Kathryn Burland
Chokio,MN
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Independent Event Planner
KMB Marketing and Event Planning
Chokio, MN
02.2012 - Current
- Planned and organized corporate events, including budgeting, scheduling, venue selection and vendor management.
- Created detailed itineraries for attendees to ensure a successful event experience.
- Developed marketing plans to promote events and increase attendance.
- Coordinated with vendors to secure necessary services such as catering, audio and visual equipment and entertainment.
- Conducted research on venues, vendors and other resources to determine the best options for each event.
- Negotiated contracts with vendors to obtain optimal pricing and quality of service.
- Provided on-site support during events to ensure smooth operations.
- Maintained records of all expenses related to event planning.
- Interfaced with clients throughout the event planning process in order to develop a clear understanding of their needs and expectations.
- Assisted with setup and breakdown of events, ensuring that all materials were properly stored afterwards.
- Ensured compliance with applicable laws, regulations, policies and procedures relating to events.
Senior Event Manager
Eniva Corporation
Blaine, MN
02.1999 - 11.2011
- Planned and coordinated all event logistics, including seating arrangements, catering, audio and visual equipment, décor, and entertainment.
- Developed detailed timelines for each event to ensure deadlines were met.
- Oversaw the setup of events to ensure that all elements were in place according to plan.
- Provided onsite management for large-scale events with up to 500 attendees.
- Sourced and negotiated contracts with vendors for event materials and services.
- Managed budgeting process from planning through execution of events.
- Engaged with sponsors to generate financial support for events.
- Designed a comprehensive post-event evaluation system to measure success of events against goals.
- Collaborated with marketing team to develop effective strategies to promote upcoming events.
- Monitored progress of each project throughout the entire planning process.
- Assisted in recruiting and training staff members who will be working at the event.
- Ensured compliance with relevant health and safety regulations during event preparation and execution.
- Resolved any issues or problems that arose during the course of an event.
- Coordinated transportation needs of guests attending the event.
- Responded promptly to inquiries regarding availability of venues or other related questions.
- Analyzed data from past events in order to identify areas for improvement in future projects.
- Conducted research on current trends in the industry in order to stay ahead of competitors.
- Maintained relationships with existing clients by providing ongoing customer service.
- Facilitated communication between internal teams and external vendors and suppliers prior to the start of an event.
- Utilized software programs such as Microsoft Office Suite for tracking expenses associated with each project.
- Adhered strictly to budgetary guidelines when making decisions about resources required for successful completion of projects.
- Organized venues, budgets, guest lists, catering and event timelines.
- Handled client questions and concerns via different communication channels to deliver exceptional customer service.
- Created detailed timelines for events based on scope of work required by each department involved in process.
- Reserved space, equipment and personnel needed to facilitate events.
- Maintained adherence to client-event requirements through delegation, prioritizing and management of production phases from concept to execution.
- Developed relationships with vendors to facilitate quality service at competitive rates while maintaining financial responsibility within budgets.
- Attended and participated in industry events.
- Marketed and publicized special events in social calendars.
- Met with potential clients to perform site inspections and give tours of facility, meeting rooms and offered activities.
- Paid and settled vendors, venues, staff and contracted services.
- Designed contracts, collected fees and booked venues for events.
- Managed comprehensive budgets to allocate event resources and stay within financial constraints.
- Designed and maintained spreadsheets documenting vendor, facility and guest information.
- Assembled creative and innovative event attractions based on internal capabilities or outsourced to qualified vendors.
- Coached and counseled employees to reflect company service standards and procedures.
- Developed and implemented effective marketing plans for generating event revenues.
- Hired and trained staff for cross-functional assignments and verified employee knowledge of specific procedures related to each event type.
- Coordinated and allocated equipment, supplies and staff for events.
- Managed safe and smooth food delivery at banquets, conferences and social events.
