Dynamic professional with a proven track record at 4Front Credit Union, excelling in exceptional communication and technical support. Adept at process improvement and compliance monitoring, I have successfully enhanced member experiences and driven sales growth. My strong product knowledge and negotiation tactics have consistently delivered results in fast-paced environments.
Overview
14
14
years of professional experience
Work History
Member Relationship Specialist
4Front Credit Union
Traverse City
04.2024 - Current
Maintained accurate records of member interactions and transactions in system.
Educated members about available resources and services for their needs.
Provided guidance on product features and benefits to enhance member experience.
Assisted members with account inquiries and service requests daily.
Addressed inquiries from clients and department team members.
Acted with minimal direction in self-directed capacities to resolve issues and implement strategies.
Coordinated with other departments to ensure a smooth flow of operations related to member management.
Utilized problem solving skills to resolve customer issues in a timely manner.
Advised customers on product features and benefits relevant to their needs.
New Business Installation Coordinator
Grand Traverse Refrigeration
Traverse City
03.2022 - 10.2023
Coordinated installation schedules for new refrigeration units and service appointments.
Managed communication between clients and installation teams for smooth transitions.
Organized inventory of equipment and materials for new business installations.
Monitored project timelines and ensured adherence to scheduled deadlines.
Monitored progress of installations to ensure timely completion.
Provided guidance and support to customers throughout the installation process.
Ensured compliance with applicable laws and regulations related to new business installations.
Provided technical support to customers during the installation process as needed.
Circuit Court Specialist
13th Circuit Court
Traverse City
09.2019 - 09.2021
Alternative Domestic Relations Coordinator, Domestic Specialist and Scheduling.
Proficiency in OnBase and AS400.
Collections agent for Felony Fines.
Coordinated courtroom schedules and ensured timely availability of necessary resources.
Reviewed case documentation for completeness and compliance with legal standards.
Responded to inquiries from the public regarding court procedures and schedules.
Managed case files and maintained accurate court records for hearings.
Office Manager/ Sales
Ace’s Marine & Salvage
06.2019 - 09.2019
Developed filing systems for both physical and digital documents to enhance accessibility.
Organized schedules for team meetings and coordinated logistics for special projects.
Inventory control, clerical duties, deposits.
Proficiency in Quickbooks, Word, Excel and Outlook on a daily basis.
Managed daily office operations, ensuring smooth workflow and efficient communication.
Office Manager/ Sales/ Accounting
Aker Outdoor Products, Shore Station Dock & Hoist Distribution
Traverse City
02.2016 - 09.2018
Oversaw product receiving, dealer invoicing for deliveries and pickups.
Managed all accounts payables and receivables efficiently.
Analyzed weekly aging reports to identify trends.
Organized and managed office supplies and products inventory.
Processed payroll and handled employee absence requests.
Managed factory and dealer co-op accounts with Aker Outdoor Products.
Conducted inventory adjustments within QuickBooks bookkeeping system.
Maintained daily customer relations to drive sales of products and services.
Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
Supervised staff members, organized schedules and delegated tasks.
Inside Sales Rep.
Great Lakes Marine
02.2015 - 02.2016
Inside sales, fielding multi line incoming calls from dealers and turning them into profitable sales for the company.
Inventory control, clerical duties, deposits, shipping orders and invoicing truck deliveries and customer pickups.
Vast knowledge of several new product lines for the dock and hoist field.
Office Manager
Interlochen Boat Shop
Interlochen
08.2011 - 02.2015
Business Management, sales, account receivables and payables, banking, product ordering, customer service, Microsoft Word, Excel, Publisher and Office.
Executed accounts receivable reporting enhancements and reconciliation procedures.
Boosted sales $100,000+ in my second year.
Maintained communication between departments to facilitate collaboration.
Developed office policies to improve operational procedures and compliance.
Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
Monitored payments due from clients and promptly contacted clients with past due payments.
Developed sales strategies to enhance customer engagement and drive revenue.
Analyzed market trends to identify opportunities for business growth.
Managed customer relationships to ensure satisfaction and loyalty.
Sales Coordinator
MyNorth Media
Sales Coordinator for 6-person team.
Chief sales for MyNorth tickets.
Turning leads into sales.
Proficient in Excel, Word, and other Microsoft Programs.
Metric Collection from several programs including but not limited to social media.
Education
General Education Degree -
Traverse City High School
Traverse City, MI
01.2003
Skills
Technical support
Team coordination
Process improvement
Compliance monitoring
Documentation accuracy
Negotiation tactics
Exceptional communication
Product knowledge
Payment management
Up-selling strategies
Timeline
Member Relationship Specialist
4Front Credit Union
04.2024 - Current
New Business Installation Coordinator
Grand Traverse Refrigeration
03.2022 - 10.2023
Circuit Court Specialist
13th Circuit Court
09.2019 - 09.2021
Office Manager/ Sales
Ace’s Marine & Salvage
06.2019 - 09.2019
Office Manager/ Sales/ Accounting
Aker Outdoor Products, Shore Station Dock & Hoist Distribution
Teller, Operations Department at Beehive Credit Union (now Security Services Credit Union)Teller, Operations Department at Beehive Credit Union (now Security Services Credit Union)
Customer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit UnionCustomer Service Representative II at Coastal1 Credit Union FKA Pawtucket Credit Union