KARI A. CURLEE
Magnolia,TX
Summary
Passionate and active leader with thirteen years of work experience in the administrative, clerical, and customer service fields. Robust skills in project planning, key issue identification, and quantitative analysis. Experienced and motivated in the development of actionable, time-sensitive solutions to key challenges in rapidly changing environments while maintaining a pleasant and intellectually stimulating work environment.
Professional with strong background in customer interactions and service solutions. Highly skilled in conflict resolution, communication, and problem-solving, ensuring customer satisfaction and loyalty. Effective team collaborator, adaptable to changing needs, and consistently focused on achieving results through efficient and empathetic service. Known for reliability and proactive approach to meeting customer and organizational goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Customer Service Rep
ATLAS NETWORK
02.2024 - Current
- Managing support tickets as they come in to determine next action steps and level of severity.
- Respond to all inquires from customers and troubleshoot as they submit requests
- Be available and answer all incoming calls being able to direct and respond to customers as issues arise.
- Take phone call orders; submit new work orders and set appointments
- Manage a residential/commercial calendar as issues arise and set appointments
- Keep my techs calendar updated throughout the day, week and month. Making sure he is completing all tasks needed.
- Staying in steady communication with my residential technician throughout the day managing what is needed. Helping him gain building access and IDF closet access as needed.
- Take lead and head special projects throughout the month as they arrive making sure they are completed to the fullest and on time.
- Be the lead and problem solver when my manager is gone or at conference. Head all issues and troubleshoot problems as they arise.
- Problem Solve all issues that arise throughout the day including but not limited to calendar management, customer complaints, manager tasks, and more.
- Collect past due accounts that are residential and commerical. Ensuring customers have the proper invoices and data needed to pay their bill.
- Help customers as issues arrive throughout the day.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
- Enhanced customer satisfaction by promptly addressing concerns and providing accurate information.
- Developed strong product knowledge to provide informed recommendations based on individual customer needs.
- Developed rapport with customers through active listening skills, leading to higher retention rates and positive feedback from clients.
- Maintained detailed records of customer interactions, ensuring proper follow-up and resolution of issues.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
- Collaborated with team members to develop best practices for consistent customer service delivery.
- Contributed to sales growth by upselling products and services based on individual customer requirements.
- Exceeded performance metrics consistently, earning recognition as a top performer within the team.
- Provided coaching and mentoring to new hires, contributing to their successful integration into the team.
- Boosted team morale by consistently recognizing colleagues' contributions and achievements.
- Participated in training programs to enhance product knowledge and customer service skills.
- Coordinated with logistics department to expedite shipping for urgent customer orders.
- Developed feedback system for customers to share their service experience, leading to actionable improvements.
- Fostered positive customer service culture within team which led to higher customer satisfaction rates.
Procurement Coordinator
PULTEGROUP
03.2019 - Current
- Propagation Sheets
- Vendor Set-up
- Follow up on Vendor Compliance
- Rebates
- Tracking VPI's
- Negotiated favorable supplier contracts for improved product quality and cost savings.
- Developed strong relationships with key suppliers, enabling faster response times and better pricing options.
- Created detailed reports on procurement activities to inform senior management decisions regarding budget allocations and strategic planning initiatives.
- Managed inventory levels effectively to minimize stockouts and optimize warehouse space utilization.
- Established a centralized procurement function that improved transparency, control, and reporting capabilities across the organization.
- Enhanced procurement efficiency by implementing streamlined processes and reducing order cycle times.
- Ensured compliance with relevant regulations by staying up-to-date on industry best practices in procurement policies and procedures.
- Streamlined purchasing procedures through the introduction of an automated procurement system that reduced errors and increased productivity.
- Participated in industry events and professional associations to stay current on procurement trends, best practices, and new technologies.
- Built relationships with vendors to negotiate ideal terms for purchases.
- Developed and strengthened supplier relationships.
- Managed database of vendor details and pricing information to maintain organization.
- Mentored junior team members in procurement best practices, fostering a culture of continuous improvement within the department.
