Katelyn Peffer
Conestoga,PA
Summary
Encouraging manager and analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
10
10
years of professional experience
Work History
Service Dispatcher, Rental Coordinator, ASM
Lift, Inc
06.2019 - Current
- Answer phone calls efficiently, taking all necessary information for a proper rental or service call
- Schedule trucking of equipment and manage transportation schedule
- Schedule and delegate repair work for technicians
- Dispatch work orders to forklift, dock/door, aerial technicians and truck drivers
- Create rental contracts with accurate customer and equipment information
- Manage spreadsheets relating to shop repairs on forklifts
- Maintain inventory of rental forklifts, batteries, chargers, and attachments
- Work with other branch coordinators to transfer equipment for rental requests
- Maintain and send rental invoices to customers
- Answer equipment related questions for inquiring customers
- Complete necessary paperwork for equipment that has been sold and picked up or delivered
- Creating quotes for customers for both rental needs and service repairs
- Monitor “Work-In-Progress” work orders for all rental units
- Utilizing online services for proper billing and invoicing of rental units
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Maintained positive customer relationships by responding quickly to customer service inquiries.
- Interviewed, hired and trained staff associates and equipped to comply with company policies and procedures.
- Attained expert level of product knowledge, becoming go-to person for major sales and vendor negotiations.
- Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
Front Desk/Insurance/Billing Coordinator & Accounts Payable Manager
Eric W. Howard, DMD
10.2014 - 06.2019
- Manage and create scheduling templates.
- Maintain the staff calendar (weeks off, modified patient days, etc.).
- Maintain cleanliness of office space.
- Answer phone calls and efficiently resolve problems/concerns of patients.
- Maintain friendly environment for staff and patients.
- Update office recall list weekly and actively schedule patients for past due appointments.
- Create advertisements for magazines, fundraisers, etc.
- Schedule patients’ appointments.
- Run End-of-Day reports and close out money for the day.
- Reviewing patient contracts with financially responsible party.
- Uphold insurance (keeping watchful eye – making sure all insurance is verified and up- to-date).
- Submit insurance claims.
- Update business insurance annually.
- Update 401K information semiannually.
- Enter deposits and write checks using QuickBooks software.
- Executed billing tasks and recorded information in company databases.
- Responded to customer concerns and questions on daily basis.
- Managed invoicing and payment processing operations.
- Handled account payments and provided information regarding outstanding balances.
- Monitored outstanding invoices and performed collections duties.
- Processed payment via telephone and in person with focus on accuracy and efficiency.
- Produced and mailed monthly statements to customers and assisted with related requests for information and clarification.
- Received and sorted mail, prepared packages for delivery and scanned documents.
- Developed rapport with clients and vendors to cultivate loyalty and satisfaction.
- Generated financial statements and reports detailing accounts receivable status
- Entered invoices requiring payment and disbursed amounts via check, electronic transfer or bank draft.
- Verified vendor accounts by reconciling monthly statements and related transactions.
- Utilized talents and expertise to complete on-time and accurate monthly closing processes, journal entries and accruals.
- Posted data and kept other records concerning costs of goods or services or shipment of goods.
Floral Assistant
Floral Designs of Mount Joy
05.2016 - 05.2017
- Properly package flowers and plants for damage-free delivery.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Transported and set up floral arrangements for large-scale functions, comprising weddings, funerals and banquets.
- Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
- Worked flexible hours; night, weekend, and holiday shifts.
- Maintained energy and enthusiasm in fast-paced environment.
Waitress/Server
Mick’s All American Pub
03.2014 - 10.2014
- Manage cash, check, and credit card transactions
- Upsold high-profit items such as appetizers and mixed drinks to enhance sales numbers.
- Maintained thorough menu knowledge to sufficiently answer questions regarding menu item sourcing, ingredients and cooking methods.
- Presented menus to patrons promptly after seating and answered questions about menu items, making recommendations upon request.
- Stocking disposable cups, containers, straws, etc
- Uphold customer satisfaction
- Worked with POS system to place orders, manage bills and handle complimentary items.
- Cultivated warm relationships with regular customers.
- Explained menu items and suggested appropriate options for food allergy concerns.
- Bussed and reset tables to keep dining room and work areas clean.
Front Office Assistant
Morton’s Dance Center
08.2013 - 03.2014
- Enforced opportune payments
- Managed cash, check, and credit card transactions
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
- Completed tasks assigned by Owner
- Responded to inquiries from callers seeking information.
- Maintained transaction security by verifying payment cards against identification.
- Maintained clean reception area to promote positive, professional environment for clients.
Education
CPR Certified through the American Heart Association -
Radiology through Dental Assisting National Board Forklift Certified - undefined
Skills
- Understanding of insurance companies, claims, and payments
- Knowledge of answering phone calls professionally and efficiently
- Complete understanding of Toyota and Crown forklift specifications
- Rental Market
- Critical Thinking
- Customer Relationship Management
- Special Assignments
- Proficient in equipment management and transportation logistics
- Special Requests
- Heavy Duty Machinery
Timeline
Service Dispatcher, Rental Coordinator, ASM
Lift, Inc
06.2019 - Current
Floral Assistant
Floral Designs of Mount Joy
05.2016 - 05.2017
Front Desk/Insurance/Billing Coordinator & Accounts Payable Manager
Eric W. Howard, DMD
10.2014 - 06.2019
Waitress/Server
Mick’s All American Pub
03.2014 - 10.2014
Front Office Assistant
Morton’s Dance Center
08.2013 - 03.2014