Summary
Overview
Work History
Skills
Timeline
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Kristi Marley

San Antonio,TX

Summary

Dynamic Office Administrator with a proven track record at Holt Idealease, excelling in customer engagement and operations management. Enhanced client satisfaction through effective communication and streamlined billing processes. Skilled in database entry and time management, I foster strong relationships while maintaining confidentiality and compliance in all financial dealings. Office professional prepared for this role with comprehensive experience in administrative functions, scheduling, and office management. Known for driving efficiency and streamlining processes to support organizational goals. Excels in team collaboration and adapts readily to changing needs, ensuring reliable and consistent performance. Proficient in communication and organizational skills, traits highly valued by employers.

Overview

19
19
years of professional experience

Work History

Office Administrator

Holt Idealease
01.2023 - Current
  • Answered multi-line phone system, routing calls, and delivering messages to staff.
  • Facilitated all truck bookings for new, sold and moved in fleet.
  • Handle local and National account billing with over 250 trucks in fleet.
  • Created yearly personal property tax calculations, worksheets and rebills.
  • Maintained electronic and paper filing systems for easy retrieval of information.
  • Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
  • Increased customer satisfaction through professional handling of inquiries and prompt resolution of issues.
  • Reconciled account files and produced monthly reports.
  • Maintained confidentiality of sensitive information, adhering to strict data protection policies.

Senior Client Services Specialist - RP

Capital Group
07.2011 - 04.2021
  • Managed approximately 40 incoming calls daily from Financial Advisors, Plan Sponsors, Plan Administrators and participants of Retirement Plans including 401k, 403b, and other employer sponsored plans.
  • Analyzed client feedback to identify areas for improvement and implemented changes accordingly.
  • Built strong relationships with clients, fostering trust and loyalty while promoting company brand.
  • Enhanced client satisfaction by promptly addressing inquiries and providing exceptional customer service.
  • Collaborated with cross-functional teams to develop tailored solutions that met specific client needs.
  • Coordinated closely with internal departments to ensure seamless delivery of products and services for clients.
  • Provided comprehensive training to new team members, contributing to their successful integration into the department.
  • Maintained accurate records of all client interactions, ensuring timely follow-ups and consistent communication.
  • Utilized active listening skills to identify customer needs and provide appropriate solutions.
  • Collaborated with other departments to develop ways to increase customer satisfaction.

Store Manager

The UPS Store
11.2006 - 08.2010
  • Managed daily operations to ensure smooth functioning of the store, maintaining a clean, safe environment for customers and employees.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Addressed customer complaints promptly and professionally, resolving issues to maintain positive relationships with clientele.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Assisted with hiring, training and mentoring new staff members.
  • Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
  • Mentored new hires during their onboarding process, ensuring they were well-equipped to excel in their roles from day one.
  • Rotated merchandise and displays to feature new products and promotions.
  • Maximized sales by creating innovative visual merchandising displays and store layouts.
  • Reconciled daily sales transactions to balance and log day-to-day revenue.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.

Skills

  • Time management
  • Office administration
  • Administrative support
  • Database entry
  • Customer engagement
  • Verbal communication
  • Document management
  • Bookkeeping
  • Customer relationship management (CRM)
  • Word processing
  • Spreadsheet development
  • Ethics-focused
  • Operations management
  • Billing and coding
  • Office management
  • Inbound phone call handling

Timeline

Office Administrator

Holt Idealease
01.2023 - Current

Senior Client Services Specialist - RP

Capital Group
07.2011 - 04.2021

Store Manager

The UPS Store
11.2006 - 08.2010

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