KATIE ROWE
Sleepy Hollow,NY
Summary
Background in planning & strategy development. Proven track record in optimizing workflows and executing successful project timelines. Demonstrated proficiency in resource allocation and cross-functional collaboration.
Overview
22
22
years of professional experience
Work History
Sales Planning Specialist
Daikin America, Inc.
01.2011 - Current
- Create a purchase plan each month for finished goods by analyzing inventory volume, supply, and customer demand (In/Out)
- Discuss risks in budget and forecast with sales team and product management to ensure material is available when needed, but that neither too much nor too little is purchased, keeping inventory at an appropriate level
- Create purchase orders, track shipping schedules, and review invoices and shipping documents, ensuring all information is correct and resolving any discrepancies in a timely manner so as not to cause any delays in shipment, keeping customers’ supply needs in mind
- Create Excel reports to calculate and summarize daily and monthly sales data, as well as PowerPoint presentations, sharing sales progress and forecast accuracy with management and sales team
- Responsible for setting up all new items in SAP Material Master, carefully defining each item’s characteristics in order to control its behavior and workflow in all transactions and departments within the company
Hostess
Briars Restaurant
09.2002 - 10.2011
- Greeted arriving guests, escorted them to their table, and made sure their dining experience was pleasant
- Monitored guest waiting list and open dining sections of the restaurant
- Answered phones, booked reservations, and prepared take-out orders
- Supported needs of a 6-person wait staff who attended to specific needs of countless customers daily for restaurant with social relevancy and intentionality.
Loan Servicer- Quality Control/Risk Management
Union State Bank
10.2006 - 01.2008
- Quality controlled residential mortgages and other loans to ensure documentation was accurate and loans were booked correctly and met state and federal laws and requirements, as well as bank lending policies, minimizing the bank’s risk exposure
- Received loan payments and posted to proper accounts to ensure credits and debits balanced and proper transaction codes were applied to each payment
- Calculated mortgage and loan payoffs, booked overdraft loans, paid property taxes for customers who held escrow accounts, and tracked homeowner’s insurance on mortgages, ensuring coverage was correct and up-to-date
- Maintained good customer relations by helpfully responding to customer inquiries on their loans, and suggesting to them bank services that could meet their needs
Marketing/Administrative Assistant
Micro Powders, Inc.
07.2002 - 01.2006
- Created sample wax kits and prepared company brochures that were handed out to potential customers at trade shows
- Processed sample requests, boxed samples, and organized UPS and DHL records and pick-up
- Prepared certificates of analysis for micronized waxes
- Supplied administrative support, such as data entry, filing, answering phones, distributing mail and customer service
Education
Bachelor of Science - Psychology and Education
Pace University
Pleasantville, NY05.2006
Skills
- Microsoft Office
- SAP
- Datacor (eChempax) software
- Demand forecasting
- Inventory control
Affiliations
- Delta Phi Epsilon Sorority
Timeline
Sales Planning Specialist
Daikin America, Inc.
01.2011 - Current
Loan Servicer- Quality Control/Risk Management
Union State Bank
10.2006 - 01.2008
Hostess
Briars Restaurant
09.2002 - 10.2011
Marketing/Administrative Assistant
Micro Powders, Inc.
07.2002 - 01.2006
Bachelor of Science - Psychology and Education
Pace University
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