Summary
Overview
Work History
Education
Skills
Timeline
Generic

Katie Whalen

Cape Coral

Summary


Office management professional with track record of optimizing administrative functions and fostering productive work environment. Recognized for strong focus on teamwork and achieving operational success. Reliable and adaptable, with skills in office software, scheduling, and resource management to meet changing needs .Expansive experience in money handling skills and customer relations.

Overview

30
30
years of professional experience

Work History

Office Manager

J and J Pools Inc
01.2005 - Current
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Streamlined office operations by implementing efficient filing systems and organizational strategies.
  • Enhanced office operational efficiency by streamlining filing systems, resulting in easier access to critical documents.
  • Completed bi-weekly payroll for 10 employees.

Operations Manager

SouthTrust Bank
10.1995 - 02.2005
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Empowered employees to take ownership of their responsibilities, leading to increased accountability and improved performance outcomes.
  • Enhanced customer satisfaction by establishing clear communication channels and addressing concerns promptly.
  • Achieved higher employee retention rates by fostering a positive work environment and providing opportunities for professional growth.
  • Monitored daily cash discrepancies, balanced out teller drawers, handled customer account issues, ran a teller drawer, completed monthly audits of tellers, ATM, safe deposit boxes and branch inventory.
  • Maintained brach cash limit by weekly ordering of cash from Brinks.
  • Opened customer accounts, closed mortgages and handled daily customer issues

Education

Criminal Justice

Keiser University
Fort Myers, FL
04-2012

Skills

  • Customer service
  • Office management
  • Organizational skills
  • Office administration
  • Customer relations
  • Clear oral/written communication
  • Billing
  • Payroll processing
  • Bookkeeping
  • Account reconciliation
  • Staff management
  • Employee supervision
  • Operations management
  • Banking operations

Timeline

Office Manager

J and J Pools Inc
01.2005 - Current

Operations Manager

SouthTrust Bank
10.1995 - 02.2005

Criminal Justice

Keiser University

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