Katelyn Cope
Milford,OH
Summary
Experienced professional administrator with four years of tenure in the trade industry, specializing in streamlining branch operations within the commercial HVAC sector. I have successfully provided comprehensive support to executives, managers, technicians, and clients. With a high level of motivation and goal-orientation, I am proficient in managing diverse administrative tasks while nurturing positive client relationships.
Overview
11
11
years of professional experience
Work History
Service Coordinator/Account Manager
Engineering Excellence
04.2017 - Current
- Manage the facilitation of daily operational tasks to ensure the efficient functioning of Self-Perform branches. Collaborating with branch managers and sales executives across various Midwest branches, including those in Chicago, Detroit, Cleveland, Cincinnati, and Columbus.
- Arrange service appointments and conduct routine maintenance for clients. Create and deliver cost estimates to clients, and supervise the procurement and pricing of parts.
- Manage a consistently shifting daily schedule to accommodate the needs of our large commercial clients.
- Coordinate hotel accommodations for traveling technicians and oversee the consolidation of credit card charges to establish per diem allowances.
- Liaise with large commercial accounts on service dates and handle billing/accounts payable tasks.
- Process vendor invoices and perform company credit card consolidation for vendors.
- Developed efficient processes and procedures to achieve prompt delivery and completion of service projects.
- Resolved customer complaints and issues to drive satisfaction and loyalty.
- Communicated with clients and service providers to provide updates on work progress.
Service Dispatcher
National Heating and Air
08.2015 - 04.2017
- Handled a large volume of urgent service calls and effectively coordinated the deployment of technicians based on the nature of the emergency.
- Provided support to residential customers by identifying and addressing billing discrepancies and resolving various issues.
- Established a robust praise system for technicians to proactively incentivize exceptional customer service.
- Ensured smooth monthly invoicing and statement processes for customers and meticulously managed cash-tracking spreadsheets.
- Monitored and tracked dispatch communication systems.
- Facilitated communications between customers and field personnel to answer questions or resolve concerns.
Executive Assistant/Customer Service Representative
Auto Repair
12.2013 - 08.2015
- Provided assistance to the Chief Executive Officer by managing administrative tasks, scheduling, and correspondence. Additionally played a key role in supporting the newsletter manager by creating and distributing company newsletters to our marketing clients.
- Organized travel plans for company events.
- Provided support in registering clients for various programs and services.
- Was responsible for managing the distribution of welcome packages to new and upgraded clients.
- Organized and coordinated conferences and monthly meetings.
- Screened calls and emails.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Handled confidential and sensitive information with discretion and tact.
Education
Some College in Business -
Shawnee State University
Portsmouth, OH05.2009
Diploma -
Blanchester High School
Blanchester, OH05.2008
Skills
- "Whatever It Takes" Approach
- Organizational Skills
- Scheduling and Analytics Softwares
- Office Management
- Problem-solving aptitude
- Project Planning
- Meeting Facilitation
- Travel Coordination
- Event Logistics Management
- Microsoft Office Suite
- Google Suite
- Software Troubleshooting
- Events Management
- Analytics and Data Analysis
- E-commerce and Marketing
- Excellent Communication Skills
Timeline
Service Coordinator/Account Manager
Engineering Excellence
04.2017 - Current
Service Dispatcher
National Heating and Air
08.2015 - 04.2017
Executive Assistant/Customer Service Representative
Auto Repair
12.2013 - 08.2015
Some College in Business -
Shawnee State University
Diploma -
Blanchester High School
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