Misty Perkins
Parachute,CO
Summary
Experienced Order Entry Specialist with background in managing large volumes of orders, ensuring accuracy and efficiency. With strong skills in data entry, customer service, and inventory management, have consistently improved order processing times and reduced errors. Demonstrated ability to adapt to new technologies and systems, contributing positively to operational effectiveness.
Overview
9
9
years of professional experience
Work History
Order Entry Specialist
Hach/Aston Carter
Parachute, CO
04.2022 - 09.2023
- Handled orders following company protocols and guidelines.
- Checked customer orders carefully to ensure they were accurate and complete prior to inputting them into the system.
- Addressed customer queries regarding the status of their orders and provided them with tracking information for shipments.
- Analyzed differences found between customer purchase orders and invoices.
- Offered support to customers in making adjustments or cancellations to their current orders as needed.
- Assisted other departments within the organization as needed.
- Ensured that all order processing activities were carried out in accordance with the relevant laws and regulations.
- Accurately and efficiently completed data entry tasks using computerized systems.
- Addressed promptly any issues that came up during the order entry process.
- Effectively communicated with internal staff members, external suppliers, and customers through various means such as phone, email, or other modes of communication.
- Developed workflows to ensure seamless order processing from initiation to completion.
- Engaged with our existing customers to discuss the availability of backorders, future inventory, and special orders.
- Developed packing slips and invoices using job-specific software for outgoing shipments.
- Ensured that consolidation ship dates were met in order to enable shipments to arrive on schedule.
New Accounts
Pinnacle Bank / Bank of Colorado
Glenwood Springs, CO
11.2020 - 03.2021
- Intake all new customer or customer inquiries
- Conducted research for customers on accounts and loans, settling any discrepancies or issues
- Opened new business and personal accounts
- Cross sell of any additional products that would benefit the client financially
- Researched to waive overdraft fees, errors in codes on accounts, raise/lower debit card limits
- Kept organized records of new accounts, pending new accounts and new accounts for loan officers, updating data accordingly
- Reviewed and processed new account applications for accuracy and completeness.
- Verified customer information and documents to ensure compliance with applicable laws and regulations.
- Opened, maintained, and closed accounts in accordance with company policies and procedures.
- Provided customers with product information, including features, benefits, rates, terms, conditions.
- Monitored customer accounts to detect suspicious activities or fraudulent transactions.
Assistant Manager
NG Squared
06.2019 - 04.2020
- Communicated with residents to resolve rental, management, and maintenance issues
- Analyzed various property related financial reports
- Managed front office operations, informed tenants through memos of new developments/events in the community
- Coordinated the apartment make-ready process, leased apartments to prospective residents and managed the leasing process from start to finish
- Collected rents, secured bank deposits, processed apartment security deposits, and managed accurate application files
- Created tenant files, maintained records of rental payments, and tracked lease agreements.
- Monitored building maintenance and repairs, coordinated with contractors to ensure completion of tasks.
- Prepared monthly financial reports for review by the property manager.
- Provided administrative support for the property manager including filing, typing correspondence, answering phone calls and scheduling meetings.
- Handled complaints from tenants regarding maintenance issues and resolved them promptly.
- Ensured compliance with all applicable laws related to fair housing practices.
- Maintained accurate records of all transactions involving tenants' accounts including rent payments and late fees.
- Initiated eviction proceedings when necessary according to state law guidelines.
- Advertised vacancies through various media outlets such as newspapers, websites, social media platforms.
- Interacted with potential renters during showings providing information about the property features.
Lead Teller
Wells Fargo
07.2015 - 06.2019
- Monitored daily cash levels in the vault and reconciled discrepancies.
- Reviewed customer account information to verify accuracy and resolve any outstanding issues.
- Led weekly staff meetings to discuss goals, objectives, and performance metrics.
- Provided ongoing coaching and feedback to tellers on their job performance.
- Maintained up-to-date knowledge of current bank products and services for customers' convenience.
- Processed customer transactions including deposits, withdrawals, transfers, loan payments.
- Resolved customer complaints in a timely manner while ensuring compliance with banking regulations.
- Proven ability to direct clients and customers to proper staff
- Well versed in recognizing customers' financial services requirements and cross sell services to meet those requirements
- Excellent spoken and written communication skills
- Dedicated and detail-oriented; high level of accuracy and strong attention to detail
- Known for exercising discretion, judgment, and proposal about transaction problems and inquiries
- Managed a team of tellers and ensured proper training on all banking policies and procedures.
- Performed daily balancing of the cash drawer as well as other assigned duties such as ATM monitoring or check cashing.
- Identified potential fraud risks or suspicious activities within the branch's financial accounts.
Senior Branch Account Executive
OneMain Financial
03.2015 - 06.2015
- Process credit applications for customers to determine eligibility, such as, debt to income, credit score, and bankruptcy
- Made outbound calls to customers for sales purposes and proposed loan products to new, former and current customers
- Outbound calls to past due customer for collection calls and to offer assistance for those in a financial crisis
- Processed approved loans with customers going over terms and conditions, while also upselling various insurance products
- Was ranked #3 in the district for various goals achieved within one month
- Inspect, assess and photograph collateral
Education
Bachelor's of Science - Business, Financial Planning, Leadership Cert.
University of Phoenix
02-2025
Skills
- Account management
- Customer service
- Loan processing
- Bank reconciliation
- Organizational skills
- General ledger accounting
- General ledger reconciliation
- Balance sheet reconciliation
- Financial planning
- Financial report interpretation
- Administrative experience
- Upselling
- Sales
- Cold calling
- Communication skills
- Research
- Property leasing
- Maintenance
- Outbound sales
- 10 key calculator
- Time management
- Microsoft Office
- Typing
- Compliance management
- ERP systems
- Order logging
- Purchase order management
- Data entry skills
Personal Information
Work Permit: Authorized to work in the US for any employer
References
References available upon request.
Timeline
Order Entry Specialist
Hach/Aston Carter
04.2022 - 09.2023
New Accounts
Pinnacle Bank / Bank of Colorado
11.2020 - 03.2021
Assistant Manager
NG Squared
06.2019 - 04.2020
Lead Teller
Wells Fargo
07.2015 - 06.2019
Senior Branch Account Executive
OneMain Financial
03.2015 - 06.2015
Bachelor's of Science - Business, Financial Planning, Leadership Cert.
University of Phoenix
Similar Profiles
Brandi StillBrandi Still
Medicare Customer Service Representative at Aston CarterMedicare Customer Service Representative at Aston Carter
AIRYEL ODOMAIRYEL ODOM
Roadside Assistance Agent at Aston CarterRoadside Assistance Agent at Aston Carter
Ben SmithBen Smith
Customer Service Representative at Aston CarterCustomer Service Representative at Aston Carter