Katherine B. Email & Phone Number

Granite Falls, Washington, United States

In charge of all event activities in the retirement community. Responsible for creating the monthly event calendar and newsletter. Drive the activity bus to all off-site events and doctor's appointments with residents. Participate in and run activities within the community. Assist other departments as needed. Act as manager on duty on the weekends.

Granite Falls, Washington, United States

Ran the office for a retirement community. Processed invoices and payments. Coded invoices per corporate regulations. Handled all billing and rent statements. Onboarded and trained new employees as necessary. Handled all reporting for state inspections. Maintained employee files and ensure they met state standards. Assisted Executive Director as needed..

Granite Falls, Washington, United States

Greeted everyone who enters the building. Answered phone calls and direct to proper extension when necessary. Preformed COVID screening. Basic office duties as filing, faxing, etc. Assisted with activities and helped residents with any needs that arose. Cross trained for HOUSEKEEPING and SERVING. Assisted Business Office Director and Executive Director.

Maintained Accounts Receivable. Responsible for invoicing for client visits. Responsible for Out of Network Insurance Billing. Responsible for timely PIP and LNI billing. Followed up with missing insurance payments, assisted clients with filing claims, and researched information on issues with claims. Assisted with preparing payroll reports for management.

Snohomish, WA

– Work as the company controller by maintaining cash flow, Accounts Payable/Accounts Receivable, monthly reconciliation. Works closely with Profit and Loss, company budgeting, reporting all sales, royalties, commissions, etc. Responsible for daily office management and customer service. Responsible for all logistics for the company, in regards to warehouse.

Lynnwood, WA

– Responsible for maintaining QuickBooks files. Accounts Payables/Accounts Receivables. Invoicing, payment collections. Processed bi-weekly payroll through ADP. Basic marketing. Processed and assisted with company taxes, licenses, and insurance.

Everett, WA

– Instrumental in opening a retail store by preforming the following: responsible for assigning SKU numbers for all merchandise, maintaining inventory for 3 stores placing any special orders for showroom floors. Company Logistics for incoming containers. Processed, ordered, and coordinated shipping for customer special orders. Assisted with company IT..

Deland, FL

– Responsible for office opening procedures, checking messages and email. Assisted clients with claims as needed Called insurance carries on behalf of clients as needed. Office duties including filing, cleaning, ordering supplies. Creating, printing, and mailing benefit booklets to clients. Assisted President with any needs that may have arisen.

Deltona, FL

– Opened office on a daily basis inkling, but not limited to, counting the cash drawer, responding to voicemail and email as needed. Assisted customers both over the phone and in person regarding rentals of storage units. Processed lease paperwork. Maintained property upkeep, cleaned the property and assisted with repairs as able. Created and maintained.