Tracy Havens
Wildwood,FL
Summary
Seasoned Owner/Operator with relevant experience in business management and operations. Possess skills in team leadership, strategic planning, and customer service. Known for driving operational growth and achieving business goals. Contributed to profitability and success of previous ventures through effective oversight and hands-on involvement.
Overview
17
17
years of professional experience
Work History
Owner/Operator Finance
Baxter Family Market
Baxter, Iowa
09.2015 - Current
- Developed business plan and budget to maximize profitability.
- Managed daily operations of the business, including staff, sales, inventory, and accounting.
- Created marketing strategies to drive revenue and increase brand visibility.
- Oversaw hiring process for new employees, from recruiting to onboarding training.
- Maintained relationships with vendors and suppliers in order to secure favorable terms on materials and services.
- Conducted regular performance reviews of staff members to ensure efficiency and productivity goals were met.
- Implemented cost-saving measures across departments while maintaining quality standards.
- Resolved customer complaints promptly and professionally in order to maintain a positive reputation for the business.
- Monitored financial performance of the business on a weekly basis to ensure fiscal responsibility.
- Ensured compliance with all local laws, regulations, policies, and procedures related to the operation of the business.
- Established pricing models that balanced competitiveness with profitability goals.
- Provided leadership support for team members through coaching and mentorship programs.
- Established long-term relationships with customers by promoting great service and engagement skills and quickly resolving issues.
- Delivered excellent customer service to clients and fellow employees.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Prepared staff work schedules and assigned team members to specific duties.
- Delegated work to staff, setting priorities and goals.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Monitored inventory levels and placed new orders for merchandise to keep supply well-stocked.
- Reviewed financial statements and sales or activity reports to measure productivity or goal achievement.
Office of the President
Wells Fargo & Company
West Des Moines, IA
05.2008 - 05.2016
- Provided exceptional customer service to mortgage customers by responding promptly and accurately to inquiries.
- Answered incoming customer calls regarding service inquiries, complaints, billing questions and general product information.
- Provided customers with product and service information, answered inquiries and resolved customer complaints in a timely manner.
- Greeted customers warmly and ascertain problem or reason for calling.
- Identified, researched and resolved customer issues using the computer system.
- Maintained records of customer interactions and transactions recording details of inquiries, comments and complaints.
- Offered alternative solutions where appropriate with the objective of retaining customers' business while maintaining company standards of quality service delivery.
- Explained policies clearly to customers when necessary.
- Escalated complex problems to higher level personnel as needed.
- Participated in team meetings discussing best practices for handling difficult calls.
- Ensured adherence to all company regulations relating to customer service operations.
- Resolved conflicts between clients by providing effective solutions that ensured satisfaction for both parties involved.
- Answered incoming calls and provided highest level of professionalism and knowledgeable service to every customer.
- Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
- Handled escalated customer service concerns to preserve customer satisfaction and maintain long-term business relationships.
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Mentored junior team members and managed employee relationships.
Bookkeeper
Knapp Properties
Des Moines, IA
05.2007 - 05.2008
- Maintained and reconciled general ledger accounts.
- Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
- Processed accounts payable and receivable transactions.
- Ensured accuracy in all accounting entries and records.
- Processed invoices and payments accurately and timely.
- Verified accuracy of vendor invoices, purchase orders, and check requests.
- Reconciled accounts payable transactions to ensure accuracy.
- Maintained accurate records and filing system for all accounts payable documents.
- Assisted with month-end closing activities such as accruals and journal entries.
- Investigated and resolved any discrepancies in payment processing.
- Performed other duties as assigned by management team.
- Worked closely with accounting staff members on projects related to Accounts Payable processes.
- Reviewed purchase documents and company receipts for reconciliation with statements.
- Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files.
- Recorded debit, credit and account transactions in computer spreadsheets and databases.
Education
Associate of Applied Science - Accounting
Kirkwood Community College
Cedar Rapids, IA05-2007
Skills
- Personnel Management
- Budget Development
- Operational Reporting
- Mechanical recoveries
- Financial Planning
- Operations Oversight
References
References available upon request.
Timeline
Owner/Operator Finance
Baxter Family Market
09.2015 - Current
Office of the President
Wells Fargo & Company
05.2008 - 05.2016
Bookkeeper
Knapp Properties
05.2007 - 05.2008
Associate of Applied Science - Accounting
Kirkwood Community College
Similar Profiles
Tracy HavensTracy Havens
Owner/Operator at Baxter Family MarketOwner/Operator at Baxter Family Market
Abigail NtiAbigail Nti
Private Home Health Care Provider at Baxter Napier & FamilyPrivate Home Health Care Provider at Baxter Napier & Family
Kristy TateKristy Tate
Nurse at Baxter Family ClinicNurse at Baxter Family Clinic