Brokerage New Business Service Representative
American Express Brokerage Trade
Minneapolis, MN
03.1995 - 11.1998
- Reviewed and analyzed daily stock market activity to identify profitable trading opportunities.
- Monitored and reported on current trends in the financial markets, such as changes in interest rates, economic indicators, and political events.
- Executed trades according to established risk management procedures.
- Maintained up-to-date knowledge of industry regulations and best practices related to securities trading.
- Identified potential investment opportunities by researching companies, industries, and markets.
- Analyzed financial statements, news reports, and other information to assess the performance of stocks or other investments.
- Advised clients on appropriate investment strategies based on their individual goals and objectives.
- Provided guidance to clients regarding when to buy or sell specific stocks or options contracts.
- Created detailed reports for clients summarizing positions held in their accounts as well as recent transactions executed by the firm's traders.
- Worked with compliance officers to ensure all trades complied with applicable laws and regulations governing securities trading activities.
- Collaborated with colleagues from different departments within the firm to develop new trading ideas or approaches.
- Attended conferences and seminars related to financial markets in order to stay abreast of latest developments.
- Participated in meetings with institutional investors regarding potential investments into certain stocks or bonds.
- Prepared presentations for senior executives regarding proposed trading strategies or tactics.
- Assisted junior traders in developing their understanding of various aspects of stock trading operations.
- Executed equity, option, mutual fund, UIT, fixed income and alternative investment trades.
- Identified opportunities for improvement and increased efficiency in brokerage operations.
- Corrected trade errors and kept accurate documentation for records and audits.
- Maintained current knowledge of state regulations for clearing platforms.
- Made bids and offers to buy or sell securities.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
- Analyzed customer requirements and recommended efficient investment products.
- Promoted insurance and products to individuals and businesses and analyzed and determined financial viability and productivity of target products and services.
Airline Reservation Agent
MLT Vacations
Minnetonka, MN
03.1995 - 03.1997
- Provided customer service to passengers including flight information, ticketing, and other related inquiries.
- Processed airline reservations, cancellations, and changes for domestic and international flights.
- Explained fare rules and regulations to customers while helping them select appropriate flights.
- Managed customer complaints professionally with a focus on resolution and satisfaction.
- Advised customers on available options regarding their travel plans when faced with delays or cancellations due to weather or mechanical issues.
- Researched alternate flight arrangements when requested by passengers due to schedule changes or capacity constraints.
- Coordinated seating assignments based on availability and special requests from passengers.
- Answered incoming calls promptly while providing courteous service throughout duration of call.
- Handled special requests from passengers such as additional baggage allowance or upgrades.
- Verified guest information and payment options ensuring accuracy and completeness.
- Assisted customers via phone by providing confirmations, answering questions and offering general information.
Loan Officer Office Manager
Wells Fargo Capital Finance
Minneapolis, MN
06.1989 - 02.1995
- Developed and maintained relationships with potential customers to increase loan business.
- Reviewed credit histories, income statements, and other financial information of loan applicants.
- Counseled clients on debt management and repayment plans.
- Analyzed financial data to determine the feasibility of granting loans.
- Negotiated terms and conditions of loan contracts.
- Verified accuracy of loan documents prior to approval.
- Approved or denied loan applications based on established guidelines.
- Assisted in the development of new products and services for loan customers.
- Conducted risk analysis to identify potential losses associated with certain loans.
- Prepared reports detailing loan portfolio performance metrics.
- Explained various types of loans available to customers and their associated terms and conditions.
- Interacted with underwriters, appraisers, title companies. during the processing of a loan application.
- Monitored changes in relevant federal regulations related to lending practices.
- Provided customer service support throughout the entire process from application through closing.
- Performed quality assurance reviews on all closed loans for compliance purposes.
- Maintained current knowledge regarding new laws, regulations, policies, procedures, products, services. related to consumer lending operations.
- Responded promptly to customer inquiries regarding their accounts or other matters related to consumer lending operations.
