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Stephanie Petrie
5325 SE Knapp Street
Portland, OR 97206
Phone: 971-212-4572
E-mail: Goofyquilter@msn.com
Education
Portland Community College, Portland, OR
Associates of Applied Science Accounting
Associates of Applied Science Management
1 year certificate Accounting
9/2012 – 6/2015
Experience
Bridgewell Resources LLC, Tualatin, OR 03/2016-present
ProjectCoordinator
 Create and trackdispatches, open and closed orders, change orders
and purchase orders
 Prepare billing packets (including lien waivers) and distribute
 Manage expense reports for several traders
 Correspond with customers on billing, shipping and job projections
 Maintain legible files electronically and paper
 Follow market trends and look fornew starts
 Run daily reports to track job progress and planning
 Schedule ship meetings and keep notes
 Part of planning team creating new procedures and SOP’s for more
efficientworkplace
 Create submittals and upload to submittal exchange
Consumer Cellular, Tualatin, OR 05/2012 – 02/2016
BillingAdministrator/CustomerRelations
 Enter and apply payments to customer accounts
 Review and apply credits when necessary
 Process returned checksand credit card chargebacks, and working withcredit card
issuers and customer to resolve chargebacks and associated fees
 Regular audits of return files tomake sure they are properly tracked and corrected
 Handle written correspondence and consumer complaints
 Create instructional documents (SOP’s) for new officeproducts, tools and procedures
 Creating (as part of a team) fraud prevention tools, early detection and steps to avoid
loss
 Sort mail, answer door, data entry
US Bank Association, Corporate Office,Gresham, OR 02/2011 – 04/2012
CustomerRelations/CustomerService
 Assisting customers with banking questions and recommending new products
 Demonstrated consistency in meeting or exceeding sales goals
 Succeeded in achieving above average customer rating surveysall months employed
 Producing loan referrals and encouraging customers how to strengthen their bank
portfolio
Wells Fargo Financial, Vancouver,WA 12/2008 – 10/2010
AccountManager/CollectionsSpecialist
 Providedsolutions for customers to bring accountcurrent and maintain positive
standing
 Using multiple screens and programs simultaneously while making outbound phone
calls
LBL Windows, Troutdale, OR 12/2006 – 10/2008
InsideSales/TerritoryManager
 Oversaw sales and transfer of window and door orders to western US as well as Hawaii,
Tonga and Guam
 Created window and door estimates based on blueprints and material lists
 Sourced new business contactsand connected with outside sales team
 Presented product to homeowners and referred to installers and retailer for purchase
 Coordinating with accounting to ensure billing and tax codes correct and credits issued
 Participated in daily production meetings to encourage communicationbetween
departments and come up with daily priorities
Parr Lumber, Portland,OR 10/1998 – 05/2002
CustomerRelations/Receiving
 Inside window sales and special order purchasing
 Inventory control and receiving
 Face-to-facecustomer service and phone orders
 Data entry and backup to outside sales
 Helping homeowners create material lists based on projects
Kingsley Lumber/Milwaukie Lumber, Portland, OR 12/1994 – 06/1998
OverseasManager/Estimator
 Material estimates off blueprints
 Organizing container loads to Hawaii, Tonga, Guam, Japan
 Purchasing special order timbers, roofing, plumbing, tile, electrical, etc.,store supplies
 Receiving stock into domestic warehouse and export warehouse
 Counter sales and willcall counter operations for domestic trade
 Cold call sales in the winter
 Extensive product and customer relations training
Software
MicrosoftOffice(Excel,Word,Outlook,Access, PowerPoint,& Publisher), QuickBooks,
AS400, POSSystems, Lead Management, and various banking platforms.
Petrie, Stephanie

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Petrie, Stephanie

  • 1. Stephanie Petrie 5325 SE Knapp Street Portland, OR 97206 Phone: 971-212-4572 E-mail: Goofyquilter@msn.com Education Portland Community College, Portland, OR Associates of Applied Science Accounting Associates of Applied Science Management 1 year certificate Accounting 9/2012 – 6/2015 Experience Bridgewell Resources LLC, Tualatin, OR 03/2016-present ProjectCoordinator  Create and trackdispatches, open and closed orders, change orders and purchase orders  Prepare billing packets (including lien waivers) and distribute  Manage expense reports for several traders  Correspond with customers on billing, shipping and job projections  Maintain legible files electronically and paper  Follow market trends and look fornew starts  Run daily reports to track job progress and planning  Schedule ship meetings and keep notes  Part of planning team creating new procedures and SOP’s for more efficientworkplace  Create submittals and upload to submittal exchange Consumer Cellular, Tualatin, OR 05/2012 – 02/2016 BillingAdministrator/CustomerRelations  Enter and apply payments to customer accounts  Review and apply credits when necessary  Process returned checksand credit card chargebacks, and working withcredit card issuers and customer to resolve chargebacks and associated fees  Regular audits of return files tomake sure they are properly tracked and corrected  Handle written correspondence and consumer complaints  Create instructional documents (SOP’s) for new officeproducts, tools and procedures  Creating (as part of a team) fraud prevention tools, early detection and steps to avoid loss  Sort mail, answer door, data entry US Bank Association, Corporate Office,Gresham, OR 02/2011 – 04/2012 CustomerRelations/CustomerService  Assisting customers with banking questions and recommending new products
  • 2.  Demonstrated consistency in meeting or exceeding sales goals  Succeeded in achieving above average customer rating surveysall months employed  Producing loan referrals and encouraging customers how to strengthen their bank portfolio Wells Fargo Financial, Vancouver,WA 12/2008 – 10/2010 AccountManager/CollectionsSpecialist  Providedsolutions for customers to bring accountcurrent and maintain positive standing  Using multiple screens and programs simultaneously while making outbound phone calls LBL Windows, Troutdale, OR 12/2006 – 10/2008 InsideSales/TerritoryManager  Oversaw sales and transfer of window and door orders to western US as well as Hawaii, Tonga and Guam  Created window and door estimates based on blueprints and material lists  Sourced new business contactsand connected with outside sales team  Presented product to homeowners and referred to installers and retailer for purchase  Coordinating with accounting to ensure billing and tax codes correct and credits issued  Participated in daily production meetings to encourage communicationbetween departments and come up with daily priorities Parr Lumber, Portland,OR 10/1998 – 05/2002 CustomerRelations/Receiving  Inside window sales and special order purchasing  Inventory control and receiving  Face-to-facecustomer service and phone orders  Data entry and backup to outside sales  Helping homeowners create material lists based on projects Kingsley Lumber/Milwaukie Lumber, Portland, OR 12/1994 – 06/1998 OverseasManager/Estimator  Material estimates off blueprints  Organizing container loads to Hawaii, Tonga, Guam, Japan  Purchasing special order timbers, roofing, plumbing, tile, electrical, etc.,store supplies  Receiving stock into domestic warehouse and export warehouse  Counter sales and willcall counter operations for domestic trade  Cold call sales in the winter  Extensive product and customer relations training Software MicrosoftOffice(Excel,Word,Outlook,Access, PowerPoint,& Publisher), QuickBooks, AS400, POSSystems, Lead Management, and various banking platforms.