Self-motivated, dedicated leader who is organized and a analytical problem-solver with talents for team building, leading and motivating, as well as excellent customer relations aptitude and relationship-building skills. Proficient in using independent decision-making skills and sound judgment to positively impact company success. Dedicated to applying training, monitoring and morale-building abilities to enhance employee engagement and boost performance.
Overview
9
9
years of professional experience
Work History
Service Administrator
Heating & Plumbing Engineers
Colorado Springs, CO
02.2023 - Current
Tasked with data entry, records oversight and issue resolution for team of 15 technicians.
Built and managed processes for tracking and monitoring department performance.
Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Stayed up-to-date on Colorado laws and licensing requirements to complete accurate and efficient reviews.
Skilled at working independently and collaboratively in a team environment.
Office Administrator
Camfil USA
Colorado Springs, CO
12.2021 - 02.2023
Coordinated communications, financial processing, registration, recordkeeping, and other administrative functions.
Reconciled account files and produced monthly reports.
Managed and properly accounted for petty cash issued to facilitate general office activities.
Successfully managed budgets and allocated resources to maximize productivity and profitability.
Oversaw inventory control levels and verified compliance with storage and organization processes.
Trained new staff on job duties, company policies, and safety procedures for rapid onboarding.
Packed, secured, labeled and applied postage to materials to prepare items for shipment.
Compared shipping orders and invoices against contents received to verify accuracy.
Sales Manager
Rent A Center Warehouse & Retail Store
Colorado Springs, CO
06.2021 - 12.2021
Handled customer relations issues, enabling quick resolution, and client satisfaction.
Resolved customer issues quickly to close deals and boost client satisfaction.
Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
Exceeded sales quotas and increased profitability through effective sales strategy and business planning.
Managed accounts to retain existing relationships and grow share of business.
Accounting Assistant
H&r Block
Colorado Springs, CO
08.2020 - 06.2021
Used accounting software to prepare weekly and monthly financial reports.
Completed payroll functions to facilitate accurate and prompt staff payments.
Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
Completed financial reports, providing insight into performance, operations and cash flow.
Reconciled company bank, credit card and line of credit accounts, investigating and resolving discrepancies to keep accounts audit-ready.
Compiled budget figures by reviewing past budgets, evaluating estimated income, and assessing expenses.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Scheduling Specialist
Bills Plumbing
Colorado Springs, CO
11.2019 - 08.2020
Called customers to coordinate schedules and set appointments.
Answered phone calls and answered questions from potential customers.
Acted as first point of contact and set appointments for prospective clients.
Responded to requests for information from public, other municipalities or state and federal legislative offices.
Worked along side Pikes Peak Regional Building, to pull permits and plot maps
Managed invoicing and payment processing operations.
Maintained detailed records of customer payments and billing adjustments.
Generated daily, weekly and monthly reports for billing department.
Insurance Agent
USAA Insurance
Colorado Springs, CO
11.2018 - 11.2019
Built relationships with clients using active listening and issue resolution to provide excellent service.
Responded to customer calls swiftly to resolve issues and answer questions.
Prepared and reviewed insurance applications to verify compliance with regulations.
Monitored changes in insurance industry to stay compliant with relevant laws and regulations.
Investigated and processed claims swiftly to keep customers satisfied.
Educated clients on insurance policies and procedures.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
District Training Manager
Check Into Cash
Colorado Springs, CO
09.2014 - 11.2018
Trained new hires to perform cross-training exercises with experienced workers.
Streamlined HR efficiencies, coordinated new hire orientations and provided onboarding and training for new employees.
Developed departmental systems and procedures to better align workflow processes.
Created in-depth training manual for all employees.
Managed all exempt employee coaching, training, and performance improvement actions.
Supervised four locations to enforce high-quality standards of operation.
Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
Met deadlines by proactively managing individual and team tasks and streamlining processes.