CEO
DESIGNS BY CURLEE LLC
03.2020 - 03.2024
- Maintain the appearance, conduct and welfare of all orders by supervising the accountability and maintenance of all supplies, tools, equipment, and safety through inspections
- Supervises the creation of wooden dog kennels which support customers' in accordance with requests by developing effective schedules to establish better proficiency standards and structure
- Assemble and maintain statistics and records on customers, vendors, equipment, supplies, qualification/readiness as well as other critical data as required
- Worked with bilateral companies ensuring all orders are proficient as well as administratively ready for current and future operations
- Offered guidance to all customers on a consistent basis to enhance lasting relationships and promote success in the workplace
- Responsible for coordinating, de-conflicting, as well as tracking to completion in a timely manner all pending and processed orders
- Supervised a clean and consistent sanitary work environment at all times
- Maintained/set conditions for a solid yet positive costumer feedback status
- Managed 5-10 employees consistently
- Invoiced and processed payments for all sales
- Bookkeeping in all aspects making sure records are up to date.
- Payroll completion bi-weekly
- Achieved company growth by implementing strategic plans and streamlining operations.
- Developed key operational initiatives to drive and maintain substantial business growth.
- Managed all marketing; creating graphics and growing campaigns on all media platforms. Growing our page to well over 6,000 followers in two months.
- Managed partnerships and strategic business relationships by negotiating contract terms and handling conflicts.
- Enhanced brand reputation with effective marketing campaigns and public relations efforts.
- Built productive relationships with industry partners and competitors to support strategic business objectives.
- Developed a high-performance executive team for improved productivity and efficiency.
- Streamlined business processes, resulting in increased operational efficiency across all departments.
- Delivered consistent revenue growth by identifying new markets and devising targeted expansion strategies.
- Fostered strong relationships with industry partners to expand business opportunities.
- Implemented cost-saving initiatives to reduce operational expenses without sacrificing quality.
- Secured financing for critical projects through negotiation of favorable loan terms with financial institutions or investors.
- Drove profitability with thorough financial analysis and strategic decisionmaking.
- Ensured regulatory compliance by developing robust policies, procedures, and internal controls.
- Cultivated forward-thinking, inclusive, and performance-oriented business culture to lead industry in innovation and push progress.
- Optimized supply chain operations for reduced costs and increased efficiency.
- Led successful turnaround efforts for underperforming divisions or subsidiaries, restoring profitability within tight timeframes.
- Led successful mergers and acquisitions, significantly increasing company's footprint and competitive edge.
- Bolstered employee engagement and reduced turnover by introducing progressive workplace policies and benefits.
- Improved organizational structure by reallocating resources and redefining roles for greater efficiency.
- Streamlined operational processes to boost efficiency, adopting innovative technologies and methodologies.
- Elevated brand visibility and market share with launch of highly successful digital marketing campaign.
- Amplified customer satisfaction and loyalty through introduction of customer-centric service model.
- Nurtured key strategic partnerships that resulted in enhanced product offerings and expanded customer base.
- Pioneered corporate social responsibility initiatives, significantly impacting community development and sustainability.
- Orchestrated company-wide digital transformation, enhancing data analytics capabilities and operational agility.
- Enhanced stakeholder value by consistently exceeding financial targets and delivering robust shareholder returns.
- Reinforced company's market leadership by consistently outperforming competitors in key performance metrics.
- Optimized supply chain operations for efficiency, leveraging technology to reduce lead times and costs.
- Enhanced company reputation by implementing cutting-edge sustainability practices across all operations.
- Developed high-performing executive team by recruiting top talent and implementing comprehensive training programs.
- Secured advantageous partnerships and collaborations to co-develop cutting-edge technologies and solutions.
- Achieved remarkable year-over-year revenue growth through strategic product diversification and market analysis.
- Directed launch of innovative products, capturing new market segments and driving revenue growth.
Budget Coordinator
DR HORTON
07.2018 - 02.2019
- Print House Packs
- Proof all houses being released for the week
- Final all houses being released for the week
- Void purchase orders
- Re-issue purchase orders
- Special projects related to voiding and re-issuing purchase orders
- Responsible for coordinating, de-conflicting, as well as tracking to completion in a timely manner all pending and processed orders
- Supervised a clean and consistent sanitary work environment at all times
- Maintained/set conditions for a solid yet positive costumer feedback status
- Assisted management in making informed decisions with thorough cost-benefit analyses of proposed projects.
