KAITLYN WESTPHAL
Kennewick,WA
Overview
11
11
years of professional experience
Work History
Licensed Administrative Assistant
Values & Vision Financial Advisors
06.2021 - Current
- Collaborated with Advisor to develop investment portfolios.
- Met with clients to open accounts, collect financial data, and to complete paperwork.
- Spoke to clients who needed various assistance on the phone, through email and video conference.
- Researched mutual funds.
- Assisted Advisor with financial plans.
- Placed trades and processed all money movement requests.
- Create and maintain relationships with current and new clients.
Funding Specialist
National Seating & Mobility
04.2021 - 06.2021
- Confirmed applicants met insurance requirements to receive funding for their medical equipment.
- Contacted customers via mail, telephone and email to relay acceptance or rejection of applications.
- Consulted with outside vendors to identify and resolve issues.
- Worked closely with insurance companies and hospitals to ensure proper documentation was given or received.
Quality Control Inspector
Permobil
02.2017 - 04.2021
- Inspected quality of finished products, making minor repairs to meet project expectations.
- Reported repeated issues to supervisors and other departments, collaborating to identify issue roots and rectify problems.
- Documented nonconformities immediately and recommended techniques for prompt resolution.
- Used specialized tools to take precise measurements of various aspects of samples.
- Assessed materials, parts and products for conformance with quality control requirements and production specifications.
Quotes Processor
Permobil
03.2016 - 02.2017
- Developed price quotes with itemized costs for clients to review and approve before ordering their wheelchair.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Maintained updated product knowledge through trainings and team meetings.
Lead Teacher
Champions
08.2014 - 03.2016
- Organized activities to promote physical, mental and social development of each child.
- Involved parents in student learning to increase family interaction and student support.
- Wrote curriculum and planned daily lessons to meet needs of children with various developmental levels.
- Administered and documented results of student assessments.
- Maintained patience and level-headedness in diverse situations to support student development and personal growth.
School Site Coordinator
YMCA Of The Greater Tri-cities
10.2011 - 07.2014
- Wrote and implemented curriculum for the before and after school program at various elementary schools in the district.
- Worked closely with parents and the school to ensure proper care was given to each child.
- Kept child files and documentation up to date and organized.
- Supervised one or two other staff working at the site.
- Stayed up to date with compliance regulations to ensure the program stayed compliant.
Education
High School Diploma -
Southridge High School
06.2012
Skills
- Series 7 License
- Series 66 License
- Attention to Detail
- Customer Service
- Clerical
- Quality Control
- Reporting and Documentation
- eMoney
- Microsoft Office
- CRM Software
Timeline
Licensed Administrative Assistant
Values & Vision Financial Advisors
06.2021 - Current
Funding Specialist
National Seating & Mobility
04.2021 - 06.2021
Quality Control Inspector
Permobil
02.2017 - 04.2021
Quotes Processor
Permobil
03.2016 - 02.2017
Lead Teacher
Champions
08.2014 - 03.2016
School Site Coordinator
YMCA Of The Greater Tri-cities
10.2011 - 07.2014
High School Diploma -
Southridge High School
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