Cate Duke Email & Phone Number

Springfield, Or, Us

Oregon, United States

Springfield, Or

Volunteer manager focused on building volunteer capacity in the state of Oregon. Developing and implementing programs in the areas of victim services, court monitoring, education, law enforcement support, legislative actions, and fundraising efforts.

Eugene, Oregon

Experienced Operations and Client Services Manager with a demonstrated history of working in the financial services and insurance industries. Skilled in Operations Management, Microsoft Word, Excel, Client Services, Compliance, Accounts Payable and Receivable, Sales, Human Resources, and Employee Benefits. Strong operations professional with a Bachelor's Degree focused in Legal Studies, from American Military University. Provide administrative support to president of company. Manage special projects with critical deadlines, while also completing necessary daily tasks. Meet with clients to obtain information necessary for completing complex documents. Review each applicant for suitability/eligibility in various programs. Schedule appointments and tasks using Outlook, deliver excellent customer service to diverse client base, evaluate problems and find solutions that balance client needs with compliance requirements. Draft correspondence, compile and review data from various sources to complete reports, fill out subscription documents, and answer client inquiries. Use Excel to track and create reports for production, pending assignments, and outstanding collections. Oversee client accounts payable and receivable, process incoming mail, and maintain compliance manuals and blotters. Delegate tasks to other staff as needed, provide ongoing training to junior administrative staff, keep track of staff schedules to ensure proper coverage in office at all times.

Eugene, Oregon Area

Prepared new business applications, met with clients to review and sign documents, and answer any client questions. Processed group health/dental quotes and created professional presentation materials for employer benefit meetings. Successfully handled high volume customer service calls. Maintained compliance and product manuals, drafted correspondence, and took care of filing and basic clerical duties. Maintained schedule for two financial advisers. Managed accounts payable and receivable, processed payroll, and produced quarterly/year-end tax reports. Produced monthly/annual expense reports, balanced business checking account, and made daily deposits. Kept inventory of supplies and ordered as needed.

Springfield, Or

Involved in hiring, installation, and training of new agents. Provided on-site customer service and administrative task management training for agents and support staff. Implemented sales and customer service processes in agencies; monitored results of those processes making changes as needed for optimal results. Tracked weekly/monthly performance for twenty-three agents in our district, created performance reports and newsletters. Coordinated market meetings, conferences, and continuing education classes. Maintained manager's schedule, made travel arrangements, and processed expense account reimbursement requests.

Bachelor'S Degree, Legal Studies, General, 3.9

Associate'S Degree, Paralegal Studies, General, 4.0