Front Office Assistant
CAMP SHILOH
03.2016 - 12.2016
- Checked in guests
- Managed and entered data into QuickBooks
- Paid bills
- Wrote checks
- Answered phone calls
- Organized, filed, and maintained various records
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Maintained a professional and welcoming environment for clients, contributing to an overall positive experience.
- Responded to inquiries from callers seeking information.
- Reviewed and updated customer information in database for accuracy.
- Increased client retention by providing exceptional service while managing check-in and check-out processes.
- Coordinated master schedule by booking and rescheduling appointments and balancing workloads.
- Handled financial transactions accurately by processing payments, issuing receipts, and maintaining detailed records of all transactions.
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
- Enhanced customer satisfaction by promptly addressing inquiries and concerns at the front desk.
- Collaborated with team members to improve overall front office performance through consistent feedback and process improvement suggestions.
- Developed procedures for handling sensitive information, maintaining confidentiality and adhering to company policies.
- Supported staff members with administrative tasks, improving productivity across various departments.
- Updated client databases regularly while maintaining accuracy in contact details comprehensively.
- Resolved conflicts professionally and efficiently, fostering a positive workplace atmosphere.
- Managed inventory supplies, reducing waste and ensuring availability of essential materials for daily operations.
- Processed payments and informed individuals of further financial responsibility to facilitate timely payments.
- Organized file systems both physical and digital through strategic categorization resulting in easy access and retrieval of documents.
- Processed incoming and outgoing mail, sorting and distributing to correct staff and departments.
- Completed patient check-in processes by verifying insurance and submitting forms to nursing team.
- Streamlined office operations for increased efficiency through effective organizational tasks such as filing, scheduling, and data entry.
- Made accurate cash deposits successfully under tight deadlines ensuring proper handling and processing of company funds.
- Provided training support for new hires, contributing to their successful integration into the team environment.
- Facilitated seamless communication between departments by routing calls and relaying messages accurately and in a timely manner.
- Assisted with event coordination, ensuring successful execution of internal and external events.
- Improved team morale and office culture by recognizing birthdays and special events, fostering sense of community.
- Streamlined front office operations, contributing to more organized and welcoming environment for visitors.
- Enhanced communication with visitors and staff by distributing incoming mail and messages promptly and accurately.
- Enhanced patient experience by providing helpful information and answering queries with empathy and professionalism.
MEDICAL RECORDS ADMINISTRATOR
HOLLAND HOSPITAL
03.2008 - 10.2009
- Conducted chart analysis and data entry; tracked to completion
- Answered phone calls
- Organized, filed, and maintained various records
- Served as a subject matter expert in internal and external audits, confidently addressing any concerns regarding medical records administration.
- Maintained comprehensive knowledge of current industry standards and regulations, ensuring continuous improvement in recordkeeping practices.
- Updated and maintained policies and procedures related to medical recordkeeping, ensuring consistency across the organization.
- Created and maintained safeguards against unauthorized access and use of computer-based medical records.
- Liaised with nursing staff to discuss medical records and budget issues.
- Scheduled and conducted educational programs to explain and discuss documentation policies and practices.
- Followed up with medical staff regarding missing information in patient records.
- Utilized electronic medical record systems to store, retrieve and process patient data.
- Verified accuracy of patient information in medical records.
- Scanned and uploaded medical records into electronic medical records system.
- Input data into computer programs and filing systems.
- Reviewed medical records for completeness and filed records in alphabetic and numeric order.
- Tracked and monitored requests for medical records release.
- Identified new methods to optimize medical records management.
- Generated and maintained statistical data related to medical records.
CLERICAL ADMINISTRATOR
HAND SURGERY LIMITED
05.2005 - 05.2007
- Scanned various files to facilitate a thorough electronic database
- Answered phone calls
- Organized, filed, and maintained various records
- Served as a reliable point of contact for clients and customers, providing exceptional service while addressing their needs efficiently.
- Streamlined office processes by implementing efficient filing systems and organizational techniques.
- Reduced errors in data entry tasks by maintaining high attention to detail and accuracy.
- Increased productivity by prioritizing tasks and multitasking effectively in a fast-paced environment.
- Provided superior administrative support to multiple departments within the organization for streamlined operations.
- Collaborated with colleagues on projects, contributing valuable input for improved outcomes.
