Jodi Diamond
Wesley Chapel,FL
Summary
Dedicated and focused individual who excels at organization, prioritizing and completing multiple tasks simultaneously, and following through to achieve project goals.
Answers a high volume of emails and incoming employee/customer calls. Positive Team Leader. Able to complete all necessary tasks in a timely fashion.
Overview
35
35
years of professional experience
Work History
Contract Analyst
Driveway, APC Office
12.2022 - Current
- Booking deals into CDK
- Make sure all documents accounted for
- Reach out to store managers if deal is missing information
- Addressed contract disputes and provided advice and guidance to resolve issues.
- Monitor incoming contracts and service agreements for correct pricing and information.
- Double-checked plans and specifications of contract work for company compliance.
- Financing contracts
Office Manager
Dunston’s Painting
01.2006 - Current
- Accounts Payable
- Accounts Receivable
- Interviewing of all potential new employees
- Handle all incoming calls, concerns/requests
- Prepare and complete all monthly taxes: Sales, Withholding, IRA
- Handle Payroll and process all year end W-2’s/1099’s for all employees
- QuickBooks experience
- Oversee all compliance issues with State, Federal, and WC
- Handle all company/vehicle insurance
- Handle all monies within the business and all banking
- Pay all incoming invoices
- Monthly invoicing
- DMV renewals and updates
- Reconciling all customer accounts and corporate bank accounts
- Maintained computer and physical filing systems.
Incoming Specialist
Driveway.com
12.2022 - 02.2023
- DAC/DMV
- Driveway (, DAC all incoming deals
- Make notes in dashboard as to status of every incoming deal
- Handle all incoming FedEx of contracted documents from customers
- Clearing vehicles for delivery
- Updating CDK/Salesforce with current statuses on customer purchases/trades
- Send all documents to COE for processing
- Reaching out to customers for missing docs/errors on DMV forms
- Making sure all documents are signed and thoroughly completed.
Supervisor
Driveway
01.2022 - 12.2022
- Manage incoming/outgoing corporate phone system/ call reporting for over 60 team members
- Daily, weekly, and monthly phone reporting to all leadership
- Communication with all leadership/supervisors on coaching their agents to better perform
- Monitoring daily calls and listening to live calls ensuring accuracy of communication between agents and customers
- Monitoring agents to make sure they are in the correct call center queues.
Supervisor
Driveway.com
11.2021 - 12.2022
- Administer training plans and development of assigned employees/positions
- Manage department monthly objectives and daily tasks
- Develop, train, and monitor customer engagement and follow -up word tracks
- Systems expert for assigned positions
- Create and define processes for agent efficiency
- Internal/external paperwork and documents for assigned positions
- Executing correct cross department communication and process flow
- Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
- Handled customer complaints, resolved issues, and adjusted policies to meet changing needs.
Supervisor Sell Team
Driveway Lithia Motors
04.2021 - 03.2022
- Supervised 13 Team members Remotely across the US
- Directed team on vehicle purchasing guidelines
- Guiding team on daily system changes/workflow changes and updates
- Responsible for all reporting for committed deals
- Daily coaching of all team members to reach their full potential on purchasing vehicle and reaching their highest level of daily commitments
- Responsible for reviewing IVR (Corporate phone system) and implementing word tracks to beat fist responses to customer inquiries
- 2022-2023 Promoted to Corporate IVR (Corporate phone system) Supervisor
- Reviewing daily incoming/outgoing phone logs for over 60 agents
- Listen to live conversations and recordings and advised agents on how to better respond to customer questions and promote professional phone etiquette
- Responsible for daily/weekly and monthly reporting on total incoming,missed and outgoing calls and educated Managers on how they can train all agents to better their time management skills and professionalism on their calls 2022- Current. Contract Analyst
Office Manager
Northeast Petroleum Technologies
01.2018 - 12.2021
- In Office to Fully Remote Position as of 2021
- Oversee 39 employees
- Accounts Payable
- Accounts Receivable
- Handled all incoming calls regarding employee concerns, requests and HR issues
- Prepare and complete all Sales tax and HUT Tax
- Code and upload all employee weekly payroll in Paychex program
- 16 years of QuickBooks experience
- Oversee all compliance issues with State, Federal, DOT, DEC, DMV HIPAA and DBL
- Work with credit card vendors
- Manage all financial ends in QB including reporting
- Handle all aspects of banking externally and banking account online
- Handle all monies within the business
- Monthly Reconciliation of all business accounts
- Monthly invoicing, credit card payments and mass mailings
- Responsible for handling all Corporate Audits
- Handle all insurances including insurance audits
- Handle all accounts payables.
