Work Preference
Summary
Overview
Work History
Education
Skills
Timeline
Continuing Education
Generic

Kay Swalm

Morongo Valley,CA

Work Preference

Desired Job Title

Data Entry ClerkDispatcher Office AssistantOffice AssistantOffice Worker

Work Type

Full Time

Location Preference

On-SiteRemoteHybrid
Location: Morongo Valley, CAPalm Springs, CACathedral City, CARancho Mirage, CA
Open to relocation: No

Summary

Dedicated, cheerful professional with real-world experience balancing fast-paced dispatch demands with strategic office management and SOP development. Comfortable tackling big-picture goals like product strategy and day-to-day priorities like client de-escalation, invoicing, and fast, reliable documentation (60 WPM).

Overview

19
19
years of professional experience

Work History

Office Manager

Screenmobile
08.2023 - Current
  • Managed daily office operations, supporting scheduling, customer communication, and workflow.
  • Oversaw invoicing, payment processing, and account records for accurate financial tracking.
  • Coordinated service appointments, dispatch updates, and calendar changes to keep jobs on schedule.
  • Supervised administrative procedures, improving consistency across filing, reporting, and document control.
  • Maintained customer records and order details, ensuring accurate information for service and installation teams.
  • Trained office staff on phone handling, data entry, and best practices in customer service.
  • Resolved customer concerns and escalated issues quickly to support service quality and retention.
  • Ordered office supplies and maintained accurate inventory levels to maintain efficient readiness.
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.

Cashier

Panera Bread
12.2018 - Current
  • Accurate cash, check and credit handling
  • Handled cash, check, and credit transactions with precision at the point of sale.
  • Possesses knowledgeable communication skills
  • Demonstrated ability to resolve conflict
  • Communicated product information clearly to customers to enhance their shopping experience.

Team Lead/MIC and Catering Assistant

Panera Bread
12.2018 - 08.2023
  • Facilitated timely and efficient state-mandated breaks for all employees, balancing employee needs with restaurant operations
  • Consistently met deadlines and fulfilled responsibilities without fail
  • Coached team members on POS operations, order accuracy, and hospitality standards.
  • Coordinated communication between front of house and back of house staff, improving workflow and service delivery
  • Monitored food safety, sanitation, and temperature controls to support compliance.
  • Resolved guest concerns promptly, protecting service consistency and brand standards.
  • Served as a role model for the team by demonstrating commitment to excellence, professionalism, and adherence to company values at all times.

Delivery Driver

Panera Bread
09.2018 - 12.2018
  • Safety-focused Delivery Driver with 20 years of experience in customer service and time management principles.
  • Verified order accuracy for customers and business to enhance satisfaction and loyalty.
  • Delivered catering and individual orders accurately, maintaining timely service and customer satisfaction.

Director of Operations

Aqua Sun Ozone
06.2013 - 10.2017
  • Directed daily operations, aligning production, service, and scheduling with business priorities.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Monitored project timelines and ensured adherence to target dates and schedules.
  • Oversaw inventory control, maintaining accurate stock levels and timely replenishment.
  • Established and shared best practices across the company, including all written company policies and procedures.
  • Recruited, hired, and trained employees, enhancing capabilities in accounting and shipping departments.
  • Managed bi-weekly payroll submissions to maintain timely and accurate payment for all employees.

Administration/Office Manager

Aqua Sun Ozone
12.2009 - 06.2013
  • Managed daily operations.
  • Trained staff on office systems, forms, and protocols to strengthen consistency.
  • Prepared weekly, monthly, and annual inventory, forecasting, and costing reports to support financial planning.
  • 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.
  • Tracked competitor activities to enhance strategic planning.

Office Administrator

Aqua Sun Ozone
04.2008 - 12.2009
  • Coordinated meetings and organized conference room to ensure optimal setup.
  • Drafted meeting agendas, provided materials in advance, and followed up with attendees for team, client, and vendor conferences.
  • Oversaw receptionist area, greeting visitors and handling inquiries via phone and in-person.
  • Maintained organized records for sales and administrative documentation.
  • Designed electronic file systems and maintained electronic and paper files.
  • Wrote reports and correspondence from dictation and handwritten notes.

Education

High School Diploma -

Palm Springs High School
Palm Springs, CA

Skills

Office administration
Office Software Proficiency
Administrative support
Billing
Account reconciliation
Inventory management
Process improvement
Problem resolution
Client Relationships and Customer Service
Positive work ethic
Organizational skills
Scheduling and calendar management
Data entry

Timeline

Office Manager

Screenmobile
08.2023 - Current

Cashier

Panera Bread
12.2018 - Current

Team Lead/MIC and Catering Assistant

Panera Bread
12.2018 - 08.2023

Delivery Driver

Panera Bread
09.2018 - 12.2018

Director of Operations

Aqua Sun Ozone
06.2013 - 10.2017

Administration/Office Manager

Aqua Sun Ozone
12.2009 - 06.2013

Office Administrator

Aqua Sun Ozone
04.2008 - 12.2009

High School Diploma -

Palm Springs High School

Continuing Education

Although these classes were paid for by my employer, I chose to attend all of them:

  • Cultural Intelligence
  • Managing Multiple Priorities, Projects, and Deadlines
  • Cost Accounting for Managers
  • Leadership, Team-Building, and Coaching Skills for Managers
  • Creative Problem and Strategic Thinking
  • Communicate with Tact and Professionalism
  • How to Deliver Exceptional Customer Service
  • Managing Emotions Under Pressure
  • Essential Skills for the First-Time Manager or Supervisor
  • Basic Supervision
  • Mistake-Free Grammar and Proofreading
  • Dealing with Difficult People

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Kay Swalm