- Input data into spreadsheets and databases.
- Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
- Reviewed files, records and other documents to obtain information to respond to requests.
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Utilized office management software to record and track customer information.
- Created and maintained detailed records of all office activities.
Education
Associates - Healthcare Administration
University of Phoenix
Phoenix, AZSkills
- Leadership
- Management
- Training
- Planning
- Quality Control
- Self Motivated
- Customer service
- Active listening
- Critical thinking
- Data entry
- Customer relations
- Problem resolution
- Relationship building
- Computer proficiency
- Microsoft Excel
- Complaint handling
- Conflict resolution
- Complaint resolution
- Payment processing
- Client relations
- Customer satisfaction measurement
- Professional telephone demeanor
- Microsoft outlook
- Scheduling
- Follow-up skills
- Call management
- Product knowledge
- Paperwork processing
- Appointment scheduling
- Order processing
- Team development
- Documentation
- Administrative support
- Microsoft Office Suite
- Microsoft PowerPoint
- Customer relationship management (CRM)
- Data collection
- Prioritization
- Staff training
- De-escalation techniques
- Building rapport
- Technical support
- Quality control
- Clerical support
- Live chat support
- Filing
- Dispute resolution
- Customer education
- Product sales
- Product and service solutions
- Multi-line phone talent
- Sales expertise
- Coordination
- Assertiveness
- Order fulfillment
- Store maintenance
- Recordkeeping strengths
- Account updating
- Reading comprehension
- Account management
- Research
- Spreadsheets
- Office equipment proficiency
- Service upselling
- Staff education and training
- Conflict mediation
- Proofreading
- Retail store support
- Stock management
- Service standard compliance
- Document control
- Product promotion
- Brand representation
- Escalation management
- Shipping and logistics
- Quality assurance controls
- Sales closing
- POS systems expert
- CRM software
- Information security
- Product education
- Business development
- CRM software proficiency
- Training development aptitude
- Key holder experience
- System implementation
- Delivery scheduling
- Warehousing functions
- Receiving support
- Call triaging
- Process optimization
- Report creation
- Report preparation
- Credit adjustments
- Promotional support
- Key stakeholder relationship building
- Report generation
- Lead generation
- Route management
Accomplishments
- Customer Follow-up - Ensured that customers were satisfied with company products and services by doing purchase follow-up calls.
- Conflict Resolution - Responsible for handling customer account inquiries, accurately providing information to ensure resolution of product/service complaints and customer satisfaction.
- Customer Relations - Earned highest marks for customer satisfaction, company-wide.
- Monetary Transactions - Handled cash, check, credit and automatic debit card transactions with 100% accuracy.
- Compiled inventory lists and worked with vendors for product pricing and special orders. Handled high volume sales with cash, credit and gift card transactions, balancing cash draw at end of shift with 100% accuracy rate.
- Product Promotion - Up-sold products and motivated customers to upgrade current product plans.
- Telephone Service - Professionally processed 80+ calls per day, providing information and service to ensure customer satisfaction.
Certification
- Leadership Courses: Multiply Your Profits
- Ramp Up Your Holiday Sales
- Laying the Foundation
- B School
References
- Lisa Mark, Commercial Sales Agent at Atlas Networks, 206-550-2175
- Ivie Wendt, Owner Blondie's Hair Salon, 979-551-5386
- Corey Ferstenfeld, Global Manager, 979-665-8777
- Lisa Klimczak, Office Manager and my direct supervisor at Hand Surgery, (414) 453-7418 X 2121
Languages
English
Native or Bilingual
Timeline
Customer Service Rep
ATLAS NETWORK
02.2024 - Current
CEO
DESIGNS BY CURLEE LLC
03.2020 - 03.2024
Procurement Coordinator
PULTEGROUP
03.2019 - Current
Budget Coordinator
DR HORTON
07.2018 - 02.2019
Front Office Assistant
CAMP SHILOH
03.2016 - 12.2016
MEDICAL RECORDS ADMINISTRATOR
HOLLAND HOSPITAL
03.2008 - 10.2009
CLERICAL ADMINISTRATOR
HAND SURGERY LIMITED
05.2005 - 05.2007
Associates - Healthcare Administration
University of Phoenix
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