Carol Lokhorst Email and Phone Number

Training and support, both in-person and virtual for new clients for the warehouse management system customer portal, as well as for existing customers moving from the previous platform; creation and revision of the primary customer portal user guide; process documentation and support to Account Representatives where needed; management of customer projects for timely inventory distribution for B2B and B2C customers.

Worked with project managers on data integrity to ensure consistency of project plans and financial consistency in the rollup of project data; testing within the primary reporting system in anticipation of quarterly releases and system upgrades; data compilation and analysis for monthly/quarterly executive summaries to senior leadership; create and maintain process documentation for daily, weekly, and monthly reporting, as well as department resources and related documentation to help ensure reporting consistency in my absence, or for the transfer of tasks.

Required compliance with U.S. Bank security policies, dealing with bank confidential data and customer sensitive information; maintained business line relationships and continuous contact with employees across the bank for the equipment return process and follow up, greatly minimizing risk of potential loss of bank data; served as a catalyst in the automation of daily shipping/receiving data that required updates to the bank-wide asset management system for daily reporting processes; aided in the automation and simplification of the monthly billing reporting procedure; compiling and formatting department metrics for monthly reporting to senior leadership; assisted department management and division finance analyst on monthly budget work and forecast preparation.

Provided support for one senior vice president, five vice presidents and their staff in Information Security Services; established key relationships across the bank for technical support, properties, network engineering, and accounts payable/receivable; Human Resources-related tasks including the capability to manage sensitive data with regards to US Bank personnel; arranged for new employee, and contractor network access, workstation, telephone, and desk set up; basic troubleshooting with regards to minor network, hardware and software issues; meeting preparation – contact and coordination of schedules of meeting participants and booking meeting rooms, conference call set up, meeting documentationPrimary contact for 125+ department personnel to be physically moved; worked with the representatives from properties, voice communications and desktop support over several weeks, as well as moving those from other areas of the building.

Staff support for Medicaid-Fraud and Anti-Trust Units; Staff support for Department of Special Education; Continuous conference planning, correspondence, and maintenance of volunteer committee databases; provided coworkers with basic troubleshooting of their computers as well as consultation on MS Office applications.

Supported the Major Accounts Sales team (Fortune 1000, Colleges & Universities) providing pricing, sales quotes, technical information to purchasing agents, and assisted with proactive customer calls; order entry, verified purchase orders, order entry for parts orders. Employee Development Training SpecialistFacilitator for the Sales Training classes for Windows, on-line computer tools, AS400 usage, and other Gateway order entry tools; course revision; facilitation of New Employee Orientation classes; developed basic sales skills with new sales representatives.Account ExecutiveAdvised business and individual customers on their needs for computer hardware, including assistance with customer support and satisfaction.

Worked directly with volunteers and boards of directors in nine Northwest Iowa counties; assisted in coordinating fundraisers, implementation of public educational materials and aid in offering service and rehabilitation programs for cancer patients and their families.