- Identified opportunities for cross-selling additional products and services.
- Participated in community events to promote bank's consumer lending services.
- Processed payments received from borrowers in accordance with established policies and procedures.
- Researched account issues as needed when discrepancies arise between borrower records and actual payment history.
- Attended periodic training sessions related to consumer lending operations.
- Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
- Educated customers on variety of loan products and available credit options to promote valuable decision-making.
- Delivered high levels of customer service to facilitate smooth processes.
- Reviewed loan agreements to confirm completeness and accuracy.
- Tracked and managed new leads and followed up on referral business.
- Performed daily maintenance of loan applicant database.
- Obtained and compiled copies of loan applicants' credit histories, corporate financial statements and other financial information to update credit and loan files.
- Analyzed applicants' financial status, credit and property evaluations to determine feasibility of granting loans.
- Executed loan origination process and ordered credit reports, appraisals and preliminary title reports.
- Managed pipeline for originated loans through closing and complete required management reports.
- Listened carefully to customer complaints and swiftly resolved issues by taking appropriate action.
- Verified client financial information to determine creditworthiness and loan eligibility.
- Stayed abreast of lending regulations, industry trends and market rates.
- Supervised staff members, organized schedules and delegated tasks.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Maintained filing system for records, correspondence and other documents.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Provided administrative support to management team including preparing reports and presentations.
- Created spreadsheets in Excel to track data such as vacation requests, sick days .
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Performed general bookkeeping duties such as reconciling bank statements and creating journal entries.
- Provided training to new hires on office policies and procedures.
Classified Sales Representative
Post Publications
New Hope, MN
02.1986 - 05.1989
- Maintained customer accounts, processed payments, and responded to inquiries.
- Developed relationships with new and existing customers to identify their needs.
- Assisted customers in selecting appropriate products for their needs.
- Processed orders and ensured accuracy of order entry into system.
- Created promotional materials such as flyers and brochures for advertising campaigns.
- Conducted follow-up calls to ensure customer satisfaction with purchased items.
- Attended trade shows and conventions to promote company's products.
- Built relationships with key stakeholders in the industry.
- Updated customer records regularly using a computer database.
- Performed administrative duties such as filing paperwork, ordering supplies.
- Participated in training sessions on product knowledge and selling techniques.
- Developed customized sales techniques to successfully sell and upsell services to new and existing clients.
- Drove substantial sales through suggestive selling and by promoting add-on purchases.
- Took daily inbound calls and key-entered orders, faxes, backorders and credit memos for assigned accounts and clients.
- Participated in incentive programs and contests designed to support achievement of production goals.
Education
High School Diploma -
Robbinsdale Cooper Senior High School
New Hope, MN06-1984
Some College (No Degree) - Business Administration And Management
Hennepin Technical College
Minneapolis, MNSome College (No Degree) - Medical Transcription
Alexandria Technical College
Alexandria, MNSkills
- Registration management
- Menu Planning
- Travel Arrangements
- Event Planning
- Special events planning
- Event Marketing
Affiliations
- Enjoy camping and fishing
- crafting
- cooking
Accomplishments
- Outstanding Achievement Award for excellence in Sales
Certification
- Brokerage Trade Certification
References
References available upon request.
Timeline
Independent Event Planner
KMB Marketing and Event Planning
02.2012 - Current
Senior Event Manager
Eniva Corporation
02.1999 - 11.2011
Brokerage New Business Service Representative
American Express Brokerage Trade
03.1995 - 11.1998
Airline Reservation Agent
MLT Vacations
03.1995 - 03.1997
Loan Officer Office Manager
Wells Fargo Capital Finance
06.1989 - 02.1995
Classified Sales Representative
Post Publications
02.1986 - 05.1989
High School Diploma -
Robbinsdale Cooper Senior High School
Some College (No Degree) - Business Administration And Management
Hennepin Technical College
Some College (No Degree) - Medical Transcription
Alexandria Technical College
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