Tara Duval
KELSEYVILLE, CA,CA
Summary
I am a professional, reliable, honest, friendly, ambitious, organized, independent and loyal person. I have a strong background in hospitality including guest services, sales coordinator, assistant sales manager, office coordinator, customer service specialist and executive assistant. Accustomed to working in fast-paced environments with success in effectively handling time-sensitive and challenging situations. I am detail oriented, motivated, hard working, a team player, always excited to learn and strive to provide impeccable customer service with a positive and can-do attitude. I am proficient with gmail, google docs, outlook 365, teams, one drive, SAP, VIM (vendor invoice management), springer miller systems, opera, daylight, delphi software, ecellar, sovos ship compliant, quickbooks, powerpoint, excel and word.
Overview
17
17
years of professional experience
Work History
Customer Service Specialist
Bonterra Organic Estates
11.2022 - Current
- As a customer service specialist at Bonterra Organic Estates, there are multiple daily tasks
- I am a hybrid employee that maintains an efficient workflow while remote and manages my time wisely to ensure all tasks are complete by the end of the day
- My daily duties include: Interpret purchase order information and enter relevant data into SAP to generate sales orders, efficiently and precisely
- I maintain direct and timely communication with distributors, field sales, marketing and internal departments, via email and over the phone
- I coordinate with internal departments on master data requirements for sales order processing
- I create, monitor and invoice purchase orders submitted to South American suppliers for direct import products
- Partner with South American warehouses and suppliers to ensure import orders are completed in full
- Review, verify, and code direct import purchase orders, and also process ocean freight and warehouse invoices
- Resolve issues and solve problems relating to sales orders
- Deliver updates on order tracking, stock availability and product allocations
- Ensure shipments are finalized for monthly financial close
- Maintain customer master data files
- I am also currently cross training on export customer service-related duties to provide support as needed
- I work with SAP developers on issues and improvements and tackle other related tasks and special projects as assigned
Owner/Bookkeeper
ATLAS INDUSTRIAL MACHINE
11.2021 - 11.2022
- This was an exciting business partnership with my husband in which we owned a tractor trailer and traveled the country transporting freight for many shippers
- I organized and managed our expenses for our company, scheduled freight on many portal load boards and with direct shippers
- This was a dream of ours for many years and we enjoyed our business travels very much
Executive Assistant
DAVIS ESTATES
08.2016 - 11.2021
- As an executive assistant, there are a substantial variety of responsibilities
- I assisted the proprietors, general manager, events and wine club director and the vice president of sales & marketing with entering wine competitions, filtering and processing approved donation requests, wholesale invoicing (quickbooks), wine club support, wine shipping, managed the administrative office and tasting room supplies, managed the guest house calendar, reserved VIP tasting experiences, managed the concierge email, managed tasting reservations, distributed mail, website photography, managed the social media accounts and supported the tasting room staff when needed as well as assisted with various property projects
- I am a person who loves to communicate, take on projects and expand my knowledge in hospitality and wine
Executive Assistant
SOLAGE CALISTOGA
09.2007 - 09.2016
- I started working at Solage as a guest services agent
- My responsibilities were checking in and out guests, operating the switchboard and assisting our guests with dining and spa reservations, wine tours and transportation services
- In 2009, I was promoted to guest services' supervisor
- My supervisor position included tasks of checking in and out guests, managing the front desk and bellmen staff, scheduling employees and managing the department checkbook
- In October 2011, I was promoted to sales coordinator
- My duties included; managing guest room blocks for corporate groups, corporate and wedding contract turnover, wedding and corporate site tours, collateral inventory, managing rooming list for corporate clients, managing department checkbook and assisting with resort room reservations when needed
- I created banquet event orders for all in-house events along with providing a 20-day forecast report and a month end report for all sales activity
- I distributed all corporate and social resumes along with banquet event orders
- I also assisted our banquet staff with set-up when needed for special events
- In January 2015, I was titled assistant sales manager and maintained my responsibilities from my sales coordinator position
- In March 2016, I was promoted to executive assistant where my day to day responsibilities varied
- I managed and maintained executives schedules, appointments and travel arrangements for the general manager, transcribed and distributed meeting minutes, scheduled executive meetings, responded to guest surveys and created hotel reservations, travel arrangements and spa services for our VIP guests and media visits
Education
Bookkeeping Certificate - General Bookkeeping
IAP Career College
Online 06.2024
Commission -
California Notary Public
Online 01.2022
Certificate -
California Loan Signing Agent
Online01.2022
Certificate -
Allied Real Estate School
Online 12.2021
Diploma -
Community High School
Santa Rosa, CA05.1995
Skills
- Customer service
- Good communication skills
- Customer relations
- Call center experience
Accomplishments
- Completed an Allied Real Estate online course
- Notary Public commission and loan signing certificate
Hobbies and Interests
- Dog mom
- Loves all animals
- Enjoys delicious food & wine
- Cooking
- Fitness
- Kayaking
- Hiking
- Classic autos
- Spending time with family and friends
Timeline
Customer Service Specialist
Bonterra Organic Estates
11.2022 - Current
Owner/Bookkeeper
ATLAS INDUSTRIAL MACHINE
11.2021 - 11.2022
Executive Assistant
DAVIS ESTATES
08.2016 - 11.2021
Executive Assistant
SOLAGE CALISTOGA
09.2007 - 09.2016
Bookkeeping Certificate - General Bookkeeping
IAP Career College
Commission -
California Notary Public
Certificate -
California Loan Signing Agent
Certificate -
Allied Real Estate School
Diploma -
Community High School
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