Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

KAREN M. PORTER

Newington,CT

Summary

Office management professional with track record of optimizing administrative functions and fostering productive work environment. Recognized for strong focus on teamwork and achieving operational success. Reliable and adaptable, with skills in office software, scheduling, and resource management to meet changing needs.

Overview

34
34
years of professional experience
1
1
Certification

Work History

Office Manager

Otis Mechanical LLC
11.2020 - Current

Company Growth & Expansion: Financial Management: Customer Service & Availability: Job Prioritization & Scheduling: Administration & Owner Support: Plumbing Department Management: Compliance & Licensing: Insurance & Permitting:

  • Managed daily office operations, ensuring efficient workflow and adherence to company policies.
  • Monitored vendor relationships, negotiating contracts to secure favorable terms for the organization.
  • Company Growth: Helped grow the company from a 5-person HVAC team to a 10-person operation with HVAC, electrical, and plumbing services.
  • Invoicing: Managed invoicing for all jobs, ensuring the correct charges for service calls, taxes, parts, and labor.
  • Accounts Payable & Receivable: Handled both accounts payable and receivable to ensure smooth financial operations.
  • On-Call: When the owner is unavailable, you answer calls and ensure customer service is maintained 24/7.
  • Job Prioritization: Assessed job urgency and importance before scheduling.
  • Technician Scheduling: Scheduled technicians to jobs, ensuring the right skill set was assigned to each task.
  • Owner's Administrative Support: Acted as the primary contact for administrative tasks and provided direct support to the owner.
  • Main Contact for Accounts: Managed all accounts as the main point of contact.
  • Apprenticeship Program: Managed the apprenticeship program, working with 3 apprentices to develop their skills.
  • Compliance Management: Ensured the company remained compliant with licenses, state certifications (CT), and vehicle registrations.
  • Insurance Management: Bid out insurance policies for Workers' Compensation, Vehicle, and General Liability coverage.
  • Permit Applications: Applied for permits needed for jobs that required them.

Banker I

People’s United, Farmington Bank
01.2015 - 08.2020
  • Progressed through three promotions from Personal Banker to Banker I, recognizing strong performance and customer service excellence.
  • Delivered exceptional customer experiences by actively engaging clients, identifying needs, and offering tailored banking solutions or referrals to business partners.
  • Built and deepened client relationships using advanced consultative selling techniques to drive customer satisfaction and loyalty.
  • Leveraged specialized licenses and certifications to advise customers on deposit and lending products, supporting overall relationship growth and generating qualified leads for team members.

Remote Operations Assistant

Walt Disney Company, ESPN
02.2000 - 06.2003
  • Reconciled air freight invoices for all cameras, staging, and equipment used at remote set locations, ensuring accurate billing and cost control.
  • Provided direct operational support to management teams both at headquarters and on remote event sites.
  • Maintained and updated event personnel rosters, verifying start and end dates, and coordinated closely with the crewing department to ensure proper hiring and onboarding of staff.

Event Coordinator

ESPN Headquarters
01.1994 - 02.2000
  • Coordinated logistics for high-profile events, ensuring seamless execution and adherence to timelines.
  • Managed complex travel arrangements for ESPN personnel, including on-air talent, production crews, and executives, across domestic and international locations.
  • Coordinated air, hotel, ground transportation, and last-minute itinerary changes, ensuring seamless travel experiences aligned with broadcast and production schedules

Server

Ruth’s Chris Steak House
10.1991 - 02.1994

Education

Travel -

Central Connecticut State University
New Britain, CT

Skills

  • Customer service
  • Office management
  • Organizational skills
  • Office administration
  • Scheduling and calendar management
  • Billing
  • Customer relations

Certification

  • Notary Public and Signature Guarantee
  • NMLS Certified – NMLS 1395155
  • Proficiency in Microsoft Office Suite: Excel, Word, PowerPoint
  • Farmington Bank Awards: Top Branch Mortgage Loans 2017, Top Customer Service Standards 2017, 3rd Highest Company Sales 2016, Top Branch Sales March 2015, United Way Captain 2015 – Present

Timeline

Office Manager

Otis Mechanical LLC
11.2020 - Current

Banker I

People’s United, Farmington Bank
01.2015 - 08.2020

Remote Operations Assistant

Walt Disney Company, ESPN
02.2000 - 06.2003

Event Coordinator

ESPN Headquarters
01.1994 - 02.2000

Server

Ruth’s Chris Steak House
10.1991 - 02.1994

Travel -

Central Connecticut State University