Kristin Taylor

• Account Payables - Maintained daily check register and monthly statements. Entered invoicing for vendors in MAS90/ Sage. Processed monthly check-runs and daily deposits as needed. Delivered deposits to the bank.
• Took incoming phone calls and assigned clients to the appropriate project manager.
• Reviewed staff time-cards on a daily basis and applied the time towards the appropriate projects through MAS90/ Sage100 accounting software. Logged and processed weekly payroll.
• Purchasing - managed the inventory for the entire facility, performed frequent market-based cost comparisons, and restocked supplies on a daily basis to maintain optimal product availability. Entered purchase orders into Mas90/ Sage for accounts payable to pay at a later time.
• Safety - Maintained safety program. Prepared and led monthly safety meetings for 25+ people.
• Vehicle & Equipment Maintenance - scheduled and oversaw annual crane inspections, as well as all vehicle / equipment certifications and maintenance. Catalogued all related records.
• Continuing Education/ Licensing - collaborated with the WA Department of L&I, Oregon State & UL to acquire and maintain all applicable licenses and certifications for our Journeyman Sign Installers, Electrical Administrators, and JATC Apprentices. Scheduled and assisted with all continuing education courses and certificates for our team, as well as developed spreadsheets to organize the records.
• Sales/ Project Management Assistant - in charge of creating and reviewing contracts, work order authorizations, and bid letters before they get routed to the project managers and clients. Set appointments and maintain a shared calendar. Compile individual project files. Assist the project managers with correspondence with clients and landlords as required.

• Developed tailored insurance solutions, bank products, and mortgages to meet diverse client needs, enhancing customer satisfaction and retention.
• Educated clients on policy options, ensuring informed decision-making and increased understanding of coverage benefits.
• Upsold additional products and services after identifying customer needs and requirements.
• Mentored new representatives, providing training on products, systems, and best practices to enhance team performance.

* Additional work history can be made available upon request.