basic services such as balance transfers, loan payments, creating leads for loan applications, balance checks, check ordering and much more.
- Creating and closing out Certificate of Deposits and Money Markets
- Upselling promotional offers
- Imaging documents such as POAS, member information changes, death certificates and more
- Using platforms such as OFAC, Symitar, Synergy, Outlook, Excel, teams and more
Customer Service and Sales Representative
ALUMINESS PRODUCTS, INC.
San Diego, CA, USA
06.2023 - 03.2024
- Answering 60+ phone calls a day
- Responsible for returning calls, emails and creating estimates for clients
- Use knowledge of vehicles to sell van accessories
- Accepting payments via Converge
- Efficiently work with QuickBooks, Excel and Big Commerce
- Keeping conversations going to close out sales and use knowledge to educate clients on vehicle accessories
- Closing sales
- Checking in and out in house installs
Billing Specialist
Univar Solutions
Phoenix, AZ, USA
11.2021 - 04.2023
- Processing of Invoices with problem solving skills to match invoices to purchase orders
- Creating Purchase Orders to make Payments
- Emailing Vendors to make payments and keep a good relationship
- Use of mathematical skills to ensure invoices are created and charged correctly for our customers
Customer Service Rep
Responsible Pest Control
Chandler, AZ, USA
01.2018 - 12.2021
- 100+ inbound and outbound calls a day
- Appointment setting with new and existing customers
- Handle all collection after 30days past due including all invoicing past 30 days
- Problem Solving daily in a fast paced work environment
- Handling all customer complaints and escalated issues
- Scheduling and Routing of Specialists
Education
High School -
Bonney Lake High School
Bonney Lake, WASkills
- QuickBooks
- Organizational skills
- Cash register
- Scheduling appointments
- Documentation skills
- Recordkeeping skills
- Document preparation
- Scheduling
- File management
- Paperwork processing
- Inventory coordination
- File maintenance
- Meeting planning
- Mail distribution
- Deliveries coordination
- Phone etiquette
- Analysis skills
- Computer skills
- Cash handling
- Bookkeeping
- Excel
- Time management
- Sales
- Accounting
- Microsoft Outlook
- Appointment scheduling
- Customer support
- Dispatching
- Opening accounts
- Negotiation
- Leadership
- Freight
- Basic math
- Data entry
Timeline
Office Services Coordinator
Moss Adams Wealth Advisors
05.2025 - Current
Contact Center Representative
O Bee Credit Union
03.2024 - 04.2025
Customer Service and Sales Representative
ALUMINESS PRODUCTS, INC.
06.2023 - 03.2024
Billing Specialist
Univar Solutions
11.2021 - 04.2023
Customer Service Rep
Responsible Pest Control
01.2018 - 12.2021
High School -
Bonney Lake High School