Rori Lucas
Santa Rosa,CA
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
42
42
years of professional experience
1
1
Certification
Work History
Office Manager
Costa Norte, Inc.
Santa Rosa, SC
01.2018 - Current
- Created, maintained and updated filing systems for paper and electronic documents.
- Developed detailed spreadsheet report system for sale, inventory, bank reconciliation.
- Coordinate with Accountants & Attorneys on financial & corporate matters.
- Manage compliance to keep organization operating within legal and regulatory guidelines.
Sales Account Manager / Sales Admin / Office Admin
North Coast Fisheries, Inc.
Santa Rosa, CA
07.1999 - 01.2019
- Worked diligently to resolve unique & recurring complaints, promoting loyalty (retention) & enhancing operations by implementing new procedural structures to stop recurring errors.
- Oversaw sales forecasting, goal setting & performance reporting for all accounts to discuss with district and regional managers for the 45 stores.
- Closely coordinated with co-workers & management team on internal system supports & implementation plans.
- Analyzed & reported on customer activity & areas of concern.
- Anticipated clients' needs by staying in touch on regular basis, meeting needs of long operational hours in retail stores 7 days per week.
- Monitored, verified & issued credits and debits.
- Managed data entry/deletion of product specifications & maintained accurate fluctuating pricing for 350+ products daily on Vendor Internet Portal (VIP).
- Direct contact for resolving EDI e-invoicing & VIP issues.
- Collections: Succeeded with 95% of outstanding open accounts.
- A/R & A/P & HR assistance.
Export Coordinator
Kendall Jackson Winery
Santa Rosa, CA
05.1996 - 06.1999
- Prepared, assembled signed documents, POS & monitored stringent labeling requirements to facilitate exports by following each country's importation regulation.
- Fulfilled compliance for BATF 5100 form regulation to qualify for tax exemption & coordinated with freight forwarders.
- Monitored and coordinated with warehouse staff with labeling orders to proficiently execute punctual shipment.
- Monitored loading capacity in shipping container and transportation regulation.
Office Manager
California Marketing, Inc.
Santa Rosa, CA
10.1995 - 05.1997
- Oversaw office administrative duties with A/P, A/R, P/R
- Developed reliable relationship with Japanese customers
Foreign Exchange Broker / Back Office Assistant
M. W. Marshalls Mercantile House / Lasser Marshall
Tokyo, Japan / New York, AK
05.1982 - 05.1988
- Promoted & transferred to NY offshore office from Tokyo office to handle major Japanese bankers.
- Promoted as FX broker, handling Citi Bank, Bank of America, Royal Bank of Canada, & Mitsubishi Bank.
- Prepared daily reporting to Bank of Japan for brokerage earnings daily after closure of FX market hours.
- Provided administrative support.
Education
Certificate - Creative Story Writing
The Institute of Children's Literature
West Redding, CT1994
Associate of Arts - Liberal Arts And Language & College Transfer
Santa Rosa Junior Collee
Santa Rosa, CA05.1982
Skills
- Office Management
- Documentation and Control
- Customer Relations
- Report Preparation
- Organizational Skills
- Account Development
- Software Use - Seasoft / Net-Yield / AS400 / QB / Word / Excel
- Problem Solving & Analytical Skills
- Attention to Detail & Diligent
- Bilingual - English & Japanese
Certification
- Peer Support Specialist in Training
Languages
Japanese
Native or Bilingual
Timeline
Office Manager
Costa Norte, Inc.
01.2018 - Current
Sales Account Manager / Sales Admin / Office Admin
North Coast Fisheries, Inc.
07.1999 - 01.2019
Export Coordinator
Kendall Jackson Winery
05.1996 - 06.1999
Office Manager
California Marketing, Inc.
10.1995 - 05.1997
Foreign Exchange Broker / Back Office Assistant
M. W. Marshalls Mercantile House / Lasser Marshall
05.1982 - 05.1988
Certificate - Creative Story Writing
The Institute of Children's Literature
Associate of Arts - Liberal Arts And Language & College Transfer
Santa Rosa Junior Collee
- Peer Support Specialist in Training
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