Carlotta Dirks Email & Phone Number

Sheboygan, Wisconsin, United States

Sheboygan, Wisconsin

Provide customer service for processing sales orders to ship products ordered.• Daily generate sales orders and shipping labels to ship products ordered through vendor’s portals.• Submit inventory feeds to vendors via vendor’s portal, websites and e-mail.• Daily enter invoice numbers into vendor’s portal.• Update spreadsheets monthly and quarterly update with sales numbers.

Sheboygan, Wisconsin

Perform various analytical and tactical duties for purchasing department• Daily work to resolve open purchase orders issues with suppliers, receiving and accounts payable personnel.• Weekly generate reporting for WOR, blocked invoices, purchasing variances, and open purchase orders.• Quarterly generate audit reports and perform analysis within each report.• Participated in conversion of process from Mapics to SAP.

Performed various support duties for purchasing personnel at Dairy Farmers of America.Track CHEP pallet movement.Entered information into spreadsheets for warehouse movements and pallets received in.Assisted in reviewing inventory based on inventory available and customer orders.

Performed administrative duties in the human resources department for Human Resources personnel, company President and Mayline personnel.Maintained bargaining unit employees' absences and accounting for gaps in hours.Entered vacation requests for bargaining unit employees in AS400.Reviewed unemployment forms.Ensured payroll data was correct for vacations, absences, deductions and reimbursements based on the union contract.Assisted in varoius clerical and human resource… Show more Performed administrative duties in the human resources department for Human Resources personnel, company President and Mayline personnel.Maintained bargaining unit employees' absences and accounting for gaps in hours.Entered vacation requests for bargaining unit employees in AS400.Reviewed unemployment forms.Ensured payroll data was correct for vacations, absences, deductions and reimbursements based on the union contract.Assisted in varoius clerical and human resource duties for all employees. Show less

Provided assistance to Financial Services personnel, and shared my knowledge of, belief in, and passion for LTC with the student body, prospective students, faculty, and staff, as well as with the community.Matched processed payments to invoices for Accounts Receivable.Sent W-9 letters and forms to obtain EIN numbers for vendors.Promoted LTC to prospective students and community through campus events and activities.Acted as a goodwill ambassador among fellow students and LTC… Show more Provided assistance to Financial Services personnel, and shared my knowledge of, belief in, and passion for LTC with the student body, prospective students, faculty, and staff, as well as with the community.Matched processed payments to invoices for Accounts Receivable.Sent W-9 letters and forms to obtain EIN numbers for vendors.Promoted LTC to prospective students and community through campus events and activities.Acted as a goodwill ambassador among fellow students and LTC staff.Assisted LTC staff at recruitment and retention events. Show less

Responsible for billing and receipt of revenue for clinical services and month-end closing process and reporting for health care center.Receipted payments into county system and applied receipts to resident accounts in health care system.Assisted in creating payer contracts for room and board and ancillary charges in health care system.Processed monthly ancillary charges, invoices for ancillary payments, resident statements, Medicare B claims and Medicaid claims.Investigated… Show more Responsible for billing and receipt of revenue for clinical services and month-end closing process and reporting for health care center.Receipted payments into county system and applied receipts to resident accounts in health care system.Assisted in creating payer contracts for room and board and ancillary charges in health care system.Processed monthly ancillary charges, invoices for ancillary payments, resident statements, Medicare B claims and Medicaid claims.Investigated, resolved and responded to billing issues for residents with family members, caregivers and insurance companies.Created and reconciled monthly spreadsheets to tie-out to system reporting. Show less

Responsible for administrative and operational support to personnel in the Trust and Investment areas.Processed security trades as directed by Trust Officers.Processed monthly fees and maintained spreadsheet of fees taken.Setup new accounts on trust system.Processed IRA distributions requested.Performed clerical duties, processing checks, deposits, mailings, filing and correspondence.

Responsible for working with Purchasing Buyers, Central Data and Quality personnel in communicating Plumbing Change Initiations (PCIs) to suppliers. Processed plumbing change initiation (PCI) information contained in spreadsheets and place into e-mails for respective suppliers. Documents referenced in the spreadsheet included drawings, bill of materials, technical publications and engineering standards.2006 - Received 3,000 PCIs from Central Data, sent 4,500 e-mails to suppliers… Show more Responsible for working with Purchasing Buyers, Central Data and Quality personnel in communicating Plumbing Change Initiations (PCIs) to suppliers. Processed plumbing change initiation (PCI) information contained in spreadsheets and place into e-mails for respective suppliers. Documents referenced in the spreadsheet included drawings, bill of materials, technical publications and engineering standards.2006 - Received 3,000 PCIs from Central Data, sent 4,500 e-mails to suppliers, archived 5,600 responses from buyers and suppliers. Assisted in creating purchase orders and return orders.Downloaded information into spreadsheets and e-mailed to buyers procurement changes, union expiration dates and long term contracts. Updated union information in SAP when requested.Uploaded mass price information into SAP for purchasing information records. Show less

Worked with Purchasing Buyers and Analysts to enter purchasing information records into SAP and perform other clerical duties.Assisted in creating and maintaining purchasing information records and material master screens in the SAP from information provided by the buyers and analysts.Assisted in creating return orders and preparing shipping papers.Distributed mail and faxes. Processed UPS shipments.

Responsible for temporary support in receptionist/accounting and data entry positionsGreeted customers and suppliers and answered the telephone.Processed daily deposits, accounts payable and accounts receivable. Ensured suppliers and pricing were accurate in JD Edwards software.

Worked with trust officers and trust assistants in various aspects of trust administration as well as assisted operations manager with risk and compliance requirements for Wisconsin and Illinois regions.Processed investment portfolio securities through reviewing, preparing and completing documents for incoming and outgoing investment portfolios. Timely processing of investment portfolio work in SEI within 24 hours upon receipt of 72 hour standard with 95% completion rate of… Show more Worked with trust officers and trust assistants in various aspects of trust administration as well as assisted operations manager with risk and compliance requirements for Wisconsin and Illinois regions.Processed investment portfolio securities through reviewing, preparing and completing documents for incoming and outgoing investment portfolios. Timely processing of investment portfolio work in SEI within 24 hours upon receipt of 72 hour standard with 95% completion rate of standard.Administered daily fee processing and documentation with attention to detail and completeness. Researched and resolved issues. Monitored accounts for non-compliance of fee schedules.Reconciled fee revenue account from monthly downloaded of SEI system into Microsoft Excel. Transferred revenue via wire to Accounting Department.Reconciled fee receivable account monthly. Provided notices to trust officers and trust assistants of outstanding invoices. Charged off unpaid receivables older than 120 days.Assisted tax department with assembly and mailing of 1,000 fiduciary and 300 customer's personal tax returns.Processed quarterly 100 fiduciary and 150 customer's personal estimated tax payments.Acted as primary contact for corporate network. Maintained local area network for 30 users.Supported trust assistants with backup responsibilities.Organized and participated in trust and bank sponsored events as well as ones in the community. Show less

Associate, Human Resouce Administration

Activities and Societies: SHRM Student Member, A-Team Student Ambassador, Volunteer Driver for LTC Shuttle

Associate, Accounting

Bachelor’S Degree, Business Administration

Associate Degree, Supervisory Management

Education record