Meticulous professional whom is highly dedicated and adept at demonstrating accuracy and efficiency in all areas of work.
Overview
17
17
years of professional experience
Work History
DOCUMENT CONTROL BOM ANALYST
Ashcroft Inc.
05.2023 - Current
Coordinate all activities associated with the Part Set Up Process
Work with engineering to provide accurate and timely processing of billing of material set-ups in E10 as well as communicating with internal customers (Order Entry, Inside Sales, Product Management, and the Manufacturing floor)
Maintain a working knowledge of the procedures required for the setting up of BOM's for all domestic products including domestic products that require a purchased part within the BOM
Act as a resource for documentation process improvement activities
ORDER PROCESSING SPECIALIST
Ashcroft Inc.
01.2018 - 05.2023
Ensures that customer orders and instructions are properly conveyed to appropriate areas of the business
Applies marketing codes to ensure proper invoicing, market, region and territory credit, destination, and commission allocations
Ensures proper product coding, commodity classification and data processing information
Maintains product, dial, and customer specification files
Ensure correct pricing, discount and trade codes are properly applied and are compliant with contract pricing and regulations
Requests bill of materials on new or modified products
Performs data entry to ensure proper shipping instructions and customer order modifications
Assists with departmental training as required and performs other assignments relating to order processing and fulfillment as needed
SR. BSA ANALYST
Peoples United Bank
01.2010 - 11.2017
Accurately investigate and review customer caseloads to effectively ensure the transmittal of confidential information of CTR's (Currency Transaction Reports) to the IRS in a prompt and timely manner
Top achiever in creating, editing, and submitting cases by thorough research of transactions and entering confidential information into the system effectively and staying up to date on record retention
Continuously meet responsibilities for organizing various excel reports and workflow by monitoring, planning, and distributing cases for the team to meet and achieve daily goals
Providing excellent customer service to branch staff and bank employees by handling questions and concerns professionally, accurately to achieve a positive outcome and resolve all issues
FUNDS VERIFICATION REP
Peoples United Bank
01.2009 - 01.2010
Correctly review customer relationships and monitor account activity to determine and prevent fraudulent activity
Perform general back-office duties including answering and handling phone calls in a timely and professional manner, faxing, copying, and maintaining accurate record retention daily
Assist management with monthly audits for new account verification purposes to ensure compliance and regulations are met
SR. CUSTOMER SERVICE REP
Peoples United Bank
01.2008 - 01.2009
Maintain and build solid, long-term relationships with customers by providing top level quality customer service through precise handling of issues and concerns
Consistently recognize customers' needs and opportunities; refer customers to appropriate staff for product recommendation and services
Highly maintain the appropriate level of cash, forms and supplies for each teller station while utilizing branch technology and systems effectively