Work Type
Full TimePart TimeContract WorkGig WorkConsultingVolunteerSeasonal WorkLocation Preference
On-SiteRemoteHybridLocation: Spanaway, WA, US
Open to relocation: Yes
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Keith Robinson
Spanaway,WA
Work Preference
Summary
Results-oriented Sales and Operations Professional with expertise in financial and retail sectors. Delivered exceptional outcomes through strong project management, logistical coordination, and organizational skills. Oversaw essential office functions, enhancing productivity and service quality across diverse environments.
Overview
17
17
years of professional experience
Work History
Office Manager
Alaska Packaging Lumber
Tacoma, WA
01.2025 - Current
- Oversee day-to-day operations for the office and warehouse to ensure that all incoming and outgoing inventory is processed according to schedule.
- Served as main point of contact for office-related matters, managing correspondence, answering calls, and scheduling maintenance visits for office and warehouse needs.
- Fulfilled administrative tasks including filing paperwork, updating employee records, and uploading daily shipping and receiving documentation to maintain organized operations.
- Managing accounts receivable and payable via QuickBooks.
- Ensured completion of daily, weekly, and monthly financial responsibilities with attention to detail and accuracy.
- Audit and report inventory monthly while making recommendations on which items to order, restock and discontinue with Sales Team and General Manager.
- Receive inventory in Quickbooks accurately upon arrival.
- Coordinated delivery and pick-up routes for drivers to ensure timely service.
- Create and Send Bill of Ladings for Sales team to customers.
- Upload and send invoice once product has been picked up/delivered accurately by warehouse crew.
- Maintaining spreadsheets and bookkeeping, updating throughout the day.
- Ensured adherence to safety protocols to promote a secure environment.
- Followed up with vendors regarding delays or discrepancies.
- Keep up to date on the latest federal and state safety regulations.
Board of Directors Secretary
SKCAC Industries and Employment Services
01.2017 - Current
Accounting Specialist
Evergreen Note Servicing
Puyallup, WA
12.2022 - 12.2024
- Posted NSF transactions to AXOS business banking accounts daily to initiate the customer service workflow for transaction reprocessing.
- Set up and update ACH/EDI information for customers/businesses.
- Administered ACH and EDI systems to ensure smooth operations. Resolving any technical issues or discrepancies in ACH/EDI systems.
- Post NSF transactions AXOS business banking to accounts daily to start the workflow for customer service to reprocess the transaction and collect fees. About 50-100 transactions daily.
- Balanced business banking accounts daily, ensuring accuracy and compliance across the company.
- Oversaw receipt processing to ensure compliance with accounting standards.
- Maintained accounting control policies and procedures, safeguarding financial integrity and compliance.
Executive Assistant
Penny Lane Financial
Tacoma, WA
11.2021 - 12.2022
- Supported President and Operations Manager by managing day-to-day administrative tasks efficiently.
- Maintained comprehensive and accurate records, facilitating operations in Mortgage, Home and Auto Insurance, and Annuities and Retirement departments.
- Answered phone calls professionally, ensuring positive customer interactions.
- Maintaining comprehensive and accurate records while also assisting our Mortgage, Home and Auto Insurance and Annuities and Retirement departments.
- Organize meetings, including scheduling and sending reminders to clients.
- Scan and file all financial correspondence including contracts, invoices, deposits, etc.
- Coordinated onboarding by preparing new hire packets and facilitating orientation.
Assistant Branch Manager
Sound Credit Union
Tacoma, WA
09.2020 - 11.2021
- Created strategies to develop and expand existing customer sales which have resulted in $1.1 million of branch sales quarterly.
- Reviewed and edited 50+ loan agreements monthly, ensuring compliance and accuracy.
- Accountable in the balancing of the branch’s vault, teller cash dispensers, and teller cash drawers daily and resolving any issues.
- Prepared and maintained teller statistics and loan reports, supporting branch performance analysis.
- Balanced branch vault, teller cash dispensers, and cash drawers daily, resolving discrepancies efficiently.
Assistant Branch Manager
Denali. A Division of Nuvision Credit Union
Kent, WA
08.2014 - 09.2020
- Transferred to Washington state to support opening first out-of-state Denali Federal Credit Union, enhancing regional service availability.
- Guided the branch through a successful merger in 2019 with Nuvision Credit Union.
- Planned, assigned, and monitored workflow of teller area, ensuring effective product and service delivery.
- Entered and processed consumer and small business loan applications for funding.
- Approved overrides, check holds, deposit items and withdrawal amount that are above teller limits.
- Guided branch through successful merger with Nuvision Credit Union, facilitating smooth transition and integration.
Operations Supervisor
Denali Federal Credit Union
Anchorage, AK
05.2012 - 08.2014
- Updated and documented branch operations, policies, and procedures to enhance efficiency and minimize errors for the credit union.
- Trained new branch staff on policies and procedures for effective operations.
- Trained over 200 new team members ensuring staff had a thorough knowledge of all credit union products and services, before starting at their respective branches.
- Led a staff of 8-10 floating Financial Service Officers to provide coverage in branches across the state of Alaska.
- Acquired skills in using banking platforms DNA, Nautilus/OnBase, FSP, and CRM for efficient operations.
Sr. Financial Services Officer
Denali Federal Credit Union
Anchorage, AK
05.2009 - 09.2012
- Led training for 10 new team members on day-to-day operations, branch policies, and available products and services to ensure effective onboarding.
- Built credibility with branch members through accurate and timely service, contributing to high member retention rates.
- Achieved monthly sales quota by effectively promoting branch products, including lines of credit, visa credit cards, auto loans, and various bank accounts and services.
- Efficiently processed over 20 transactions per hour while providing exceptional customer service.
Education
High School Diploma -
South Anchorage High School
Anchorage, AKSkills
- QuickBooks administration
- Financial reporting
- Financial reconciliation
- Account reconciliation
- Billing
- Inventory management
- Inventory control
- Shipping logistics
- Vendor relations
- Compliance monitoring
- Operations oversight
- Operations management
- Office management
- Office administration
- Policy implementation
- Client relationship management
- Customer relations
- Staff training
- Training and coaching
- Team leadership
- Team supervision
- Problem solving
- Attention to detail
- Time management
- Effective communication
- Clear communication
- Calendar management
- Clear communication
Timeline
Office Manager
Alaska Packaging Lumber
01.2025 - Current
Accounting Specialist
Evergreen Note Servicing
12.2022 - 12.2024
Executive Assistant
Penny Lane Financial
11.2021 - 12.2022
Assistant Branch Manager
Sound Credit Union
09.2020 - 11.2021
Board of Directors Secretary
SKCAC Industries and Employment Services
01.2017 - Current
Assistant Branch Manager
Denali. A Division of Nuvision Credit Union
08.2014 - 09.2020
Operations Supervisor
Denali Federal Credit Union
05.2012 - 08.2014
Sr. Financial Services Officer
Denali Federal Credit Union
05.2009 - 09.2012
High School Diploma -
South Anchorage High School