Summary
Overview
Work History
Education
Skills
Timeline
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Kathleen Lodge

Woodbury,MN

Summary

Looking for a career where I can use my skills, be challenged on a daily basis, and overall make a difference and grow within a company that I love.

Overview

13
13
years of professional experience

Work History

Office Manager/Administrative Assistant

American Income Life
Roseville, MN
04.2016 - Current
  • Manage the receptionist/office area, including greeting visitors, scheduling client appointments, and responding to telephone, email, and in-person requests for information.
  • Maintain a clean office environment and order office supplies as needed.
  • Maintain daily correspondence with current and past policy holders for any additional paperwork that is needed.
  • Play an active role in the interviewing/hiring of sales agents, including helping candidates through the licensing process.
  • Distribute agency wide announcements to all sales agents and the management teams and maintain daily follow up with those agents.
  • Proficient in Microsoft Word, PowerPoint, and Excel.

Senior Tax Specialist

H&R Block
Stillwater, MN
12.2015 - Current
  • Manage the receptionist/office area, including greeting visitors, scheduling client appointments, and responding to telephone and in-person requests for information.
  • Maintain the front desk and reception area and client files in a neat and organized fashion.
  • Review financial records, such as prior income tax returns, income statements and documentation of expenditures to determine forms needed to prepare and process income tax returns using accounting software.
  • Interview clients to obtain additional information on taxable income and deductible expenses, and obtain required information in order to determine correct filing status for processing client income tax returns.
  • Successfully calculate and process client's income tax returns properly, while ensuring client confidentiality and privacy as well as delivering outstanding customer service.
  • Make copies, send faxes and handle incoming and outgoing correspondence.

Program Coordinator

Brooklyn Center, MN
12.2012 - 05.2016
  • Supported criminal offenders with intellectual and developmental disabilities, as well as autism spectrum disorders, mental health challenges, physical disabilities, complex medical needs and brain injuries.
  • Provided assistance with everyday tasks including meal planning and preparation, medication administration as well as personal cares.
  • Enhanced the quality of life for clients through support of therapeutic and behavioral plans in partnership with clinical staff.
  • Facilitated community involvement by accompanying individuals on outings in the community or providing transportation to activities.
  • Supervised and provided training and assistance to 14 full-time and part-time staff working in the home by reviewing safety and training policies, which were implemented to ensure the home maintains proper safety practices and meets state guidelines.

Reconnect Intern

Volunteers of America
Minneapolis, MN
12.2013 - 08.2014
  • Provided assistance to inmates and ex-offenders by helping them to reshape their lives, reach their goals, and make successful transitions back into the community.
  • Improved public safety by supporting and encouraging ex-offenders through positive relationship building, restorative justice practices, and individualized transition services.
  • Demonstrated maturity and sensitivity to cultural and individual differences in people served by maintaining a professional atmosphere among a diverse population of clients.
  • Highly motivated and have the ability to take initiative with minimal supervision.

Education

Bachelors of Science - Criminal Justice

Rasmussen College
June 2014

Skills

  • Receptionist
  • Administrative Assistant
  • Data Entry
  • Outlook
  • Microsoft Office
  • Office management
  • Staff management
  • Clear oral/written communication
  • Organizational skills
  • Scheduling
  • Documentation expertise
  • Friendly nature
  • Budgeting

Timeline

Office Manager/Administrative Assistant

American Income Life
04.2016 - Current

Senior Tax Specialist

H&R Block
12.2015 - Current

Reconnect Intern

Volunteers of America
12.2013 - 08.2014

Program Coordinator

12.2012 - 05.2016

Bachelors of Science - Criminal Justice

Rasmussen College

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Kathleen Lodge