KATHLEEN SHORT
Dearborn,MI
Summary
Experienced Sales Support Lead with exceptional communication skills. Specializes in customer relationship management and excels in communication, teamwork, and adaptability. Known for high productivity, efficient task completion, and ensuring seamless support to sales teams for enhanced client satisfaction.
Overview
24
24
years of professional experience
Work History
Customer Sales Support Lead
Novastar Solutions Calibration Lab
Livonia, MI
05.2021 - Current
- Spearheaded a support team dedicated to supporting the sales staff.
- Managed customer calls and emails, ensuring optimal resolutions for both customers and the company.
- Partnered with leadership to address operational challenges and find effective solutions
- Communicated effectively with lab techs to facilitate information exchange with vendors and clients.
- Skilled in effectively de-escalating customer concerns.
Marketing Assistant
Novastar Solutions
Livonia, MI
02.2019 - 05.2021
- Facilitated coordination between sales, marketing, and support teams by demonstrating strong organizational skills while assisting as an administrative assistant.
- Explored potential client base for sales force
- Enhanced efficiency in collecting overdue payments from clients
- Assisted in accounting department operations as a backup resource
Accounts Payable Specialist
Accounting Principles
Burbank, CA
09.2017 - 07.2018
- Utilized Oracle PeopleSoft accounting software to monitor and address exceptions and holds through report analysis.
- Resolved vendor and invoice exceptions for 14 sites by providing consistent support.
- Conducted monthly reviews of use tax reports to ensure accuracy.
- Provided support to the staff accountant in completing month-end tasks.
- Handled daily requests and processed emergency disbursement checks when necessary.
Accounting Team Member/University of Michigan Liaison
Novastar Solutions
Livonia, MI
09.2014 - 07.2017
- Handled Accounts Receivable for computer sales, including new and refurbished equipment, as well as calibrations lab and property management.
- Increased AR collection efficiency by reducing past due amounts from 54% to 17% over a six-month period.
- Assisted Accounts Payable during busy periods and staffing shortages.
- Conducted month-end reconciliations of bank accounts and credit card statements ensuring accurate financial records
- Researched and resolved aged AR/AP issues in Peachtree software through a systematic approach.
- Acted as a customer service liaison between the University of Michigan and Hewlett Packard. Managed all deliveries, returns (RMA), and monitored orders for any possible issues.
Licensed Customer Service Representative
Jill E Clinger Agency
Defiance, OH
01.2011 - 09.2014
- Licensed in Ohio for Property and Casualty.
- Consulted with customers to identify their needs and closed deals for optimized results. Designed personalized insurance products that cater to customers' unique demands.
- Proactively engaged in lead generation resulting in successful outputs
- Consistently met monthly sales targets.
- Resolved customer complaints promptly according to set deadlines.
- Monitored insurance claims, maintained customers' records, and handled policy renewals.
- Executed marketing tactics to promote life insurance and directed potential clients towards the proprietor for finalization.
Float Customer Service Representative
Farmers & Merchants State Bank
Archbold, OH
09.2009 - 01.2011
- Provided assistance to branches where it was necessary.
- Maintained near-perfect record of balancing transactions as a branch teller.
- Delivered top-notch customer service in face-to-face interactions and via telephone.
- Provided assistance in mortgage processing to support the department during peak workload and staffing shortages.
Mortgage Processor
Accountemps
Maumee, OH
02.2009 - 09.2009
- Handled mortgage application processing during a temporary assignment.
- Proactively communicates with applicants and third parties to gather all loan documentation, title, and collateral information.
- Managed a pipeline of approximately 20-30 loans
- Guided customers in comprehending the escrow process
Seasonal Tax Assistant
Newcomer, Shafer, Spangler & Breininger
Bryan, OH
11.2007 - 07.2008
- Supported office manager by helping with year-end tax returns for established clients.
- Prepared tax returns utilizing the Lacerte Tax Program.
- Assisted in resolving year-end problems with estates.
Loan Servicing Specialist
First Federal Bank of the Midwest
Defiance, OH
04.2001 - 08.2007
- Demonstrated strong communication skills in addressing customer inquiries related to mortgages and installment loans.
- Monitored loans and followed up with customers.
- Worked closely with the escrow officer to handle and resolve various customer concerns.
- Prepared monthly board reports for all new loans, including installment, mortgage, and commercial loans.
Education
Banking and Office Procedures -
American Institute of Bank
Detroit, MIBusiness and Accounting -
Schoolcraft Community College
Livonia, MIHigh School Diploma -
Garden City High School
Garden City, MISkills
- Customer Service
- Accounts Payable/Receivable
- Purchase Order Management
- Problem Resolution
- Data Entry
- Tax Experience
- Accounting Software
- Insurance Sales
- Account Reconciliation
- Complaint Investigation
- Invoice Processing
- Collaboration and Teamwork
- Document Review
- MS Word, Excel, and Outlook
Volunteer Work
- CCNO Prison Women's Mentorship
- Certified for COB Child Disaster Services
References
References available upon request.
Timeline
Customer Sales Support Lead
Novastar Solutions Calibration Lab
05.2021 - Current
Marketing Assistant
Novastar Solutions
02.2019 - 05.2021
Accounts Payable Specialist
Accounting Principles
09.2017 - 07.2018
Accounting Team Member/University of Michigan Liaison
Novastar Solutions
09.2014 - 07.2017
Licensed Customer Service Representative
Jill E Clinger Agency
01.2011 - 09.2014
Float Customer Service Representative
Farmers & Merchants State Bank
09.2009 - 01.2011
Mortgage Processor
Accountemps
02.2009 - 09.2009
Seasonal Tax Assistant
Newcomer, Shafer, Spangler & Breininger
11.2007 - 07.2008
Loan Servicing Specialist
First Federal Bank of the Midwest
04.2001 - 08.2007
Banking and Office Procedures -
American Institute of Bank
Business and Accounting -
Schoolcraft Community College
High School Diploma -
Garden City High School
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