Rita Patrick
Milwaukee,WI
Summary
Equipped with problem-solving abilities, willingness to learn, and good communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
11
11
years of professional experience
Work History
Customer Account Specialist
MIDWEST REFRIGERATED SERVICES (MRS)
Milwaukee, WI
01.2021 - 01.2026
- Set-up and maintain new and existing ship to locations in both LME and KMotion
- Figure out rates and provide quotes
- Enter orders
- Proactive communication - delivery delays, drivers being detained
- Request detention
- Provide proof of delivery (PODs) and bill of ladings (BOLs) when requested
- Bi-Weekly Delivery Reports
- Work to find solutions when customers need expedited service
- Worked in LME transitioned to KMotion
- Trained co-workers on KMotion
- Assist Routing with Date Changes and getting needed delivery appointments
- Assist Dispatch when drivers are being detained at my customer's locations
- Attach support documentation to orders in KMotion
- A full service Third Party Logistics Company
Business Support Specialist - Hybrid Position of Business Support and Customer Service
HYDRITE CHEMICAL CO
Milwaukee, WI
01.2020 - 01.2021
- Work with Accounting to set-up new accounts.
- Set-Up and maintain new and existing ship to locations for Customer Service and Sales
- Assist Sales by running reports, making adjustments to customer locations, looking up resources, manually mailing pricing letters upon request, ordering lunch for Sales meetings.
- Add, remove and maintain resources for individual locations
- Manually update pricing in system and open orders.
- Take ownership of all phases of order fulfillment process, which include: order entry, order maintenance, and order tracking.
- Responsible for order fulfillment of assigned specialty accounts.
- Notify Customers, Sales and Operations of any order delays or issues and work to rectify.
- Complete special projects as assigned by Business Support or Customer Service Managers.
- Distribute SDS (safety data sheets) upon request.
- Send backorder reports to Management team and applicable Customer Service Reps.
- Maintain backorder log on Sharepoint
- Look-up bill of ladings (BOLs) in Intellichief and email to specific customers.
- Follow-up with individual plants for missing BOLs
- Open, scan, email and distribute incoming mail.
- Send customer checks to the lockbox for processing
- Maintain SOPP manuals
- Forward 'Outreach' information to Sales
- Update customer 'Emergency Contact' information
- Providing creative solutions
Aftermarket Sales and Support Specialist
WACKER NEUSON, INC
Germantown, WI
01.2015 - 01.2020
- Enter quotes, orders, return authorizations, and call tags. Send confirmations to customers via email and fax.
- Process refresh returns - items purchased within 24 months that met certain parameters.
- Convert quotes into orders
- Look-up parts and availability - contacting Planners when necessary for expected arrival times
- Answer phones - assist customers with a variety of requests
- Submit requests for username and password for website access.
- Enter and follow-up on critical tickets - when machines are down and parts are needed ASAP
- Process email and fax requests
- Process web orders that have exceptions
- Work on projects when requested.
- Help train new members to our team when asked
- Work with the Technical Support team to process / audit ewarranty claims, turning them into warranty credit memos
- One of the leading providers of construction machines, construction equipment and services.
Education
High School Diploma -
Harold S Vincent High School
Milwaukee, WI06.1983
Some College (No Degree) -
MRA - Management Resource Association
Waukesha, WISkills
- Data organization
- Customer relations
- Communication
- Training
- Problem solving
- Leadership
Timeline
Customer Account Specialist
MIDWEST REFRIGERATED SERVICES (MRS)
01.2021 - 01.2026
Business Support Specialist - Hybrid Position of Business Support and Customer Service
HYDRITE CHEMICAL CO
01.2020 - 01.2021
Aftermarket Sales and Support Specialist
WACKER NEUSON, INC
01.2015 - 01.2020
High School Diploma -
Harold S Vincent High School
Some College (No Degree) -
MRA - Management Resource Association