Attentive individual dedicated to delivering exceptional client service, finding optimal solutions to problems, and providing unwavering support to others. Committed team player with a successful track record as an account coordinator.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Account Coordinator
The Kingswood Company
Columbus, OH
09.2022 - Current
Maintain up to date and accurate records in the company's CRM system for all assigned customers and prospects, including but not limited to: call/email data, sales data, forecasted sales data, contact data, proposal information and any other relevant information for the customer record
Manage and grow relationships with assigned and developed customers and prospects..
Experienced at each stage of the customer journey, from initial lead generation, through proposal stage, customer relationship development and delivery
Experienced at prospecting and lead generation; new customers are obtained consistently
Experienced at customer service resolution Maintains database by entering new and updated customer and account information
Prepares source data for computer entry by compiling and sorting information
Establishes entry priorities
Processes customer and account source documents by reviewing data for deficiencies
Scheduling all LTL and local shipments of outbound shipments
Coordinating packing, shipping and scheduling of events for JCK Trade Show
Track returned merchandise reason codes and makes adjustments to improve service quality
Consult with production, warehouse and drivers to expedite or trace missing or delayed shipments
Compile quality measures and prepare various reports for management
Closely follow all established policies, guidelines and prici for customer accounts and service
Work closely with sales team to identify new opportunities for customers
Provide timely feedback to management team regarding service failures or customer concerns
Partner with sales representatives and warehouse team to meet and exceed customer's expectations
As the Office Manager, responsible for overseeing the smooth and efficient running of all aspects of the office
Including but not limited to all accounting functions such as, A/R, A/P, month-end financials, payroll processes and procedures
Coordination of recruitment activity, implementing changes in company policies and procedures along with ensuring employee compliance
Conducted all pre-employment screenings, background screening, drug testing
Onboarding of all new hires, orientation, all new hire paperwork
Logistics Coordinator/Office Manager
Ohio Logistics
Columbus, OH
08.2017 - 01.2022
Facilitate the shipping of products from one destination to another
Arrange transportation, and orchestrate deliveries to meet customer demand with little to no delay
Receives products and coordinates delivery
Proactively takes steps to avoid quality control issues
Manages activities throughout the order fulfilment and transportation cycle to make sure established deadlines are ahead of schedule or on time and met
Quote shipments for client's specific needs
Ensure all paperwork is complete
Provide Quotes on deliveries
Answer inbound calls and make outbound calls to schedule loads when carriers are not calling in on them
Dispatch drivers to shippers and receivers based on customer needs
Provide detailed directions and instructions to properly route drivers to ensure on-time pick ups and delivers for customers
Able to multitask and provide customer service to our carriers and customers alike
Licensed Private Investigator
Confidential Services Inc
Columbus, OH
09.2012 - 07.2017
Write reports or case summaries to document investigations
Obtain and analyze information on suspects, crimes, or disturbances to solve cases, to identify criminal activity, or to gather information for court cases
Conduct background investigations of individuals, such as pre-employment checks, to obtain information about an individual's character, financial status or personal history
Search computer databases, credit reports, public records, tax or legal filings, or other resources to locate persons or to compile information for investigations
Conduct private investigations on a paid basis
Testify at hearings or court trials to present evidence
Question persons to obtain evidence for cases of divorce, child custody, or missing persons or information about individuals' character or financial status
Observe and document the activities of individuals to detect unlawful acts or to obtain evidence for cases, using binoculars and still or video cameras
Perform undercover operations, such as evaluating the performance or honesty of employees by posing as customers or employees
Expose fraudulent insurance claims or stolen funds
Prepare reports that detail investigation findings
Obtain and verify evidence by interviewing and observing suspects and witnesses or by analyzing records
Record evidence and documents, using equipment such as cameras and photocopy machines
Determine scope, timing, and direction of investigations
Perform undercover assignments and maintain surveillance, including monitoring authorized wiretaps
Collaborate with other authorities on activities such as surveillance, transcription, and research
Serve subpoenas or other official papers
Education
Bachelor's in Psychology of Human Relations -
Indiana Wesleyan University
Columbus, OH
Skills
Able to manage and adapt to multiple priorities
Multicultural Awareness Training
Problem Solving
Communicates well both written and verbally
Interpersonal Abilities
Research Skills
CREDENTIALS AND LICENSES
Certificate Training from The Ohio Council on Welfare Fraud
Certified in Ethics through Franklin County
Certified in Multicultural Awareness through Franklin County
Certified in Violence in the Workplace through Franklin County
Certified in Customer Service through Franklin County
Certified in Sexual Harassment Awareness through Franklin County
Scheduling
Billing
Accounts Payable
Payroll
Data Entry
Microsoft Excel
Receptionist
Outlook
Office Management
Microsoft Office
Human Resources
Quickbooks
Typing
Accounting
Word
Accounts Receivable
Bookkeeping
QuickBooks (1 year)
Fleet Management
Debits & Credits
Transcription
Employee Evaluation
Surveillance
Financial Report Writing
General Ledger Accounting
Account Reconciliation
Management
Writing Skills
Databases
Bank Reconciliation
SAP
Communication skills
Organizational skills
Customer service
Certification
Driver's License
Private Investigator License
Timeline
Account Coordinator
The Kingswood Company
09.2022 - Current
Customer Service Advocate/Office Manager
Victory Packaging
01.2022 - 09.2022
Logistics Coordinator/Office Manager
Ohio Logistics
08.2017 - 01.2022
Licensed Private Investigator
Confidential Services Inc
09.2012 - 07.2017
Bachelor's in Psychology of Human Relations -
Indiana Wesleyan University
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