Partial Owner/Office Manager
Royal Flush Portables
01.2015 - 12.2019
- Handle all incoming calls
- Schedules all delivery route deliveries and pick-ups
- Payroll Processing
- Accounts Receivable
- Accounts Payable
- Process and pay monthly Taxes/
- Complete all necessary compliance issues with NYS, DEC, DOT
- Handle all insurances for vehicles
- Renewals and DMV paperwork
- Complete Audits
- Responsible for input of all rentals into computer software including route schedules
- Billing processing
- QuickBooks knowledge
- Dispatching
Business Owner, Office Manager
Superior Oil Company Inc
01.2006 - 12.2018
- Hiring of all new employees
- Accounts Payable
- Accounts Receivable
- Oversee employees and train
- Handled all incoming calls and in-person customer concerns, requests and service
- Prepare and complete all Corporate Taxes
- Handle Payroll and process all year end W-2’s/1099’s for all employees
- QuickBooks experience
- Oversee all compliance issues with State, Federal and DOT, DEC, and WC
- Work with all credit card vendors
- Order all business supplies, parts and schedule all vehicle maintenance
- Dispatching all Drivers
- Handle all monies within business and all banking
- Pay all incoming invoices and vendor deliveries
- Monthly invoicing, credit card payments and mass mailings
- DMV renewals and updates
- Daily Service calls, phone inquiries, scheduling service and maintenance and part ordering
- Corporate Audits
- Reconciling all customer accounts and corporate bank accounts
Membership and Billing Representative
Blue Shield Of NENY
05.1989 - 08.2006
- 1989 - 1999 Membership and Billing Representative. Handle Multiple incoming phone calls per day.
- Inputting all new enrollments for new subscribers. Explaining benefits to customers
- Sending benefit packages
- 1999-2004. Billing and Finance Representative: Responsible for reconciling accounts
- Sending monthly invoices.
- Printing monthly bill and mailing to members.
- Fix any discrepancies with member rates
- Speak daily with group members helping with any questions on their group premium and customer inquiries Promoted to Team Lead for the Y2K conversion. Responsible for overseeing 15 + team members for the conversion to new Facets system.
- 2004 to 2006. Information Technology Specialist Responsible for updating and testing new system applications
- Send all reporting to the VP of IT.
- Work with IT programmers to create new application extensions and provide testing before implementation Create new member codes and provide testing in codes with all system applications
- Responsible for creating members letters and testing letters within all system applications.
Education
2 Year Degree in Business - Business
Bryant And Stratton College
Albany, NY06.1990
Skills
- Salesforce
- CDK, DLR, DMV, Route One
- Proposal Preparation
- Reading Comprehension
- Logistical Coordination
- Workflow Processes
- Contract Reviews and Edits
- Inbound Phone Calls
- Accounts Payable and Accounts Receivable
- Staff Training
- Administrative Management
Timeline
Contract Analyst
Driveway, APC Office
12.2022 - Current
Incoming Specialist
Driveway.com
12.2022 - 02.2023
Supervisor
Driveway
01.2022 - 12.2022
Supervisor
Driveway.com
11.2021 - 12.2022
Supervisor Sell Team
Driveway Lithia Motors
04.2021 - 03.2022
Office Manager
Northeast Petroleum Technologies
01.2018 - 12.2021
Partial Owner/Office Manager
Royal Flush Portables
01.2015 - 12.2019
Office Manager
Dunston’s Painting
01.2006 - Current
Business Owner, Office Manager
Superior Oil Company Inc
01.2006 - 12.2018
Membership and Billing Representative
Blue Shield Of NENY
05.1989 - 08.2006
2 Year Degree in Business - Business
Bryant And Stratton College
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