Heidi Proctor Email & Phone Number

* Marketing coordinator in the e-learning industry, promoting virtual learning in the health care industry, assisting professionals and students who are working to positively impact the lives of others* Project management with a focus on quality control* Maintained meticulous paper and electronic file management* Specialized in creating spreadsheets and documents for various purposes, including budget tracking, company information, organizational charts, social media growth, projects, inventory, and corporate partner reporting (Google Suites)* Fostered corporate partnerships/rapport for growth, and contract negotiations* Interpreted federal and state laws and regulations, and reviewed contracts* Developed work procedures and best practices* Prepared various presentations as well as quarterly and annual reports, including metrics, evaluated financial conditions* Processing of account payments, invoices, and other financials* Managed newsletter/magazine ads, along with other product/service marketing strategies* Managed and oversaw all company social media accounts and branding* Assistant to the executive sales team* Acted as the manager and coordinator for nationwide conferences, registrations, memberships, research, flight/hotel/transportation travel arrangements, shipping, schedule itineraries, booth logistics, conducted briefing meetings with internal teams* Calendar, meeting, and financial expense management* Conducted training and onboarding support for new employees* Skilled in event planning, logistics, data specialist, social media accounts, and strategic planning

* Perform exceptional customer service by solving customer inquiries and issues in a timely manner via phone and email* Technical support for software and internet challenges or issues* Follow up with customers to ensure resolution was met satisfactorily and/or exceeded the customers’ expectations * Thorough knowledge of company products, services, and marketing campaigns to address related customer inquiries via phone and email * Educate customers on the features and benefits of products and services * Assist in reviewing E-learning course evaluations and respond accordingly * Assist in developing company-specific best practices, maximize customer satisfaction, and improve employee efficiency * E-learning promotion of virtual learning that assists professionals in their continuing education

South Puget Sound Multiple Branches

* Support assistant to multiple mortgage executives* Thrived in a multifaceted administrative and marketing role* Managed Invoicing, ordering, accounting tasks, scheduling, calendars, meetings* Managed logistics of promotional activities or outreach events such as trade shows * Collaborate on behalf of mortgage executives with advertisers of magazines, newsletters, and other means to market products and services.* Developed and managed office procedures* Trained and also managed executives' CRM databases

Kent, Wa

* Developed training materials and procedures and trained users in the proper use of software programs* Provided services one–on–one for all marketing and branding information to every new financial executive. * Set up and managed compliance of: E-signatures, LinkedIn and Facebook accounts.* Trained on setup and/ or managed Customer Relationship Management (CRM) and Search Engine Optimization (SEO)* Managed marketing, branding, print & social media marketing for branch* Implemented branding strategies with core values of the company through graphic design, (postcards, flyers, signage), social media (Facebook, LinkedIn, Individual Websites, Google)* Managed legal compliance for branch and executives* Coordinate, schedule & set up of promotional activities or outreach events such as trade shows & fair booths* Coordinator for ad marketing with advertisers, magazines, newsletters and other means to market products and services* Formulated vendor invoicing, accounts payables and receivables* Created personal recognition programs * Maintained relationship rapport with external partners & vendors* Identified, developed and evaluated marketing strategy based on knowledge of establishment objectives, market characteristics and cost factors

Tacoma, Wa

* Intake and processed new insurance claims into a database recording system by reviewing and verifying personal and property data, reviewed policies determining eligibility* Trained, tested, and achieved 15 different state insurance licenses, as a specially selected team, to be compliant and work above general claims for all states and territories* Interviewed or corresponded with insureds, claimants, witnesses, police, or other relevant parties to determine claim settlement, denial, or review* Examined and requested documentation from policyholders, agents or vendors, and other company documents to determine claim outcomes such as police reports, medical bills, and physical property damage to determine the extent of liability* Examined damaged vehicle to determine extent of structural, body, mechanical, electrical, or interior damage* Evaluated practicality of repair as opposed to payment of the market value of the vehicle prior to the incident, evaluated repair costs estimates with automobile shops, and escalated to total loss if necessary* Created and audited records of customer interactions or transactions, recording details of inquiries, complaints, or comments, as well as actions taken* Resolved customers' service or billing complaints by performing activities such as an explanation of the policy, refunding money, adjusting bills, or escalation of claim

Olympia, Washington, United States

* Provide oversight related to compliance with Section 1512 reporting requirement under the American Recovery & Reinvestment Act (ARRA), specifically pertaining to Department of Energy funding recipients* Assist in analyzing, researching, interpreting and reporting Recovery Act Clearinghouse and Office of Energy Efficient and Renewable Energy (EERE) Information Center program data to the U.S. Department of Energy* Project Manager and single point of contact for the National State Energy Efficiency Appliance Rebate Program (SEEARP)* Write and edit technical and non-technical responses to customer inquiries via email* Evaluate incoming inquiries to determine customer eligibility for technical and advanced programmatic assistance

Renton, Washington, United States

* Managed and ensured the compliance and completion of marketing activities for all listings* Designed and crafted advertisements and flyers for resale homes, while also maintaining NWMLS online listing compliance* Conducted photography sessions to showcase the features of new construction and resale homes in a manner that best represented their value in marketing listings* Developed tracking spreadsheets to monitor building status and inventory control, providing valuable tools like phone lists & and schedules for internal teams,* Managed intricate paper and electronic filing systems* Handled transportation and hotel reservations, and created travel itineraries* Established and maintained relationships and communication with vendors and contractors* Produced market research and development reports, as well as various miscellaneous reports.* Planned, organized, and supervised various activities, including staging, scheduling coordination, and staffing for new residential construction model homes and resale open houses.* Designed the interior and exterior themes for un-contracted new residential homes, selecting elements such as paint colors, stone schemes, interior paint, trim, carpet, appliances, fixtures, blinds, and hardware* Negotiated revision to contractual agreements with builders, buyers, listing agents, buyer agents, suppliers, and subcontractors.* Conducted meetings with supervisory personnel, owners, buyers, contractors, and vendors to discuss and resolve issues such as work procedures, complaints, construction problems, and requests* Interpreted and explained contracts and plans to buyers, communicating changes or requests to developers and contractors.* Oversaw quality control of craftsmanship during the final walk-through with buyers, covering all aspects* Performed the physical final cleaning of finished homes