Katie Boyle
Lake Elsinore,CA
Summary
Personable and dedicated Office Administrator/CSR with extensive experience in an office setting and the customer service industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.
Overview
5
5
years of professional experience
Work History
CSR/Office Administrator
R & J Leathercraft
04.2024 - Current
- Greet customers and vendors in a high quality friendly manner
- Answer multi-line high volume phone system, routing calls, delivering messages to staff and greeting visitors.
- Deposit Vendor Checks at the bank and create deposit report turned in weekly
- Prepare and Process orders in person and online
- Reconcile Invoices
- Customer satisfaction through professional handling of inquiries and prompt resolution of issues or concerns.
- Accounts Payable expedited invoice processing by accurately reviewing vendor submissions, reconciling accounts payable discrepancies, and conducting timely payments.
- Accounts Receivable Monthly Excel Report with all Financials
- Data Entry
- Maintain and organize files both physical and electronic
- Communicate with vendors on materials, back orders etc. to facilitate a smooth operation by maintaining updated inventory records, anticipating supply needs, and placing timely orders for essential materials.
- Return all phone calls and emails from Customers, Vendors and Website leads promptly to avoid on-hold wait times and to provide great customer service.
- Ordering office supplies and maintain a clean organized office space and lobby
- Demonstrate empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
- Prepare and process payroll
- Correct any approved discrepancies on employee timecards
- Assist in Team Engagement Meetings
- Strong organizational and time management skills
- Excellent written and verbal communication abilities
CSR/Office Administrator
Caliber Collision
08.2023 - 04.2024
- Worked with GM and Service Advisors and our whole team to get us a 3 Month Platinum CSEP score
- Greet customers in a high quality friendly manner and process the vehicle from drop off to pick up and through out the entire repair process
- Answered multi-line phone system, routing calls, taking messages for coworkers and greeting customers.
- Go over Vehicle Check In and Vehicle Check out paperwork with customer
- Accounts Payable Monthly Excel Report with notes,outstanding balances and Invoices attached)Emailed to RM and GM
- Account Receivable Weekly Excel Report emailed to RM and GM with outstanding balances and notes
- Collect deductible from customer
- Deposit Insurance Checks in Wells Fargo App
- Pay vendors with Shop Purchase Card(P.Card)
- Reconcile Shop Purchase Card purchases weekly thru Workday App
- Pre-Closing Files(Good To Go Process-Following Caliber Collisions SOP's)
- Scheduling all Corporate approved Maintenance and Shop repairs
- Learning to Flag time and Payroll
- Closing files once Service Advisor has properly billed Insurance
- Assist General Manager in weekly Team Engagement/Training Meetings
- Check over employee time cards to have them correct any discrepancies
- Month End Closing(All Month End Checklist completed, Monthly Excel Sales Report emailed to Regional Manager and General Manager after last vehicle has left and files are all closed.
- Responsible for Total Loss vehicle release paperwork and collecting Insurance/Co-Part Payments
- Give updates to customer on the status of the vehicle (parts ordered/BO, what dept vehicle is in(Tear down, Bodywork, Paint, Detailing)
- Ordering Office /Shop supplies
- Follow up on New DRP Assignments, Website Leads and schedule customer in for appointment
- Update ARMS for Enterprise Morning & Late Day
- Efficient with CCC1,Mitchell,Workday and Microsoft Programs
- Scheduling Insurance Estimate & Warranty appointment's
- Scheduling rental car reservations with Insurance Adjusters for customers and creating a relationship with Enterprise Associates
- Demonstrated exceptional multitasking abilities while juggling diverse responsibilities, including reception duties and administrative tasks.
- Responsible for new employee onboarding through training new hires on office procedures, software applications, and Caliber Collision company policies and SOP's.
CSR
R & J Leathercraft
11.2020 - 08.2023
- Greet customers and vendors in a high quality friendly manner
- Answer multi-line high volume phone system, routing calls, delivering messages to staff and greeting visitors.
- Prepare and Process orders in person and online
- Customer satisfaction through professional handling of inquiries and prompt resolution of issues or concerns.
- Accounts Payable Expedited invoice processing by accurately reviewing vendor submissions, reconciling accounts payable discrepancies, and conducting timely payments.
- Accounts Receivable Monthly Excel Report with all Financials Communicate with vendors on materials, back orders etc. to facilitate a smooth operation by maintaining updated inventory records, anticipating supply needs, and placing timely orders for essential materials.
- Return all phone calls and emails from Customers, Vendors and Website leads promptly to avoid on-hold wait times and to provide great customer service.
- Ordering office supplies
- Demonstrate empathy and active listening skills, resulting in a higher rate of customer satisfaction and repeat business.
- Assist in preparation and processing of payroll
CSR
Platinum Collision Centers
08.2019 - 11.2020
- Greet customers in a friendly manner, offer coffee/water and start repair process paperwork
- Managed high call volume multi-line phone system, routing calls and taking messages
- Follow up on New DRP Assignments, Website Leads and schedule customer in for appointment
- Go over Vehicle Check In and Vehicle Check out paperwork with customer
- Collecting deductible from customer at pick up
- Responsible for Total Loss vehicle release paperwork and collecting Insurance/Co-Part Storage Payments to release vehicle to tow truck driver.
- Calling customers to give a update on the status of the vehicle (parts ordered,back ordered, what department vehicle is in(Tear down, Bodywork, Paint, Detailing)
- Ordering Office /Shop supplies Stocking/Cleaning the Coffee and Lobby area
- Update ARMS for Enterprise Morning & Late Day
- Efficient with CCC1,Mitchell and Microsoft Programs Scheduling Insurance Estimate & Warranty appointment's Scheduling rental car reservations with Insurance Adjusters for customers and creating a relationship with Enterprise Associates to pick up customers when they drop off their vehicle and to have an open line of communication because we work with them everyday.
- Deposit Insurance Checks in check machine
- Scan all Final paperwork in RO File to be billed and closed
Education
High School Diploma -
Santiago High School
Corona, CA2006
Skills
- Customer Service
- Problem-solving abilities
- Professional telephone demeanor
- High Energy Attitude
- Reliable
- Team Player
- Organized
- Customer Focus
- Complaint Handling
- Critical Thinking
- Active Listening
- Computer Proficiency
References
Daniel Bosworth
Caliber Collision General Manager
daniel.bosworth@calibercollision.com
951-682-2103
Amy Hazelwood
CEO R&J Leathercraft
rjleather@aol.com
951-688-1685
Meagan Uribe
Monster Energy Country Music Manager
951-407-3519
Timeline
CSR/Office Administrator
R & J Leathercraft
04.2024 - Current
CSR/Office Administrator
Caliber Collision
08.2023 - 04.2024
CSR
R & J Leathercraft
11.2020 - 08.2023
CSR
Platinum Collision Centers
08.2019 - 11.2020
High School Diploma -
Santiago High School
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